Tax season may be over, but planning for what’s next starts now. Discover strategies to streamline your practice, expand advisory services, and drive...
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Trending Tax Topics: Resources and Insights
Looking for tax law updates and trending topics? We've put together a list of resources that answer questions most commonly asked during this time of...
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Perfection Period in Progress for Forms 1040, 1041, and 1120!
Update: The filing deadline for Forms 1040, 1041, and 1120 is closed! Perfection Period in progress! Check out our Hot Topics here.
The April 15 dea...
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Recent Posts
IL Preparer EIN Required for e-file
Hello, I get the following error message for an individual 2025 Illinois return, “The Preparer FEIN is required for e-file.” I am a sole proprietor an...
Using ProSeries and filed the return after April 15. I used the ES form to estimate the ES payments due. Since filing after due date, I understood a...
I have discovered a software calculation error on schedule A regarding the SALT deduction. It applies to Mass. returns. There is a line that carries f...
1095 A calculations are wrong for 2023 & 2024. The Big Beautiful Bill regs did NOT go into affect until 2025.
The Big Beautiful Bill changed the 2025 calculations ONLY, but ProSeries changed the ratios in 2023 & 2024. My client was receiving a refund for those...
NY Form IT-196,why doesn't a Lines 30/39/40/42 & 45 Scam theft loss of income producing property carry over to line 47 (line 46 is blank)
Elderly client was scammed 2.3 m, Why doesn’t the amount of the scam loss which is included on NY Form IT-196 line 45 carry down to line 47 (line 46...
Need to Amend 2025 NYS Partnership Return due to R&E changes
NYS has decoupled from the federal treatment of Research and Experimental expenditures (just recently announced) so I need to amend just the 2025 NYS...
The taxpayer converted a personal residence to a residential rental property in October 2018 and rented it through October 2024. No depreciation was e...
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can I file an 1120H return electronically through Pro Series?
Form 5329 - Activation Outside of Form 1040 Filing
While I realize there is an “Idea Exchange” for this comment, I’m pretty sure it will get lost in the popular vote, electoral college process, etc. th...
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PA 41 estimated worksheet calculations
On PA 41 Estimate worksheet, it calculates the required estimate based on the smaller of 100% or 90% of the prior year's tax liaiblity (e.g. the 2024...
Has anyone gotten their 2026 renewal invoice that shows a 54% increase from the price for the 2025 renewal?
I am a small individual practitioner and find it outrageous that their is a 54% increase in my renewal fee from 2025 to 2026. Combine this with what I...
I'm running into what appears to be a ProSeries 2025 issue with California Single-Member LLC (SMLLC) returns.In prior years, the eFile Center displaye...
2025 ProSeries Professional Tax Planner – Schedule A Issue
Is anyone else seeing this in the 2025 Tax Planner when running 2026 scenarios?I'm finding that Schedule A is limiting itemized deductions when it sho...
Form 8997 has information carried from 2022 in the 2023 smart worksheet at the top. QOF deferral amounts are not carrying to Part I or Part IV of the...
client informs me that social security for seniors incorrectly calculated by pro series 2025 basic edition, anyone else experience this?
CLIENT RECEIVED IRS NOTICE CP12 INFORMING THEM THAT THEIR REFUND WAS INCREASED DUE TO SOCIAL SECURITY INCOME BEING INCORRECTLY CALCULATED. I CHECKED...
Why can't Proseries Efile the DC franchise return?
It seems franchise returns may only have become eligible for e-filing in recent years, and DC still only accepts e-file when they actually have an FEI...
Funny Question - Anyone know where I can purchase envelopes that go with the slip sheets? We seem to be burning through them this year. Intuit used...
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charitable giving partner K-1
I have a partnership client who made charitable donations in 2025. I am trying to figure out how to get this on the partners K-1’s. Schedule K is in...
