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
Employer didn't reduce Box 1 on W2 by Simple IRA deducted from employee check. I put on as a IRA deduction but calculated it inn the form 8995 so that amount i... read more
Individula Tax:Like PA Module has form PA-1000 (Property Tax or Rent Rebate) This form is Included in the program.NJ also let the Senior Cizens 65 or Older or C... 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
For many years, our client's with California grantor trusts have had to continue to file paper tax returns. I just spoke with another tax preparer who uses the ... 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Have you ever tried to use ProSeries Professional to file a superseded return?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
Form 8997 has information carried from 2022 in the 2023 smart worksheet at the top. QOF deferral amounts are not carrying to Part I or Part IV of the form, alth... read more
Every year, I spend 8+ hours opening every individual account and deleting the efile check mark. I do this to empty the EF View list in efforts to keep track of... read more
I ran the repairs update today. I'm getting an explanation statement regarding amortization of domestic research and experimental costs that's attached to the r... read more
Quote was posted on myproconnect.. I am ready for tax year 2026.... year end cannot get here soon enough.. been a week since the tax season crunch ended.. enoug... read more
Per client:For taxable IRA distributions, I see $6k listed and counted towards AGI but I believe it should be $0. The background is, in Jan'23 I did a backdoor ... read more
To the Lacerte software programing team: Currently if an individual income tax return (Form 1040) is required to include Form 8978 (Partner'sAdditional Reportin... read more
Can the Request Payment Date on the E-File Payment Record - Balance Due page be the actual date requested or April 15th? It would be nice to be able to provide ... read more
Jim-from-Ohio Level 12 ProSeries Professionalposted Apr 22, 2026Last activity Apr 22, 2026 by Jim-from-Ohio
