ProConnect Tax

I’m new to ProConnect but not to taxes.  My first client came to me and asked me to file his 2024 MO return.  He already filed his 2024 Fed 1040, and received a letter indicating changes. He doesn’t have his original copy, and right now the IRS is too busy to answer my call.However, since this is a prior year responding to a MO letter, is there a way to file a paper copy?  I’m getting critical error on efiling as I don’t have my EFIN number yet (still waiting)

Under SECURE 2.0 Act (Section 117), eligible small employers with 25 or fewer employees automatically qualify for a 10% increase in elective deferral limits. For tax year 2025, the standard SIMPLE IRA limit is $16,500, but for eligible small employers, the limit is $17,600 for taxpayers under age 50. My Case: Tax Year: 2025 Taxpayer: Age under 50 Employer: 25 or fewer employees (eligible under SECURE 2.0) W-2 408(p) Deferral: $17,600 (the fully permissible 2025 limit for this employer sizeIssue: The software is evaluating the W-2 against the standard $16,500 threshold instead of applying the SECURE 2.0 $17,600 limit. As a result, it triggers Critical Diagnostic Ref #7862, flagging an excess salary deferral of $1,100 ($17,600 – $16,500) and attempting to add it to taxable wages on Form 1040.Since this is a valid contribution under current law, how can we suppress or clear this diagnostic without incorrectly increasing Schedule 1 / Form 1040 wages, or is a program update scheduled t

Getting these 2 diagnostics on KY Schedule COGS  return: Schedule COGS: If the value in Column A or Column B, Line 5 is greater than zero, you must provide the corresponding details on Line 11. Please ensure the total of the details entered on Line 11 exactly matches the amount reported on Line 5. KY - Ref #61937 Schedule COGS: If the value in Column A or Column B, Line 2 is greater than zero, you must provide the corresponding details on Line 9. Please ensure the total of the details entered on Line 9 exactly matches the amount reported on Line 2. KY - Ref #61898Line 11 is already populated from the federal return 1125-A and line 9 are inventory purchases. Even though 11 if populated, line 11 diagnostic remains. Line 9 remains even if I open the KY box for line 9 and enter information. Can these diagnostics be ignored or is there another way to clear them?Thanks

Hello, I am working completing form 5471 and couple of schedules don't allow large numbers in fuctional currency, so I want to fill the forms outside of Proconnect and then import them and integrate them.  Have of you done this and how should I do it? Thanks

I need a list to remind clients.

I'm preparing a 2025 Form 1040 in ProConnect Tax for a U.S. individual who directly owns two UK limited companies. Both companies made check-the-box elections on Form 8832 to be disregarded entities, so each one requires a Form 8858 with Schedule M attached to his 1040.When I search the Input Return screens for "8858" in the individual module, there is no input screen — the only match is the "Statement in lieu of Form 8858" field on the Form 5471 screen. That statement isn't available to my client: he owns the FDEs directly as an individual, so there's no CFC or controlled foreign partnership, and the IRS instructions only allow a statement in lieu where the FDE is owned by a CFC/CFP reported on Form 5471/8865. He needs the full Form 8858.I can also see Form 8858 has dedicated input screens in the Corporate and S-Corporate modules ("Foreign Disregarded Entities (8858)"), but nothing equivalent in the 1040 module.My questions:Am I correct that ProConnect cannot generate Form 8858 in the

On a 1040, I have an 1120S K1 with the following entry being taxed NIIT:On the first tab (Info), Not a passive activity is checkedBox 8A is in the first field which is NOT passive (the second field is PassiveWhat else can I do to tax it as a non passive?FYI, in the 11120S, I can override the shareholder K1’s to Box 9 (Net section 1231, which is where it should go (this is internally generated goodwill on an asset sale).  It is being reported as 8a (Net Long Term capital gain.  However, there is no corrosponding Schedule K override for both Box 8 and Box 9, so that doesn’t workIt works if there is a specific asset for goodwill, but there isn’t (I tried for future reference) 

Hello,I am attempting to electronically file Form 1120 for a corporation that has a foreign officer who does not have a SSN or ITIN. In previous years, I was able to bypass this diagnostic using the “ForeignUS” entry, but it appears that this option is no longer available in the TY 2024 filing. Is there an updated method to enter the officer information to allow e-filing despite the lack of SSN/ITIN? Or in this case, is paper filing the only option?The diagnostic I am encountering is:Ref #9111 – Officer #1: The Social Security Number of the officer entered is invalid.Any guidance would be greatly appreciated.

How do you enter the state only numbers for a schedule C

I can’t determine how to deduct the prior year at-risk recapture amount from a partnership in ProConnect?  ProConnect is adding the recapture amount to the current year 1040 as ordinary income on Schedule E2 and IRS publication 925  states I should be able to deduct the amount added in last year’s return.  Can’t figure out how to do that.  Has anyone come across this in ProConnect?

Is there a way to download a client’s answers to the questionnaire in Intiut link other than as a CSV? Ideally I’d like to download as a PDF, but I only see an option to download a blank PDF (without the client’s answers). I know I could download as a CSV and then do a print to PDF, but that feels more cumbersome than it needs to be.  For some reason the questions are always marked as “needs review” on my end, so wondering if maybe that’s why I am not able to download as a pdf?  

I have a client returns from 2024 and 2025 which the state of Maryland is refusing to issue the refund and it appears to be with how the software is handling the non-resident income. The Customer is a VA resident but had one W2 from MD. State of VA taxes all the income hence I filed a non-resident return for MD. Apparently it had to be a paper return because when I check the box which says not required to file, It doesn’t let me e-file however the refund is denied saying there is no MD income on the filed MD return. Looks like checking that box zeros out MD income making it possible for a full refund to be issued for taxes withheld. I need to file an amendment to get the customer’s refund- I’ve done it before and didn’t get good results hence I believe I’m not doing something right. ProConnect support hasn’t been helpful either. Has anyone been through this or have any idea on how I can effectively file this to get the customer’s refund approved?

Situation:Client bought property early in the year Client rented property for two months and collected rent Client moved into property and converted to personal useI’m trying to get the program in ProConnect to generate the two months of depreciation.From what I see, ProConnect has a tough time with these conversions. It seems like the guidance is:To enter the number of days used as a rental property, but don’t enter the number of personal days. To list the property as a disposition with a sell date as of the date of conversion but don’t enter a sale price.Is this correct? Or should I list the number of personal days in ProConnect?

The 100% shareholder is a nonresident. Schedule A is calculating correctly as 0% apportioned on line 3 f but an apportionment factor of 1.000 is still showing up on part 2 line 49.

Taxpayer entered a ccrc, residence agreement shows payment of $1,400,000, with 90% refundable to her or heirs. CCRC memo says , for med deduction, baseline is $678,000.Med ratio is 32% She wants to deduct 32% of $678,000. AI says only non refundable 10% is eligible. 10% times $678,000 times 32%. Big difference        Of $50,000 refund. Which is correct position.

I input my partner health insurance on Deductions / Guaranteed Payments / Trade or Business.  Why does this show up on M-2, line 7 as Guaranteed Payments (other than health insurance)?

Why doesn't Lacerte calculate the 2026 estimates for a trust at 110% when Adjusted gross income is over $150,000?  The instructions say it estimates should be calculated at 110% when gross income before the income distribution deductions is over $150,000.  My Lacerte option in the trust module is set to 100/110%, but with adjusted gross income of $309,000, my 2026 estimates are calculating at 100% of 2025 tax.

ProConnect does not have a place in their drop-down box (in officer information)  drop for member. I would think we use the closest (President).  Did anyone else come across this?   

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!

I’m trying to designate a capital gain from a partnership k-1 as passive.  The K=1 worksheet only has one line on 9a and it does not let me designate the gain as passive.  Everything I read says there should be two options for line 9a?

Is there a place to add a price for each form that culminates in a client invoice? 

Pro  Connect how does client sign the 8453C.

How do i enter the NOL for a RITA return in ProConnect? 

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?

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