I have a client who has recorded Rental Income and Expenses from property rented by a family member since 2019. In 2025 the taxpayer is allowing the family memb... read more
Hi,This is driving me crazy....the amended printed va 502 form requires "amended return" to be checked. Where is the option on the input screen in pro connect f... read more
I am creating a 2024 tax plan in Pro Connect tax planner, and the federal withholding is different than what was inputted in the wages screen. Off by a signific... read more
I’m entering a federally declared disaster loss (hurricane) for a client’s personal residence in ProConnect. The FMV before loss is $152,000, FMV after is $122,... read more
I would like ProConnect to automatically email clients the e-file confirmation when it is accepted. I've had to send about 5 a day and this would save me time. ... read more
The legislation being referred to as One Big Beautiful Bill is set to become law, bringing significant changes to the tax code and beyond. The Bill permanently ... read more
I had a reject on Form 990EZ for missing I believe hours for one of the officers. I added but when I try to resubmit it doesn't lock the return but just rejects... read more
Question:I’m working with a potential client who is a scientific researcher at a federal institute. He received a Form 1042-S with federal income tax withholdin... read more
California has been issuing penalty letters for late file and pay unless they can verify that a taxpayer is in the disaster area. Verification is accomodated by... read more
Cx delivered two 1065 K-1s to my office, both of which lost money. Two different EINs.He labeled them as "Self Directed IRAs". Box I1 indicates the entity is an... read more
Currently, when preparing Forms 8821 or 2848 in ProConnect, the representative information (name, CAF number, PTIN, address, etc.) must be entered manually each... read more
Hi.I'm a retired Wisconsin CPA. I sold my book of clients in January of 2020. I still do a couple of family members and I kept 1 client (married couple) that ar... read more
Hi everyone! I've been round and round my state association, friends who are tax preparers, my own research, and I am still uncertain. I admittedly should not h... read more
IntuitCharlene Moderator ProConnect Taxposted Jul 3, 2025Last activity Jul 3, 2025 by IntuitBettyJo
