HOW IS PROSERIES HANDLING THE 8915-F CARRYOVER FROM 2020

Waiting for the form to file the tax return is a completely different topic than the failure of ProSeries to carryover the information at all. Let's see transfer it into a form that is flagged on the top "Form Not Final" like carryovers are handled in every other part of our software.

Get on the ball Intuit and get this going.

Lisa,

Completely unacceptable. get the draft copy in the program and mark it "draft form not final" as you do with all other delayed forms and transfer in the appropriate data. 

PROSERIES FAILS AT CUSTOMER SERVICE YEAR AFTER YEAR AND IT CONTINUES TO GET WORSE, GET IT TOGETHER AND GET THE JOB DONE.

This is the first we've heard of this decision. That doesn't jive with the information Intuit has revealed in the Forms listings. Nor does it match how the other Form 8915s (-B, -C and -D, and -E last year) were handled. Who did you talk to that told you this? Can you post the link to where this is posted?

I've posted the links to the IRS draft forms page, where you can see the updated versions that are not released, and to the production forms page, where you can monitor what is released and which versions. I've also posted the links for the Intuit programs ProSeries, ProConnect and Lacerte forms, which all state this will be finalized March 17. Not being an efile form doesn't mean you handle it manually. It means the IRS expects the software providers to either supply it in an alternate data version (behind the scenes with the filing) or as a pdf form ("auto-generate"), neither of which is new.

And the programs are not yet updated for this.

If you know differently, let's confirm that as fact, not rumor. Thanks.

@1569     Do you think we could get a query for the 2020 ProSeries, to specifically find returns that had the 8915-E? My memory is not as good as it was yesterday, much less last year!  That, I promise would cure a lot of the ills caused by the 3/17/22 projected date. If I say "PLEASE", would that help?

I sure hope you were not lied to. This afternoon shouldsure beat 3/31 date.

Without form 8915F how did you do it?

There might be good reasons to move to Drake but this is not one of them. Have your clients bring in their copies of last year returns or if they are your repeating clients reprint last years return yourself. This is simply good business.

It appears as if ProSeries and INTUIT in general are failing everywhere this year. I've looked on the TurboTax blogs and wow; the messages from users are mostly about how TurboTax took their funds, sometimes double-dipping, then either not transmitting the return, or coming back with demands that the individual "ante up" more money for additional services, in addition to any amendments. It appears that INTUIT has chosen to satisfy their shareholders at the expense of their customers.  Customer service has been outsourced, automatic updates of this "piss poor" program have disappeared, NO ONE at INTUIT is listening, or reading any of this, and they have failed to "proof" forms that other software providers have available. This is absolutely the poorest edition of ProSeries in my 26 years of experience with Intuit.  I don't know about other providers and how they flow or data input, compute, transmit, acknowledge, Ect.; however, I am assured that I will be contacting them and "test driving" their offerings. I have done the best I can by my clientele, and always look back at the previous year's filing to ensure there are no surprises, carryovers or other bits of information that may need follow up. It's damning that we should even be having discussions about failures on the part of Intuit instead of serving our client base well and faithfully. Still, IT IS the world we inhabit now. Customer Service is non-existant outside of individual service providers who rely on their expertise and still strive to work correctly with all they serve and service. I'll be ever so happy to see January 1, 2024, when the nightmare known now as the C.A.R.E.S. Act ends and we have gotten beyond all the stimulus questions, the carryovers on 8915, the Advance Child Tax credit, the U/E reconciliation of 2020, and then look forward to the changes of 2025 when the Tax Cut and Jobs Act expires..........What then??? In the interim, as consumers we can exercise our choice by voting with the only real tool we have, our financials. Maybe a loss of revenue will wake "corporate" up and maybe, just maybe they will see the error of their ways and turn again. Probably not. We are the "entitlement" and "drive through" society, order here, pick up there, I deserve to have all that; and "I got mine, to hell with yours".  I feel the pain of all professionals who strive to provide. I'm rowing that same boat, and seeing the rocks and shoals. Meanwhile............"Scouts out!"