ProConnect Tax

Client moved from NC to VA during the year. NY Life issued a 1099R with one Federal figure but state tax withholding for both states. How do I enter the state withholding in ProConnect? 

Where or how do I prorate the business use Percentage for sale of a vehicle fully depreciated and disposed middle of the year? The form 4797 shows 100% of trade in value. Despite entering .50 it does not prorate the amounts on Form 4797 Part III. 

I am unable to find the 2025 input area under Pension Income, IRAs, Etc. for IRA QCDs. Last year, there was an Other Information menu heading on the Pension input detail screen right next to the 8606 heading, but not this year, as far as I can tell. I don't think it's my browser, because I still see the Other Information heading on the 2024 input. Thanks in advance for any guidance.

Hello,This is a new item for me.  How do I enter/account for accrued interest paid carried forward?  Thank you for your help.Robin

Here is the situation...There was only ONE loan from the shareholder for this S-Corp and so I entered it in the normal input fields.  But, ProConnect keeps popping up a suggestion that I also fill in the fields for the multiple loan section.I clicked the "ignore" box and yet this persists.Now I'm second-guessing myself.  Maybe something on the backend is not working with the regular input fields since the fields for multiple loans are available for use?Or is the normal behavior that you check the "ignore" box on the suggestion and ProConnect continues to throw up the red boxed suggestion and highlights the multi-loan input field as your solution to the problem it has identified?Sorry if this is a simple question I should know.  I'm new here.  

I entered a client's email address incorrectly and sent the tax organizer.  Corrected email, but can't re-send tax organizer?  How do I fix this?

I received a noncritical diagnostic to refer to a distribution summary worksheet. where is this located in proconnect?  

where doi find the blank organizers 

Schedule COGS: If the value in Column A or Column B, Line 2 is greater than zero, you must provide the corresponding details on Line 9. Please ensure the total of the details entered on Line 9 exactly matches the amount reported on Line 2. KY - Ref #61898 how do i get rid of this error?  they had cogs purchases that carry over from federal 

Does anyone know where the NYS inflation check is reported since it is taxable on the Federal return.  Is it just other income?

Hello. Has anyone found a way to populate PA Schedule O, Section III, Line 7 for the new student loan interest deduction?

I clicked efile then i clicked amend quickly before the 1040 being sent to the agency, now I don't have the option to efile either return

Hello All,Kindly can you assist:A C Corp owned by a Foreigner (100%) had no reportable transactions for the purposes of Form 5472.So, on Line 7 of 2024 Form 1120 Schedule K (Other Info.), I have included the "100%" ownership and Owner Country information on 7a) and 7b) respectively.Question: For Line 7c, do I enter "0" (zero) regarding the number of Form 5272 attached, since there was no reportable transaction between the C Corp and Foreign Owner?Thanks in advance. 

I'm previewing the 4868 application for extension which correctly shows the client name and social, but the ADDRESS is printing as the FIRM / Preparer address.  When I click it, it takes me to the client profile address which of course is entered properly and not the same as the preparer address. How to fix?

Client got the correct return but the cover letter had the wrong name.  Where do I go to troubleshoot this? 

Where am I entering information from form 1099B

Is there a way to switch to forms mode in proconnect?

Need some help in resolving this issue.I can't file a 990 return in the 2024 tax software version since we have already filed this return (same EIN), but for a short year return 6/30/24 due to a change in accounting period.Now, we have to file the fiscal year 6/30/25 return but I'm now getting the e-file error "E-file Transmission Failure - A return with same SSN or EIN has previously been submitted.".I'm thinking this is due to the two similar EINs filed in the 2024 software. However, it's for different periods, so I'm not sure how to resolve this.I can't paper file the return since it's a 990 return. Any resolutions from the community? Tried reaching out to ProConnect support and they are recommending paper filing which is not possible in a 990 return. (The Taxpayer First Act, enacted July 1, 2019, requires tax-exempt organizations to electronically file information returns and related forms. The new law affects tax-exempt organizations in tax years beginning after July 1, 2019)

How do i suppress estimated payments?

Hello,Can you get ProConnect to automatically fill-in the preparers signature date on the federal 1040 and state return?

No text available

I'm trying to figure out why my client's state of CT refund is automatically being applied towards their CHET program instead of getting the refund direct deposited? Where on pro-connect can this be changed?

I'm trying to reprint a prior year 1065 that was e-filed and "paid for" in 2025. However, now that we're in 2026 ProConnect is saying I need to pay for user access this year. Why is that? Is there a workaround?

I wanted to check if Proconnect Tax online support the e-filing for code 31 (Form 8804), if yes how do I know whether the Form 7004 has has been processed for Form 8804? Appreciate the help

I have several clients that receive 1099-NEC's for a non-business purpose.  For example blood or plasma donations.  That is not a self-employment event.  How do I enter the information without having to create a Schedule C yet have the income flow to the 1040 without SE? thanks, K.