ProSeries Tax

Adult taxpayer, 21 years old.. not in college, no one claims him He is listed  on his parents 1095A for coverage, which I have I entered in the 1095-A info for this 21 year old and entered zero for share Return still being rejected.. reject saying I need to have 1095-A, but I do have it in there I cannot get this return to accept    

How do I fix a form 1095-A rejection: Error Detail" IRs records show that you had health insurance through a Healthcare Market plan. How to fix it?

Does anyone know if the rejection of Form 5695 when efiling is a Intuit issue or an IRS issue?  When I searched it the only feedback was from Turbo Tax users which leads me to belive it is an Intuit issue.  I am questioning all my returns at this point and review is taking so much longer. 😠

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Is it possible to add a 9465 payment plan request with a 1040NR?@Intuit_Matt B answer:  04-18-2023 11:03 AM Checking the 9465 instructions, it doesn't appear so.Use Form 9465 if you’re an individual:Who owes income tax on Form 1040 or 1040-SR,Who is or may be responsible for a Trust Fund Recovery Penalty,Who owes employment taxes (for example, as reported on Forms 941, 943, or 940) related to a sole proprietor business that is no longer in operation, orWho owes an individual shared responsibility payment under the Affordable Care Act (this  payment won’t be assessed for months beginning after December 31, 2018). See section 5000A.I   I wanted to share this with you—H&R Block filed Form 9465 with a 1040-NR. It’s really unbelievable that H&R Block can do it, but Intuit cannot. Very strange

I have several clients getting a CP53E notice saying the IRS couldn't direct deposit their 2025 refund when there was no refund due the client.  One client had an overpayment that we applied to their 2026 estimates & the other client had a balance due on their return.Anyone else seeing this?

FORM 5695 - I receive a following federal Rejection after EFiling and I was using QMID code I7Q6 for and Amana AC and furnance.  People using Turbo Tax and HR Block software said they receive the same rejection code.  It's like the IRS has the wrong code for Amana like "i" is the lowercase "L".  Return Rejected 02/05/2026Code: F5695-079Form: 0(00) Form Copy:Line #:Description: "8470(/efile:Return/efile:ReturnData/efile:IRS5695/efile:EgyEffcntHmImprvCrGrp/efile:CentralAirConditionerGrp/efile:MostExpnsCentralAirCondCostAmt)Error Detail:If Form 5695, [ 'MostExpnsCentralAirCondCostAmt' in 'CentralAirConditionerGrp' from 'EgyEffcntHmImprvCrGrp' ] has a non-zero value, then [ 'MostExpnsCentralAirCondQMID' in 'CentralAirConditionerGrp' from 'EgyEffcntHmImprvCrGrp' ] must be present unless a binary attachment or [GeneralDependencySmall] with description beginning with "Substantiate QMID" is present in the return.Error Resolution:This return cannot be filed at this time due

Latest update to the ProSeries Basic product changed the Residential Energy Credit worksheet. The required field to enter the QMID is not working correctly. As instructed I have entered a code as LNLN and it is a valid code from the manufacturer. Yet the software displays an error that the code is not valid and does not follow the nomenclature. I suspect this error will prevent transmission unless I override.Was this new update fully tested as it pertains to this QMID field?

Per the worksheet - Box 1 is to input the amount per the 1099 R received. and Box 2a is to enter the taxable portion of that distribution.However the taxable portion of that distribution DOES NOT carry to line 4 b on page 1 of the 1040. Instead, the full amount of the distribution gets reported as taxable. Additionally, line 4a of page 1 of Form 1040 is blank, instead of properly reporting total distributions received.Why do you have an input box 2a on the 1099 R worksheet if it does not properly carry the taxable amount to page 1 of the return?I spent 2 hours on phone with tech support today and they had no answers.This seems to be a big flaw in your programming and is misleading to tax preparers.Hopefully you will research this and correct where needed.

Anyone else from MA having this issue?

I cleared all the diagnosis and went back today to efile and I received a critical diagnosis of: The other post-refund bank product (ERC) selection requires additional input for direct deposit. How do I clear this, there is no ERC.

Filed fed and state (California) electronically, fed was accepted within an hour, California's still says "sent to state" after 2 days. No issue with other Calif returns, just this one. Anyone else experiencing a delay in California filing acceptance?Cheers

I took on a new client's 1040 and multiple Sch C's in 2025.  After filing he realized that he never filed 2024.  Is there any way I can "transfer", "copy", "import" all that 2025 data to 2024 Proseries Basic to go back and file his prior year?

I probably missed something, but I was unable to request a 2025 CA refund to be applied to 2026. Is this possible to do within ProSeries Basic? Thanks.

MI-1040 Line 30 – Credit for allocated share of tax paid by an electing flow-through entity is not allowing me to enter an amount. How can I report the amount paid on the MI-1040?

I have amended the federal and state returns. The federal return was e-filed, but I keep getting the message about a duplicate SSN for the State of Missouri. I did check the box that states I wanted to file even though it shows a duplicate SSN. How can I get the state to be accepted? 

The employer matching contributions entered on 6f of schedule 1 is not carrying to any part of the 1040.  What am I doing wrong?  Is there a box I need to check somewhere?  Please help.

I'm using ProSeries Basic.  Can I customize my list of clients, and include billing, in my HomeBase? 

My client's tax return was rejected because his daughter's social security number was supposedly used on an earlier tax return. Is there an IRS telephone number to call for help with this? If not, what is the best way to resolve this problem? All the social security numbers on the return I filed are correct. Any assistance in this matter is greatly appreciated.

After 25 or so years with ProSeries, it's nice to be recognized for all of those years with Intuit ----- or not.  I received an e-mail from Intuit this morning (evidently trying to grease the chutes for the renewal process) and this is what they tell me?   You've completed your first tax season with ProSeries   What a season it was—long days, detailed returns, and moments when your clients needed clear, steady guidance.And through it all, you delivered. You showed up, worked through the challenges, and helped your clients move forward with confidence.As you close out your first year with us, take a moment to recognize what you’ve accomplished.

BackgroundMy initial submissions  (submitted a day apart) of 2 separate 2025 tax returns for a mother and her daughter were initially rejected. The reasons stated that both individuals had health insurance through a Healthcare Marketplace and Form 1095-A was missing. The mother obtained her 1095-A Form from her insurance. The 1095-A shows the mother was the owner of the policy for three months in 2025 and also covered her daughter for the same period.  I completed the mother's Form 1095-A and  resubmitted her mother's tax return.The mother's previously rejected tax return was accepted.Three days later, I attached a pdf copy of her mother's 1095-A  along with note within  the ACA Explanation box. The daughter did not have a separate Healthcare Marketplace insurance policy.  I resubmitted the daughter's  tax return and it was rejected a second time.Does anyone has any idea how I can resolve this rejection error ? I welcome your input Thank you,Seej

Balance due on 4868 was supposed to be automatically deducted from client’s bank account but hasn’t occurred yet. Is this typical?

I Efiled returns more than 45 days ago and the status at the IRS where's my refund site shows that no return has been received. I have at least two cases of this. I have filed more than 800 returns this season and other returns have received the refunds. 

30 year old client had a $2,723 excess ROTH IRA contribution carried forward to 2025 from 2024, because his 2024 earned income was only $4,277. He already contributed $7,000 to his 2025 ROTH IRA from his 529 QTP. He is not interested in dealing with the return of excess for 2025.  He wants to just pay the $163 6% fee, and fix it for 2026.  The 2024 amount of $2,723 that was carried forward to 2025 should carry forward to 2026.  I keep getting a line 26 (excess ROTH IRA contribution credit) error, because on the IRA contribution worksheet, line 27 (total ROTH IRA contributions) is doubling line 26 to $5,446.  Line 26 shows $2,723, line 27 shows $5,446.  When I change line 26 to $0, line 27 says $0, a line 26 error pops up saying it should be $2,723. When I change to $2,723, it says it should be $0!!!!  What am I missing?!?!?!?!

Never had to do this before:30 year old client had a $2,723 excess ROTH IRA contribution carried forward to 2025 from 2024, because his 2024 earned income was only $4,277. He already contributed $7,000 to his 2025 ROTH IRA from his 529 QTP. Today is April 12, 2026. How does he avoid paying a 6% penalty in 2025 (he already paid it once in 2024)?  If he did a "return of excess", would that only be the $2,723, or would there be any additional amounts?