4/15 filing deadline for Forms 1040, 1041, and 1120 is now closed. Perfection period in progress! Check out Hot Topics for ProSeries | Lacerte | ProConnect
4/15 filing deadline for Forms 1040, 1041, and 1120 is now closed. Perfection period in progress! Check out Hot Topics for ProSeries | Lacerte | ProConnect
I have a taxpayer who turns 73 on June 14, 2026. She has a tradtional IRA with about 25k that she wants to roll into a Roth IRA prior to her 73rd birthday. Can ... read more
My 2nd client of the season presented me with the above letter, which requires that I enter the monthly premiums, etc. for the 1095-A, not the annual totals.I'v... read more
One of our clients salaried employees went on vacation so we put their salary amount in vacation and EZ is figuring Fica and Medicare on the salary + the vacati... read more
Have you ever tried to use ProSeries Professional to file a superseded return? I tried for the first time this past season. It's an involved process making a co... read more
Hi, I am receiving an error message for the date to withdraw payment for state return - VA pass-through entity for Sub S Corp. The error is blocking me from efi... read more
On the Form 1099‑INT, $0.24 is reported in Box 1, Original Issue Discount (OID) for the year is $315.93, and Interest shortfall on contingent payment debt is $8... read more
I am unable to purchase an esignature online through ProSeries. Seems to happen every year. It never works online. Please, Intuit, try to make this whole packag... read more
For the past several years since Tax Advisory was introduced in ProConnect, despite all the requests we have submitted to have this option added to ProSeries, t... read more
For the past several years since Tax Advisory was introduced in ProConnect, despite all the requests we have submitted to have this option added to ProSeries, t... read more
How do I e-file an amended CA Form 568 in ProConnect? I'm amending the federal and CA state returns. I've marked the CA Form 568 as amended, but there doesn't s... read more
A client with a benefit from a nephew now owes more and is getting penalized. Her pension was not selected as Spouse but ProSeries gave a refund like she was on... read more
ProSeries currently has several gaps and limitations that should be addressed:Tax Advisory availabilityTax Advisory tools should be available in ProSeries, not ... read more
