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PROCONNECT SUGGESTIONS

KarenDrew
Level 1

I was on Proconnect support for over 30 minutes.  I am a new user of Proconnect but we have been with Proseries for over 4 years. I asked her about the suggestions that I was getting and she said she could not give tax advice-I know that and I let her know I was curious to why I was getting certain suggestions.  She said ignore them!! I even gave her a reference number and she said thats just the number for the suggestion.  I did not even get a survey from her.

For Louisiana state filers--any idea? When a Louisiana retirement income exemption for taxpayers over 65 is claimed, a "name of payer" entry is required. LA-Ref 1585. She told me to enter payer information (I uploaded the 1099R and that info was on the federal return) so I did.  When she had me press refresh, it disappeared.  Any ideas?  Finally, she was obviously frustrated and told me to ignore it.

This was not a good feeling...

 

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