ProConnect Tax

I am sourcing a portion of Other income from crypto income and Digital assets from crypto staking income to Maryland, but it is reporting 100% of the federal taxable amounts on Line 12 of the Maryland Form 502 (Income received during period of nonresidence (See Instruction 26.)). Even when I show MD and S in the Source column, it doesn't place the MD sourced income. In my reconciliation, I am off by the amounts from these two income items only.  Any ideas how to fix this or does Intuit need to program it properly? 

I filed my client's 1040 on April 12th and proconnect shows it was filed and accepted by both the IRS and CA. He did not receive his refund and when checked "Where is my refund" it did not show anything. He created username/password for IRS when logged in, it said his taxes were not filed and now it's past due date. Since Procoonect says it was filed and accepted, what can I do?Thanks

Hello,I have an individual income tax return question regarding the Other State Credit (OSC). Should the OSC be claimed on the nonresident state return or on the resident state return?For my tax case, the taxpayer is a Virginia resident for 2025. He received a Form W-2 with Virginia state tax withholding. In addition, he operated a single-member LLC business (it has net business income in 2025) in California. Therefore, I am filing the taxpayer as a Virginia resident and a California nonresident.On the Virginia Form 760CG, the net tax is $3,800 and total payments are $4,000, resulting in a $200 refund from the Virginia resident return.On the California Form 540NR, I noticed that the California tax is $600, and the return shows an Other State Credit (Virginia) of $600.My question is whether this result sounds correct. Specifically, I am not sure why the California Form 540NR is claiming the Other State Credit instead of the Virginia resident return claiming a credit for taxes paid to Ca

When creating a request in the Intuit Link, the default email reads "New this year, if we prepared your individual income tax return in the prior year, in your intuit link account, look for the Shared Documents section. You can access a tax organizer pdf that shows prior year tax items and amounts that you provided us in the prior year to help you in gathering current year documents and information".  Which is great as many of my clients like these.  I first went into 2025 tax returns and under Batch Actions "Created Prior Year Workpapers".  When I go and look for the Tax Organizer created under an individual client, it is showing up under the "Firm Documents", not the "Shared Documents".  This results in my clients not being able to view the Tax Organizer and I can't seem to see how you can move it to Shared Documents.  Unless I go through the tedious task of downloading it to my computer from the Firm Documents folder and then uploading it to the Shared Docum

Does anyone know how to report an interest shortfall on contingent debt in ProConnect? First, I know the gain on the sale of the debt needs to be reported as ordinary gain on the 8949 with a Code of O so that the gain is treated as interest income. I do not know how to get that to report that way.  I believe this interest can be adjusted down by the interest shortfall on contingent debt but I am not 100% sure on that. Either way, I have no idea how to report this transaction in ProConnect.  It is currently showing as a long-term capital gain which I know is not correct.Any help would be greatly appreciated.Thanks!

So, even though I entered 2024 data in ProConnect to rollover to 2025,I can not get the prior year worksheet (in Lacerte its Tax Organizer) - even the client name doesnt pop up ? 

K-3 for partnership

I am preparing a 1065 for a DE-based holding company. The partnership has zero direct operations, property, payroll, or sales. Its only activity is receiving passthrough K-1s with rental real estate losses already sourced to specific states.I need these state-sourced (CO, IL, & DE) K-1 losses to flow correctly to my client's state returns and outgoing K-1s. However, since the lower-tier entities already did the apportionment math, I want to avoid using the standard apportionment screen, as it doesn't seem allow me to accomplish what I am trying to do or give me a way to enter exact amounts.What is the exact input path or override method in ProConnect to hard-code these passthrough K-1 rental losses directly to their respective state returns? In the passthrough K-1's input there is an input for federal but no option to source this to a state. The state if different input doesn't allow DE, IL, or CO inputs.

Filed and individual tax on 4/11 and when checking "Where is my refund", it says "Status Not Available". Is there a way to check this since I ellectronically filed it and it was accepted?Thanks

When I send a tax return for eSignature, DocuSign sends it using my personal email. How can I change it to my firms email address?

Doesn't the above client have to declare the basis of his new home as income since he will put his name on the title?Or is it just a distribution to him. He is the sole shareholder.Thanks in advance, Christopher

When I import my clients 1099-comp form from Schwab, ProConnect doesn't allow me to input a value of 0 on line 2c Section 1202 gain. His 1099-comp form has a 0 for 1202 gain. Why is this?

Trying to use Pro Connect transcripts download but wont let me download anything. Any ideas on how to fix? 

is  quick employer form intuit under maintainance since 3 days now i cannot be able to efile w2 for my workers

Hi all,Does anyone take 990 - clients who are non-profit organization? A potencial client contacted me twice and looked for an accounting firm who located in Arizona. I currently not work on this return. Please let me know if you are interested so that I can refer the customer to.Thank you all.Sarah

Client purchased new HVAC unit for the home in CA in 2025. I've figured out IRS credit,  but can['t seem to find if there is a CA credit as well. Also wondering about depreciation and whether to put it on Schedule A or C (part of the home is home office.)

In am trying to e-file client return in proconnect tax online.  I enter the pin in software using directions from Intuit.  The return was rejected saying its the wrong pin.  I have a copy of letter IRS sent to client re: 2025.I checked her ssn, dob, irs pin and spelling of her name in software.  The only item different is her mailing address.  She moved into a home that she purchased with a different address.  Has anyone had a return using IP PIN rejected due to an address change?

Hello ProConnect Community,I am encountering a system limitation regarding dependent residency for U.S. citizens living abroad, and Support has directed me here to post for a software fix.The IssueFor a dependent who is a U.S. citizen living abroad with the taxpayer for the entire year:Section 5(a) (Lived with taxpayer 6 months and more): Must be marked "Yes".Section 5(b) (Months lived in US): Should be left blank or 0 (as they reside abroad).The BugProConnect's hardcoded logic forces a selection in 5(b) or requires U.S. residency to claim the dependent credit. This creates an impossible choice: either drop a legally allowed credit or input inaccurate data to bypass the system diagnostic.Per tax law, a U.S. citizen dependent living abroad with a U.S. citizen parent qualifies for the credit. The software should make the U.S. residency field optional, not mandatory.RequestTax Pro Support acknowledged this is a hardcoded limitation and advised that it must be upvoted by the community to b

When a large 1099-INT causes Sch B to generate, Box 7a is automatically generated. Is there a option to NOT check the box automatically? I think it is a mistake to check the box without an affermative action.For FBAR prior year filings, the existance of the checked Box 7a can be used as evidence that any failure to file prior year FBARs is willful.

I'm attempting to e-file a 1041 return. The other day when I worked on this, there was an option to pay via ACH under the profile tab. Today, that is gone. The bank account information is added and verified. Can you advise how to include the ACH payment to the filing?

My client's husband, (they filed married joint), has qualified OT on the W2 but in ProConnect there is only place for the Taxpayer's OT (she didn't not have any).  How do I enter for the spouse?

Is there a worksheet with financial aid information 

Hi all,Our firm recently transitioned from ProSeries to ProConnect, and the amended return process seems quite different when e-filing amended returns versus paper filing.For an e-filed Form 1040-X in ProConnect, since ProConnect transmits the return and applicable forms with the e-file, is there any requirement to PDF attach separate copies of forms labeled “as originally filed” and “as corrected”? Or should PDF attachments generally be limited to new supporting documents, statements, or other documentation that is not already part of the e-filed return?I am trying to confirm whether the “as originally filed” and “as corrected” form comparison is only a paper filing requirement, rather than something that needs to be attached to the e-filed amended return.

Client has an $18k contribution carryover from 2025 and I am wondering if it will show in when we roll over to 2026 or will we need to manually enter that?  I can see it on the worksheets but hate to assume.Thanks! 

Hello,I am recreating an original filing so that I can amend it.  There is an error in the calculation for the total tax; how can i override that??Any help is appreciated.