ProConnect Tax

A client shared a copy of the email they received when I sent them documents using esignature. The name and email address are incorrect. Where do I fix that information? Thank you. Cheryl A H. CPA

I need full name, email address at a minimum.Would love to have both taxpayer and spouse's information.Thanks in advance, Christopher

Hello Everyone, I am filing 1065-NJ for a partnership where partners are non residents and never been to USA but their partnership is registered in NJ. On form 1065-NJ under NJ misc information I put 2 for the question mentioned in the subject line and leave everything else blank in that section but somehow software is keep picking up 2 for this option (Number of nonresident partners with physical nexus to NJ [Override]) as well and when I review the PDF return the both lines 1b and 1c shows 2 in each. since my clients are non residents and this is partnership based LLC with share of 50/50 each. I need to put 2 in the option "Number of nonresident partners without physical nexus to NJ [Override]" and leave other blank how do i fix this issue. I tried everything but this is so annoying. Please Help

Does Form 1095-C need to be entered in Proconnect for From

Please help me .

Maryland calculations associated with conformity or nonconformity to provisions of the One Big Beautiful Bill Act of 2025 are currently being researched and will be available in a future release. MD - Ref #61701Any idea when these State forms/worksheets will be approved?  I'm new to ProConnect and don't know what to tell my clients.

I have multiple 1040 extensions rejecting today with the following error: Error Message: 'ReturnTypeCd' (specified in the Return Header) and the return version (specified by the 'returnVersion' attribute of the 'Return' element) of the return must match the return type and the version supported by the Modernized e-File system. Solution: The IRS will not accept an e-file extension for a return unless the return being extended is for the current tax year, and the extension is filed before the return's original due date. Code: R0000-004-01 I've filed lots of extensions (we extend every return), and I've never gotten this error.

Today I was on the call with a ProConnect / Intuit expert and I requested that the 3 extra ProConnect accounts that somehow got added to my Primary ProConnect account cannot be deleted.  I have no idea how they got created and because of the creation the prep for taxes feature in QBO does not work.  I am being told that Intuit knows this is a problem and it is a complex one that they currently cannot fix, as it is directing the download from QBO using the prep for taxes feature to the wrong ProConnect account, resulting in me having to manually enter this data in the software.  I am really struggling that a Firm with the expertise of Intuit is aware of the problem and cannot fix this.  This needs to be a priority!

I was on Proconnect support for over 30 minutes.  I am a new user of Proconnect but we have been with Proseries for over 4 years. I asked her about the suggestions that I was getting and she said she could not give tax advice-I know that and I let her know I was curious to why I was getting certain suggestions.  She said ignore them!! I even gave her a reference number and she said thats just the number for the suggestion.  I did not even get a survey from her.For Louisiana state filers--any idea? When a Louisiana retirement income exemption for taxpayers over 65 is claimed, a "name of payer" entry is required. LA-Ref 1585. She told me to enter payer information (I uploaded the 1099R and that info was on the federal return) so I did.  When she had me press refresh, it disappeared.  Any ideas?  Finally, she was obviously frustrated and told me to ignore it.This was not a good feeling... 

As a preface: This is my first year using Intuit ProConnect. I am a previous HRB employee and have recently been self-employed with my own firm, with an EIN, EFIN, and all- based out of CA.I have repeatedly received and EF critical diagnostic about CA requiring preparers PTIN, which is already in my "Preparer Information." As well as my ERO pin. My firm has a separate EIN & EFIN, and I am an "employee" of said firm. I am fully a sole proprietor and plan to make the S-Corp conversation after this year.  Regarding the EF CD- should I be listing the return as "prepared by" my firm, with myself as the preparer? Because that is when I am receiving the ED CD. When I leave "preparer" as myself, and "prepared by" as "non-paid preparer" I'm able to get rid of the EF CD, but that doesn't feel entirely correct. On the final 1040 (or 540 for CA) I should be listed as the preparer, and my firm should be listed as the firm. Any advice for a workaround for the EF CD  "Cal

Hello, I think I figured things out kinda?? Conversion is for Professional Providers who is  to switching to Proconnect Tax system.  Because the selection is for a specific provider, have to sign into, to  retrieve data for the conversion.  You have to know the prior year tax system in order to do a conversion.  (conversion for the beginning of tax season) Upload is for Clients with PDF prior year taxes - transfer names and numbers.  Helps to compare numbers. Mamie,Still figuring things out.   Do you Agree? 

I've been using notes for critical situations for my clients that concern to following years, for instance missing yearly information that clients never bring to the table unless they are reminded.How we will go back to 2024 and go thru all our clients one by one to copy and paste, and now the new comments won't be forwarded to the following years, in this era how something so simple can not be carry forward.This is stupid. I love Proconnect, but something has to be corrected. Please repair this issue

Are any of you getting these error messages? Are you able to file returns? 1. South Carolina calculations associated with conformity or nonconformity to provisions of the One Big Beautiful Bill Act of 2025 are currently being researched and will be available in a future release. SC - Ref #617012. Federal PBR IDNotify is not included in this version of the program. US - Ref #0 

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Has anyone had problems with refunds from ProConnect?I purchased Tax Returns on 12/22/2025 for multiple clients to be used for 2024 and prior years. I then found out on 1/12/2026 that I could only use my tax returns purchased for 2024 not for the years that I purchased for in which I made multiple purchases based on need since it was the end of 2024.There have been a few other times I was told to submit for a refund in the past 2 years each time my refunds were never issued.Even though I like the additions to ProConnect I have to be honest to all who see this I will not be processing near the tax returns I processed last year and I am only staying with ProConnect because the tax season is starting now and I am already processing.I will not continue with ProConnect after 2025 Tax Year! Due to Thievery I will not be taken advantage anymore.Sherry WinczewskiGigi's Accounting LLC  

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Case: Taxpayer P contributed $7,000 to his Roth IRA during 2024. In January 2025-before filing his 2024 individual tax return, he withdrew $6,000 after realizing that his 2024 income exceeded the Roth IRA contribution limit.He received a Form 1099-R for tax year 2025 with the following information: Box 1 (Gross distribution): $6,000Box 2a (Taxable amount): $0Box 7 (Distribution code): PJ Question: When I enter this Form 1099-R into ProConnect for his 2025 return, both Line 4a (IRA distributions) and Line 4b (taxable amount) show as $0. Is this correct?I understand why Line 4b is $0, since Box 2a on the 1099-R shows zero taxable amount. However, I expected Line 4a to reflect the $6,000 distribution. I’m not sure whether I entered something incorrectly or if this is how ProConnect handles this situation.Thank you!

I'm not seeing anything new or current on this and this is happening again this year for the same customer. We were never able to get beyond it last year and now the same thing.This customer has used link in the past for multiple years and never had a problem until last year. She does have a Credit Karma account but with the same email address. There are not options for her - it just says Nothing to do here.  I have deleted and resent multiple times. I need to get this resolved. It wasn't an isolated problem last year because now we are in year 2 with no solution and others have posted this as well.

First year user here. I thought the marketing information suggested I could prepare and issue 1099-INTs for my client. Less than 5, but I thought it was included.

Can someone guide me on how I can send a tax return to a client to look it over and then to electronically sign the return? Do I electronically sign it after I get it back? How do I do that also? I would truly appreciate any guidance you can offer. Thank you

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I have a client who received a cabin and some land from their parents way back in 2003. They own it with their siblings and have a multi-member LLC. It was never made available to rent to anyone outside the family and now they sold it in 2025.I am preparing a 1065 return due to the multi-member LLC - Do I put the "in service date" for the cabin as the date sold, since it wasn't really put in service until then? Or do I put it in service in 2003? No return has ever been filed since there hasn't been any activity to report. This is the initial and final return.If I put the in service date as of 2025 when it sold, it is coming through as rental income, taxed at their ordinary rate. Is there any way to make this a LT capital gain?

As of January 27, 2026, is it possible to E-File a 2022 business or individual tax return via ProConnect? 

We are migrating from ProSeries to ProConnect and need to import prior year's information for our clients.  What is the procedure for this? 

I have a client with a W2 with a figure in box 12 coded TT.  Do we know when Proconnect will update to allow that input??