ProConnect Tax

Not required to file a 1099 if payment was made to a corporation, "If required, did you" question is confusing. "Were you required" is more appropriate. How to answer?

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khurley0015Level 2

How do I report Mass State taxable income for a Traditional IRA conversion to Roth IRA as zero? Using input to Form 1099-R state taxable amount does not work.

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Lynne_loves_taxesLevel 2

I cannot get the third party designee PIN entered correctly causing reject. Please advise!

Preparer should be only designee but it does not like any thing i am doing and keeps rejecting

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paula-benbuckendLevel 1

We are using ProConnect. How can I enable a cover sheet/slip sheet page at the front of the tax return with the clients' name/address and the preparer's name/address?

This is the information that would show through the cover boxes.

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prabhashniprasadLevel 1

Are annuities contributions tax deductible for the tax year in which they are paid?

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allisonsLevel 3

How are we supposed to figure out what was actually filed with the state of Georgia???

Proconnect has now emailed and called saying the returns reviewed on screen and printed were not what was actually transmitted to the state of GA. How are we supposed to file amended returns to correct Proconnect's error if we don't even know what was filed???? To file an amended return you have to know original numbers.

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marcos phoenixLevel 1

I cannot find a business tax return I filed manually last year. How do I obtain?

How do I obtain a copy for a 2019 business tax return I filed manually after preparing on proconnect, but I cannot see a 2019 copy on Proconnect

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saigeLevel 1

How do I sort information on the client page.

When Lacerte was on the desktop I would sort my columns by just clicking on the top of them but now that we are jumping to the cloud format, clicking on the columns do nothing. Is there a setting that I need to change in order to sort again or is this just a user error? Thank you guys!

161

AnmarieALevel 5

When a self employed individual elects to defer their Self Employment tax due on with their filing (derived from K-1 Partnership) is there any cost for paying late?

The Cares Act allows Self employed individuals to defer their payment of SE tax until 12/31/21 and 12/31/22. Are their penalties or interest for making this election?

252

dtunson-kw-comLevel 2

Why do I file CA form 3805V

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randyhindsLevel 2

What to do when prior year's wages are not in current year's totals because client did not work in current year.

I get a critical diagnostic because my client did not work at his previous job in 2020.

131

KathyS21Level 2

Where do I enter a payback of the First-time homebuyer credit in ProConnect? The home was purchased in April 2008. It goes on Schedule 2, Line 7b

Looked for it under "Other Taxes"

262

alluvialtaxLevel 2

ProConnect says efile status accepted and I have a submission ID. IRS has just told the client's banker no return was received. What's the truth? How do I find out?

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JDElpLevel 1

Form 1065, Sched B - Critical Diagonostic to enter prior gross receipts prior 3 yrs. Added $0 for each year and still get diagonostic. The Partnership has no int expense.

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f16Level 2

I have self entered all my info and it's ready for filing. I have IRS approval as a Provider Option: Transmitter,active Efin. How can I get my 990-PF Return e-filed?

Rejected reason explanation from ProConnect "your application must list Electronic Return Originator or Large Taxpayer in the Provider Option"Is ProConnect rejecting the Provider Option of Transmitter?  If so why?   If so how/who can I e-file through.  I formed a non-profit to offer scholarships to military dependents.  Thanks

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HT1Level 1

If I entered the incorrect routing number due to a bank merger can i correct it.. the return calls for a state refund

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SherronSLevel 1

Can I review a return in filing form?

I want to see a review of the forms as if I were mailing in the return

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taxprepperLevel 3

Form FTB 3515 - CA Earned Income Tax Credit - No Worksheet

The due dilligence checklist asked if I've completed the "Tax Credit Worksheet found in the form FTB 3514 instructions, or your own worksheet that provides the same information as the form FTB 3514 worksheet?"ProConnect doesn't appear to be generating this worksheet when looking in the Worksheets appendix.How can I satisfy this requirement?

181

da-livingston-mcLevel 2

How do I access my free trial return?

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101

karenhenning55Level 1

Is Canada Retirement entered into 1099R?Is Canada Retirement in Canada Funds or the USA dollar?Should Canada Retirement be added to Other Income?

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danforthcominsLevel 1

Economic Impact payment

Client received a Economic Impact payment in March of 2021. No payments received in 2020. No Letter 1444. Do I enter on screen 38.2 for 2020 to get a credit?Thank you.

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mitchsloan40Level 1

Don't ProAdvisors get a certain number of free returns for their first returns?

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dpexLevel 1

How do I make an entry on Schedule 1, Part 1, Box 8?

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pdkleckerLevel 1

How do we enter a PPP loan which was not forgiven? The client ended up going out of business and had to pay the loan off.

A client had to close their business before they received PPP loan funds. They paid the loan off when they sold the business. How do I enter an unforgiven PPP loan which is repaid?

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sandra7Level 1

Can taxpayers, both husband and wife, with ITIN claim Recovery Rebate Credit for their US born children? System is disqualifying them.

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