When selling a vacation home reported on schedule E, the basis for gain/loss purposes is using the business use percentage in the year of sale, which is incorre... read more
Why does the customer support leave a lot to be desired? I just waited over an hour after I was told it would be 2 minutes. Final gave up and called a friend.
Where in the software do I ensure that the Net Investment Tax is calculating properly for a 1041 complex trust?All income is distributed to the beneficiary, and... read more
I am attempting to get the actual distributions to the beneficiary entered, and I believe the best way to do so is to override. The override does indeed work to... read more
I am trying to get the trustee information entered correctly. The trustee is an individual, yet the above error is generating. Not sure how to clear / rectify i... read more
We are new to using ProConnect for this year and in our other software we would always use all caps when entering client information, after a talk with support ... read more
We would greatly appreciate the ability to print a state-only client letter. Occasionally, we file state-only returns for disregarded entities, and in these cas... read more
1 - I have foreign earned income 189750 in 20242 - I paid foreign tax 379503 - My foreign earned income exclusion is 1265004 - My inclusion amount is 189750 - 1... read more
Hello.My client will change the tax filing period ending from January to February.I will file their tax return of the ending 1/31/2025 soon.Is next filing perio... read more
PTO needs to be updated to automatically truncate the Payer Name during W2 and 1099 import process. PTO has character limitations in the Payer Name field and in... read more
A complex trust has a foreign tax credit of $190 from a 1099, and I want to ensure it is entered properly to pass through to the beneficiary. What is the proces... read more
I see a statement that tells me the amounts that have been used and by year for my NOL.I want to print out the report that shows, by tax year, the amount that m... read more
Taxpayer and spouse each had IRA accounts. Taxpayer died in 2023, spouse is beneficiary. In April 2024, deceased's account was liquidated and assets transferred... read more
