Adjustments to 2025 Completed Returns

[burdick-mark]

Hello, 

I recently logged into a return that was completed for 2025 to work on some tax planning. A dialogue box popped up and said that figures had changed and wanted to know if I needed to file an amended return. It looks like ProSeries is not allowing the interest and dividend income to flow up to the 1040 so it's showing a decrease in AGI/Taxable Income, etc... 

I opened up a second return, and while it didn't ask if I wanted to amend it, it did delete the interest and dividend income again. Any ideas?

[IRonMaN]

It isn't unheard of to open up a return that has been previously filed to find there have been changes made because the software was updated and the update corrected some previously entered data.  You are kind of vague on what really changed in the return so it's hard to tell if it was caused by a software update or if you have some gremlins in your system.

[A Lawton]

Same, I just opened a second return to find that there are a lot of things that have changed.  Client called to check on their refund.  IRS has nothing but return was accepted on March 26.

[burdick-mark]

Sorry. I had different 1099-INTs and 1099-DIVs that were input in Schedule B. You can even see them on Schedule B when in the client files. But it does not roll up to the applicable line item on the 1040. Therefore, it isn't included in AGI, Taxable Income, and tax is incorrectly computed.

[IRonMaN]

I assume you are comparing to a pdf or paper copy of the return.  Don't take offense, but I assume nobody accidentally went back into the software file and made changes to that file instead of a different client that were aiming for?  If you can't come up with any plausible reasons for something being changed accidentally, I think you should make the dreaded call to support.

[burdick-mark]

I am comparing to the PDF that I saved when filed. No offense taken. I work for myself, so I did double check a second return and noticed the same thing. Trust me, I'm not above that mistake! 

I will take a look tonight and see if the problem persists, and if so, I will call support. Thanks for replying!

[IRonMaN]

You betcha!