Social Security Benefits Program Input Screen

Forum|Forum|5 years ago
January 18, 2021
16 replies
38 views

Why can't the proseries program alert the preparer that the taxpayer had SSA benefits. Seems like a simple programing adjustment

ProSeries Professional

This topic has been closed for replies.

Best answer by IRonMaN

I think Turbo tax does a better job at alerting the taxpayer about prior year repeats then proseries. My only logic as to why proseries will not include this in an upgrade is because proseries want the preparer to purchase lacerte, which I think is an intuit product and is the next step up from proseries.

"because proseries want the preparer to purchase lacerte"

Does Lacerte babysit better than ProSeries for something like that?

Just-Lisa-Now-

Intuit Community Champion

The Social Security Worksheet appears in the list of Forms in Use on the left margin when they had SS the prior year (and its not too far down the list, so its pretty easy to spot), but youre right, there is no 'pink" error or alert anywhere to bring it to your attention.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

T

tscottAuthor

Level 5

Thank you for the reply. It sounds like an easy upgrade. Most clients that have SSA benefits the year before will have them again the next year.

IRonMaN

Level 15

When I file a clients tax return it is a joint effort (me the preparer and the client). I don't think of it as baby sitting. I do expect the tax program to help the preparer catch omissions that are more than likely to occur from year to year.

But too many preparers rely on the software to do everything for them. Like I referenced before, the client is hiring you, not your software.

Slava Ukraini!

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