ProConnect Tax

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?

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 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?

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.

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) 

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?

My client received a lump sum for disability Social Security benefits in 2024 for the years 2022 to 2024.After I enter the 2022, 2023 & 2024 SS benefits in the lump sum worksheet the pro series doesn’tadjust any of the tax obligation.  Don’t know what I’m doing wrong -Any advice?

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?   

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?  

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.

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.