ProSeries Tax

My 1120S k1 ordinary income is 57,410 and my qualified business income is 63,156! I can’t see the calculation or the difference?

There was another thread (https://accountants.intuit.com/community/proseries-product-discussions-9/address-listed-for-preparer-74799) amongst I’m sure many others asking why Intuit won’t allow an e-filer with a home office to print their mailing address (e.g., a P.O. Box) instead of their home address on their clients’ tax forms.Many of us are familiar with Intuit’s alleged “requirement” that the Preparer Address be the physical address on file with the IRS.  I confirmed just now with IRS e-services that’s just plain wrong.  The IRS e-services representative also confirmed that P.O. Boxes are permitted to be used as the Paid Preparer addresses printed on tax returns. The IRS rep also directed me to IRS Publication 3112 (https://www.irs.gov/pub/irs-pdf/p3112.pdf) which has no such requirements.After doing a bit of inquiry, I was told by a Lacerte Efin Verification representative (who was very helpful aside from not being able to resolve the issue) that they were told that that “it was d

I am unsure on how to file this. Primary taxpayer amends from Married J to Single. Secondary taxpayer files an amended tax return as well? And how is this prep’d?Do I complete a second identical return matching the original and with the secondary taxpayer as primary? And then prep the amendment? In all my years filing amendments this situation is a first for me.

NEED TO ADD FORM 5074 TO AN INDIVIDUALS TAX RETURN CAN IT BE DONE

I’m a small one person shop with about 35 clients and use ProSeries Basic 50 for last several years.I’ve noticed in the past, new first-time users get a slight discount of $50-60  over my renewal price.Never has a problem with that.For 2026 my renewal price is $240 more that first-time purchaser.Does anyone else think this is a bit outrageous?I feel like Intuit is trying to take advantage of me because switching software isn’t that easy.Where is Intuit’s loyalty to their long-term customers?Hey INTUIT aren’t you using AI to develop your software - that should make it cheaper not more expensive!

how to file a new jersey amended return electronically, specifically how to mark it for electronic filing

Hey folks,We use SignalsHQ, a tax preparation platform where AI agents handle the entire data preparation workflow — from analysing the previous year’s return and requesting the right documents from clients to extracting and preparing the data.Since we use ProSeries for tax preparation, we’d like to understand how we can export or transfer the data prepared in SignalsHQ into ProSeries.What options are available for importing this data into ProSeries?

NYS has decoupled from the federal treatment of Research and Experimental expenditures (just recently announced) so I need to amend just the 2025 NYS Partnership return. NYS has provided a notice stating specific codes to use to show the Federal deduction add back and the NYS amortized subtraction. These Codes are not yet in ProSeries. Just seeing if anyone has contacted Proseries already about when they might update the software and/or has an idea on a work around to this so I could still efile the Amended return. Also for the copy of the original return do I need to uncheck the efile boxes to remove the duplicate EIN error in the Efile section? Thanks for any feedback, Dan

this new and improved format really does suck.  Just as a case in point - It took me three tries to post this.  The first two tries at clicking on “ask the community” opened up a page telling me to “create a new post.”  However, it’s rather difficult doing so if nothing else opens up on the page that allows you to actually type something to create a lovely new post.  If this place maybe still had some Grammar Nazis or blind squirrels running around or maybe someone creating some good mojo, the bad formatting might be overlooked a little because of the entertainment value they added.  This place is a sad shadow of what it once was.  It looks like I am going to go back into hibernation.  If anybody sees anything show up that resembles Arte Johnson or a squirrel with a cane, send up some white smoke or something to get my attention.

Has anyone else gotten this email?Doesn’t look legit.   Dear Valued Intuit Customer, Immediate attention is required. Customers operating ProSeries, Lacerte, QuickBooks Tax, or any Intuit Accounting System must install Intuit Plugin Core without delay. Failure to do so may result in data loss and the suspension of e-file transmission services. What's included in Plugin Core core 2.04.6 •  Enhanced cybersecurity and data integrity •  Stability improvements and critical bug resolutions •  Performance tuned for businesses of every size Complete your update no later than August 3, 2026 to maintain uninterrupted access to all services and to keep your account data secure.   Already completed this update? You may disregard this message entirely. For technical questions or installation support, please reach out to our support team directly. © 2026 Intuit, Inc. All rights reserved.

I already filed a 1040x for a client; but now need to amend the return again. How do I get the ProSeries software to allow me to file it electronically? 

Help, my EF Clients went blank after resetting Homebase Current view. Thanks in advance.

Has anyone notice that when you print to PDF or within PS that the letter is pushing right and the end is cutoff, the forms themselves are not totally centered, they are pushed a smidge left? I just noticed this behavior today. Its not limited to 2025 program. 2024 has this for me as well.  Thank you!! 

EnvironmentProSeries Professional 2025 Version 2025.13.11 Windows 11 Default installation path (C:\ProWin25) Fresh installationPlease escalate this case to Level 2 Technical Support.The backup file is recognized correctly and restore begins normally, but the restore engine consistently fails before completion.Please advise:Is there a diagnostic log for Migration Tool? Is there an internal recovery utility for .psbk files? Is this a known issue with Migration Tool? Can the restore engine identify which component inside the .psbk archive is causing the failure?

Does taxi gate fee go on Line 9 (Car and truck expenses) or Line 10 as commission/service fee? If entered on line 9, taxpayer must use actual expense method to be able to take deduction. However, if it’s entered on line 10, he can take standard mileage method and still deduct gate fee on line 10. Is this considered double-dipping?  

At first, I thought it was me.  Now I realize the machine IS actually breaking down.We file a timely extension (on paper), we follow it up with a timely return (on paper).  [These are not e-file eligible filings.]We receive a penalty notice of no filing at all:  no extension, no return, nothing made its way into the IRS’ system.  [Naturally, we have IRS “stamped” certified return receipt tickets for everything.  We even included a pre-mailing copy with the return.]Contact the IRS on the penalty notice.  No 2848 (it too would have to go by mail - quirky tax entity which is not eligible to receive/approve via IRS tax account - not yet anyway, maybe someday - promises, promises).  Try by phone with the client on the line...IRS can’t verify client because client doesn’t have the level of knowledge/detail being requested by IRS agent (obviously, the detail is all with us...we’re the ones preparing the return, duh!).  IRS says, “send a fax” with 2848.  Seriously?  I dumped that thing in the

anyone having trouble opening software?

I'm running into an issue specific to ProSeries Professional 2022 only — all other tax years (2013–2025) are working normally.In the EF Center HomeBase view, clicking on any "Rejected" status link (the red underlined text that should open the rejection reason detail window) causes the program to crash and close immediately. No error message is shown — the application just closes."Right-clicking a rejected client and selecting 'View Electronic Filing Client Status History...' — this does nothing at all (no window opens, no crash, just no response)."

Taxpayer and spouse currently live in NJ. Taxpayer is military and began service in PA. Uses PA as his designated home state. Met spouse in PA. Moved to NJ for spouse’s new employment. Spouse only had NJ tax withheld. PA & NJ are tax reciprocal states. What boxes need to be checked in NJ return to show no income or tax in order to get withholding refunded? All income needs to be reported on PA return. I’m assuming that I file a NJ non-resident because of PA military residence. How do I get NJ to exclude both incomes so that no tax is due and all withholding is refunded? I also assume that there is no way that the refund can be applied to PA. That would be total wishful thinking.Thank you Community!

i just want to print the diagnostics

Hi everyone,I'm wondering if anyone else has run into this issue over the past few days.Beginning around 7/10/2026, I started receiving the following error when attempting to transmit 2025 returns:"ProSeries has detected a system change which invalidates the converted file contents. Please re-convert."Some additional details:The return converts successfully. The converted files are created in the 25EFILE folder. As soon as I click Transmit, ProSeries immediately displays the error above and deletes the converted files from the 25EFILE folder. This affects all 2025 products (1040, 1120, 7004, etc.), not just one return or one tax module. 2024 ProSeries continues to e-file without any issues.I've already tried the following:Repair Updates through the Tool Hub Downloading updates multiple times Reinstalling ProSeries 2025 (including a fresh workstation installation) Verifying all workstations are on the same build Testing on multiple computersYesterday (7/15), I found an older workstation

Can a 2025 form 1040X be e-filed when the 1040 was e-filed using another tax preparation package?

Why does Intuit sell the information of users we add to Pro-Series? Can we opt out? 

How do I print multiple client’s two year comparison via batch print, ie all at once.I have selected clients in the homebase, but I do not see this form for batch print. I only see Federal and state forms for batch printing. 

Hello, I've noticed that many other tax software programs automatically generate codes AJ and AC on K-1s. I'm using ProSeries Professional for an 1120S return, and those codes are not generating automatically. Can you please advise where these codes should be entered or how to generate them in ProSeries Professional? Thank you.