Below are the top articles and resources for the week leading into the April deadline.
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Help with e-filing
- File extensions in ProConnect Tax
- Electronic filing deadlines and perfection periods for returns and extensions
- State extension and due date information for individual returns
- Setting up electronic payment with an e-file return, extension, or estimate
- How to attach a PDF to a tax return for e-file
- How to lock and unlock returns
- How to enter your EFIN, PTIN, and ERO PIN into ProConnect Tax
- Common questions about eSignature
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.
Help resolving diagnostics and e-file rejections
Schedule K-1/K-2/K-3
- How to generate the K-2 and K-3
- How do I import K-1 information into an individual return?
- Understanding partnership Schedule K-1, box 13 codes for individual returns
- Understanding basis limitations for K-1 losses
- How to complete Form 7203 .
Amended returns
- How to amend an individual return (1040X)
- E-filing Superseded Returns
- Apply overpayment to estimated tax on 1040X
Schedule D/Form 8949/Other Transactions
- Entering a Form 1099-B in ProConnect
- Reporting a sale of home on an individual return
- Entering a sale or disposition of assets
- Attach a summary statement to Schedule D/Form 8949
- Entering stock transactions for Form 8949 or Schedule D
- Generating Form 8949, column (f) for various codes
Rental income, losses, and vacation homes
- Entering income from rental of personal property
- Common questions about entering rental and royalty property
- How to generate Form 8582 for an individual return
- Entering a disposition of rental activity with multiple depreciated assets
- Reporting the sale of home used as a rental property (Section 121 exclusion)
- Entering vacation home income and expenses
Form 1099, 1095, and more...
- How to enter Form 1099-NEC, Nonemployee Compensation
- Entering amounts from Form 1098 and 1099
- Common questions about form 1099-R in ProConnect Tax
- Entering self-employed health insurance premiums from S corporation Schedule K-1
- Generating Form 1116 Foreign Tax Credit for an Individual Return
- Calculating the qualified business income deduction, section 199A
- How to enter vehicle expenses on Schedule C
- How to enter student loan interest paid
- SSN or EIN appears grayed out and can't be changed
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.
PTE
- How to enter Alabama PTE tax in ProConnect
- How to enter Arizona PTE in ProConnect
- California PTE tax in a partnership in ProConnect
- California PTE tax in a 100S in ProConnect
- How to enter a California PTE credit in ProConnect
- How to enter Colorado PTE in ProConnect
- How to enter Georgia PTE in ProConnect
- How to enter Illinois PTE tax in ProConnect
- How to enter Iowa PTE in ProConnect
- How to enter Kansas PTE in ProConnect
- How to enter Louisiana PTE in ProConnect
- How to enter Maryland PTE tax in ProConnect
- How to enter Minnesota PTE tax in ProConnect
- How to enter New Jersey PTE tax in ProConnect
- How to enter New York PTE Tax Credit in ProConnect Tax
- How to enter North Carolina PTE in ProConnect
- How to enter Rhode Island PTE tax in ProConnect
- How to enter Utah PTE in ProConnect
- How to enter Virginia PTE in ProConnect
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