ProConnect Tax

Hello Everyone,Quick question, when filing a deceased taxpayers final return what do you usually request for in addition? IRS says they don't need to see a POA.Asking for preparer's due diligence and any helpful response is appreciated.

Good morning everyone. I had someone come to me yesterday and told me that they purchased a home in 2005 and did some capital improvements shortly thereafter. In 2016, their old tax preparer gave the return to someone else in their office and the new preparer stopped depreciating the property. The property hasn't been depreciated since then on the Schedule E. What is the best practice to recapture the depreciation and receive the missed savings?  

We have a vehicle entered in form 2106 and have the schedule C connected with it. But the mileage isn't flowing through to the Schedule C. Any ideas? Jared

Where to put in the business use percent for an asset in Pro-Connect for an S-Corp

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I followed the instructions to e-file amended Cal returns (i.e. in Profiles, select Cal Amended "Select for E-file, and in Input Returns, entered 1=amending state)After I followed those instructions Cal Amended still has Critical Diagnostic exclamation mark in a red circle. I can't checkmark the box to select to e-file California Amended.What step did I miss?

I have clicked AGI limitation of 50% in form 8283, but the full amount of the contribution is still showing up on the Schedule A. Why?

How do I enter multiple activities from a K-1 instead of just entering it summarily?For example, line 2 real estate loss is made of 3 activities. I don't want to enter the same K-1 3 times and trying to avoid it showing up on Schedule E (p2) as 3 seperate K-1s. 

The taxpayer identification number field is being populated with the tax preparer's TIN.  Please have the programmers fix this.

I think if you select federal direct deposit then state direct deposit should be selected by default.Currently, the state default is paper check. I have never selected federal direct deposit and state paper check, or heard of a reason to do that. And I have been preparing taxes for 20 years in firms.

I can't figure out how to have a schedule X appear for a California amendment.  error:The California amended return can be electronically filed, but the California amended return is not triggered in the amended input screen. Please review and correct.I selected CA amendment under profile along with the 1040x and also put a 1=amending state return in the input section under misc. forms. 

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Dear Community,  I have a client filing with three kids, age 16, 14 and 11, total credit on Proconnect is 4450.Did I missed anything or her credit phased out due to income limit? AGI230k Thank you!

I understand that my EFIN needs to be registered with a physical address.  Is there a way to have my mailing address (a PO BOX) show on form letterhead (i.e., client letter, etc)

I have been unable to get PTO to generate a MA form 1-PY/NR. My client lives in NH and worked in MA for approx. 6 months. Regardless of what I do, I can only get a MA Form 1. Any help would be appreciated. Thanks.

Migrated to ProConnect this tax season.  All of my client information came over as amended status.  Meaning, when I prepare a 2023 1040, ProConnect assumes this is a 1040X and generates a critical efile diagnostic.  No information is selected in the 1040X amended data entries either.  How do I correct?  This has also happened with the entity returns that have come over.  Hoping it's a simple checked box I'm missing.  Thanks!

How to amend a federal return to claim the energy efficient home improvement credit 

I am new to Pro Connect and I have the following questions:How do I navigate in the Pro Connect software from one screen to another?I have a client listed twice within the client list.  How do I delete the one I do not want?I have sent an Intuit link to a client email.  I now have another email to send the Link to.  I have changed the email in the client screen, but it still comes up with the incorrect email.  How can I change it?

I'm preparing a very simple 1065 return.  There is no income, and the only deduction is Deductions Portfolio Other (Box 13 code L)  I should also have the same amount as Box 20 code B, but I'm getting code AJ in Box 20.  I've prepared this return the same way for several years and have never had this problem before.  How do I remove code AJ from the box 20s on all the K-1's?

One partner was bought out by a new partner so I need to transfer his ending capital to the new partner and he should have zero as the ending capital. Every time I try to do so in ProConnect under the special allocation section it does not show up on the schedule k-1. I would like to know what are the proper steps to get this done ASAP. Thank you! 

I have entered in all of the information for the RRB-1099-R but I am not seeing where to enter in the total annuity payments received this year so my taxable calculation is showing 0, however working through Worksheet A in Pub 575 I should have a significant portion of taxable income.

I have a client who is nice enough to run all donated Goodwill items through It's Deductible.  I have the printout showing all items (there are a lot), FMV and value.  When imputting on the 8283 page what sections must be filled out?  Can I simply list the total FMV which is an override?Thank you,CK

Is there any way to export previous corporate tax clients (ie 1120, 1065, 1120S, etc) from Proconnect to Proseries Professional?

Please provide the option to "Redact / Mask / Prevent Display of" the tax preparer's Electronic Filing Identification Number (EFIN) on the electronic client copy of Forms 8879 and 8878 (for both Federal and State e-file Signature Authorization forms).The IRS requires the EFIN to be protected from theft (https://www.irs.gov/tax-professionals/how-to-maintain-monitor-and-protect-your-efin).The completion of the current (as of Dec 2021) DocuSign e-signature process for the 8879 provides a copy of the signed 8879, with the EFIN clearly displayed and readable, into a client controlled DocuSign account (for the remote signature process). The completion of the in-person DocuSign e-signature process presents the option to send the 8879 with a readable EFIN to a client email account. The current e-signature/DocuSign process for the 8879 prevents the tax preparer / tax firm from protecting their EFIN from unauthorized disclosure (contrary to current IRS EFIN protection requirements).Providin

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