ProSeries Tax

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Am I missing something or is there some way I am supposed to notice that I have received a private message?  I know I can click on my avatar and then click on private message to see if there has been activity, but is there something that I haven’t noticed that alerts me to the fact that someone sent a private message?  I don’t tend to spend a lot of time here these days and I don’t tend to go looking for private messages when I do stop in, but I was curious if there was in fact some function like the bat light shining in the sky indicating someone was looking for me?  I just happened to click on private messages this morning and see that there was a message ---------- not that I can respond with the current system but it would be nice to know if Lassie was contacting me because Timmy fell in the well again so I can at least call 911.

Tax client is on an approved extensionTax client owns an which provided the 2025 W-2 Post April 15th the LLC owner has determined hat the W-2 salary is incorrect  and understated by $8,75.0.00 . Clint need to file a Federal Form W-2c ASAP. This will increase his payroll taxes.  The LLC can make the required tax deposits electronically.I plan to attach the soft copy with the 1040  I doubt that the SSA and will have updated their files by 10/15/26.    Should the tax client file the  1040 electronically in October (allows time to process the W-2c) ?Should the client paper-file or e-file?Have I missed anything?Note: This situation arose after terminating the payroll processing firm.

The 100% shareholder is a nonresident. Schedule A is calculating correctly as 0% apportioned on line 3 f but an apportionment factor of 1.000 is still showing up on part 2 line 49.

Still having problems with the MI 4884. Am double clicking on line 7a for the Deceased spouse's info to enter on the worksheet-name, SS# Date of Birth, date of Death. Also, not remarried, filed jointly, retired bedfore 2013, not SSA exempt, not fire police correction then QuickZoom to Form 4884.  Part 2- Deceased Spouse Information. Nothing is brought foward from the above worksheet??  The State, in a statement dated March 16, 2026  stated that "The form (4884) MUST include: 1 1099R information 2. Deceased spouse's Social Security, 3. Deceased spouse's date of birth." Am I missing something I haven't filled in?    Is it a software glitch?JStiles 1840040

 I did Open 5471, and quickzoom to schedule B. Then fill out part 1 schedule B  But It is automatically deleted when I enter the number of shares…of others... you know why??/    Thanks,

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It seems as though a couple of years ago when I completed Form 6252, the instructions said to click the link to F 6252 on the asset entry worksheet for all assets that were disposed.I can’t find an article on F 6252 for the steps to complete the form in PS. How do I find the article?I know that depreciation recapture, losses, sec. 179, etc. aren’t eligible for installment treatment. I thought that in past years, all asset disposals were linked to F 6252 and PS reported appropriately.I am preparing a tax return for an S Corp who sold all their assets in an APA. There is also goodwill and other sec. 197 assets. Are goodwill and the other sec. 197 assets entered on new asset entry worksheets and the disposal linked to F 6252? Or, are separate 6252s prepared for goodwill and sec. 197 assets? I thought all assets in an installment sale were supposed to be reported on one F 6252.How do I find an article in PS on how to handle all of the sales?Thanks for your help.

Facts:Jointly owned rental property and the spouse dies 1/5/2025As of 12/31/2024, there is a carryforward loss of $23,100 for the rental property and the step up in basis is greater than the carryforward loss so therefore, the carryforward loss is eliminated per my understanding of the IRC.The rental property has a new depreciable basis and a new start date (1/5/2025).Question:Is there a special way within the tax software (ProSeries Basic) to eliminate the carryforward loss or do I just zero it out by eliminating the asset in the software and starting a new asset?

I have almost completed filing all my clients FY25 taxes on either Pro or Basic (my Primary) license.I would like to create a copy on a separate computer as a backup. I already have Pro Series Basic and Pro installed on the second computer but have not populated the client information.Which files from the original computer do i need to copy over to the backup computer? I have backups of all completed returns stored in PDF on a secured external drive.Thanks.  

computer crashed.  how do I download/mitigate 2024 client data to new 2024 proseries?

how ca I add  shareholders in schedule B of form 5471 in tax pro basic?

Pro Series Basic will not print a 2025 tax form.  Shows an error message of 4-0.  I did buy a new computer since 2025 tax season was complete.

NYS has decoupled from the federal treatment of Research and Experimental expenditures (just recently announced) so I need to amend just the 2025 NYS Partnership return. NYS has provided a notice stating specific codes to use to show the Federal deduction add back and the NYS amortized subtraction. These Codes are not yet in ProSeries. Just seeing if anyone has contacted Proseries already about when they might update the software and/or has an idea on a work around to this so I could still efile the Amended return. Also for the copy of the original return do I need to uncheck the efile boxes to remove the duplicate EIN error in the Efile section? Thanks for any feedback, Dan

I had to change computers and individual returns for which I efiled 4868 do not show extension as accepted.

the form 8958 is not bringing the allocated columns to page 1 of the 1040.  how do I trigger the process? 

I have a client who wants to transfer all of the money in his bank account to his adult son, about $60K. Throughout the years he has paid taxes on his earnings. These are his savings and wants to complete it this year. Question is…. Since this will be once in a lifetime event and since is below the Federal gift lifetime Exemption, Can this be done without triggering a tax?  When will he have to use Form 709?  Any answers you have on this I will really appreciate.  Thank you  

I am trying to open the ProSeries 2023 and getting message that my creditials cannot be verified.  I am on a new computer that is Windows11 compatible.  

Federal Returns have processed normally

My Pro Series sofwtare is not printing to SmartVault

Maryland efile returns are not being process at 08-07-2026

​@Kathi_at_Intuit Just a heads up since you asked.  I just stopped back for a quick visit and all of the posts showed up in black.  I was still signed in when it happened and when I refreshed my screen it did pop back correctly to blue and black.  

Can a win loss statement from the casino be used to prove gambling losses?  Client won a total of approximately $125,000 at various times throughout the year and her win loss statement shows winnings of approximately $75,000.  This means she lost $50,000.  Can i use the win loss statement for the gambling loss on Sch A?

Hi everyone,I'm wondering if anyone else has run into this issue over the past few days.Beginning around 7/10/2026, I started receiving the following error when attempting to transmit 2025 returns:"ProSeries has detected a system change which invalidates the converted file contents. Please re-convert."Some additional details:The return converts successfully. The converted files are created in the 25EFILE folder. As soon as I click Transmit, ProSeries immediately displays the error above and deletes the converted files from the 25EFILE folder. This affects all 2025 products (1040, 1120, 7004, etc.), not just one return or one tax module. 2024 ProSeries continues to e-file without any issues.I've already tried the following:Repair Updates through the Tool Hub Downloading updates multiple times Reinstalling ProSeries 2025 (including a fresh workstation installation) Verifying all workstations are on the same build Testing on multiple computersYesterday (7/15), I found an older workstation

My Clients has over 300 pages of Stock Transactions with 3 different Financial Advisors.  I want to entry the Short and Long Term  totals for each Advisor and attach a PDF file for the individual trades.  How do I do this on Schedule D and Form 8949? Thanks.Carla