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?

I filed a client's tax return and then found out soon after that a document had been missed.  We filed a superseded return since it was still before April 15.  Problem is the new amount due on the 1040-X did not transfer to the Info wks, and I can't see why.  Still shows the amount due from the original return.  Any ideas?

TP received this IRS letter in the mail. I verified that banking info on the return was same as successfully used for last 3 years…. The letter goes on to say he has 30 days to update his banking info or create an account with id.me….(TP is 85YO so, not a chance.  Does anyone know next step in IRS procedure? Will they mail a letter he can update or provide banking info?  IMO, the issue is/was caused by his bank and he should have a ‘conversation’ with them. Concern is that even if he updates his info (with no changes) that it will happen again. 

Has anyone had a client receive the "you won't receive your refund ....." but they didn't request a refund it was marked to apply all to next year estimated taxes?

My client has a taxable interest amount of $4,450; Combined Social Security benefits of $92,240 on form 1040 line4b; Pension amount on line 5b; and Social Security benefits of $55,560. The ProSeries worksheet shows that the taxable social security benefit is $0 on line 6b of the form 1040. The IRS agents are saying part of the social security is taxable. I have checked IRS publication 915 and that was not helpful. Can any professional agent help?. Thank you. [removed by moderator]  

The above is what is under "error detail" for rejection code IND-510-02.  But then it says something different under "error resolution".. The Irs rejected this return because the taxpayers's ssn has been entered on a return already filed and accepted.  Verify that the taxpayer's SSN is correct and resumit.  If the SSN was entered correctly, contact the IRS for further guidance.    If this problem cannot be resolved, you'll have to file by mail.  Has anyone had this happen before?  I verified that both taxpayer and spouse's SSN were correct.   So, we have to mail their returns, fine.   But what else happens?   Will the IRS investigate it?  They are curious as to who stole their information, how, and when, etc.  I don't think they will get their answers, I just want to know if anyone else had this happen.  In the meantime, I will check IRS.gov, too.   Thank you. Jim

I love it so I can use a "what if I changed this number, how would it change the refund" in a split second. But in this client the refund keeps saying zero -- which is not correct, it $605. And it won't budge from the zero. Can I see where that little number in the right corner is based on?

No text available

Hi All! Happy Day After!! Its better than Christmas aint it?! Anyways got a new comp and didn't set the printing settings correctly compare to my old comp and cannot find the doc that has the clients address, it's not printing with the FC. I think it is labeled as a slip sheet. Tks for any help.