ProConnect Tax Idea Exchange

1. Easy access to OneDrive.

2. Import from Quicken. Not just Quickbooks.

Thanks for the idea to "Provide 1. Easy access to OneDrive.

2. Import from Quicken. Not just Quickbooks.". We are changing the status to "Open for voting".

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ProConnect Idea Exchange

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Status:

Vote now if this is a good idea

Comments

New Member

ProConnect is not correctly applying charitable contribution carryovers in accordance with IRS guidelines outlined in Publication 526. Instead of using the oldest carryovers first—as permitted—ProConnect is applying the current year’s contributions before utilizing carryovers from prior years. As a result, my client’s fifth-year carryover is at risk of expiring unused, leading to a permanent loss of that deduction.

Level 5

Status changed to:

Thanks for the idea to "Provide 1. Easy access to OneDrive.

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.