Below are the top articles and resources for the week leading up to the April deadline.
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
What help features are available in ProSeries? Click here to find out.
For tips on using community search effectively to find help articles, click here.
Help with Electronic Filing (attaching a PDF, deadlines and extensions):
- How to file extensions in ProSeries
- Electronic filing deadlines and perfection periods for returns and extensions
- State extension and due date information for individual returns
- How to check for delayed e-file acknowledgements
- How do I attach PDF files to federal or state electronic filing?
- Common questions about Form 1040-ES and estimated payment vouchers
- Electronically filing Form 114, Report of Foreign Bank and Financial Accounts
Disaster area tax relief available:
- Some areas in California, Alabama, Arkansas, Georgia, Mississippi and New York may qualify for a disaster related tax extension. See here for more details.
Schedule D, stock and other transactions, Form 8949
- Methods for entering stock transactions for the Schedule D
- How do I attach a stock summary to the Schedule D and Form 8949?
- Entering a home sale exclusion
Amended returns
- How do I amend an Individual return using ProSeries?
- Entering a net operating loss (NOL) carryback by using Form 1040-X
- How to amend a previously amended return
Rental properties and Form 8582
Form 1099, PPP, and more...
- Entering Form 1099-R in ProSeries
- Where do I enter amounts from Form 1098 and 1099?
- How do I use the HomeBase view in ProSeries?
- How to enter and calculate the qualified business income deduction, section 199A
- Entering education expenses
- Common questions about Form 1041 distributions to beneficiaries
- Completing the Car and Truck Expenses Worksheet
- Entering IRA contributions in a 1040 return
Forms 1095/8962
Schedule K-1/K-2/K-3
- Performing a K-1 Import
- How to complete Form 7203 in ProSeries
- Entering the Shareholders Schedule K-1
- Entering the Partners Schedule K-1
- Generating the Schedules K-2 and K-3
- Limiting K-1 losses to basis and at-risk limitations on an Individual return
Common e-file rejections:
- REJ001 - This is a generic state rejection that happens if the federal return is rejected. Correct the federal rejection and re-submit both the Federal and State returns.
- F8962-070 - If the taxpayer, spouse, or dependents enrolled in the marketplace, even if they never activated their policy, the marketplace may have issued them a 1095-A. If the return is e-filed without the 1095-A the IRS will reject the return until the 1095-A is entered. If the taxpayer is unsure have them contact HealthCare.gov to search for all the SSN's on the tax return.
- R0000-500-01 or R0000-503-02: This rejection happens if the name of the Taxpayer or Spouse on the return does not match the IRS records, this could be due to a recent name change. Verify the spelling of the name and the Social Security Number matches their current social security card.
- IND-181-01 or IND-183-01: This rejection happens when the taxpayer or spouse is missing the IPPIN. See here for more details.
- IND-180-01: This rejection happens if the IPPIN entered is either not for the current tax year, or incorrect. See here for more details.
- F1116-004-02: This error happens if there is a Foreign Tax Credit Carryback or Foreign Tax Credit Carryover and the 1116 Schedule B has not been added to the PDF attachments. See here for details.
PTE
- How to enter Alabama PTE tax in ProSeries
- How to enter Arizona PTE in ProSeries
- How to enter California PTE tax in ProSeries
- How to enter Colorado PTE in ProSeries
- How to enter Illinois PTE tax in ProSeries
- How to enter Iowa PTE in ProSeries
- How to enter Kansas PTE in ProSeries
- Generating Louisiana composite return in ProSeries
- How to enter Maryland PTE forms in ProSeries
- How to enter Minnesota PTE tax in ProSeries
- How to enter New Jersey PTE tax in ProSeries
- How to enter New York PTE tax in ProSeries
- How to enter North Carolina PTE in ProSeries
- How to enter Ohio PTE tax in ProSeries
- How to enter Rhode Island PTE in ProSeries
- How to enter Utah PTE in ProSeries
- How to enter Virginia PTE in ProSeries
