ProConnect Tax

The trust is a brokerage account with dividends, interest and capital gains.

Please see attachment for my example of what it would look like.  We often send a draft to a client and then don't get the efile authorization for a few days.  Before efiling we always pull up the return and then click thru the actual return pages in the CHECK RETURN screen to verify the final numbers are the same.  This would eliminate the need to click back and forth when efiling the return.

I went to General>Letter>Client letter>IRS Centerbut whenever I try to change the IRS Center, the old one keeps appearing, I cannot override it. I dont know what to do. Thanks 

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I understood PTO was built on Lacerte's chassis (I would imagine Lacerte does calculate the interest).  It seems more like it is built on the Turbo Tax chassis!!

Can't separate the incomes between the 2 states cause I can't add a Nevada State Return. Client's IRA, Interest and Dividend income is included in the Federal Adjusted Gross Income on Schedule CA NR. Will I have to subtract all other income as an over-ride to show only the CA Rental income to CA?

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Suppose John received 1099-Q distribution from 529, further suppose the distribution is fully used for qualified education expense (room and board for example) of someone who is not a dependent (divorced or grand child). Since there is no place on form 1040 to show the total distribution was used for qualified education expense, what should John do to avoid IRS audit letter?

THE CUSTOMER FILE IS FROZEN NO RESPOND

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It looks like the login page, but no login fields, only two links to QB or ITO.

I'm married filing jointly. I have 3k interest income, 100k short term capital gain, and 100k foreign earned income which qualifies as foreign earned income exclusion. My itemized deduction should be >standard deduction 24000 (10k state tax and 20k margin interest expense). However, the schedule A never include my 20k margin interest deduction. It only counts 10k state tax deduction. As a result, it default to standard deduction, even though I choose to "force use itemized deduction". Is there any methods that I could claim the margin interest in schedule A? Thanks in advance.

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I simply thought the extension was filed for four 1041's for a the children of one of my clients. Just saw today that I did not! Is there a way to request the omission of the Late filing penalty, if there is tax owed, since it was my mistake?

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Does Proconnect Tax online have the ability to do payroll taxes or is that an additional service you need to purchase using quickbooks or another intuit software?If I read this correctly, there is no charge for Proconnect tax online, you get charge for a per return basis, correct?is there an additional charge for the efile or is that included in the per return fee?I am in the middle of writing a business plan for a small tax preparation business and trying to get an idea of cost. Thanks!

This client's business leases equipment (5 yr MACRS property); does this equipment have a different entry screen than "Ordinary Income" assets for the Form 4562?  

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