ProConnect Tax

I Need to file the tax return for 2018 for a new client, but I do not want to enter all the information manually, is there a way to copy the information or bring the relevant information from 2017 into the 2018 tax return? I have the file in PDF format stored on my pc. Please advise!Any assistance will be highly appreciated!

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Sch D is putting my 8949 Short Term totals on line 3 Box C instead of line 2 Box B. And Long Term totals on line 10 box F Instead of line 9 Box E . In the Details "Adjustment to basis if reported incorrectly on form 1099-B box 1e" I have entered the adjustment amount. Any ideas how to get my totals on the correct line on Sch D?

Foreign officers do not have SSN.  Can I still e-file for 1120?

Hi guys. I have 2 clients that have no income. They only have social security income. When I try to e-file their forms, it says that "At least one of the following must be present in an e-filed return: total income, AGI, tax on income, total credits, total tax, or total payments". How can I move forward with e-filing these returns? I haven't had this issue in previous years using other software. Thanks.

Why cant we create tax plans for new 2018 clients with pro-connects tax plan!? Anybody have any suggestions on how to accomplish this? 

I received this schedule C client and they have a 300,000 building on their depreciation schedule. The problem is they have never owned this building and they don't know who's building this is. There prior preparer also used 15 year depreciation on this commercial building. Over the last several years a lot of depreciation has been given to them. She has never given them a depreciation schedule so when she did this year they found several items that were not theirs and items that are theirs are missing. Long story short. This year I am converting them to an S-Corp and 2018 is there last year as a schedule C. I need to dispose of these items that are not theirs but I have no idea how to dispose of this building that they don't own.  I have done a lot of research and I find nothing on this subject. Any thoughts on best practice? 

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I'm filing a nonresident Mississippi return and am getting a diagnostic error "Each employer or payer on Form 80-107 must have a valid address entered."  It appears that the missing addresses are for partnerships on the return but I can't find anywhere in PTO to enter the address for each partnership.

I entered the exercise of ISO in the PTO field at the AMT section.  TP did not itemize.  Form 6251 is not generating.  Any reason? Any way to force print?  Thanks.

The interest expense was entered on 4952 along with income from the related capital gains and dividends.  The expense properly flows to p1 of 1041.  However, on the K-1 the expense is reflected as netted against net rental real estate income instead of against net short term capital gain.

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My client made 2 partial payments of tax owed by credit card, due to limits by his card provider for amounts authorized on each transaction.  Still has balance owing, but discovers IRS limits to 2 payments only. The reason he is paying by card is because he is a foreign non-resident who temporarily worked in the US during 2018. He has no US bank account, no US checks and no prior filing history which are all required for Direct Pay, EFTPS and mailing in a check.  How else can he pay the balance due? Any ideas?

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You're not helping with entering scholarships and grants! If the scholarship exceeds the box 1 tuition it becomes a negative number! That's not accepted by your software

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I have a client that sold his QBS under section 1202. The sale was for $6.5mil with a basis of $250k. I was under the impression that the gain would be excluded by 50%. So taxes would be paid on $3.125mil. In doing more research I see that there is a $10mil and $5mil exclusion on section 1202 gains. Can any help me out? Is it the 50% exclusion or is it $10mil or $5mil?

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8582: Passive Activity Loss Limitations worksheet. I can see that the passive activities have been suspended and are being carried forward so you will not see that on the summary. They are not affecting this current return and the summary will not show that. How can i have the return show the k1 and schedule E loss in the current year? Help is really appreciated!

2 non-dependent children included on 1095-A; one is covered Jan-Aug, the other Jan-December and the taxpayer wants to allocate 100% of the premium and APTC to themselves. I'm having difficulty with the data entry and keep getting a critical diagnostic - 1095-A #1: Only one set of percentages is allowed per month for the Shared Policy Allocation entries. Multiple entries are provided for each policy so that each month or period of months during the term of the policy may have a different allocation percentage. However, for each month or period of months, only one allocation percentage should be present for that policy. Allocations amongst more than two persons or tax households need to be handled in accordance with the instructions in Publication 974. Within those instructions are worksheets to determine the percentage to enter and the SSN to use in the allocation.

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Please, is there anyone who could help me on this tax return for a client. First time using PTO and I'm having a hard time for the past week. When client has a 1031 exchange property from CA selling it in 2018 which had a depreciation of the land, and a replacement property in the same year in NY.Should I use ONLY "Depreciation" and "Like-Kind exchange 8824 form" in Deductions, or do I ALSO need to use the "Schedule D", "4797 form" and "Like-Kind exchange 8824 form" in Income?Also, do I need to file the form CA 3840 final as well? TIA

income on 1065 from another partnership is entered on page 1.   but where is is Sec 199A info entered?

FBAR FinCen 114 filer information: first name is not populated not printing.  Any idea to fix this.  All other Forms (1040 and others printed both first and last name).  Thanks.