Adjustments to 2025 Completed Returns

Forum|Forum|1 month ago
April 27, 2026
1 reply
0 views

Hello,

I recently logged into a return that was completed for 2025 to work on some tax planning. A dialogue box popped up and said that figures had changed and wanted to know if I needed to file an amended return. It looks like ProSeries is not allowing the interest and dividend income to flow up to the 1040 so it's showing a decrease in AGI/Taxable Income, etc...

I opened up a second return, and while it didn't ask if I wanted to amend it, it did delete the interest and dividend income again. Any ideas?

ProSeries Professional

IRonMaN

Level 15

It isn't unheard of to open up a return that has been previously filed to find there have been changes made because the software was updated and the update corrected some previously entered data. You are kind of vague on what really changed in the return so it's hard to tell if it was caused by a software update or if you have some gremlins in your system.

Slava Ukraini!

A

A Lawton

Level 2

Same, I just opened a second return to find that there are a lot of things that have changed. Client called to check on their refund. IRS has nothing but return was accepted on March 26.

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