Howie K
Level 2
03-14-2021
04:40 PM
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I prepared a return which calculated the recovery rebate. It was disallowed by IRS upon electronically filing the return. I believe the taxpayer was not entitled to the rebate as his income exceeded the maximum amount. If they are correct it appears there is a glitch in the pro series software.
If not, an amended return will be required.
Please look into this and let me know the result.
Howard Klein
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dascpa
Level 12
03-14-2021
04:43 PM
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Who are you asking to look into this? This is a community board for tax preparers to discuss topics with each other, not a ProSeries customer support center. If you believe there is an error you will have to contact ProSeries, send them a "sanitized" file and let them research your particular issue.
Level 15
03-14-2021
05:22 PM
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If you saw a popup box after filing that said "things have changed", its a false message...the return still appears correct a filed, right?
Intuit has been notified, Im guessing they'll have it fixed by the next update.
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