Form 1041 Extended Deadline Is Right Around the Corner
The extended filing deadline for Form 1041 is September 30, and it’s coming up fast!If you need a quick refresher before filing those final returns, w...
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📣 Notice: Scheduled Maintenance for ProSeries – August 30
We'll be performing brief, routine database maintenance to improve overall platform performance, stability, and security.📅 Maintenance Window:Sunday,...
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⏰ Deadline Approaching for Forms 1065 & 1120S
The September 15 extended tax filing deadline for Forms 1065 & 1120S returns is right around the corner!As the deadline approaches, we know questions...
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Recent Posts
Is there any affect on income taxes for paying off exhusband for marital home?
I’m getting a divorce & want to buy out the ex for his part of the marital home. Will there be any tax consequences for doing this?
I’m a small one person shop with about 35 clients and use ProSeries Basic 50 for last several years.I’ve noticed in the past, new first-time users get...
Error message on 1040X: Ofrl1-8 is marked as estimated
Problem: I was getting 8 error messages on my amended return (1040X), and they are all the same except for a variation of the Ofrl #s. The errors wer...
I’ve been using FAM and PS for 34 years now and occasionally my FAM software doesn’t function properly. The biggest issue is the drop-down menus stop...
How to report sale of home exclusion for surviving spouse
The sale of home is being reported on the 1041 Estate tax return. After applying the step up basis there is a 344K gain which will show on the survivi...
I’m preparing a NYS S corporation return for a nonfarm business that qualifies for the small business modification. How do I enter each shareholder’s...
I have an 1040 2025 return that has been e-filed and gone 24 hours without an e-file update. Status is showing only ‘sent to irs’ which was its status...
Has the performance of your PoSeries also become quite slow overall?
We are experiencing slowness issues with ProSeries following the replacement of the server hosting the application data.The migration was carried out...
This is a new error message I’ve never seen before. I’ve attached a snip of the message. I believe it’s referencing Schedule B of the 8995A, but it se...
How does Tax Protection Plus work with ProSeries if returns are paper-filed?
I can see how registering with Tax Protection Plus works with e-filed returns in ProSeries but how does it it work for paper-filed returns? How does...
How do I enter the Georgia PTE Tax on the 2025 Form 500?
My client received a partnership Georgia K-1 equivalent with a footnote that the partnership paid GA pass through entity tax on behalf of the partner....
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...
Can we make it so that if you are trying to delete a file that there’s at least two warnings. Today, I searched a client name, thought I had hit the a...
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The taxable portion of social security is not calculating correctly
I have had two clients receive adjustments for 2024 and now 2025. Anyone else having this problem?
I efiled my clients 2025 4868 timely but when I go to efile the federal and ca tax returns it isn’t seeing that i filed it and therefore is not comple...
State of Michigan ProSeries Automatically Exempting both widows and non-widows
We have multiple clients with inherited pensions or IRAS, the system for State of Michigan is automatically exempting everyone, regardless of whether...
New ProSeries Customer – Unable to Complete Primary Firm Administrator Setup
I am a new ProSeries Professional customer and installed ProSeries 2025 today. The installation, licensing, product updates, and connection to my Intu...
