Per client:For taxable IRA distributions, I see $6k listed and counted towards AGI but I believe it should be $0. The background is, in Jan'23 I did a backdoor ... read more
My 2nd client of the season presented me with the above letter, which requires that I enter the monthly premiums, etc. for the 1095-A, not the annual totals.I'v... read more
It is now 4/20/26 and Federal electronic extension payments submitted on 4/14 & 4/15 have not been withdrawn. In all the years I have been doing this, there has... read more
I have a client who made an excess contribution to a Roth IRA and so they withdrew it before the tax deadline and got a 1099-R with distribution code P.My under... read more
How do I e-file an amended CA Form 568 in ProConnect? I'm amending the federal and CA state returns. I've marked the CA Form 568 as amended, but there doesn't s... read more
I've been waiting for months for the "critical diagnostic" error to go away that says "DC Forms are final but instructions are still in Draft Mode." I cannot fi... read more
I’m trying to determine whether others have seen ProConnect silently “normalize” a valid bank routing number to a different one based on the taxpayer’s state of... read more
Does Proconnect allow me to e-file Louisiana amended return? I clicked 'amend return' and Proconnect made a copy of the return and locked the original, but why ... read more
When I am clicking E-File on a tax return it is saying that i need a credit balnce to proceed, but I ma unable to click on purchase more by purchase tax year 20... read more
The MFJ vs MFS comparison should include the analysis at the state level as well; ProConnect only provides it at the federal level!My practice is based in NJ, a... read more
i want to send to my client signature docs to file an extension for his form 1120 but the software also generates the signature docs for the actual tax return
