ProConnect Tax

Hi,I have a client we filed extension 4/15/2026 and set balance due with extension, unfortunately we accidently set mail payment instead of automatically withdraws so IRS never withdrew and the client did not sent payment.The tax return filed in June 2026 and included the payment with extension due (which was never paid), now we received the IRS notice for the balance owed plus penalty and interest. Is it possible IRS will waive the penalty (reduce interest charge) if we write a request.Thanks!

Where would an input on form 1040 for Box 19F go in Proconnect online? Only showing options for Box 19A and 19C.

From others’ experience, is it faster to fax Form 2848 to Ogden, UT or try to call the Practioner’s Line and fax it to an agent?  I have tried twice to call the Practioner’s Line and was hung up on due to heavy call volume.  Or is it faster to try to upload it to the IRS website?  I need to order a Wage & Income Transcript for a client who has dementia and hasn’t provided all his tax documents.

I keep getting the message Proseriesupdate.exe - System Error followed by “the code execution cannot proceed because the mfc140.dll was not found. Reinstalling the program may fix the problem.   I get this same message with MCVCP140.dll & VCRuntime140.dll.   I spent a long time on with tech support and they were unable to fix this.  Help please?

Client sold investment property in Japan and paid a lot of foreign tax, how do I make sure it’s on form 1116, 

Posting this publicly because any firm filing a Form 5471 is likely shipping client SSNs in documents they believe are masked, and has no way of knowing. Would appreciate a moderator escalating this to the product team.The problemIn ProConnect Tax Online (TY2025, 1040), the "Mask SSN and add watermark" print option does not mask the identifying number on two Form 5471 schedules:Schedule O, page 1 — Part II, Section A, the "Name, address, and identifying number of shareholder(s) filing this schedule" block. On a joint return this exposes both spouses’ SSNs. Schedule P, page 4 — the page-header "Identifying number" field.Every other identifying-number field in the same PDF masks correctly to *********.It is field-level, not page-level. On Schedule O page 1, Section B masks correctly while Section A — three inches above it, same page — does not.Likely causeThe two failing fields emit the number as nine bare digits with no separators. The masking routine appears to match only the hyphenate

How can I set up an installment agreement for a client in ProConnect Tax Online? The client owes approximately $1,700 in federal taxes, and I would like to request a monthly payment plan for them. 

I have applied for EFIN with SSN and now Proconnect while entering the firm details ask for the Federal ID which is in the EIN format- But I have the SSN Not the EIN- how do i deal with this why there is need for EIN when i have applied for EFIN based in my SSN and also will there be any critical diagnostic if i keep federal id blank.  However will there be any challege in e fiilng the tax return and FINCEN FBAR 114 Tax return is there any challlenge.

How do I get the Lexington, KY local returns to poplulate?  I can see that the summary is all zeros, so the system recognizes that there is a Lexington local return required, but it is not populating with information.  Is there a box that I need to check or something?

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.

Hello, I am creating this post because I have a small question. A taxpayer already efiled their return earlier in the year and reached out to me because they needed help requesting a payment plan. They tried applying online through their IRS Online account but it gave them an error message to call the IRS number instead. I was wondering if through my ProConnect Tax account, I can efile a Form 9465 Installment Agreement request WITHOUT filing a return for the taxpayer? 

I can’t sign in to the account, it kept saying There's an issue on our end. We're on it.

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?

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.