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 ... read more
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'v... read more
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 fi... read more
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... read more
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 ... read more
It is now 4/20/26 and Federal electronic extension payments submitted on 4/14 & 4/15 have not been withdrawn.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... read more
When I am clicking E-File on a tax return it is saying that i need a credit balnce to proceed, but I ma unable to click on purchase more by purchase tax year 20... read more
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 under... read more
Hi,Did anyone had missed extension deadline exoenses?I have a client who owed about $8000 to Federal and $3000 to the state according the calculation, the exten... read more
Hello,Somebody please help. I have been getting this rejection code for a particular tax return. I have verified that there are no mis calculations in the retur... read more
The last 3 Extensions I tried to file today were rejected because another return has already been filed with the taxpayers SSN. This is too much of a coincidenc... read more
