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
Hello,I just completed a Delaware 2024 SCT-RTN which is flowing properly. However, the SCT-TAX form is producing a 2025 SCT-TAX and input screens are not upload... read more
I'm using software that can extract data from the Prior Year Worksheet, but without the ability to download them in bulk I spend an unrealistic amount of time d... read more
There should be a dropdown menu on all 1099 forms, so that we can link each one to a particular Schedule... instead of having to input the numbers twice
IntuitCharlene Moderator ProConnect Taxposted Jul 3, 2025Last activity Jul 3, 2025 by IntuitBettyJo
