Client failed to take 2024 RMD from her IRA due to broker error. The error was immediately corrected when realized. Broker files 2025 Form 1099-R for both 2024 ... read more
Last year (TY 2024) their were understandable delays in releasing Form 172 regarding NOL in the ProSeries BASIC tax program as it was late coming from the IRS.I... read more
In 2024 taxpayer bought a truck, 100% business. Took section 179, bonus depr, and macrs, as well as the dealer redeemed EC tax credit of $7,500. In 2025, lemon ... read more
i tried to file a Louisiana resident return with 3 out of state returns attached.this return did not go through, is there a problem with 3 out of state returns?
Hello,I installed the 2025 version of Proseries today and everything went fine until I tried to open the program.When I input my account info and password into ... read more
Hi all, I recently switched from Ultimate Tax (through Universal Tax System) after two years to ProSeries, but am struggling to see if there is any way to easil... read more
Installed ProSeries Professional (2024) to do one Form 990, Federal and California. Taxpayer FYE was 06/30/25, with Extension due 11/17/25. Install appears to w... read more
I really appreciate the creation of the functionality to send a weekly reminder to clients to get started in the portal. However, I would like the ability to ha... read more
When I transmit a return, I would like to see Proconnect automatically update:Return status to "E-file completed"Pro Intuit Link status to CompletedThis seems s... read more
