ProSeries Tax

My clients purchased a new home during 2024 with a principal balance over $750,000.  The Home Mortgage Interest Limitation Worksheet P936 is filled out and correctly based on the interest paid on the loans (as described on the worksheet). Nowhere does it mention closing cost included in the worksheet.  I’m not sure if the IRS will allow the closing cost for the purchase of the new home plus the deductible home mortgage interest limitation from the worksheet.  I’m hoping someone can guide me where I can find the answer without calling the IRS.Thank you.

It’s a nice sunshiny day in Minnesota and the temperature is still above zero so the lutefisk isn’t going to freeze if you leave it sitting in the outhouse (it’s an old trick for an outhouse that is getting full - the smell of the lutefisk makes you forget about the outhouse smell).  The election is over.  Well it’s almost over.  The dogsleds are still delivering vote counts in Alaska and the alligators are slowing down the delivery of ballots in the swamps of Mississippi.  But the good news is, like promised, the war is over, gas prices are down to a little over a dollar a gallon and you no longer have to choose another protein because the beef prices are so low that you want to have a steak with your eggs in the morning.  But the most surprising part is that Intuit gave an early Christmas present and cut the price of the 2026 tax packages in half.Hold on, I think I might have just imagined all of that.  Who spiked my bottle of Coke with Fireball this morning?As long as I’m here, I ju

Whether I was printing a physical or PDF Filing Copy or a Client Copy, no Schedule C form was printing.  Notice this happened after all returns printed after 10/15/26, so some ProSeries update has suppressed this without my changing any settings.I did a Refresh Updates and this fixed my clients return I completed today, but when I went back to a return from after 10/15/26 to yesterday, the Refresh Updates did not fix those to be able to print Schedule C with the return.I will report this to technical support, but first wanted to see if anyone else is having the same problem.

How do I access the multi year feature in Pro Series Tax?

I have been using e-sign (through Proseries and docusign) for years. Now that intuit is taking over e-signing ,will  I need to start over with KBA’s for all clients  or will Intuit allow current e-signers to continue to use access codes?

Hello,We are experiencing a problem in ProSeries Professional 2025: when printing an amended return using the built-in File (PDF) option, the Form 1040-X pages are blank. Adobe Acrobat displays: "An error exists on this page." Other pages in the PDF display correctly.Could an Intuit moderator help us open a technical support case for this issue and obtain a case number? We would appreciate follow-up by email, as phone support is not an option for us.Thank you.

Files repeatedly corrupted in Fixed Asset ManagerWe have repeatedly had major file corruption for no apparent reason. We will be working in the program and the program will close on its own. When we restart and click on the client, it says it is not a fixed asset file. When we cannot rebuild the client index as that also says it is not a fixed asset file. We can rebuild the system index but that does nothing. This has been happening for years. How is there no fix from the software company?? We pay enough for the software that it should not be corrupting files!!

Kathy, could you provide more information.  Your EMPOWER 2026 description says 5 CPE and 2 CE, but the details add up to 7 CPE.  Can you please clarifiy which courses do not qualify for CPE?  I am trying to schedule CPE and this would impact my schedule. Thank you

Does anyone know if you can amend and how to trigger Minnesota Form M1PRX to amend a 2024 M1PR? I need to amend a property tax return for TY 2024 in ProSeries Tax.

Our family-owned tax preparation business is considering a change in ownership. Due to the current owner's age and health, they are considering stepping down and transferring the business to another family member as part of a family succession. I am wondering if anyone has gone through a similar family business ownership transition while keeping the same ProSeries Professional account?The new owner will have:    • A new legal business name.    • A new EIN.    • A new principal/owner.    • A new EFIN (which has already been obtained).We would like to continue using our existing ProSeries Professional account rather than establishing an entirely new ProSeries account.I noticed that within our existing ProSeries account, there is an option to update firm information with the reason "Efiling firm business name change or principal ownership change."Before submitting this update, I have some concerns and would appreciate hearing from anyone who has gone through a similar transition.My main c

How can we help a client set up an account when Intuit claims their email is already in use? To their knowledge, they have never used an Intuit product in the past, and they don’t see an option to create a new password. This is frustrating for both of us.

I am trying to download 2026 and it keeps telling me that pro series update needs to be closed. It is closed. I have completed every update and closed all years and it still will not install.

Need to complete Firm & Preparer information but no employees, hence no need for EIN. How do I get past this screen? 

A few months ago my second factor texting would not work. Had to change to voice which is a pain.  Tried to manage in the user/security section and still would let me change to text.

I am a small individual practitioner and find it outrageous that their is a 54% increase in my renewal fee from 2025 to 2026. Combine this with what I am sure will be an increase in the Pay-Per-Return and it is almost impossible for me to continue to use this product. Are others having this same issue?

purchase single use license

When will individual 1040 tax organizers be avaialble 

I received the email stating the PS 2026 is ready to download. The email says that once the program is installed, transfer clients from PS 2025 to PS 2026.I have always transferred clients early in past years and realized from this forum that transferring clients before late January causes issues. I always wondered why depreciation information carried over incorrectly and why invoice fee lines changed and didn’t make sense and why other things didn’t make sense.Why is Intuit telling us to transfer clients as soon as we’ve downloaded the program? Have they fixed all the crazy bugs? If not, how do we know when it is safe to transfer clients?If we should wait until late January, then what do users do with the program until then? Setting up letters and invoices are about the only things I can think of that we can do this early,. Are there other things you guys do this early with the program?

I am preparing a 2024 Form 1040 using ProSeries Professional. The taxpayer has a prior-year NOL carryforward of $164,868 and a current-year business loss of $97,010.ProSeries automatically enters −$164,868 on Schedule 1, line 8a, resulting in Form 1040 total income and AGI of −$264,878, instead of −$100,010 without the prior-year NOL deduction.Form 172 calculates the current-year NOL correctly, and the Federal Carryover Worksheet shows $261,878 carried forward to 2025.My question: Is ProSeries correctly reporting the entire prior-year NOL on Schedule 1, line 8a, even though the taxpayer has no taxable income to offset? If not, how can I adjust this entry without affecting the NOL carryforward?Any guidance from experienced ProSeries users would be greatly appreciated.

when will the states programs be available for downloads in 2026  especially state of nj 

The Alabama Amended 40NR in state software has a box for e-filing the return but when you go to clients Fed info and select filing amended state return by checking the box it has a drop menu to select state but Alabama is not included.  I understand that Alabama now accepts e-filed amended returns beginning in 2025.  How do I file the amended return electronically.

2026 proseries install says ‘ missing a component’

on 8594 part II line 6 is it marked yes or no if non compete is included in purchase price, not a separate amount

Note: I tried to enter this an ‘idea’ but wasn’t able to do that (for some unknown reason).Here are my ideas for (greatly) improving the Proseries experience (all for the ‘Personal/1040’ module):K-1 entry - Only require one input screen.  ‘Ordinary’ income and ‘Rental’ income require two separate screens.  Twice the work.  Don’t know why this is required, since other software programs doesn’t require this. K-1 entry - Put the K-1s in alphabetical order in the navigation screen.  I have several clients with 50-100 K-1s and it takes a lot of searching (more than it should) to find the right input screen. K-1 entry - Automatically include Section 199 information when a K-1 is imported.  Why do I have to manually enter this information when it’s already in a pass-thru return I prepared in Proseries?  Other software programs do this automatically. NOL 80% Limitation - Most of my clients are self-employed, and it’s not unusual for them to have a business loss once in a while.  Manually calcu

Trying to get my account manager to call me so I can disucss the upgrade from basic to professional package. Can’t seem to get anyone on the phone to discuss it and pricing.