Duvid
Level 1
‎03-04-2025 12:30 PM

Under Client Info there is a spot for "Dependent of someone"

In completing a new client's return, the system calculates the taxes based on info provided.  WHY does ProSeries ASSUME that the client is a "Dependent of someone else"???????????????

If not checked yes or no, the system ASSUMES the client IS a dependent of someone else. This SUCKS!!! And there is no where to check as a Default - NO.  Only until the accountant checks the "No" box does the system then re-calculate the taxes refunded or owed - always LOWER.  thsi is a NUISANCE!!

Probably 90% of those filing returns are NOT a dependent of someone. So, why does ProSeries ASSUME that one IS a dependent of someone else??

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IRonMaN
Level 15
‎03-04-2025 01:17 PM

That question has potential repercussions with things like some credits, otherwise it shouldn't pop up unless the taxpayer is under 19.


Slava Ukraini!
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Just-Lisa-Now-
Level 15
Level 15
‎03-04-2025 02:50 PM

Those checkboxes need to be checked when a 1095A is involved, Im not sure Ive noticed it popup as a pink error/missing info otherwise.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Duvid
Level 1
‎03-04-2025 02:54 PM

Thanks.  That is exactly when it happened - a 1095-A was entered.

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Just-Lisa-Now-
Level 15
Level 15
‎03-04-2025 04:30 PM

The  Form 8962 doesn't compute for the 1095A until those boxes are checked. 

Its a hassle, especially if you forget to check them and dont notice them as being missing, then when they do get checked the bottom line of the return changes!


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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