ProSeries top content and resources for the April 18th deadline

[dgandhi31]

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

• Common questions about Form 8582 
• Converting a rental property to personal use 

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

• Entering Form 1095-A, 1095-B or 1095-C health coverage
• Completing Form 8962 Premium Tax Credit

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.