Case:15156073438 - Critical Software Issue – Form 1040 “Main Home in the U.S.” Field Not Defaulting or Prompting (2025 Returns)

[EJVG]

Dear ProSeries Support Team,

We are writing to formally report a critical issue affecting 2025 Form 1040 filings in ProSeries.

For the 2025 tax year, the Form 1040 now includes a checkbox indicating whether the taxpayer’s (and spouse’s, if applicable) main home was in the United States for more than half of the year. This field is also reflected on IRS transcripts.

However, in ProSeries:

• The input field (“Was taxpayer’s home in the United States for more than half of 2025?”) is not required and is not being flagged during review.

• If left unanswered, the return is still e-filed successfully and by default the box is NOT checked, suggesting the taxpayer's main home was NOT in the USA.

• The IRS transcript then reflects this as “No,” implying the taxpayer’s main home was not in the United States.

This is creating a serious issue for our firm and clients:

• We have already filed over 200 returns where this field was not prompted or flagged.

• The majority of our clients are U.S.-based residents (including green card holders).

• IRS transcripts now incorrectly indicate that their main home was not in the U.S., which may raise concerns for immigration processes (e.g., naturalization), lending, and compliance reviews.

We have confirmed:

• The IRS is currently unable to provide a clear correction path.

• This does not affect tax calculations, but it materially affects reported taxpayer residency status on official transcripts.

We need immediate guidance and resolution on the following:

1. Why is this field not required or flagged in ProSeries diagnostics?

2. Will ProSeries implement an urgent update to:

   • Force completion of this field, or

   • Default it appropriately based on return data (e.g., U.S. address, residency status)?

3. What is the recommended remediation for already filed returns?

4. Will ProSeries provide an official statement acknowledging this issue for compliance and client documentation purposes?

Given the scale and potential impact, we consider this a HIGH - PRIORITY compliance issue.

We would appreciate an expedited response and clear direction on how to proceed.

Sincerely,
Eric [removed by moderator]
SVA Tax Services

[IntuitKate]

Hi @EJVG  Please contact our ProSeries Support team directly. Our technical team doesn't monitor these threads for troubleshooting as this community is designed for peer-to-peer resource sharing, 

We will need you to reach out to our Support team directly, even if you’ve already shared the details here. 

Our support specialists need a formal ticket to actually investigate the behavior you're seeing. They have the tools to determine if it’s a quick fix, a change in instructions, or a potential defect and whether it’s one we’re already reviewing or a brand-new issue we need to get reported.

Reporting it through the proper channel ensures your specific case gets documented and addressed by the people who can fix it.
 

Please contact ProSeries Support so we can take a closer look!

[sjrcpa]

@EJVG  Yes the software should flag this, but your review should also catch it.

200 returns got by? Some new quality control measures are needed.

[BobKamman]

I can't find where to check that box in ProSeries without doing an override.  I'm sure there's a place to check, it's just an Easter egg.  (Well, after all, the first Sunday after the first full moon of spring is just around the corner  . . .)

But I favor the "I am Spartacus" method.  If we all say that all of our clients live outside the country, it will make it difficult for IRS to give ICE useful information on whose house to raid.  

[IRonMaN]

It’s a little box under EIC in the information worksheet 

[BobKamman]

Well of course! Where else would it be? Sadly, at my age these things no longer seem obvious.  

[Jim-from-Ohio]

The only returns that I checked that box about being in the states were for EIC returns.. I better warn my other clients to watch out for immigration folks to haul them away.