ProConnect Tax

How can I add more than 8 Schedule-C’s to a single individuals Federal Tax Return?The system shows an 8 Schedule C limit? Thank You

I am preparing a return for MFJ status for year 2022. and my client have following incomes  Wages  185738  (taxpayer 71276, Spouse (Employer1 71923, Employer2  42538) , interest income 41, capital loss (-3000) and my client has contributed to IRA 6000 each for both him and his spouse and they both are covered under employer retirement plan .. Now my question is that Is IRA deduction of 12000 (6000 for him and 6000 for spouse) is still available for couple or not ? Because when i entered this figures in their sections in pro connect and IRA deduction is not showing in their Form 1040 line 10 and Sch-1 line 20 so please guide me.

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I have a client that did not request an Ip Pin and the program is asking for the pin.  Any suggestions?

They received a W-2 that show State wages and Local Wages. They moved out of Michigan in 2020

I have Federal and state checked to e-file.  The Federal has a green diagnostic under e-file Amendment, but State is telling me to clear all diagnostics.  Checked in input to Amend Federal and 1 to amend state.  Instruction letter states both are being electronically filed.  How do I clear the diagnostic?

I was informed at the Virtual Tax Readiness Webinar that the 2023 PTO software was to be released by 11/9/23 and I do not have it in my drop down menu yet. Can an Intuit representative/affiliate let me know the timing of the release. Thanks!Veteran's Day please honor those who have served our country.

I was required by a client to use his own Pro connect tax software. He needs to file an individual tax return, a partnership, a s-Corp and a c-corp. I will be paid on hourly rate. He said he will need to file extension, meaning the tax return will be e-filed just before Oct. 15th, 2024.  The client has around 100 real estate properties. Now he wants to sign contract with me. I have no experience on handling this kind of client. ( I usually use the pro connect tax online I purchased and deliver the return after the payment.). What should I mention on the contract? Please feel free to give your opinions and advises. Your help will be really appreciated.

I am retired and only prepare 11 friend and family returns. Nothing complicated above a small sch c and E.I currenly use proconnect, but am wondering if I can just buy 3 turbo tax ( 5 returns ea) and save a great deal of money?  Can I transfer files from proconnect to turbo tax?

I am treasurer of a 503 (c) 7 social club. Our anual information return must be filed electrinically.I am interested in how to utilize ProConnect to accomplish the task and significantly reduce the high fees required by CPA firms. We use Quickbooks Plus for our books, on cash basis. We do not require financial audit.I am retired, but had compliled 990 & 990T for a good sized national 503 (c) 3 Public Charity.We are interested in understanding our options of self-filing or becoming a client.Thank YouFranK Hogan 

What does the red dot mean on the left panel beside the "Clients"?

If there is no adjustment, then the form 8962 (Premium Tax Credit) is not included in the PDF. This causes unnecessary concern whether the preparer has considered the 1095-A or it has no effect. In the same way that we can included an unused Sch A, is there a way to include form?The form shows up in preview, under "ALL forms".

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Taxpayer is concerned about reporting 1098T expenses when no payments have been made. The expenses reported in box 1 are from a student loan. The taxpayer has recently become disabled and is asking for loan forgiveness. Is it best to include the 1098T info as reported and adjust if and when loan forgiveness is received? What is the best way to handle this situation so as not to interfere with the loan forgiveness request?

When is the last day to e-file a 2020 tax return in ProConnect Tax?

If a taxpayer lives in Virginia for the entire year 2022. he received a form W-2 with withholding tax from NJ and VA because his employer is located in NJ state. This taxpayer also has a rental property in Virginia.  Does this rental property have any influence on his NJ state return?Thank you so much!

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I would like to see ProConnect offer the ability for tax return preparers to lock returns at their own discretion.  My understanding is that, beginning with 2021 tax returns, ProConnect automatically locks returns as soon as they're e-filed.  However, I unlocked a previously e-filed 2021 return and now want to re-lock it but am unable to do so.  There is also no option to lock paper tax returns.  In addition, there is no capabililty to lock prior year tax returns. I think ProConnect should offer options for locking returns that mirror what the Lacerte product has to offer. Thank you, Scott David    

How the Proconnect Tax set the renewal price for the existing customers? Based on prior year purchased return volumes? If you filed substantially more return for this year, will you receive better price next year?

Add a feature to re-lock a return

The profile setup right now only includes entry for one email address so we can only send invitations to one person, and they only have access to the organizer. I propose there should be entry for two emails in MFS and MFJ that can both receive and separately upload documents to the same organizer.

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I am trying to complete Form 8995 for an S-Corp to report Carryover loss and cannot locate it in ProConnect online. The carryover is from an LLC that has been converted to S-Corp.

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