ProConnect Tax

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.

Form 1040/1040SR Reject: The IRS requires the total withholding amount on Form 1040 to be less than the total of the following income: Total amount from Form(s) W-2, Box 1 + Tip income not reported on Form 1040, line 1a + Taxable Interest + Ordinary Dividends + IRA Distributions + Pensions and Annuities + Total Social Security Benefits + Unemployment Compensation + Schedule 1, Total Other Income + Gross Receipts or Sales on all Schedule Cs. Please search '1040 withholding' in the Search ProConnect Tax bar above for more information. US - Ref #20063

I am seeking your professional opinion on whether $500 is a reasonable fee to charge for preparing a 2025 Individual Tax Return, given the following complexities:- Filing Status: Self-employed, Head of Household with three dependent children under age 17.- Timing and Delays: The taxpayer did not provide documentation until the week of April 12th, necessitating filing an extension.- Revisions: Multiple updates required for business income and expenses.- E-filing Issues: We had to wait for the taxpayer to obtain a dependent IP PIN to allow for electronic filing instead of paper filing.- State Requirements: The Oklahoma state return required the preparation and attachment of three additional PDF documents.I would appreciate your perspective on this pricing.

For a California amendment, where do you enter the original refund amount so that the amendment only claims the incremental refund, not the whole amount?

I have a Michigan resident who worked for a portion of the year in Toronto, Ontario. I need to complete Michigan Form 777 to get credit for the Ontario taxes paid on the wages while working in Ontario. Does anyone know how to do this in Proconnect?

My Pro Connect only goes back to 2019.  I have a client that needs their returns prepared for the tax years of 2012 - 2018.  How can I retrieve those years so that I can prepare them on the computer rather than by  hand?   Titus D.

how do i enter dependent's 1099-SSA? 

why line 5 is not populating on 4797 when i have a recognized gain on line 14 of form 8824

I need to create a form 8995 for an S-Corp K-1, but the 1040 input screen for the S-Corp K-1 does not have a line 20 option to enter the QBI information. How do I solve this?

I don't have an e-filer EIN.  Used to be a CPA but dropped my license.  Can I file my personal return using PTO without one?