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Common questions on the ProSeries Federal Information Worksheet

by Intuit• Updated 1 year ago

Below are the most popular support articles associated with the ProSeries Federal Information Worksheet and Federal 1040.

Tax Reform:

  • COVID-19 relief: How to apply changes to returns in ProSeries

General functionality:

  • Masking and unmasking sensitive data in ProSeries
  • How to Lock a return in ProSeries
  • Allocating income for multi-state returns in ProSeries
  • Splitting a Married Filing Jointly (MFJ) return in ProSeries
  • Adding and removing state/city returns in ProSeries
  • How to copy or back up client files using ProSeries
  • Understanding the Identity Protection PIN on the Federal Information Worksheet
  • Using the MFJ vs MFS Comparison Worksheet in ProSeries Professional

Creating and Attaching PDF files:

  • Creating PDF files of tax returns in ProSeries
  • Final Review in ProSeries reports a PDF attachment is required for electronic filing
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