Troubleshooting ProConnect Tax diagnostic ref. #25213 - allocation factor for shareholders doesn't equal 100%

The following critical diagnostic is generating:

"The total of all allocation factors computed for the shareholders is not equal to 100%. You have entered information that is computing a total allocation factor of 125%. Check your entries for each shareholder in 'Stock Ownership' and/or 'Change in Ownership' and adjust as necessary." (ref. #25213)

In prior years, this was diagnostic ref. #25206.

Follow these steps to resolve the diagnostic:

1. Go to Input Return ⮕ Shareholder Information ⮕ Stock Ownership.
2. Select Details for each shareholder.
3. Make sure that either:
   • The number of shares owned at End of tax year is correct, or
   • The Percentage of stock owned at year end (xx.xxxxxx) [Override] equals 100%
4. Go to Input Return ⮕ Shareholder Information ⮕ Change in Stock Ownership.
5. Make sure that either:
   • The Number of shares owned (-1=none) adds up to the total of Shares entered under Input Return ⮕ Shareholder Information ⮕ Stock Ownership in each period for each shareholder, or
   • The Percentage (xx.xxxxxx)(-1=none) [Override] equals 100% for each shareholder

This diagnostic can also generate due to a rounding issue on a change of ownership. If this is due to rounding, use the Shareholder's ownership percentage (xxx.xxxxx)(Box F of K-1 only) [Override] under Input Return ⮕ Schedule K-1 ⮕ Schedule K-1 Misc./Schedule B-1 to enter ownership percentages equal to 100%.