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
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
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
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
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
- You make quarterly estimated payments and elect to make the last payment paid on 12/31 (no other choice).- Next year you treat the estimated payments as paid ... read more
- You make quarterly estimated payments and elect to make the last payment paid on 12/31 (no other choice).- Next year you treat the estimated payments as paid ... read more
I entered the account number incorrectly and although the tax return was accepted, the money can't be deposited into the correct account.I want to know what hap... read more
I would love to have the ability to add activities on page 1 of the 1065 or 1120-S. This would help with several items, including QBI passthrough, and reconcili... 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
The District of Columbia extension payment was set up to be pulled from the account on 4-15-2025. As of 4-30, it has not yet been paid out of the client account... 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
The import feature for 1099's needs to automatically import the state withholdings amount when an amount is present. This appears to be a missing import field f... read more
