I am running the client tax organizers and it seems crazy that I have to go to each client and then select to download the organizer. I was able to select for a... read more
I have completed the Form 8948. Client has to file a paper return for the tax year 2022. However I am receiving: Form 8948: The IRS mandates individual e-file f... read more
I have never filed an amended return via ProConnect and want to see if there is a way to confirm what data is being transmitted.What section of ProConnect verif... read more
Hi,My new client, husband and wife both have a full time W2 job, formed LLC last year in real estate brokage business, They both actively involved in managing a... read more
I have a client who withdrew money for a Roth IRA before 59 1/2. So much is considered taken from contributions, which is not taxable or penalized, so much is c... read more
I am having trouble locating the spot in the software to take a refund from a 2023 amended 1040, and rolling it forward to 2025.The software keeps stating that ... read more
I'm new to filing, and my client doesn't have a social for her spouse and some of her kids. This is causing a whole bunch of diagnostics, which got the return r... read more
Hello, everyone, this is my first time using this software in order to do a project for my tax class. I entered all of the data, and I'm trying to make a PDF in... read more
I need to purchase a couple more 2024 returns. When I select to purchase it just turns wheels and says it can not at this time? Anyone else had issues with this... read more
I’m working on tying out the tax‑exempt interest reported on Form 1040, line 2a. The return involves several different sources of tax‑exempt income (bond premiu... read more
I am new to Proconnect and learned that only 1040s convert from my old software, so I have a few entity returns that still need to be brought over. If I create ... read more
