Welcome back! Ask questions, get answers, and join our large community of tax professionals.

ProSeries Tax Discussions

Featured

Everything you need to know about electronic filing

View this resource for articles broad in scope, andapplicableto multiple re...

E-file start and stop dates for federal returns

This article will help you determine whether you can e-file current federal...

View Hot topics for ProSeries and subscribe!

View the hot topics page here to see a compiled list of our trending topics...

Recent
Popular
Unanswered
No Replies

So whats the proper way to input these W2s with Medicaid waiver inco...

Box 1 cant be empty or you cant EFile, but if you put anything in Box 1, it adds to income. The waiver income in Box 12 Code II seems to do what its supposed to... read more

Just-Lisa-Now- Level 15

ProSeries Professional

posted Jan 30, 2025

Last activity Jan 30, 2025 by Jim-from-Ohio

0 1
MO-A

The MO-A section D is not adding correctly.

truck2000 Level 1

ProSeries Professional

posted Jan 30, 2025

Last activity Jan 30, 2025

0 0
Printing Error ProSeries 2024 Basic

I'm getting an error when I try to print an individual tax return. Error message says "Printer could not print selected form(s). I've tried printing a single fo... read more

DarinB7493 New Member

ProSeries Basic

posted Jan 30, 2025

Last activity Jan 30, 2025

0 0
Can you reduce tax liability due to scam

T/p received phone call and was told to transfer $80K from IRA into a crypto account. Sadly, he did.Realized his error and reported it to the police and was abl... read more

jfjefts Level 3

ProSeries Professional

posted Jan 30, 2025

Last activity Jan 30, 2025 by Just-Lisa-Now-

0 1
Where is the cover sheet when printing out cx return?

In the printing options I do not see specifically a "cover sheet" option and when I print out the client returns there is none. Where do I go to add the coversh... read more

donnaV Level 2

ProSeries Basic

posted Jan 30, 2025

Last activity Jan 30, 2025 by donnaV

2 2
Energy Tax Credit

My client installed a new heat pump in their main home. I input the information on for 5695 but it is not calculating the credit.Anyone know the trick, must be ... read more

Brainstrom Level 4

ProSeries Basic

posted Jan 30, 2025

Last activity Jan 30, 2025 by Brainstrom

1 2
Catch- up contribution to 401k for a W2 client

Hello,I have a W2 client who is over 50 years old, he didn't do the catch-up contribution to his retirement with his employer payroll.Now he wants to open a ret... read more

E AND M Level 2

ProSeries Professional

posted Jan 30, 2025

Last activity Jan 30, 2025 by IRonMaN

10 2
PA-20S/PA-65 preparer name

Does anyone know why Proseries doesn't automatically populate the preparer's name field on the bottom of page 3 of the PA-20S/PA-65? It auto populates in the fe... read more

Michelle7 Level 3

Business ProSeries Basic

posted Jan 30, 2025

Last activity Jan 30, 2025 by Intuit_Ruben

1 1
Public Safety Officer health insurance $3000 deduction, where does t...

I see where its supposed to appear on the front of the 1040, I cant find the path to make it appear in that spot though...Im sure Im looking right at it on the ... read more

Just-Lisa-Now- Level 15

ProSeries Professional

posted Jan 30, 2025

Last activity Jan 30, 2025 by TaxGuyBill

4 2
Issues with 8839 - Adoption Credit?

Line 5 of the 8839 (Adoption Credit), is pulled from the 8893 Worksheet. We have completed the worksheet, but line 5 does not populate. Any thoughts?NOTE: Line... read more

Jane_C Level 2

ProSeries Professional

posted Jan 30, 2025

Last activity Jan 30, 2025 by Norman2001

0 1
K1 - Printing

Anyone else getting duplicate State K-1's when printing?2nd issue - Basis report is printing with the return but not with the K-1

MICHAELMARS Level 5

Business ProSeries Professional

posted Jan 30, 2025

Last activity Jan 30, 2025 by taxiowa

3 5
Pennsylvania Entity Number not carring from prior year on LLCs

Is anyone else finding that the PA Entity number that is required for LLC returns is not carrying forward from prior years returns. Each year I have to go back ... read more

Hepner2714 Level 2

ProSeries Professional

posted Jan 30, 2025

Last activity Jan 30, 2025 by Just-Lisa-Now-

0 1
EF Status not updating

Submitted returns 1/27 - showed success. EF Status still showing as "Ready to Transmit" as of 1/30. If try to transmit again, says its already been converted an... read more

TMac Level 2

ProSeries Basic

posted Jan 29, 2025

Last activity Jan 30, 2025 by TMac

4 4
NJ Child Tax Credit

Client is filing status single (Fed & NJ) with one child (age 1). On the Fed Info Wks, I have used codes E (Qualifying for EIC) and Q (NOT a dependent but quali... read more

andy9963 Level 2

ProSeries Basic

posted Jan 29, 2025

Last activity Jan 29, 2025

0 0
2024 California Dependent Care Credit Form 3506.....seems like its n...

the top part with the care providers and the amount paid fills in, but all the lines below that are blank. Ive fiddled around with it giving more or less income... read more

Just-Lisa-Now- Level 15

ProSeries Professional

posted Jan 29, 2025

Last activity Jan 30, 2025 by Just-Lisa-Now-

1 5