Unanswered questions

I’ve entered the premium information on F 1095-A and the shared allocation between the H & W. F 8962 shows half the APTC on line 25 but no excess repayment on line 27 or anything on lines 28 or 29. The household income is 306% of the poverty line.The 2024 program calculated the excess repayment correctly. I have entered everything required and have tried both ways on the Relief Indicator Smart Wks A - I checked the No box and I tried without checking either box.How do I get F 8962 to calculate the correct excess repayment amount? PS doesn’t allow any overrides to lines 25 - 29.

Paid Preparer SSN or PTIN missing 

I'm amending the 2022 1040, which needs to be paper filed.The December 2025 Instructions for Form 1040-X include the following new requirement:New attachment requirement. For paper-filed Forms 1040-X, you must attach, to your completed Form 1040-X, a completed and updated Form 1040 (emphasis added), 1040-SR, or 1040-NR, with your changes. See Assembling Your Return, later.Previously, the instructions generally required attaching only the changed forms and schedules.I want to make sure I'm interpreting this correctly: Does this mean that we must now attach a complete, updated Form 1040 to a paper-filed Form 1040-X? If so, does the taxpayer need to sign and date the attached Form 1040 in addition to signing Form 1040-X, or is the signature on Form 1040-X sufficient?

Why did the cost to efile a 2025 increase mid year?

I recently submitted two 1040’s that included an 8824 with substantial overrides one was a multi asset exchange and the other was a multi property exchange. The multi asset exchange bounced from the IRS because Pro Series was apparently not including the 8824 in the payload to the IRS. Now I am concerned that my other return may not have had the 8824 included with the payload even though it was accepted. Has anyone had experience with this. Specifically is it possible for proseries to confirm what was sent. When I call support they just tell me if it prints in print preview then it is included in what was sent but I am very skeptical.  Thanks for any help!

Weird font letters are now showing on form 8879 and few other forms.  How do I get rid of them? The letter ‘G’ is before signature lines. Thanks,Marylou

How to remove the check mark in proconnect on this point- Check if any excepted specified foreign financial assets are reported on this form

Michigan efiling rejection. I efiled a MI-1040 today. It came back rejected due to an error on form MI-1040H, this is the apportionment schedule. The error states Line 11 must equal Line 10 multiplied by the percentage on Line 8. It does do this! Line 8 and Line 11 are calculated by the software, only line 10 is a data field. If I try overriding Line 8 or Line 11 I get a processing error but I'm not sure what I would change the math is correct on the form. Error message wants me to mail, just checking to see if anyone else has had this error and found a workaround to mailing. Thanks!

Why does accounts that were paid last week and show paid in reports the next week can show not paid and check that was printing is not in check run? 

What if comparison… Actual includes a 30,000 capital gain.  In “what if” for same year, I removed the capital gain.  Taxable income is reduced by the $30,00o.   Refund stays the same..  How/why would that be?Set account up anew without the cap gain and same refund is reflected as in the what if scenario.  Refunds are the same.   What am I overlooking?   ((Granted, it’s a day before  the deadline and I am not as“fresh” as I should be but it doesn’t make sense to me...

My client’s name does not appear in the E-File Client List.  It is blank.  It only happened for this one client. My other clients are listed.  This is in Pro Series Basic.

Annoying!

When I run an e-file status report and filter it by not-efiled, there are clients showing on the list that HAVE been efiled and showing the lock beside their name.  Why are they populating with a not efiled status?

I’m preparing a 2025 C-corporation return in ProConnect for a new client and am seeing numerous separate Forms 4562. Some are essentially blank, while others contain an individual vehicle in Part V. They appear in both Check Return and the downloaded PDF, so this isn’t limited to the print output.Here’s what I’ve checked:The depreciation assets inspected are assigned to “1 = Form 1120.” Activity name or number is blank and disabled, so I cannot enter or change it. Nothing is entered in Direct Input (4562). The “Form 4562 options: 1=when applicable, 2=force” field is blank.I found the community discussion suggesting different Form or Activity assignments can cause multiple 4562s, but that doesn’t appear to explain the inputs I’ve checked.Has anyone encountered this on a Form 1120? What specific input or setting should I inspect to determine why separate forms, including blank ones, are generating? I don’t want to suppress required forms or change asset classifications merely to clean up

Dans Profile T2, je veux enlever l’avertissement qui m’empêche de transmettre:CO1012. Vous avez indiqué que vous allez transmettre votre déclaration de revenu par voie électronique. Veuillez ne pas envoyer une copie papier de ce formulaire à Revenu Québec ...

We had an outage and when I tried to turn on the computer it would not turn on I checked all the wires and made sure I was internet connected but it came on it told me refresh and I lost all 2025 taxes. How do I retrieve them if possible

Someone posted about this about 7 months ago with no reply.  Indiana has an e-file mandate.  ProSeries does not allow for Form 1120 filers to e-file the Indiana return.  My client has received penalties in consecutive years.  Last year, Indiana abated the penalty.  This year, they will not abate the penalty even though I have no mechanism to e-file the return.  Will ProSeries have the ability to e-file Indiana corporate returns in the future?  This is a major problem for those with Indiana clients.

I have an estate final return to file. I used the T1 adjustment to set up for the Refile but noticed afterward I had missed some information. Can I delete the prior adjustments and start again.

PA resident, MD property with suspended losses and current year losses.  Filing only to establish record of suspended losses in MD.  How do I enter the MD information so that other income that is not MD income doesn’t import.  Right now, taxpayer is being charged tax on $0 MD income!

I think I ran through this issue last year at crunch time. The amount on the instruction letters do not match the return at all even if I have form 2210 suppressed

Working with 1120, I have to do a stolen asset on form 4684, does the program transfer to 4797 in Pro Series  Tax Professional?

I’m a small one person shop with about 35 clients and use ProSeries Basic 50 for last several years.I’ve noticed in the past, new first-time users get a slight discount of $50-60  over my renewal price.Never has a problem with that.For 2026 my renewal price is $240 more that first-time purchaser.Does anyone else think this is a bit outrageous?I feel like Intuit is trying to take advantage of me because switching software isn’t that easy.Where is Intuit’s loyalty to their long-term customers?Hey INTUIT aren’t you using AI to develop your software - that should make it cheaper not more expensive!

Just this last week, we have had at least 6 clients who had their return in proseries completed and then one or two days later the client file has vanished from the proseries database. Has anyone experienced this phenomenon?  It happened out of nowhere this week.  The clients were not deleted.  Homebase maintenance has been done.  The directories for saving files are correct and have not changed.  We have the filing copy pdf in the ty2025 folder, so we know it was done and we printed the return but when going to efile them one or two days later, the client has disappeared from the database.  

  Lacerte generates a worksheet, but not form 8829.  Activity is a partnership from which client receives  nonpassive guaranteed payments for services provided.  K-1 activity is marked as nonpassive.

Please show me input details to have Schedule R-2 Lines 5a and 5b to show "no" to the questions