ProConnect Tax

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?

I'm getting an error when trying to allocate 0% of the 1095-A policy to a married child of the policy holder.  It is telling me that PTC needs to be entered, but can't be on an allocated return...thus need to paper file.  Is this correct or am I mis-entering the 1095-a information somehow?

I have a client who made an excess contribution to a Roth IRA and so they withdrew it before the tax deadline and got a 1099-R with distribution code P.  My understanding is I need to report the earnings on the excess contribution in the tax year they made the contribution (the previous year).  And there's a special checkbox on the "Other Information" page in ProConnect ("2024 Form 1099-R with distribution code 'P' or 'R'").   That's all fine, but they had box 4 tax withholding on the 1099-R for the distribution of the excess.  And my understanding is that tax withholding has to be reported on the next year tax return rather than the previous one.  And the way that's supposed to work is the tax software should allow the withholding to be reported, but not the taxable income when you enter that 1099-R with code P and this time don't check the "2025 Form 1099-R with distribution code 'P' or 'R'" checkbox.  But ProConnect seems t

I have a client that needs to go back to 2018 to file an amendment, but I can only go back to 2019 in ProConnect? I can't remember, but I do think there was some kind of communication regarding previous years being unavailable after a certain point. Is it just not possible to access anything before tax year 2019? 

If several lines of stock transactions have been entered in Form 8949, can you insert a line in between? I entered at the end the missing line and saw in Form 8949, it did not resort it based on the Date of Sale as I had expected.

I am using Proconnect.I have a client who is filing MFS, her spouse does not have a SSN or ITIN. I have marked the spouse's SSN as not applicable and clicked the box "Spouse is a nonresident alien and does not have an SSN/ITIN (MFS Only)". However, I am still getting this "Spouse's social security number is invalid. A valid SSN must be between 001-01-0001 through 665-99-9999 and 667-01-0001 through 899-99-9999 or must be a valid ITIN. US - Ref #54321" diagnostic error. I filed for her last year and cleared this up, but I am not sure how to fix it this year. The only difference is that she moved to the UK.

It is now 4/20/26 and Federal electronic extension payments submitted on 4/14 & 4/15 have not been withdrawn. In all the years I have been doing this, there has never been a delay like this. My clients are getting very anxious as in some cases they made a six figure payment that still remains in their bank account.  Our own personal extension payment has not been withdrawn. When I called Proseries, they just told me to call the IRS.  I am surprised that this issue has not been discussed on this forum.  I doubt I am the only one with this problem.

I e-filed for a client on 4/14 with significant amounts due to IRS and OH. Authorized both taxing agencies to directly take the funds from the client's checking account. As of 4/27 neither has taken the amounts. Client maintains that there is sufficient funds in the account to cover the amounts due. What are my obligations and what steps do I need to take at this point to avoid late payment penalties/

My client changed their mind about paying their balance in full upon filing their return.  The return has already been accepted by the IRS and California.  The IRS payment has already hit his bank, so he is working to reverse it there.  But for California, is there a way to stop this payment before it drafts?

I am having a very hard time with the fact that Idaho was not ready with updated forms for the BBB until halfway through the season. I need to be able to narrow down what returns I may need to amend and I can't remember when the Idaho forms changed on ProConnect. If any one knows that date or close to the date I would appreciate that information.Also it seems that the state of Idaho automatically corrected the standard deduction and sent people the money for that difference but did not apply things like no tax on overtime or the extra $6,000 deduction for people over 65. How do I amend those returns to include the overtime and extra deductions but not the standard deduction since they automatically did that?This has created a huge mess and I'm looking for any advice on how to go about fixing these Idaho State returns for my clients.

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I was trying to figure out if I needed to recommend a client file MFS instead of MFJ, and ProConnect, after splitting the return, did not calculate the phase out of the SALT deduction correctly. Instead of 30% of every $1 over the $250k, it was only reducing the SALT deduction limit by 15% per $1.Anyone else see this or know how to fix it? If Proconnect's calculation was correct, I would have recommended MFS for my client, but the $1,200 liability difference caused by the calculation error took away the value proposition.

I’m trying to determine whether others have seen ProConnect silently “normalize” a valid bank routing number to a different one based on the taxpayer’s state of residence. Have you had e-pay failures that might tie back to this behavior?The ScenarioClient: Full-year Colorado resident.Bank: JPMorgan Chase.Data Entry: I entered routing 322271627 (CA/NV region) directly from the client's voided check, scheduled payment on April 15, 2026.  Return was later e-filed and accepted on 4/3/2026.    Issue Raised: Client called on 4/21/2026, complained that the taxpayment scheduled on 4/15/2026 still didn't withdrawn from his checking account today.   The Swap: Upon review, I've concluded that ProConnect had changed the field to 102001017—a valid Chase routing number, but specifically the one tied to Colorado ACH transactions - since the Taxpayer who opened their checking account in California years ago is now a Colorado full time resident.  Preclu

I've been waiting for months for the "critical diagnostic" error to go away that says "DC Forms are final but instructions are still in Draft Mode." I cannot find any support from DC for this claim on the OTR (DC official website) for months, and it is well past the filing deadline.  Should I be interpreting this to mean that Proconnect just hasn't gotten around to implementing updated calculations based on some long-ago released guidance?Or the error message is bogus?Or DC is secretly telling developers the forms are not final (even though we're past the filing deadline) and withholding that info from the public?What is going on here?

"Currently the total significant participation hours for all passive activities total less than the 501 hours needed to automatically make the activities non-passive. Please review your input and either continue entering activities until the total hours for all activities combined is greater than 500 hours, or remove the significant participation hours input from each activity. US - Ref #45948" It is showing that it is on a partnership, however there is no partnership. 

If I have a married couple with one over 65, Line 18 on the DC correctly shows a standard deduction of $31,600 for 2025.  However, on Schedule S, Calculation J, Line F the taxpayer is asked to allocate the line 18 amount however they want.  But in my example case on Line F, one spouse is given $17,000 and the other $15,000 for a total of $32,000.  It is as if the couple is getting the extra standard deduction amount for the elderly for a single taxpayer but as I understand the law, that should not be the case.  They should just be allocating the $31,600 on Line 18.  

Does Proconnect allow me to e-file Louisiana amended return? I clicked 'amend return' and Proconnect made a copy of the return and locked the original, but why does the locked version not show as filed and the unlocked version show as filed? It's like they locked the wrong version. Can I e-file a LA amended return? When reading on the LA website, it says to file the amended return as if the original return was not filed so I made my adjustments to the LA return in Proconnect, but I cannot file it because the 'unlocked' version that I'm working in shows as already being filed. Is my only option that I have to print and mail this?

Per client: For taxable IRA distributions, I see $6k listed and counted towards AGI but I believe it should be $0. The background is, in Jan '23 I did a backdoor Roth conversion of $6k intended for tax year 2022; then, in May '23, I did another backdoor Roth conversion of $6.5k intended for tax year 2023.I have 2023 1099-R for both of these transactions. How can I force the full $12500 to be non-taxable.I enter the $12500 on Adjustments to income but the 8606 only subtracts $6500, leaving $6K as taxable on the 1040.P.S. I hate this cowboy nonsense.Much thanks, in advance, Christopher

Extension Payment Not Processed with the Electronic Form 4868 Extension Form and Has Not been Withdrawn from the Bank Account. Why is it taking so Long to be Processed ????  

My 2nd client of the season presented me with the above letter, which requires that I enter the monthly premiums, etc. for the 1095-A, not the annual totals.I've been doing annual totals forever.  What has changed this year?Thanks in advance, Christopher.

How do I e-file an amended CA Form 568 in ProConnect? I'm amending the federal and CA state returns. I've marked the CA Form 568 as amended, but there doesn't seem to be a way to e-file the amended 568 in the e-file screen for amendments.

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