ProConnect Tax

TaraLevel 3

How do I access 1099-nec

I need to file a couple of 1099-NECs for a client. Where is the form to fill in and file for them? This is FILING 1099-NECs NOT receiving a 1099-NEC for an individual’s income.

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WHODATLevel 2

Two different employers W2s on form 2555

Hello,I have a client that received 2 different w2's from 2 different employers for his work abroad.Proconnect says I can only have 1 form 2555 for efile.Does this mean that I have to paper file his return, or is there a work around that I am unaware of?Thanks

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njdangeloLevel 1

When does NYS begin accepting e-filed personal income tax returns? It reads transmitted, but not accepted. Thank you

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aschoenbartLevel 1

How to enter multiple states on one W2

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The Real HalloweenLevel 6

2014, 2015 and 2016 FBAR/FinCen 114 filings.

Can anyone confirm whether PTO can now prepare and efile FBAR/FinCen 114 for 2014, 2015 and 2016 tax years?  Thanks.

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Nancy Lee Ma CPALevel 1

Is the CA form 3853 available yet?

The form is not populating at all but I'm getting a message in the critical diagnostics

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mmdevostLevel 3

My QB client and my PTO client are not matching up. How do I connect them? The merge tool in QB does not work.

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cawyman51Level 1

How do I convert a MFJ return when 1 taxpayer is deceased? Is there a way to duplicate the return to make a new record and still retain the prior year filings?

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gqiusa01Level 1

I have q about K1

I don't understand Part 3 on K1

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leeassociatesLevel 1

I am having a continuous error when I review my critical diagnostics and go to refresh them once corrected. Anyone else? This has been going on for a couple of weeks now.

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cjsebloomLevel 1

How / where do I enter info from form 1099 B? I see irs.gov says to use form 8949, but where on ProConnect Tax?

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sherylsacryLevel 1

Is there a way to eliminate the worksheets from printing with the tax return?

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mwdissenLevel 1

How can I trigger NY Form IT-230

Client became a nonresident of New York and must report the remainder of an installment sale on his NY state return. "You must also include the total taxableamount of lump-sum distributions subject to the separate tax on lump-sum distributions (Form IT-230)"

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kbacctgLevel 3

Convert 2019 or 2020 Proseries file to ProConnect

I am transitioning a client to another CPA.  I use Proseries, and the new CPA uses ProConnect.  Neither Proconnect support or Proseries support can seem to give us correct instructions. Nothing has worked and we have together spent over 3 hours with supportI prepared the 2019 return.  I would like to give this file to the new CPA.  This way she can compare the printed copy of the filed return to what she sees in Proconnect and can fix any conversion errors or omissions before she transitions the file to 2020.Can this be done??  And if so how??  If it cannot can it be done with a 2020 file and if so, what are the steps?  The instructions I have found in help make no sense.  They all seem to be for someone who is moving from proseries to proconnect within their own organization, not for transitioning a file to someone else.Thanks

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hawkeye3214-mac-Level 1

Difficulties Editing Document request

I received a form from a client and attempting to modify their document request to include so that I can upload the form for them.  When I save I receive an error message and it will not save the question so that I can upload the document.

141

arthur-solvangLevel 3

Schedule SE tax Deferral to Schedule 3

How do I get the Self Employment Tax deferral to carry over to the Schedule 3?

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ems215Level 1

Invitation from Firm owner

Hello,I was invited to help out another tax payer and he sent me an invitation to his firm in Proconnect.He had me create a test return to test the system and asked me to print it out. It says I have no credits and I am not able to purchase. He relayed that he purchased some but I still cannot see them.I also do not see any of the stats from prior years, such as how many returns were e-filed. He also cannot seem to see the test return I created on Proconnect.Please advise.

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sarah-lancecpa-cLevel 1

I have a bulk sale of fixed assets. I entered the sales price of the asset under the main asset, but it isn't showing up in the return. How do I get it to show up?

This is for an 1120S. Most of these assets have 179 so the sale shows up on the K-1, box 17K.

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ambtaxLevel 1

SSA-1099

Where do I enter amounts in Box 4 of Form SSA-1099  Benfits repaid to SSA ? In the description it says "Deductions for work or other adjustments " Does this get included at all ?

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timothy-larson15Level 2

Does anyone know how to get the Sched D Detail button to pull up the detail entry screen? It is not working.

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eclecticlr1710Level 1

How do I force bank deposit info when the amount due is "0"?

I followed instructions. I guess it didn't post because there was no refund due- Please help!

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adragotto1Level 1

E-File for Form 1040X by Different Preparer

Hi everyone,I want to e-file a 2019 Form 1040x that was originally prepared by another tax preparer. I would rather e-file since it will take forever to process by mail. I use Proseries but it does not support 1040X e-file if the original return was not prepared in Proseries. Does Proconnect support e-filing a 1040X that was originally prepared in a different tax software?Thank you.

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mcoleLevel 1

When will form 8915E become available for Pro Connect?

No text available

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GantiLevel 2

How the critical diagnostic reading as "Federal Form 1040-ES is not included in this version of the program" can be redressed? Is it going be addressed by Intuit system?

The transmission of the return is held up. Pl reply to my email address.

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dinastybmcLevel 2

What is the status of forms 1120 and 1065?

I see that the forms are final but the instructions are not and that an amendment may be required. Any idea when the instructions will be finalized?

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