ProSeries Tax

At first, I thought it was me.  Now I realize the machine IS actually breaking down.We file a timely extension (on paper), we follow it up with a timely return (on paper).  [These are not e-file eligible filings.]We receive a penalty notice of no filing at all:  no extension, no return, nothing made its way into the IRS’ system.  [Naturally, we have IRS “stamped” certified return receipt tickets for everything.  We even included a pre-mailing copy with the return.]Contact the IRS on the penalty notice.  No 2848 (it too would have to go by mail - quirky tax entity which is not eligible to receive/approve via IRS tax account - not yet anyway, maybe someday - promises, promises).  Try by phone with the client on the line...IRS can’t verify client because client doesn’t have the level of knowledge/detail being requested by IRS agent (obviously, the detail is all with us...we’re the ones preparing the return, duh!).  IRS says, “send a fax” with 2848.  Seriously?  I dumped that thing in the

anyone having trouble opening software?

I'm running into an issue specific to ProSeries Professional 2022 only — all other tax years (2013–2025) are working normally.In the EF Center HomeBase view, clicking on any "Rejected" status link (the red underlined text that should open the rejection reason detail window) causes the program to crash and close immediately. No error message is shown — the application just closes."Right-clicking a rejected client and selecting 'View Electronic Filing Client Status History...' — this does nothing at all (no window opens, no crash, just no response)."

Taxpayer and spouse currently live in NJ. Taxpayer is military and began service in PA. Uses PA as his designated home state. Met spouse in PA. Moved to NJ for spouse’s new employment. Spouse only had NJ tax withheld. PA & NJ are tax reciprocal states. What boxes need to be checked in NJ return to show no income or tax in order to get withholding refunded? All income needs to be reported on PA return. I’m assuming that I file a NJ non-resident because of PA military residence. How do I get NJ to exclude both incomes so that no tax is due and all withholding is refunded? I also assume that there is no way that the refund can be applied to PA. That would be total wishful thinking.Thank you Community!

i just want to print the diagnostics

Can a 2025 form 1040X be e-filed when the 1040 was e-filed using another tax preparation package?

Why does Intuit sell the information of users we add to Pro-Series? Can we opt out? 

How do I print multiple client’s two year comparison via batch print, ie all at once.I have selected clients in the homebase, but I do not see this form for batch print. I only see Federal and state forms for batch printing. 

Hello, I've noticed that many other tax software programs automatically generate codes AJ and AC on K-1s. I'm using ProSeries Professional for an 1120S return, and those codes are not generating automatically. Can you please advise where these codes should be entered or how to generate them in ProSeries Professional? Thank you.

I have used Quick Employer forms for almost 15 years. It always saved the W2's and 1099's for 2 years. I filed all of my W2's in January of 2025 for 2024. I just went to print the W2 and 1099 -int for a business client that I am doing an 1120-S for and all of the forms that I filed are gone, I called in to support and they told me I could re-enter everything and print it again. Once I e-filed the form it was deleted. This has never happened before and frankly I am speechless, that I was not told of this glitch and there is no way to recover any of the filed forms for 2023 and 2024. My client list is there, and it shows that I e-filed forms, but the forms have been deleted by Intuit.Has anyone experience this same issue? Does anyone know how to recover them/ Why di Intuit do this? 

I have a client who moved to WI in July, 2025.  In the WI instructions, there is a worksheet for Sch M, Line 50 for Part-Year residents to allocate the WI retirement subtraction.The quickzoom for Sch M, Line 50 goes to a worksheet but not the one needed for this calculation.  The diagnostics give an alert to adjust this worksheet for income that does not qualify for the retirement subtraction but is silent about the allocation of the subtraction for a part-year resident.  Doesn’t the program do this calculation or am I just missing where it is? 

I have four 2025 Forms D-400 that were submitted five days ago for e-filing to the NC Department of Revenue and still haven’t gone through. The 1040’s were accepted right away. I have updated the software. Anyone else having a similar problem?

How do I get stock sale information for Form 561, Line 5  attached to each k-1 for each member so that they can fill out the Capital Gain Deduction Worksheet with their share for each sales transaction from the LLC Form 1065?

How to input SEC.743(b) NEGATIVE INCOME Adjustment on schedule K-1 line 13

I have a  mariried joint client that has 5 years of prior years social security benefits ( 2020 to 2024) . for each prior year calculation, proseries basic is not deducted the 32,000 field.  I had to override the fiield.  i manually went back to each year return and added the assdional SSA grioss amount.  I am right on the calculation refund.  there is a $500 savings going with lump sum option.  did i check a wrong box that cauased the $32,000 not to show?

Getting an error on the Employer Compensation Expense Program Wage Credit form where "Covered employee SSN should match Taxpayer’s SSN” when technically the covered employee could be either the taxpayer or the spouse. Any way to resolve this? 

Has anyone encountered that ProSeries now has a new checkbox to acknowledge that you must manually complete a Ga form 4562 and attach it as a PDF and then manually calculate the state non-conformity amount?If so, is there a simple way to do this rather than have to complete a GA form 4562 manually?

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On CA  Form 3558A, Line 12 has the correct answer $0 because client has no net income, even though the K-1 carried in $25,000 for Section 179, yet the line has an error. Is this a programmer error or what? Anyone know?

Does any know why my gain is not deferred to my new property? I did the sale from the Rental and then did the 8824 form and attached it to that property but it’s still showing the gain on Schedule D. Did I do something wrong? Or in the wrong order?Cynthia

Hi, I filed Virginia return 07/09/2026  but still is not accepted ? Any idea please.

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 form, although dates and descriptions are carried into the tables.

Can I through Pro Series enter and then amend a tax return file and accepted online?

Get to client database and get message box that says: This action can't be completed because the underlying service is taking longer to respond. Retry after some time.  I usually get message after I have opened database but today message did not appear until I tried to efile, then I spent 20 min waiting for it to go away but I could not efile.  I have Windows 11 and am unsure where to go to try to fix this problem.  Proseries support closed now.  Anyone out there have this problem and fixed it?? 

When electronically filing a Nonresident alien form 1040NR (F-1 Visa) why does the part IV of the information worksheet only display CA & NY for electronic filing?