ProConnect Tax

Is there a way to download a client’s answers to the questionnaire in Intiut link other than as a CSV? Ideally I’d like to download as a PDF, but I only see an option to download a blank PDF (without the client’s answers). I know I could download as a CSV and then do a print to PDF, but that feels more cumbersome than it needs to be.  For some reason the questions are always marked as “needs review” on my end, so wondering if maybe that’s why I am not able to download as a pdf?  

I input my partner health insurance on Deductions / Guaranteed Payments / Trade or Business.  Why does this show up on M-2, line 7 as Guaranteed Payments (other than health insurance)?

Taxpayer entered a ccrc, residence agreement shows payment of $1,400,000, with 90% refundable to her or heirs. CCRC memo says , for med deduction, baseline is $678,000.Med ratio is 32% She wants to deduct 32% of $678,000. AI says only non refundable 10% is eligible. 10% times $678,000 times 32%. Big difference        Of $50,000 refund. Which is correct position.

Hi,I have a client we filed extension 4/15/2026 and set balance due with extension, unfortunately we accidently set mail payment instead of automatically withdraws so IRS never withdrew and the client did not sent payment.The tax return filed in June 2026 and included the payment with extension due (which was never paid), now we received the IRS notice for the balance owed plus penalty and interest. Is it possible IRS will waive the penalty (reduce interest charge) if we write a request.Thanks!

I’m trying to designate a capital gain from a partnership k-1 as passive.  The K=1 worksheet only has one line on 9a and it does not let me designate the gain as passive.  Everything I read says there should be two options for line 9a?

Is there a place to add a price for each form that culminates in a client invoice? 

Why doesn't Lacerte calculate the 2026 estimates for a trust at 110% when Adjusted gross income is over $150,000?  The instructions say it estimates should be calculated at 110% when gross income before the income distribution deductions is over $150,000.  My Lacerte option in the trust module is set to 100/110%, but with adjusted gross income of $309,000, my 2026 estimates are calculating at 100% of 2025 tax.

Pro  Connect how does client sign the 8453C.

How do i enter the NOL for a RITA return in ProConnect? 

How do I get the Lexington, KY local returns to poplulate?  I can see that the summary is all zeros, so the system recognizes that there is a Lexington local return required, but it is not populating with information.  Is there a box that I need to check or something?

Where would an input on form 1040 for Box 19F go in Proconnect online? Only showing options for Box 19A and 19C.

From others’ experience, is it faster to fax Form 2848 to Ogden, UT or try to call the Practioner’s Line and fax it to an agent?  I have tried twice to call the Practioner’s Line and was hung up on due to heavy call volume.  Or is it faster to try to upload it to the IRS website?  I need to order a Wage & Income Transcript for a client who has dementia and hasn’t provided all his tax documents.

I keep getting the message Proseriesupdate.exe - System Error followed by “the code execution cannot proceed because the mfc140.dll was not found. Reinstalling the program may fix the problem.   I get this same message with MCVCP140.dll & VCRuntime140.dll.   I spent a long time on with tech support and they were unable to fix this.  Help please?

Client sold investment property in Japan and paid a lot of foreign tax, how do I make sure it’s on form 1116, 

Posting this publicly because any firm filing a Form 5471 is likely shipping client SSNs in documents they believe are masked, and has no way of knowing. Would appreciate a moderator escalating this to the product team.The problemIn ProConnect Tax Online (TY2025, 1040), the "Mask SSN and add watermark" print option does not mask the identifying number on two Form 5471 schedules:Schedule O, page 1 — Part II, Section A, the "Name, address, and identifying number of shareholder(s) filing this schedule" block. On a joint return this exposes both spouses’ SSNs. Schedule P, page 4 — the page-header "Identifying number" field.Every other identifying-number field in the same PDF masks correctly to *********.It is field-level, not page-level. On Schedule O page 1, Section B masks correctly while Section A — three inches above it, same page — does not.Likely causeThe two failing fields emit the number as nine bare digits with no separators. The masking routine appears to match only the hyphenate

How can I set up an installment agreement for a client in ProConnect Tax Online? The client owes approximately $1,700 in federal taxes, and I would like to request a monthly payment plan for them. 

I have applied for EFIN with SSN and now Proconnect while entering the firm details ask for the Federal ID which is in the EIN format- But I have the SSN Not the EIN- how do i deal with this why there is need for EIN when i have applied for EFIN based in my SSN and also will there be any critical diagnostic if i keep federal id blank.  However will there be any challege in e fiilng the tax return and FINCEN FBAR 114 Tax return is there any challlenge.

Individual 1040-X for tax year 2025. Need to attach an election under §174A(c) (OBBBA domestic R&E), made per Rev. Proc. 2025-28 §6.02.The statement has to carry two legends at the top: "FILED PURSUANT TO SECTION 6.02 OF REV. PROC. 2025-28" and "Filed pursuant to §301.9100-2" (late election relief).Is there a dedicated elections input for §174A(c) in the 2025 program, or does this go in as a PDF attachment / general footnote? And does e-filing a 1040-X with a PDF attachment work cleanly for 2025?Thanks.

Hello, I am creating this post because I have a small question. A taxpayer already efiled their return earlier in the year and reached out to me because they needed help requesting a payment plan. They tried applying online through their IRS Online account but it gave them an error message to call the IRS number instead. I was wondering if through my ProConnect Tax account, I can efile a Form 9465 Installment Agreement request WITHOUT filing a return for the taxpayer? 

I can’t sign in to the account, it kept saying There's an issue on our end. We're on it.

Where do I enter the Tennessee Franchise Excise account number?

2 questions.1 - How do you get Form 172 to generate? Support article says it generates automatically, but I cannot see it even after entering information related to NOLs.2 - How do you determine taxable income prior to NOLs? If we have to manually override the amount of the NOL absorbed in the current year, we must know the taxable income before NOLs.

I see in the Letter template the code for the due date is [FDDorASAP].  I know you can change the due date of the return and that date will show in the letter, but how do you get it to say ASAP?

I expected Schedule K, Line 14c to automatically populate with the Gross Income of this partnership because it is not a farm.  But, it is not populating.  I see where I can add a Schedule K adjustment, but it shouldn't need adjusted, it just needs to bring in what is already there.  Thank you!

how can I fill out the 15f, 16b1 16c, 16e, and 16f of the Form-8621, Part V in Proconnect?