ProConnect Tax

George4tracks

How do I ask George4tracks a question? Gerry Robertson[email address removed]

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Love4godLevel 1

Should my client still file 1099’s for contractors if they have paid them using a credit card? I know it's not required but what would be the benefit if filed anyway?

No text available

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idawkrizmanLevel 3

Locality on Gambling Winnings only shows New York and Yonkers

Resident of Solon, OH and gambling winnings in North Randal, OH.  Entering my W-2G for the taxpayer does not permit me to select North Randal, only NY cities.  Nothin on the return is for NY.

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entitled taxLevel 2

How do I generate a State Power of Attorney?

When trying to generate the POA for NY. The screen only shows the states that the POAs are required for, nothing else.

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rogerthat2011Level 1

Where do I record the partner distributions and contribution for the 1065 in Proconnect?

I cannot find where I record partner's contribution and distributions so it shows up on the K-1 in the Partner's capital account analysis section.

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qiao0703Level 1

8962 form does not generate

entered 1095A but 8962 does not generate

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randyhindsLevel 2

Where can I find my total purchases from intuit in 2020?

For tax purposes

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99mtamchampLevel 3

Railroad retirement: entering the 1099 Forms

Does anybody have some tips for entering the information on the railroad retirement forms? I've tried to follow the instructions on the support site but you have to have more information than the forms provide.... like "Enter the Annuity starting date"... "Enter the Expected return".... "Enter the Investment previously recovered tax free, if applicable." Not sure where this information comes from. 

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michaelfLevel 3

When I amend a return to remove an erroneously claimed AOC, the software reduced AGI by $2k. Why is that?

No text available

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JM3Level 1

How to prevent Extension Payment from recalculating when filing final return?

When I go to file the final return, the extension form is recalculating showing the payment made with the extension as if paid prior to extension.  It now shows zero due with the extension form that will be filed with the final return.

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Marla KoosedLevel 2

I created a new return for Client X. But, Client X already had one started. Can I move the new return to Client X's original started return?

The new return is complete, but the original one is not

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Marty312Level 1

In the Tax Returns window is there a way to modify the column order?

No text available

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operations-allerLevel 1

Additional child tax credit

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samkmedleyLevel 1

How to enter a Passthrough K-1?

No text available

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Egraham08Level 2

Prior Year E-File

I have a client that wants to efile W2s for 2015, 2016, and 2018. Will I be able to efile through the proconnect system for these years or do I need to submit them all by paper? Do I need to do anything special to get these processed?

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hcoxwetaxLevel 1

Need help with 2017 transmitting return return successfully converted but not successfully transmitted

Can't transmit to Intuit 2of2 returns/extensions/payments successfully/converted0 of 2 returns/extensions/payments successfully transmitted did update no new ones were found

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galenagrpLevel 1

It's so hard to just find my Intuit CAN customer account number. Why can't they just have it under settings or firm information?

No text available

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mbuchineLevel 3

Preparing a trust 1041 return. this is an attorney trust account to hold money for client. It chose the decedents estate and it is not. How do i change this ?

it is asking me to complete a K1 when there is not distribution being made

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wareagleflyingteLevel 1

I am the treasurer of a 501(c)(3) organization. What is the best way to electronically file the form 990-PF if I am not an ERO? Please help.

Apparently, paper copies will not do for tax years ending on December 31, 2021. I don't want to hire someone to do these taxes when I have calculated the numbers, but don't have any idea how or what software to submit the information. I bought a tax return on this software not knowing I needed to be an ERO with a pin.

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KG2Level 2

Has anyone had problems with the Recovery Rebate Credit? Clients receiving letters that say it was calculated incorrectly. One owes $3.40. System at 65 IRS says 61.60.

No text available

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The Real HalloweenLevel 6

Form 4868-Extension to file (TP is abroad)

As per the 2020 f4848 instructions:You don’t need to file Form 4868 if you make a payment using our electronic payment options. The IRS will automatically process an extension of time to file when you pay part or all of your estimated income tax electronically.TP will pay his estimated of tax liability for 2020 via IRS Direct Pay. Is there any harm to also e-file f4868 via PTO? TP wants to make sure that the extension is accepted and he will not receive any notices.Also, in order for f4848 to be valid, the IRS Direct pay has to be made on or before June 15, 2021 (TP is abroad). Correct?Thanks for your comment and time.

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mattsdLevel 2

Client has suspended losses from a Partnership and received a final K-1. How do I get ProConnect to allow the suspended losses? Can I mark it as final somewhere?

Schedule E should show the passive losses offsetting the non-passive income in the current year because the K-1 is final, but I don't see where to tell ProConnect that this is a final K-1.

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Steve777Level 1

ProConnect is not allowing the filing of 4868 extension even though the federal due date is June 15th because of disaster area storms - any suggestions?

No text available

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lrichardsonLevel 2

DO I HAVE TO FILE FEDERAL EXTENSIONS BY MAIL FOR TEXAS RESIDENTS OR BUSINESSES?

No text available

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kerryrplattLevel 1

My client did not pay their 2020 $800 LLC tax due but the software assumes it did. I entered no payment in the CA Misc screen but line 7 of 568 won't change to $0.

How do I override the system which automatically enters the $800 as paid?

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