Common questions on the ProSeries Federal Information Worksheet

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