How do you report an error in the Proseries program?

[Just-Lisa-Now-]

If you report it here, and we can confirm its an actual error, it can be passed along to someone that can get it to the proper department.

[IntuitGabi]

Yes, and in the instance you're on the phone with support, be sure to send your expert a sanitized file so we can take a deeper look into your situation. Here are some more helpful articles: 
How to contact ProSeries for help 

Submission requirements when challenging a calculation in ProSeries

How to sanitize a client file in ProSeries

[pbhover]

Reporting 3 issues in ProSeries for 2023 returns.

1.When working on return (Federal), frequently billing is whited out. You must save, exit the file and re-enter in order to gain access.

2. Form 1095-A - when entering premium data, the copy down box - doesn't.

3. Form W-2G - winner 1 address (below) reports that "both foreign and domestic address elements are present. Please check all winner address fields for accuracy." This was a NJ client.

Please advise/correct. Thanks.

Phil Hover

[Just-Lisa-Now-]

1. has been messing with people all season, Im afraid when they finally fix it, they'll create more problems that wont be as easy to workaround.

2.  Click the copy box next to the month you want to copy, not the box below (I dont know why they changed it, but thats how it works now)

3.  This was a freebie that came wity yesterdays update, its been reported to development, the work around is to either skip the first entry column and use the second, OR when you Convert for EF, uncheck the error checking box and it will EF just fine.

[WDLTAX]

Bug Line 25 Form 8824.  When Form 8824 is used to report a partial 1031 Like-Kind exchange with the remainder of the sale using the Home Sale Exclusion worksheet; ProSeries correctly reports the home sale exclusion in the space above line 19 qualifying for the capital gains exclusion.  However what proSeries does, is incorrectly calculate Line 25.  IRS instructions say:  Subtract Line 15 from the sum of Lines 18 and 23. 

On my 8824 there is no entry on lines 15 and 23 and there are no errors in the return.  However ProSeries adds the amount from the Home Sales Exclusion to Line 18 basically doubling line 25 which is incorrect.  I tried overriding Line 25 to enter the correct calculation but the return would not pass the e-filing error check.  I was forced to file with the incorrect calculation and then after the returns were approved go back and override line 25.

[Just-Lisa-Now-]

How is a personal residence involved in a 1031 exchange?

[WDL2]

The personal residence is not part of the 1031.  Only the business portion. ProSeries uses the Form to show the personal residence Section 121 exclusion and actually reports it on that.  So it’s basically a split transaction for the same home.  Brilliant since the Home Sale Exclusion and Schedule D are eliminated.  Unfortunately the math doesn’t work on Line 25.