I have a return that was rejected because social security put a lock on SS# due to death. I had the date of death on the return. Anyone know why this would be r... read more
Can someone tell me if we need to calculate the small business modification in ProSeries manually for the NYS corp S return? I did it manually last year (& so f... read more
Starting this thread because it seems like a general problem. Two post yesterday. Mine was one of them. I will post links to both here. Basically if I have atta... read more
If a self employed person currently has a sep ira and wants to start a solo 401k, can they switch in the same year?They have have made 2024 contributions to the... read more
Is there a way to edit the client invoice in ProSeries Basic. I want to add a standard paragraph at the bottom of my invoice, but the standard paragraph appears... read more
Is it now possible to file the PA Property Tax Rebate via Proseries??I completed the form but have always done it via myPATH. This year its asking me if they wa... read more
Is anyone else receiving an error message on the VA state return with the Sec 179 limitation? Line 7 of the 179 worksheet is coming up red and when converting i... read more
Hello,Somehow I inadvertently deleted the Insert Bar when working in the Client Letter. Under "View" it is checkmarked, but it is nowhere on the page. Help! How... read more
I am trying to efile a business return that has entries on Form 3800. New this year, Proseries is requiring a pdf attachment if entries on Line VI. If we attach... read more
In Proseries Professional, it is asking me if the distribution is the correct RMD. Do I have to go back to the taxpayer to double check this when she has been d... read more
Hi,I am working on a partnership return in ProSeries. I have an error on the information worksheet. I checked Fed Form 1065 Original Return for electronic filin... read more
My client owns a house in Joint Tenancy with his partner. They get one Form 1098 showing their mortgage interest, and they each claim half of it.Since what I en... read more
I've collected my signature as preparer and collected my signature. I've unchecked the box in the options to print my name in the preparer box how do I bring my... read more
I found online that Illinois began accepting amended returns electronically starting in 2020, but I don't see Illinois listed in the ProSeries dropdown menu for... read more
