ProConnect Tax

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?

Over the last five years the taxpayer was investing in crypto through different platforms, but never sold any crypto. He kept transferring  from platform to platform but did not sell anything. In 2025 he sold all crypto and the platform incorrectly reported these sales to the IRS as “short term”. How can I correct the holding period?

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.

The taxpayer played online wagering games. Based on Shollenberger v. Commissioner Court case it seems the gambling losses and the same gambling winnings can be netted and reported directly on Schedule 1.

I understand how to prepare a consolidated Form 1120-S for an S corporation holding company that owns 100% of an operating company for which a QSub election has been made. I also understand how to prepare the corresponding New York State return.However, Form NYC-3A, Combined General Corporation Tax Return, does not appear to be available in Intuit ProConnect. Is that correct, or am I missing an input or setup step in ProConnect?

I'm preparing a 2024 Form 1065 and have inherited a file with a fact pattern I'm unsure how to report.Facts:A partnership owned 100% of a single-member LLC. The single-member LLC owned a residential property. In January 2022, a warranty deed transferred legal title from the LLC to one of the partners individually. According to the partner, the transfer was done solely so he could qualify for the Florida homestead exemption based on his attorney's advice. The property was owned free and clear. The partner later sold the property personally in February 2024. The LLC was not dissolved until September 2024.The issue is that the prior preparer did not appear to change the accounting after the deed:The single-member LLC continued to carry the real estate and depreciate it on its books through 2022. The partnership continued to carry its investment in the single-member LLC on its balance sheet through 2023. No apparent distribution or other transaction was recorded to remove the investment.I'

Hey everyone. At this point, every single client has a software expense. Now we have the most general expenses on each input form, even if they aren’t on the form itself, such as Accounting, or Legal and Professional, or Payroll Taxes. Create an input for Software expenses. It can drop down to Other Expenses on the Schedule C, 1120S, 1120, 1065, that’s fine. I’ve created so many “other expense” lines for software expense that it should be an input at this point. I could see you grouping it in Office Expense too. It wouldn’t hurt to add this for 2026. 

I’m filing a 2025 1040 return.  My client’s wife died in 2025 and client died in early 2026.  The adult child/estate executor will be signing the return.  The IRS instructions say a Form 1310 isn’t required.  The software is requiring a From 1310.  When I prepare the form I receive an error message requiring me to paper file or file 1040X.  I don’t know how to resolve.  If I ignore warning to complete Form 1310 I get a critical error and can’t file.  If I complete Form 1310 I get another critical error.  Help! 

Is anyone able to get tax plans to work currently (7.28.2026)?  I have tried for multiple different 1040 clients and it never loads.  I just want to use regular tax plans, I dont want to go through Intuit Advisor.

Hello,The instructions for Worksheet A explicitly requires all entries be in the functional currency. During calculations, it should stop at Line 10 if:Line 7 is smaller than Line 8 and (5% De minimis test) Line 7 is smaller than $1 million ($ 1 million test) The client passes both tests; however, since the number in Line 7 is bigger than 1 million in local currency (much much less than $1,000,000) the program keeps going and calculating foreign personal holding company AND foreign base company income (there is no FBCI). The program should convert the numbers to US dollars and make the judgement, but it doesn’t. Now, I can enter the values in USD, but this would be against the instructions and worksheet is transmitted along with the return. I am afraid it might cause confusion. Any help in resolving this issue is greatly appreciated. 

Why won’t Calif 540 wont accept electronic payment for underpayment penalty 

I am using ProConnect and I have resubmited following the instructions for linking the documnet, but it has not been accepted.  I have linked the PDF to #73 sec B, so what is going wrong here?Thank you! 

The worksheet is subtracting guaranteed payments for health insurance on line 15p. That amount is already included in the calculation of ordinary business loss on line 15a, so it is being subtracted twice. My understanding is that guaranteed payments are not deducted from basis, other than as a part of the net income/loss calculation.  This worksheet is not filed with the return, but there does not seem to be a way to correct it and I will have to provide a manual worksheet to the partners.  Am I missing something.

Case: I am preparing an amended Virginia Form 760PY because the taxpayer forgot to report interest income from a Treasury bond (Form 1099-INT). When I prepare the amended Virginia return, the net tax change is $0, and the amended return still shows the original $4,000 refund from the previously filed Virginia tax return.Question: Is there a place on the amended return to indicate that the taxpayer has already received the refund from the original return? I'm concerned that the amended return still displays the same refund amount, and I'm not sure whether this could cause any issues when the Virginia Department of Taxation reviews the amended return.Thank you for your help!

Case: I helped a married couple file their 2025 individual income tax return this year. They filed as Married Filing Jointly (MFJ). The husband lived in Washington state for all of 2025. The wife lived in Virginia from January 1, 2025, through January 26, 2025, and then moved to WA to live with her husband for the remainder of the year.For their original state returns, I filed a Virginia Part-Year Resident Return (Form 760PY) using the following residency periods:Husband: 1/1/2025–1/1/2025 (to satisfy the software requirement that both spouses appear on the joint federal return) Wife: 1/1/2025–1/26/2025The wife recently informed me that she forgot to provide a Form 1099 issued by the Department of the Treasury. They would now like to file an amended return to report this additional interest income.The Form 1099 contains the following information:Date: 12/19/2025 Description of security: IAAAA Series I Savings Bond Box 3 – Interest on U.S. Savings Bonds and Treasury Obligations: $1,900M

I recently did 3 amended returns for the first time in ProConnect.  While doing two of the amendments, I saw the suggestions in the Check Return screen to use the amended e-file option, but forgot to use the “E-File Amendment” option in the File Return screen when submitting them.Has anyone ever made this mistake?  If this is going to be a big issue, what do you suggest as a fix to get ahead of the issue.  All three are showing as “Accepted” as of right now.I would think that if ProConnect required a specific e-file option for an amended return that once you select “amended return” in the profile section they would take away the regular option so that issue like this don’t happen. Alternatively, they could make it more of a critical diagnostic if it is more than just a suggestion.

 Question:Can ProConnect file CRAT? (Form 5227 and K1)How it woks? File as business return and chose Trust?

Printing or PDF when masking the sensitive dataThe program also make the company tax id numberwe are getting lots of calls from partners filling their taxes not in our office asking about COMPANY TAX IDdose any one knows how to mask shareholder data but not company TAX ID ????? 

 I have a sole Proprietor who operates in 2 states.  In old software I would separate the 2 into different Sch C's by state and the software would figure the appropriate state tax for each.  Is that the same with ProConnect?

I cant able to generate schedule 3 for a client that have foreign business income that I entered in schedule C checked foreign country also in less common scenario select the form 1116 as foreign country select the same income category that i have selected in foreign tax credit . they have profit in foreign business and have paid foreign tax in foreign country , try to give the credit but i cant generate schedule 3 , it seems like its not linking properly with schedule c and form 1116 ? need advise 

I'm new to ProConnect Tax Online. I'm working on a partnership return that has 2 individual general partners and 1 corporate limited partner. I need to allocate the Gross NonFarm Income to the 2 individual partners (33.3% each) and none to the corporate partner. I've tried using the special allocation screen to input the dollar amount allocations to the 2 individual partners and putting in $0 for the corporate partner - this leaves an unallocated amount equal to 33.3% of the total. No matter what I do, the program still wants to allocate all of the dollar amount and puts the unallocated portion into one of the individual partner's K1, thus giving them 66.66% of the total. I've tried researching this and from all accounts, it seems I'm doing it correctly on my end. Has anyone else run into this issue and figured out a way to have this show correct on the K1s?