Below are the top articles and resources for the week leading up to the April deadline.
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Help with Electronic Filing (attaching a PDF, deadlines and extensions):
- How to file extensions in ProSeries
- Electronic filing deadlines and perfection periods for returns and extensions
- State extension and due date information for individual returns
- How to check for delayed e-file acknowledgements
- How do I attach PDF files to federal or state electronic filing?
- Common questions about Form 1040-ES and estimated payment vouchers
- Electronically filing Form 114, Report of Foreign Bank and Financial Accounts
Disaster area tax relief available:
- Some areas in California, Alabama, Arkansas, Georgia, Mississippi and New York may qualify for a disaster related tax extension. See here for more details.
Schedule D, stock and other transactions, Form 8949
- Methods for entering stock transactions for the Schedule D
- How do I attach a stock summary to the Schedule D and Form 8949?
- Entering a home sale exclusion
Amended returns
- How do I amend an Individual return using ProSeries?
- Entering a net operating loss (NOL) carryback by using Form 1040-X
- How to amend a previously amended return
Rental properties and Form 8582
Form 1099, PPP, and more...
- Entering Form 1099-R in ProSeries
- Where do I enter amounts from Form 1098 and 1099?
- How do I use the HomeBase view in ProSeries?
- How to enter and calculate the qualified business income deduction, section 199A
- Entering education expenses
- Common questions about Form 1041 distributions to beneficiaries
- Completing the Car and Truck Expenses Worksheet
- Entering IRA contributions in a 1040 return
Forms 1095/8962
Schedule K-1/K-2/K-3
- Performing a K-1 Import
- How to complete Form 7203 in ProSeries
- Entering the Shareholders Schedule K-1
- Entering the Partners Schedule K-1
- Generating the Schedules K-2 and K-3
- Limiting K-1 losses to basis and at-risk limitations on an Individual return
Common e-file rejections:
- REJ001 - This is a generic state rejection that happens if the federal return is rejected. Correct the federal rejection and re-submit both the Federal and State returns.
- F8962-070 - If the taxpayer, spouse, or dependents enrolled in the marketplace, even if they never activated their policy, the marketplace may have issued them a 1095-A. If the return is e-filed without the 1095-A the IRS will reject the return until the 1095-A is entered. If the taxpayer is unsure have them contact HealthCare.gov to search for all the SSN's on the tax return.
- R0000-500-01 or R0000-503-02: This rejection happens if the name of the Taxpayer or Spouse on the return does not match the IRS records, this could be due to a recent name change. Verify the spelling of the name and the Social Security Number matches their current social security card.
- IND-181-01 or IND-183-01: This rejection happens when the taxpayer or spouse is missing the IPPIN. See here for more details.
- IND-180-01: This rejection happens if the IPPIN entered is either not for the current tax year, or incorrect. See here for more details.
- F1116-004-02: This error happens if there is a Foreign Tax Credit Carryback or Foreign Tax Credit Carryover and the 1116 Schedule B has not been added to the PDF attachments. See here for details.
PTE
- How to enter Alabama PTE tax in ProSeries
- How to enter Arizona PTE in ProSeries
- How to enter California PTE tax in ProSeries
- How to enter Colorado PTE in ProSeries
- How to enter Illinois PTE tax in ProSeries
- How to enter Iowa PTE in ProSeries
- How to enter Kansas PTE in ProSeries
- Generating Louisiana composite return in ProSeries
- How to enter Maryland PTE forms in ProSeries
- How to enter Minnesota PTE tax in ProSeries
- How to enter New Jersey PTE tax in ProSeries
- How to enter New York PTE tax in ProSeries
- How to enter North Carolina PTE in ProSeries
- How to enter Ohio PTE tax in ProSeries
- How to enter Rhode Island PTE in ProSeries
- How to enter Utah PTE in ProSeries
- How to enter Virginia PTE in ProSeries
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