I was finalizing a return for a client who is self-employed (Schedule C) and lives in California.During my review I noticed that there were no CA adjustments (a... read more
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 1... read more
I am sourcing a portion of Other income from crypto income and Digital assets from crypto staking income to Maryland, but it is reporting 100% of the federal ta... read more
Hello,I have an individual income tax return question regarding the Other State Credit (OSC). Should the OSC be claimed on the nonresident state return or on th... read more
Who else got their early renewal quote for pro connect and the prices are more than double the current year? How does Proconnect justify this without adding any... read more
Does anyone know how to report an interest shortfall on contingent debt in ProConnect? First, I know the gain on the sale of the debt needs to be reported as or... read more
I filed my client's 1040 on April 12th and proconnect shows it was filed and accepted by both the IRS and CA. He did not receive his refund and when checked "Wh... read more
So, even though I entered 2024 data in ProConnect to rollover to 2025,I can not get the prior year worksheet (in Lacerte its Tax Organizer) - even the client na... read more
I am preparing a 1065 for a DE-based holding company. The partnership has zero direct operations, property, payroll, or sales. Its only activity is receiving pa... read more
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 ... read more
