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.

[MPNSAOffice]

Good day,

I have a request for a bug fix on Texas Franchise Tax.

On Control Which Forms Print we have two options for filing Instructions. One is supposed to be for Efile Instructions and one is for paper mailing instructions. On the list to control the forms they are noted as follows:

Filing Instructions - EF

Electronic Filing Instructions

We do not want the Paper mail instructions to print as this is lined out on the letter. Currently we have no way to turn it off.

Thank you for reviewing.

[MPNSAOffice]

In further review we have found the following:

The form prints every time regardless of removing the form from the return via the active forms list. 

At no point is the "Filing Instructions" visible on the All forms list.

It shows up on the Forms in Use list when active, once removed it does not show on the forms in use list, but it prints even after being removed and not on the active forms list.

During the print job it adds the form back to the Forms in use, thereby printing the form.

[dnightin]

I am entering a 1099R.  The entire distribution amount, blocks 1 and blocks 2a was sent to the state of California.  When I enter this same number in block 14-2, I get an error message that says line 14.b should not be equal to or greater than the gross distribution amount.  I definitely understand the "greater than the gross distribution amount", but the "equal to" the gross distribution amount should be permitted.  

[dkelley]

Reporting an error in software:

Massachusetts state return.... taxpayer died 1/1/24... Mass return will not file because there is no healthcare form populating for taxpayer, only for spouse.

[The_AntiTax_Man]

@Just-Lisa-Now-  Careful what you ask for.  Wowza....

[Just-Lisa-Now-]

yea I didnt realize this YEAR OLD thread would become a dumping ground for random current issues.