ProSeries Tax

Hello my fellow accountants!!!Anybody else eagerly awaiting the approval of Form 5695? A little upset, as well, the form isn't even calculating the proper credit(s) or any credit at all and not properly flowing to 1040 arithmetic.Am I off here?ThanksChris M.  

HELLO EVERYONE, I WILL LIKE TO KNOW HOW YOU ADD THE FEE, ANY ADVICE WILL BE APRECIATE 

I am locked out of proseries. Have tried all options to reset and none work/ Anyone else having problems today?

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Based on Pub 503, I have always taken the stance that child dependent care expenses can be taken all the way up until the child turns age 13.  Pub 503 states that a qualifying child is a "dependent and who was under age 13 when the care was provided".  So the child turns 13 in October of 2023. Care was provided in June 2023.  In this situation, I claim the dependent care expenses on the 2023 tax return. Currently the 2023 tax software gives you an error if the child turns 13 in the current year and states you can't claim it.So I called and spent 60 minutes on the phone with a nice Proseries rep. He got a sanitized folder and said he'd send it on for review and that the form would need to get fixed. After the file was reviewed, he said that the software developer and Proseries have taken the stance that their error msg is correct and you can't claim the dependent care expense even if the child turns 13 AFTER the care was provided.I call BS.He said if enough people ca

In years past you only had to use one (1) of your eSignature licenses for all forms that were in an envelope.  I just send my first eSignature request for my Electronic Filing Authorization forms (Federal and State forms).  The taxpayer and the spouse have to sign both forms.  When I checked the dashboard it said that had used two (2) of my eSignature licenses for this one request.  Did this change from last year or have I missed something?   Any feedback would be appreciated.  

Taxpayer has children less than 4 years old living with tax payer for 12 months and 1 parent on the same level of living months as children. Is this parent be considered as taxpayer's dependent?  ***PII***

Has anyone been able to download 1120ME for the state of Maine from ProSeries?

Hi everyone,Copy feature on form 1095-A worksheet work for 12 months but not work for month by month! The previous month amount not copy to next month.Best regards.

My excess SS payments taken from my 2 W2s is not being added to my refund . Why ?

In all prior years, the local income tax returns were printed along with state and fed.  This year, the local return printed with "do not file. On line filing".Looking through Pa, I did see on line filing for Phily as part of filing the PA return, with the option to opt in or out (just like PA and Fed).  But nowhere am I fining anything about local (which was not fied as part of e-file in past years).  Anyone know anything about this?Keystone collections appears to only allow the actually taxpayer with an account to on line file their own return.  Admittedly, this would be a horrible hardship for me filing hundreds of local tax returns if I had to set up and keep track of hundred of client local tax accounts.

Trying to print a local tax return in PA.PA forms have been approved but it states local tax return can not be printed because it is not approved.Anyone else have this problem

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In Pro Series Basic I have Homebase set up where as soon as you work on a return it goes to the bottom of the list. But this year, a clients Fed and state returns are separated on the botoom and not on the same line. Is there something I can check off to sort them together on 1 line?

When we print the Iowa estimated tax vouchers for 2024 out of the 2023 return, it is printing them as if they are payments for amounts due with the 2023 tax return. Is anyone else having this issue? Does anyone know how to fix it?

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My client is single and provides more than half of the support for her brother who arrived October 1, 2023.  Can she file H of H and claim the brother as a qualifying relative?

MFJ Taxpayer purchased their daughters home in January 2023.  Daughter was in the midst of a divorce at the time and ultimately divorced later in 2023.  My clients paid off the mortgage of (round numbers) $122,000.  My clients also paid the ex-husband $65,000 to purchase his portion of the FMV of the home.  FMV is in the $300,000 range.  Clients total "purchase price" was $187,000 ($122,000+ $65,000).  Clients then rented the home to their daughter.  Formal rental agreement and the monthly rental is at market price.  First time I've run into a situation like this.  Am I able to use $187,000 as the purchase price, given $65,000 of that was paid to the ex?  Tax records show a 70/30 split Improvement Value / Land.  Appreciate all thoughts and suggestions on this. 

Why is proseries asking me to authorize payment to print returns.  This is all included in the cost of the program like last year

My Cx has her State pension listed in box 14 instead of box 12 of the W-2. Her wages vs. SS and Medicare are the exact difference $480. How do I get this to flow to form 8880?

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Does Form 2553 still need to be filed by fax/mail?  So when the 1120S is e-filed, form 2553 isn't included?Thanks in advance for the help.

Can someone claim someone and their children who has asylum from another country? They have ssn's that was issued. client can show proof that he has supported them. I'm assuming its the same as the Dreamers and ones who have itin# any helpful info would be much appreciated!Thanks!

Hello, the Form 5695 Residential Energy Credit is not flowing through to the 1040 Line 20. Is anyone else having this issue? I know the form 5695 is not fileable until 2/7/2024 but it should still be flowing through to the front of 1040. Can anyone give me any advice on this? Is it a known issue?

I tried filing an extension for a taxpayer who is in a partnership. It rejected the extension saying the k-1 wks-partnership was not finalized by the taxing authority.  What is the deal?