Proconnect Problems 1099-R Box 2a and Illinois Estimated Tax Voucher Calculations

[hymark999]

Illinois Estimated Taxes Worksheet - Illinois is the same as federal - pay in 100% of prior year's taxes and you avoid late payment penalties.  While this is the default for federal, the default of the state is based on a Proconnect calculated estimate of 2025 AGI.  THERE IS NOT OPTION for 100% of 2024 income tax liability - stupid.  Work around is to calculate yourself and enter amounts in voucher amount overrides.

Form 1099-R, Box 2a - SOP is to enter all such government submitted forms (w-2, 1099, etc.) exactly as it is provided to you.  However, a 1099-R that has taxable amount not determined checked and no amount in Box 2a, has not place to enter an amount not listed in the form and carried over to the tax return.  Not ability to enter the correct taxable amount unless you do exactly what you are not supposed to do - enter an amount in Box 2a even though that is not what is reported on the official form.  There should be an option to override any amount in Box2a.  Now for the stupid part, there is an override but it does nothing.  So the only way to get it to work is enter your own amount in Box 2a irrespective of this being something you should not do.

[George4Tacks]

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@hymark999 wrote:

Illinois Estimated Taxes Worksheet - Illinois is the same as federal - pay in 100% of prior year's taxes and you avoid late payment penalties.  While this is the default for federal, the default of the state is based on a Proconnect calculated estimate of 2025 AGI.  THERE IS NOT OPTION for 100% of 2024 income tax liability - stupid.  Work around is to calculate yourself and enter amounts in voucher amount overrides. Estimate options > Right Column is STATE > Select 2 You can also look up at the tabs and find State Adjustments to make tweeks to what income will go up or down next year. 

Form 1099-R, Box 2a - SOP is to enter all such government submitted forms (w-2, 1099, etc.) exactly as it is provided to you.  However, a 1099-R that has taxable amount not determined checked and no amount in Box 2a, has not place to enter an amount not listed in the form and carried over to the tax return.  Not ability to enter the correct taxable amount unless you do exactly what you are not supposed to do - enter an amount in Box 2a even though that is not what is reported on the official form. Software is just a tool. It is not an override if you KNOW how much is taxable and as a professional you should feel comfortable enough to KNOW what it is.  There should be an option to override any amount in Box2a.  Now for the stupid part, there is an override but it does nothing.  So the only way to get it to work is enter your own amount in Box 2a irrespective of this being something you should not do. When I am comfortable doing it, I often do things I am not supposed to do. 

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[hymark999]

IL Estimated Tax Response is Incorrect - I am smart enough to have tried every option available.  2 does not work for Illinois and in fact failed to generate an estimated tax form.

Form 1099-R, Box 2a - you miss the point.  I am not asking the software to do my job.  I am asking the software to function as it should.  Intuit advice has always been to enter 1099s etc exactly as they are prepared.  When "taxable amount has not been determined" and Box 2a is left blank, it is obvious that it should be entered that way.  Accordingly, not having an option to enter the taxable amount determined separately needs to be available that carries to the 1040.  Instead, you have to do something Intuit itself advises you not to do.  This is an oversight you should acknowledge.  And yes, we have to figure out how to work around limitations of the software.  In this case, having the option to enter a self determined taxable amount should be obvious and should not require a work around.