ProConnect Tax

Why does the 2024 comparison with 2023 show taxable social security benefits for 2023 as zero while in reality it should show $18,665?

Case: I am preparing a 2025 individual tax return. The taxpayer received a 2025 Virginia Schedule VK-1 that reports the following:Virginia Addition – Line 10: Net income tax or other tax used as a deduction in determining taxable income — $6,500 Virginia Subtraction – Line 14: Conformity – depreciation — $1,400Question:   When I enter these two items in ProConnect under the "State, if Different" input screen, the Virginia return only shows the net amount of $5,100 ($6,500 − $1,400) on Form 760, Line 2 (Additions).However, I expected the return to show:$6,500 on Line 2 (Additions), and $1,400 on Line 7 (Subtractions).Has anyone encountered this issue? Is there a way to have the addition and subtraction reported separately on the Virginia return without preventing the return from being e-filed?Thank you very much!

Case:  The taxpayer received four Schedule K-1s related to stock sales during 2025. On two of the K-1s, the "Type of Entity of This Partner" field is listed as "Individual," while on the other two K-1s, it is listed as "Roth IRA."I am unsure how to report these K-1s, as they appear to be related to stock investments rather than direct business ownership. Specifically, I have the following two questions:The taxpayer also received a standard Form 1099-B from his brokerage account reporting stock sales. Is there any overlap between the information reported on Form 1099-B and the Schedule K-1s received from these investments? In other words, since the stock transactions have already been reported on Form 1099-B, do the schedule K-1s still need to be reported on the taxpayer's 2025 individual income tax return?How should the two Schedule K-1s that list "Roth IRA" as the partner type (Part II, Line I1) be handled on the individual income tax return? Should these Roth IRA-related K-1s be disr

Case:The taxpayer was a Virginia resident throughout 2025. He received a 2025 Form 502 Schedule VK-1, which reports only the following four items:Total Taxable Income / Apportionable Income: $80,000 Virginia Additions / Net Income Tax Used as a Deduction: $6,500 Virginia Subtractions / Conformity Depreciation: $1,400 Refundable Credits / Pass-Through Entity Elective Tax (PTET) Payment Credit: $5,000Questions:The Form 760 Instructions refer to a "Pass-Through Entity Tax Add-Back." I am not sure how this applies in this situation. Does this mean I should add back the $5,000 PTET payment credit on Virginia Form 760CG, Line 2 (Additions)? Could you please explain how each of the amounts reported on Schedule VK-1 should be reported on the Virginia Form 760?Thank you very much for your assistance. Have a wonderful day!

2023 tax year. Dollars AND cents to perform calculation. Where is the input for dollars AND cents? Is ProConnect for 2023 tax returns capable of performing the iterative method? The software currently reverts to simplified method when unable to produce a result with the iterative calculation method (because software is not using both dollars AND cents), which may be disadvantageous to the TP.Credits > Premium Tax Credit (1095-A, 8962) > Form 1095-A - Health Insurance Marketplace Statement > Coverage Information (Part III)ProConnect rounds all numbers entered in this table. Pub 974 requires dollars and cents for these figures to perform the iterative method in determining PTC in conjunction with self-employed health care insurance deduction.(1)ProConnect diagnostic reports "This return ran through the IRS Publication 974 Iterative Calculation Method for the Self-employed Health Insurance Deduction/Premium Tax Credit and failed to converge on a valid result. The program used the

I’m requesting a critical diagnostic and better instructions for the 1099-Div input screen (Personal return).   Proconnect allows the user to make entries in the fields for Qualified Dividends, Capital Gain Distributions, and US Bonds.The program only carries the input for “Total Ordinary Dividends” to Schedule B Part II. Any amounts entered in the 3 other fields listed above do not get included in Dividend income, they are used to tell the program how much of the total ordinary dividends are taxed differently. For example, an entry in US Bonds makes that amount not taxable to the state. While this is correct, it should give a critical diagnostic if the sum of the amounts in these other 3 fields exceed the amount in the total ordinary dividends field.I’m posting this because US bond income from 1099-Int were erroneously entered in the US Bonds input field for 1099-Div. The amount massively exceeded the amount in ordinary dividends and proconnect only included the smaller amount on Sche

Can someone assist on how to generate within a return that has Rental Property Income and Loss the Form 8582 to populate in Proconnect? 

Individual Return Case:  The taxpayer is a Virginia resident for 2025. However, he received a Maryland Schedule K-1 from a Maryland partnership. On the Maryland Schedule K-1 (Form 510/511), Part D "Nonresident/Resident Tax," Line 2 "Pass-through entity election tax paid on member's distributive or pro rata income by this PTE (Form 511)," there is an amount of $3,888. I entered the $3,888 in the following input field in ProConnect.However, doing so triggered the following e-file diagnostic:For electronically filed returns, the state of Maryland requires the total Maryland tax withheld to equal the tax withheld from all W2s, W2Gs, 1099Rs, 1099Gs, 1099Miscs, 1099NECs, 1099Ints and 1099Divs. All other Maryland tax withholdings (such as withholding from Passthrough K-1's or Sch D transactions) are not allowed for electronic filing and the return must be filed as a conventional paper return. MD - Ref #3460My questions are:  (1) Did I enter the $3,888 in the correct input field in ProConnect?

Is proconnect web version support to file full version of 1065 along with forign income schedule K2 & Kk3 with full parts? If supported, then how much cost for filling single year LLP tax?If not, then can any one suggest intuit another tax version for my scenario with expected pricing for single return?Looking forward for suggestion.Thanks.

I have a client that has not filed her taxes since 2014.  She should have also been taking RMDs but has failed to do so until last year when she took out $1,000 which is less than the required RMD.  How do I enter those in ProConnect.  It shows me the one for 2019 but no place for me to put the other years.  It is my understanding that you have to report them each year for the years that they were not taken. 

I cannot purchase credits to efile a return.  Just says Oops something is wrong.  Of course there is no one to help

how do I create extension filing instructions and pri9nt the instructions and extensions

I prepared the return for both a corp 1120 and individual 1040.  Earlier I efiled an extension, so had to use my credits at that time.  Now, when I want to get the efile signature, Intuit is telling me I have no credits and wants me to purchase more.  Why. 

Hi all - as a new user, the lack of flexibility in ProConnect is absolutely crushing our efficiency. For example, does anyone know how to apportion the Illinois HSA deduction on Line 24 of Schedule NR?  

Why is it the folks at Intuit shirk their responsibilty to follow up on issues and continue to place the burden on us subscribers...  My last respnse from them is they tried to contact me but couldn't - I responded with - you folks have my email and phone number so how is it you cannot get through to me...   Now with this third medium available to both of us, I still get not reponse...  The problem I reported in MAY (LAST MONTH) IS STILL UNRESOLVED..............................................   So how is it no one from upper management is around to see WTF (Why The Follow-ups are ignored) is going on here...

How can I ensure that ProConnect is figuring the FICA Tip Credit correctly?  I've entered box 7 per the w-2.Thanks in advance, Christopher

How can I create a new line within other deductions when mapping taxes?

All these years I efile the forms 4868 for my foreigns taxpayers before June 15, but this year Proconnect dont let me, they show me  "E-file Transmission FailureYou are past the deadline for new filings.If you need help resolving, please contact customer support.Problem occurred transmitting efile data" I call the proconnect support and they tell me that the form 4868 need to be efile before april 15but like I said last year I submitted the extension on June 12th and the systems let me and the IRS accept my extensionSomeone can help me with this  Thanks

I am filing a 2025 1040 for a US citizen working abroad. He recently married a German citizen, a/k/a/ NRA to the US. For various reasons the US citizen will be filing MFS. The dilemma....how to input NRA for the non-resident spouse? The proconnect input will not accept that even where IRS input states:For MFS returns where the spouse is a nonresident alien (NRA) with no SSN/ITIN, the IRS explicitly instructs taxpayers to:Leave the spouse SSN field blank, andWrite “NRA” on the dotted line next to the entry space.This tells the IRS that the spouse is a nonresident alien and is not required to have a U.S. taxpayer identification number for an MFS filing.HELP?!  

HiI need to file a 2024 return for a client.. When I go into 2024 returns and try to purchase a return credit.. it takes me to the screen to purchase 2025 returns.  If I complete the purchase for a 2025 return  , can I use it to file a 2024 return?

California resident is filing NJ nonresident return to report NJ source income from a partnership. NJ return is apportioning a portion of TP's dividend income (but not any other income) to NJ. (Dividends should be How to fix this problem?Only NJ entries in Pro Connect are partner's share of NJ source partnership income and share of tax paid by the partnership - tried eliminating these amounts - return still shows dividends apportioned to NJ on line 17, column B of the nonresident return.

Need to be able to amend this, how do I in ProConnect tax?

I have a S corp with 4 state returns prepared in ProConnect and now doing the personal return.  The K-1's for the states did not transfer correctly and I cannot get the composite deposits entered into the individual return.  Where and how do I do this?

married couple filed joint federal.  one spouse lived in PA all year and the other spouse spent half year in PA and half in NJ.  how do you set it up so that the split-year spouse has a part year return for both pa and nj and the other spouse resided in pa all year 

I have to Amend  Tax Year 2025 1040 and CA 540Tax Returns already filed by another tax preparer in some other program.How can I import all the data in the 2025 1040 and CA 540 tax returns into ProConnect Tax so that I can then create the Amended Return for e-filing from Pro Connect Tax?