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1729 Ideas

Add e-filing support for Form 709 (Gift Tax Returns)New

The IRS now supports electronic filing for Form 709 through the Modernized e-File (MeF) system, beginning with recent tax years. However, it appears that ProSeries does not currently support e-filing for these returns.We would like to request that Intuit prioritize adding e-file capability for Form 709 within ProSeries.For firms like ours, the ability to e-file gift tax returns would provide significant benefits:Improved efficiency and reduced administrative burden compared to paper filingFaster processing and confirmation of receipt by the IRSReduced risk of mailing delays or lost filingsAlignment with the IRS’s modernization effortsAs more clients require timely and accurate gift tax filings, continuing to rely on paper processes creates unnecessary operational challenges.Is there currently a roadmap or expected timeline for enabling Form 709 e-file in ProSeries? If not, we strongly encourage Intuit to consider this enhancement as a priority.Thank you for your consideration.

Forum|Forum|5 months ago

Rando75Level 2

QuickZoom to another FormNew

when hitting quickZoom to another form button have the program mark the create new copy button instead of the select an existing form button

Forum|Forum|5 months ago

php333Level 2

Educator Expenses Adjustment in Input but not in return on Schedule 1 - Line 11New

It sounds crazy.....but the taxpayer received 529 distributions....on the relevant input screen....as soon as I entered a "1", "2", or "3" to specify what type of 529 Plan was involved....one of the educator expenses amounts of $300 "dropped out" and the Schedule 1 - Line 11 amount went from $600 to $300.  (both taxpayers are teachers).  Crazy!

Forum|Forum|5 months ago

avapiekarskiLevel 2

Underpayment penalty for Metro and Multnomah Taxes doesn't calculateNew

For a company as large as Intuit, there should be no calculations that need to be done manually.  The program should auto-calculate underpayment penalties for the OR Metro Supportive Housing (MET-40) and the Multnomah Country Preschool For All (MC-40) taxes.  Our old software did this fine, so it's simple laziness

Forum|Forum|5 months ago

estelapetrocelliLevel 1

What is going on this year with issues with printing that slow down and affect the response from the program? I am continuously having to do updates several times a day?s?New

No text available

Forum|Forum|5 months ago

patc1Level 2

.pdf import of W2s and 1099sNew

It's 3/31/26 and thus far none of the scans I have sent to intuit to be read with their import .pdf feature have been processed. Some have failed, others are just sitting there for over half a day already. Bad time of year for a system failure on Intuits end. Please fix ASAP. thank you!

Forum|Forum|5 months ago

jeffpinkneyLevel 2

Carryforward Schedule for IndividualsNew

Could Lacerte be able to provide a separate Carryforward Schedule for the Individual Module? The General Information worksheet is helpful but it would be nice to have a separate carryforward schedule that lists all the pertinent tax attributes that carryforward to the next year. The ability to have this print at a set location (for example at the beginning of the file) would be helpful.The most critical would be the following (Regular and AMT amounts)1. Net Operating Losses2. Passive Activity Losses3. Capital Loss Carryovers4. Contribution Carryovers5. Deferred Crop Insurance Proceeds6. Foreign Tax Credits7. Energy Credits8. Basis Losses

Forum|Forum|5 months ago

strongsilenceLevel 10

Warning to preparers: excess mortgage interest & RE Taxes Posted 3/30/2026New

Today I clicked the box (Screen 29 Box 56) to allocate Mtg Int and RE taxes when taking the Std Ded.BUTTHENI found more deductions (in my case medical). This made Itemized Deductions > Standard Deduction.AND SOtaxes were not as low as possible (because excess amounts remained on F8829),SOTHENI deselected that boxIN ORDER TOGet mtg int and RE taxes flow to Schedule AANDIALMOSTLAUGHEDCOKEOUTMYNOSEI got a better tax result!SO NOW I AMalerting LC and suggesting an informational diagnostic. GOOD NIGHT and Sweet dreams

Forum|Forum|5 months ago

Sequoia Ridge CPAsLevel 1

1065 k-1 importNew

We have several partnership returns that all nest in various amounts into other partnerships and entities. We'd love the ability to export a K-1 from one 1065 and import it into another. This feature works for 1120S returns being exported and then imported into 1040 returns, but it doesn't appear to exist for 1065 export to 1065 imports.

Forum|Forum|5 months ago

TAXES-23Level 1

LSC25-1120S & 1065 IOWA Estimate Vouchers should not print when setup for EFILE of Iowa EstimatesNew

2025 Lacerte - IOWA 1120S and 1065 modules - when estimates for Iowa are setup to be paid ELECTRONICALLY - they still show up in forms to print but should not. The 1040 module works properly on this. We can't turn if off in "items to print" for State Ests Vouchers for ALL clients because some clients might still need this. 

Forum|Forum|5 months ago

smhoward427Level 1

List Social Security Income only once on the OrganizerNew

Please change the organizer so the client only has to list the social security income once.  It is listed under 2025 Income, and then again under ORG10, Social Security Benefits.

Forum|Forum|5 months ago

Tami MLevel 3

Idaho Capital Gain ExclusionNew

When Idaho real estate is sold that has been held over 12 month, there is a 60% exclusion of the capital gain on the Idaho return. This should be automatic if the property is being sold by an Idaho resident or coded as an Idaho property for an Idaho non-resident. There should also be a diagnostic to warn preparers to look for this.

Forum|Forum|5 months ago

lehcpaLevel 1

Montana Mixed ResidencyNew

There appears to be a programing issue with the Montana Mixed Residency calculation.  After hours with tech support we did find a workaround, however it will mean filing the state return via paper.  Unless you remove full time resident the program does not allocate the Montana source income even though the income is properly allocated. By unchecking full time resident on screen one you create an efiling error because Montana wants a date and moved to and moved from making it impossible to efile the Montana return.

Forum|Forum|6 months ago

psmitcpa1Level 3

dashboard enchancementNew

We came from Lacerte and the client dashboard is so much more robust and we miss that.  The options for adding information in each module is SO limited in PTO.  There is so much information you could add like Lacerte allows you to do.  But having a few additional fields woudl be very helpful and very easy to program since (it should) since the info is in the program already.  To start, how about Due Date and Extended Due Date?  Many practitioners use their tax software for due date monitoring.  It's impossible to use PTO for this because none of the information is available at a high level.  For 1040s it's pretty straightforward with due dates but will all other entities, due dates and extended due dates could be anything.  PLEASE ADD DUE DATES AND EXTENDED DUE DATES for Federal and State returns.

Forum|Forum|6 months ago

rpwhitakerLevel 1

State Tax Exempt Interest entry in the partnership module is causing data export to not send info in K-1 box 5 to the individual moduleNew

When there is both Interest Income in screen 22.1 and State tax-exempt interest in screen 27.1, the data export does not send the federal interest income from K-1 line 5 to the personal return.  It must be manually entered in the individual module.  Why won't it populate this field?

Forum|Forum|6 months ago

JminbhLevel 1

Add footnoteDiscussion ongoing

There should be a way to add a general statement or footnote for any return disclosures 

Forum|Forum|6 months ago

hanocoLevel 2

80% NOL LIMITATION COMPUTATIONNew

I CAN'T BELIEVE THAT LACERTE IS STILL NOT COMPUTING THE 80% NOL LIMITATIONCOMPUTATION WHICH EFFECTS BOTH THE FEDERAL RETURN AND OKLAHOMA .YOU CONTINUE TO INCREASE YOUR CHARGES BUT THIS ONE ITEM SEEMS TO NOTHAVE BEEN RESOLVED. THIS IS FIRST YEAR THAT A WARNING PREVENTING EFILINGTHE INDIVIDUAL TAX RETURN HAS APPEARED. IT REQUIRES SEVERAL COMPUTATIONSIN CORRECTLY IMPUTING THE AMOUNT ALLOWABLE UNDER THE 80% RULE. THE IRSIMPOSED THIS LIMITATION ON POST 2021 NOLS. THIS PROBLEM HAS NOT BEEN RESOLVED BY LACERTE IN  OVER FOUR YEARS. THIS IS NOT ACCEPTABLE AND SHOULD BE A TOP PRIORITY OF YOUR SOFTWARE EXPERTS. THIS NEEDS TO BE CORRECTED FOR TAX YEAR 2025!!!!!

Forum|Forum|6 months ago

Deo DLevel 1

Client File NameNew

The Client File name is not showing up the way it was entered on the system. I have seen cases where the File Name is all CAPS, all lower case or the first initial is cap. For example, if the client file name is John D. I have seen the following combinations:1.  JOHN D2.  john d3.  John D

Forum|Forum|6 months ago

Cheryl5295Level 1

add meals to screen 17 - Rental Real Estate on Partnership Module so the program will calculate non ded portionNew

as the program does not have a box for meals on the rental real estate screen 17, we have to enter as "other expenses" and create a statement.  The 50% that is not deductible then must be entered on the M-2 and may not allocate correctly without special allocations

Forum|Forum|6 months ago

CookswithspoonLevel 2

FORM 1041 PASSING THROUGH WITHHOLDING TO BENEFICIARYNew

Lacerte's instructions for how to do this are outdated.  It needs to happen on screen 43, either under Other Information Line 14 or Line 13 (backup withholding) --  and NOT screen 7.  I called and spoke with an agent who gave me incorrect info.  I had to figure this out myself.  Unfortunately, the client withheld inside the trust (not my advice) and I need to push it out to the single beneficiary somehow.

Forum|Forum|6 months ago

DENPLevel 3

Filing a deceased person's tax return.New

When filing a deceased person's tax return, Lacerte keeps saying I need to file Form 1310, but other sources say I don't have to.  The deceased was single (her husband passed away years earlier) and there will be refunds coming from the Federal and State returns, and those refunds will be deposited into her estate's checking account.  She had a will and her brother was assigned to be the executor of the estate, which was approved by the State of Iowa where she resided, but the executor resides in Colorado.  The court in Iowa approved him as the executor of her estate.  There is a valid proof of death.  The Lacerte program says if you file with a From 1310, you cannot file it electronically, but other sources referencing Lacerte say you can, and others say you don't have to file Form 1310.  What is the truth and what am I supposed to actually be doing?!

Forum|Forum|6 months ago

smlLevel 2

Delaware Military Pension ExclusionNew

The Military pension exclusion for the state of Delaware DE increased to 25,000.00 on 1/1/25.  Proseries is not calculating correctly.  Please see house bill HB108 HOUSE OF REPRESENTATIVES153rd GENERAL ASSEMBLY HOUSE BILL NO. 108 AN ACT TO AMEND TITLE 30 OF THE DELAWARE CODE RELATING TO PERSONAL INCOME TAX MODIFICATIONS SUBTRACTED FROM FEDERAL ADJUSTED GROSS INCOME. BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF DELAWARE:Section 1. Amend § 1106, Title 30 of the Delaware Code by making deletions as shown by strike through and insertions as shown by underline as follows:§ 1106. Modifications [For application of this section, see 83 Del. Laws, c. 338, §?2].(b)  Subtractions. —  There shall be subtracted from federal adjusted gross income:(3) a. For taxable years beginning before January 1, 2022:1. Amounts received, not to exceed $2,000, by persons under age 60 as pensions from employers, the United States, this State, or any subdivision of this State; or 2. Amounts received, not to exceed $12,500, by persons age 60 or older as pensions from employers, the United States, this State, or any subdivision of this State, or as eligible retirement income.b. For taxable years beginning on or after January 1, 2022  and before January 1, 2025 :1. For persons under age 60, the greater of: A. Amounts received, not to exceed $2,000, as pensions from employers, the United States, this State, or any subdivision of this State; or B. Amounts received, not to exceed $12,500, as a United States military pension.2. For persons age 60 or older, amounts received, not to exceed $12,500, as pensions from employers, the United States, this State, or any subdivision of this State, or as eligible retirement income.c. For taxable years beginning on or after January 1, 2025:1. For persons under age 60, the greater of:A. Amounts received, not to exceed $2,000, as pensions from employers, the United States, this State, or any subdivision of this State; orB. Amounts received, not to exceed $25,000 as a United States military pension.2. For persons age 60 or older, amounts received, not to exceed $25,000, as pensions from employers, the United States, this State, or any subdivision of this State, or as eligible retirement income.c.   d.  For the purposes of this paragraph (b)(3): SYNOPSISThis bill increases the personal income tax pension exclusion from $12,500 to $25,000.Link:  https://legis.delaware.gov/json/BillDetail/GenerateHtmlDocument?legislationId=142071&legislationTypeId=1&docTypeId=2&legislationName=HB108Shannon Lengal 

Forum|Forum|6 months ago

AAGLevel 1

Is there any way ProConnect Tax can integrate Form 8689 rather than having to do it manually?New

This form is used when wages from work performed in the US Virgin Islands but the person resides in the US. It would be helpful when preparing tax returns for individuals who live on the US mainland but sometime have to work in the US Virgin Islands.

Forum|Forum|6 months ago

JMS925Level 1

IT-41 Line 6 override not working properlyNew

Fiduciary Lacerte - Indiana module.Line 6 Interest on US Government Obligations reported on federal return Override on Screen 55 not working properly.Mutual Fund reports Direct Federal Income as Dividend Income.  This income is exempt from Indiana tax. Input on Screen 16, Dividend Income, US bonds (nontaxable to state) does not show up on IT-41, Line 6 Interest on US Government Obligations reported on federal return.IT-41, Line 6 jumps to input Screen 55 (Indiana Modifications) Subtractions, Income from US Obligations.  Entered an amount as an override.  Still nothing reported on IT-41 Line 6.Called tech support and after 57 minutes troubleshooting was told it does not recognize override because there's no Interest Income on Line 1 of the federal return.  An override should be an override and the amount entered should show on IT-41, Line 6.I was told if amount was reported as Interest Income it would work properly.  This is NOT a solution!  A tax preparer should not be changing how data is reported on Form 1099 to fit Lacerte's program calculations.  As a preparer I take responsibility for any and all overrides.  I should not have to manipulate data to get the correct answer!Please correct what appears to be a programming error.  If an amount is input as an override, the program should use that amount regardless of the programmed calculation for that line item. 

Forum|Forum|6 months ago

LindaZLevel 2

Delay in processing state returnNew

It appears that Delaware is having a delay in accepting individual returns. It is not ProSeries' fault but it would be advantageous if you put an alert up, informing people of this issue. I would not be surprised if other states were having the same issue.

Forum|Forum|6 months ago

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