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How to resolve diagnostics ref. 3808 and 3810 in ProConnect Tax

by Intuit• Updated 8 months ago

When working on an Individual (1040) return, you may encounter one or both of the following diagnostics:

"Although the taxpayer has an overpayment of [current tax year] taxes, absent the estimated tax payment(s) made after April 15th, the taxpayer would have owed taxes on April 15th." (ref. #3808)

"Absent the taxpayer's estimated tax payment(s) made after April 15th, the taxpayer would have owed more taxes on April 15th." (ref. #3810)

If the diagnostic is accurate and the payment was made after the due date, you must calculate penalties and interest manually. Follow these steps to enter your calculated amounts:

Go to Input Return ⮕ Payments, Penalties & Extensions ⮕ Penalties & Interest (2210).
Enter a Filing Date under the Underpayment Penalty (2210) section.
Select the Late Return Pen & Int. tab.
Enter calculated amounts in:
- Interest (1= automatic) (if applicable).
- Late payment of tax (1= automatic) (if applicable).

Please note that these diagnostics will not disappear, but they will not prevent you from e-filing the return. Payments made after the April 15th deadline are not included for purposes of calculating late payment penalty and interest.

If a date after 04/15 was entered for an Additional Estimated Tax Payment due to the 15th falling on a weekend or a Federal Holiday:

Go to Input Return ⮕ Payments, Penalties & Extensions ⮕ 20YY Estimated Tax Payments.
Scroll down to the Additional Estimated Tax Payment section.
Delete the date in the Date field, If the date entered is 04/16, 04/17, or 04/18.
- The calculations defaults to 04/15, so you can leave the Date field blank.

If a date after 04/15/20YY was entered in the Paid with Extension due to the 15th falling on a weekend or a Federal Holiday:

Go to Input Return ⮕ Payments, Penalties & Extensions ⮕ 20YY Estimated Tax Payments.
Scroll down to the Paid with Extension (not later than 04/15/YY) section.
Delete the date in the Date field, if the date entered is 04/16, 04/17, or 04/18.
Enter 04/15/20YY in the Date field.

ProConnect Tax

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