ProConnect Tax

I have a tax client who was a not for profit that closed during 2025.  They would like to file a short year return and we tried on paper and it was rejected.  How do I efile a 2025 return?  Do I have to wait until 2025 opens?

Not sure it matters, but they didn't change from the originally filed 1040 to the amended 1040-X.

I need to enter multiple 1099-SAs for the same taxpayer. How do I add a second 1099-SA input screen? 

How do I find the client's signed engagement letter?How do I view the template and be able to edit it?Thanks in advance for your help,Christopher

A partner has left a partnership changing it from a 1065 to a single member LLC. Can the short year ending in 2025 be efiled? (a 2024 return was filed)

Getting rejection on CA Form 568 with S-Corp PartnerError message: Data in the return is missing or invalid. Please double check your entries.Solution: For the SMLLC entry, one or more LLCs has an entry for entity type under "Other entity LLC operated as (Ctrl+E)" but also requires an EIN and Business name. Make the appropriate change and re-submit this return electronically. However, if the reject continues, you may want to file this return via U.S. Mail. To file your state return, print it and mail to the appropriate taxing authority.Code: /CA-Return/CA-ReturnData/CAForm568/Form568ScheduleQ/PriorEntityType Think I had info in wrong setion of input but have cleared that. Still getting rejectionAny thoughts?

Case: I have a new client who provided me with a copy of his 2023 individual tax return. On the "General Info" page, there is a "Carryover to 2024" section that lists Federal Carryovers – Deductible State and Local Taxes: $11,000.Question: Could anyone please tell me the specific input location for this deductible state and local tax carryover in ProConnect? Thank you very much!

A client received a k1 from a hedge fund.  He is a limited partner.  The K1’s footnotes indicate that “interest income is considerate an investment interest income and is subject to the net investment income limitation.  Any amount that is deductible after application of the net investment income limitation may be deducted, in addition to the trade or business expenses as non-passive loss on Sch E”I agree that interest expense from a trade fund is going to sch E, p. 2, as non-passive loss.  However, it looks to me that the “trade and business expenses” should be considered 2% miscellaneous deductions on Sch A.  Not deductible.Should I just follow the footnotes?  Your advice would be greatly appreciated.

Hello, I am new to ProConnect, I am trying to file a IT-1040 with state of Ohio for a client that we just filed their Fed return with approved extension. However when I try to e-file with ProConnect the boxes to check to E-File Ohio Return are grey out and I can't check it.  This is currently my only client in Ohio so I am not sure if the issue is tied to extension or I am doing somthing wrong in the software. 

I have a client for which I am filing MFS. They are part year resident for CA state and filing form 1040-NR for federal I have allocation entered between taxpayer and spouse. The form 8958 is not printing. Has someone faced the same issue?Thank you in advance.

Client has 1120-S construction company.When I import the K-1 into his 1040, if ends up on Sch E, p2, Part II as passive income which it is clearly not.How do I change this in either the 1040 or the 1120-S?Thanks in advance,Christopher

I have a son and mother whith 25% ownership and father 50%. Father took a draw of $68918 Mother $209129 and son $57545. How do I enter in Intuit tax online? 

I screwed up and didn't file an extension.His total tax due was $23,000 which he paid in July when I was done.Now the IRS is charging him penalties of $3000.How much of that is failure to file and how much is failure to pay on time?He is demanding that I pay him the full $3000 penalties, which I am not going to do.What case can I make that my obligation is $200 (or some small amount) and he owes the balance because he didn't pay his taxes on time.Thanks in advance, ChristopherThanks in advance, Christopher

1099-R: For electronic filing purposes, when there is an Ohio State Abbreviation entered, the following fields must be present: Ohio withholding, State ID, and state distribution amount.For the 1099-R, I entered the state code (OH) and the the respective payer state number for box 15 in the e-file fields. Box 14, state tax withheld, is blank. Box 16 has a dollar value that I entered.I tried using the override fields, but the diagnostic still isn't clearing. I've entered "-1" in the fields for box 14, 17, and 19. Still getting the diagnostic.

can proconnect efile form 8838

in my listing of pro connect clients, one pro series client is not listed.  All other pro series clients are listed. Why is just one not listed?

 have read the post about 8843 & Lacerte here:https://accountants.intuit.com/community/proconnect-tax-discussions/discussion/can-i-file-form-8843-statement-for-exempt-individuals-with-form/00/86649@itonewbie : Your replies are very very helpful & cut thru the BS. I am hoping that you will see this post.I want to switch to Lacerte, but whats holding me up is the inconvinience of EFiling 8843 compared to ProSeries.I have been using ProSeries Professional (Not ProTax Connect) &a. successfully add 8843 input form, input the data in that formb. successfully E-File it along with 1040NRCan I do the above 2 things in either Lacerte or ProConnect ?I am aware that 8843 is NOT a tax return form & is an Information form. 

Hello all,On Schedule M-1 of an 1120 C-Corp Tax Return:I'm running into an issue where I input the Dividends Received Deduction in  "Deductions not Charged Against Book Income" section. This is for a Book - Tax adjustment. Pro Connect says you have to manually enter this adjustment which makes sense. However, when I input the $40,000 DRD it also increases the Net Income (loss) per books on line 1 thereby completely throwing off the M-1 and M-2 calculations. Any ideas? Your time is greatly appreciated. 

I have checked every setting I can think of and still get the EF Critical Diagnostic.  What am I missing?

The income qualifies as the taxable income is approximately $88,000.  They are a qualified business, not a specified business.  QBI not showing up.

Where to enter 1099-Div box 7 Foreign Tax Paid  into Pro Connect so that the amount flows to beneficiary K-1 box 14(b) Foreign Taxes.

Partnership has Section 754 election in place. Partner died in 2024 but is still awaiting appraisal of partnership interest to determine fair market value of partnership interest needed to make Section 743(b) step-up adjustments. We want to file 2024 Form 1065 (due 9/15/2025) pursuant to Regulations Section 1.743-1(k)(5), but cannot find a way in PTO to have that required statement ("Return filed pursuant to Section 1.743-1(k)(5)") print on the return.How can we get this statement to appear on page 1 of Form 1065 and the appropriate partners' Schedule K-1 as required per the regulations?Help! We are running out of time and there was no support available over the weekend before the deadline. 

I have attached a pdf file as a statement to an 1120S.  How do I get that pdf file to attach to the return for PRINTING purposes (for a pdf to the client)?  Do I literally have to print that pdf, too?  Why doesn't ProConnect just do like every other tax software out there and allow a way to type a statement or a footnote to a return.  This is especially important in business returns.  Man, even Drake can do that

This is a partnership, with the LA PTE box checked.  The allocation is correct and PTE tax is calculated, $188.  This program is not generating Form R-6981 to allocate the PTE tax paid by the partnership to the 2 members.

I'm sure there is something obvious I'm missing, but I have a taxpayer with some Missouri income. I paid the anticipated tax on a Form MO-60 in April, but I can't figure out how to get Proconnect to reflect this payment on line 41 of the MO-1040.