Where is form 7217? Apparently no one told ProConnect that they were going to have to add a new form this year to the form 1065...https://www.irs.gov/forms-pubs... read more
1099-NEC can be imported to Proconnect but does NOT appear on Check Return page and no diagnostics are created to notify that the income did not populate to the... read more
The only 3 choices for giving the Advance User role in ProConnect to someone is to select "Advance User with books admin", "Advance User with books access", and... read more
I have a client who took a 403(b) distribution for $90,000 in a check. He then put it in a timely way into a Roth.How do I fill out what happened so that a Roth... read more
Hi all. I'm just looking for confirmation or comment on how I can handle an allocation of policy amounts on an 8962.Taxpayer had a policy through the marketplac... read more
Client is a K-1 owner of a worldwide conglomerate. MA has an excise tax based on sales (above $6m and above $9m). Client has no activity, no sales, no people, n... read more
Is anyone else having issues with the firm/preparing information not saving and disappearing when going into other returns....and even happens when I open up a ... read more
On the dividend entry screen, we should be able to make the election not to file Form 1116 so we do not have to fill out a separate Foreign Tax Credit screen.
- You make quarterly estimated payments and elect to make the last payment paid on 12/31 (no other choice).- Next year you treat the estimated payments as paid ... read more
In client status there are all the boxes with each prompt in order. Lets just say a client was extended, and then we received their documents 10 days later. Bec... read more
Hello. I am using Proseries Basic for almost all of my returns, other than the 1065's which ia using the PPR Professional. Basic is working fine, my issue is I ... read more
