The 3/16 filing deadline for 1065/1120s has closed. The Perfection Period is now in progress. Check out Hot Topics for ProSeries | Lacerte | ProConnect
The 3/16 filing deadline for 1065/1120s has closed. The Perfection Period is now in progress. Check out Hot Topics for ProSeries | Lacerte | ProConnect
The ProConnect estimates tax rate for NC on the 2026 worksheet is calculating at 4.7499% when the actual 2026 tax rate in NC is set to be 3.99%. This over shoot... read more
Hi! Help needed!I have a client who has 3 Rental Properties. He is only selling 1 of them but ALL the passive activity losses are getting released on all 3 prop... read more
I have a client who purchased a modified wheelchair van to transport his wife who is under memory care assistance at home. The taxpayer tried 3 difference memor... read more
I really wish that ProSeries would fix two issues with the HomeBase view. 1) DO NOT MASK the "Last Modified" date and 2) ALLOW Custom Views in the "All Returns"... read more
It keeps adding another spot for household meember information and doesn't pullthis from the Client Information screen. Giving me Critical Error. This is pertai... read more
I have a client filing Schedule C as a pet groomer. The occupation itself qualifies for NTOT. While he receives tips, he does not receive any Forms 1099 or othe... read more
Help ! Does anyone know how I can CANCEL an EF request on my just-E-filed NYS client tax return? There was a miscommunication about their payment, with my think... read more
My client is age 71 has a 1099R with code Y 7 for QCD for tax year 2025. However, he has been taking deductible IRA contributions for the past two years that ar... read more
Client rolled over $7,000 to a Roth from his MD 529 Plan. There were earning and basis as part of the distribution. The earnings should not be taxed or subject ... read more
