Social Security Benefits Program Input Screen

Forum|Forum|5 years ago
January 18, 2021
16 replies
31 views

Why can't the proseries program alert the preparer that the taxpayer had SSA benefits. Seems like a simple programing adjustment

ProSeries Professional

This topic has been closed for replies.

Best answer by IRonMaN

I think Turbo tax does a better job at alerting the taxpayer about prior year repeats then proseries. My only logic as to why proseries will not include this in an upgrade is because proseries want the preparer to purchase lacerte, which I think is an intuit product and is the next step up from proseries.

"because proseries want the preparer to purchase lacerte"

Does Lacerte babysit better than ProSeries for something like that?

Just-Lisa-Now-

Intuit Community Champion

The Social Security Worksheet appears in the list of Forms in Use on the left margin when they had SS the prior year (and its not too far down the list, so its pretty easy to spot), but youre right, there is no 'pink" error or alert anywhere to bring it to your attention.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

T

tscottAuthor

Level 5

Thank you for the reply. It sounds like an easy upgrade. Most clients that have SSA benefits the year before will have them again the next year.

BobKamman

Level 15

@tscott "Most clients that have SSA benefits the year before will have them again the next year."

Most tax preparers know their clients well enough to remember at least this detail about them. But I keep many of my clients by pointing out that their friends, who think a tax professional is the only one looking at their documents, are really handing them over to a data-entry clerk who may be earning minimum wage. If I ran that kind of high-volume operation, I would want as many cues for my underlings too. But maybe a little more training ("if you see 1099-Rs and no W-2s") and a system where they can see a copy of last year's return might be a good idea. Even if it costs 50 cents an hour more, in salary.

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