hymark999
Level 1

Illinois Estimated Taxes Worksheet - Illinois is the same as federal - pay in 100% of prior year's taxes and you avoid late payment penalties.  While this is the default for federal, the default of the state is based on a Proconnect calculated estimate of 2025 AGI.  THERE IS NOT OPTION for 100% of 2024 income tax liability - stupid.  Work around is to calculate yourself and enter amounts in voucher amount overrides.

Form 1099-R, Box 2a - SOP is to enter all such government submitted forms (w-2, 1099, etc.) exactly as it is provided to you.  However, a 1099-R that has taxable amount not determined checked and no amount in Box 2a, has not place to enter an amount not listed in the form and carried over to the tax return.  Not ability to enter the correct taxable amount unless you do exactly what you are not supposed to do - enter an amount in Box 2a even though that is not what is reported on the official form.  There should be an option to override any amount in Box2a.  Now for the stupid part, there is an override but it does nothing.  So the only way to get it to work is enter your own amount in Box 2a irrespective of this being something you should not do.

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