ProConnect Tax

mattgutzLevel 4

I am getting a diagnostic for a split interest trust because I do not have a recipient/beneficiary. What am I missing?

"Form 5227, Page 7, Part III: At least one recipient/beneficiary must be present for efile purposes when the trust is a Charitable Remainder Annuity Trust or a Charitable Remainder Unitrust."  I have 2 beneficiaries that received K1s.  Can someone PLEASE help me figure this one out?

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MARYLFB Level 1

Payment Date past 04/18/2023 for Disaster Area returns

Erie county payment date extended to 05/15/2023 but date cannot change for debit payment.  So is only way to pay between 04/18/2023 and 05/15/2023 is by check?

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KTS2021Level 2

Form 8606 stand-alone or with amended return

Hello ProConnect Community!Can the form 8606 be filed as a stand-alone or does it need to be with amended return if I need to file it after the original return was submitted? II have heard somebody saying it can be a stand alone document.  If so, how can I create a stand alone Form 8606 in ProConnect? Do I have to do it manually?  Or does Form 8606 need to be a part of amended return? Back story...  A client fully funded Roth IRA and filed the original return.  Later they recharacterized the Roth to non-deductible TIRA due to their MAGI being over the Roth limit.  Thank you!

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nee_boxerLevel 1

How do I get numbers into part-year california Sch CA-NR column E?

client moved to CA during the year, and I need to allocate his interest income for the time period he was a CA resident.  I don't see anyway to do this in the software

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LCATLevel 1

Roth Conversion on SATURDAY Dec 31 2022 - no 1099-R for 2022

Taxpayer made a Roth conversion on Saturday, December 31, 2022 meeting the IRS deadline for 2022. The transaction confirmation has that date, but the transaction wasn't recorded until the market opened on January 3, 2023. Thus, no 1099-R was generated for 2022. Should the conversion be reported on 2022's tax return without the 1099-R? Or wait to report and pay taxes in 2023?If an RMD from a taxable IRA was also taken on December 31st with the same result (no 1099-R for 2022), should the RMD be reported in 2022? Confirmations have 12/31/2022 date, but no 1099-R.Thank you!

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CJ_SFSLevel 2

Allocating Income for MFS in Community Property State

Greetings! We have a client filing as Married Filing Separately. They are not active military, and they are a CA resident. As a result, I’m filling out Form 8958. My question is about the taxes withheld calculation. What taxes are included in that calculation? Federal and state, or one or the other only? I would assume it’s all taxes (federal and state) but because it’s for CA residents, I wanted to double check. Thanks in advance!

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usergffigLevel 1

Is it normal to have zero adjustments to income?

No text available

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sandrakayenman-gLevel 1

Where do you enter amount for line 3 form 8889. Should be $7,300 for family

I put in family coverage box 

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SeanBuffaloLevel 2

File Extension CA-NR

Hello,I am trying to file an extension for California, the return is showing a zero balance but requires payment information.  How do I get the extension e-filed without a payment?Thank you,Sean

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jimbob59Level 2

how can I lock return back?

I have filed the return.  Once i have unlocked the return to make a minor address change to the file for next yeare purposes, is there any way to lock the return back?

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randy-grLevel 1

Will client have to file return since he received a 1099-S for home sale? He had no other income. Proceeds were $320,000 but gain under lifetime exclusion amount.

No text available

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SLM Financial ServicesLevel 2

California nonresident tax return

I have a client whose primary residence is in Washington state, but they sold the condo in CA in 2022 with capital gains to report.  Where do I find the input to get a nonresident CA tax return to generate.  I can get a CA resident return, but no matter how I complete the nonresident input screen, it does not change.

221

info-jmbaccountiLevel 1

Can i include 1 asset´s depeciation in 2 shcedule cs? Bought 1 car used for 2 business? can I split the mileage?

Bought 1 car used for 2 business

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BabakLevel 5

Lease payment of a car under the name of the business not showing up in Schedule C

My client leased a car under the name of his business (schedule C). I entered all expenses under "Direct Expense" but the lease payments don't show up in Schedule C, only Gas and Insurance are showing in Schedule C. How can I make changes so around 8000 lease payment is deducted from the income?

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coopstah2001Level 2

I had a business loss in 2021 and a business loss in 2022 but the business loss amount is populating in the Business income row on the Federal Income Tax Summary page?

Can someone help me understand why?

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99mtamchampLevel 3

2% S CORP SHAREHOLDER UNREIMBUSED EXPENSES

I'm a little confused regarding the deduction of a 2% s-corp shareholder deducting unreimbursed expenses as a deduction on Schedule E page 2.  I've read that this is not allowed but in other readings it states: shareholders cannot deduct unreimbursed employee expenses unless these expenses relate directly to corporate business and not the officer or shareholder.  I have a client who is a 40% shareholder and pays for a lot of on the job expenses himself without reimbursement.  Just would like to hear some opinions if possible on this situation.  Thanks

481

michael@imagioglLevel 1

I mistakenly added a Detroit resident return when in fact I need a Detroit nonresident return. How do I change it?

No text available

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efrandinLevel 3

Obtain physical link for Intuit Link to send to client

Hello!I have a client that seems to be having an issue receiving the Intuit Link email, for whatever reason.  I have walked through the checklist of common deliver issues to no success.  Is there anyway of obtaining the physical link that I can email to them.  Thanks!  

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andrewbarkerLevel 2

The client has tried to Docusign twice but has not passed authentication. What could cause this problem and how can we resolve it?

No text available

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RJH1Level 1

Where do I enter the information from MO-FPT (Missouri Food Pantry, Homeless Shelter, Or Soup Kitchen) in ProConnect online? There doesn't appear to be a field for that

No text available

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harold-provenbooLevel 2

Entering tax payer efile PIN from 8879 signed

Do I have to enter the efile PIN from the 8879 somewhere on the return before I efile the return? 

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tonitax1951-gmaiLevel 1

Where do you go to sell a depreciable asset?

Is there a place in the depreciation schedule to sell the asset?

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aamulti-swflLevel 1

Can I cancel an efile?

We accidentally efiled a return and forgot to add a W2 to the return. Are we able to repull that efile and make the corrections?

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marialeroyLevel 1

Is there a way to print Form 4868 and have it say "Electronically Filed"? This is for clients who want to mail in a check, but the extension form is filed electronically.

No text available

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LynnCLevel 3

Preparing a 1041. The 1099-DIV has a Section 897 capital gain (2f). I don't see a field for 2(f) on the 1099-DIV entry screen. Where do I put this in ProConnect?

No text available

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