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Level 1

I like the uniform entry idea if that were possible, but I also understand the limitations of the software for the price. The overall process of state allocations and the tax calculations were spot on. The problem I had was with pinning down the reject.

As for itonewbies rather sanctimonious comments, please note:

1) All forms were calculating correctly both before and after the Ohio part-year date fix, there was no warning diagnostic, there is no instruction at the point of entry, there are no current Help instructions or articles on this matter, and both the reject problem and solution texts were overly general with no clear fixes.

2) Two PTO reps used Smart View, reviewed the forms, and searched the Help articles and were unable to suggest a fix. We had to try various hit and miss entry changes, including override fields, before stumbling upon the date problem in the Ohio Schedule of Credits form.

3) Unlike some tax preparers, I have a life. That life does not include combing through dense tax forms looking for arcane state and local instruction nuances ... I expect my tax software to handle those duties. It's 2024.

4) The return in question was for tax year 2022. The IT-NRC for Ohio in PTO does not show those date fields at the top of the form for 2022.

5) As for the rather snide, trolling acronym, I think we all know where I would like that entered. 

Constructive, civil comments only please. Thanks all.