Critical Software Issue – Form 1040 “Main Home in the U.S.” Field Not Defaulting or Prompting (2025 Returns)
Dear ProSeries Support Team,
We are writing to formally report a critical issue affecting 2025 Form 1040 filings in ProSeries.
For the 2025 tax year, Form 1040 now includes a checkbox indicating whether the taxpayer’s (and spouse’s, if applicable) main home was in the United States for more than half of the year. This field is also reflected on IRS transcripts.
However, in ProSeries:
The input field (“Was taxpayer’s home in the United States for more than half of 2025?”) is not required and is not flagged during diagnostics or review.
If left unanswered, the return is still e-filed successfully.
The IRS transcript then reflects this as “No,” implying the taxpayer’s main home was not in the United States.
This behavior can create a significant issue for clients:
The majority of our clients are U.S.-based residents, including green card holders.
When this field is not selected, IRS transcripts may reflect incorrect residency indicators, which can raise concerns in immigration processes (e.g., naturalization), lending, and compliance reviews.
We have also confirmed that:
The IRS has not provided a clear correction path at this time for returns where this field was not selected.
While this issue does not impact tax calculations, it may create confusion or misinterpretation when third parties (e.g., immigration authorities, lenders, or other institutions) review IRS transcripts. This introduces an avoidable reputational risk for both taxpayers and preparers relying on the accuracy of ProSeries outputs.
Given the above, we request immediate guidance and clarification on the following:
Why is this field not required or flagged within ProSeries diagnostics?
Will ProSeries implement an urgent update to:
Require completion of this field, or
Default it appropriately based on available return data (e.g., U.S. address, residency status)?
Will ProSeries provide a formal written acknowledgment of this issue for compliance and client documentation purposes?
Given the scale and potential impact, we consider this a high-priority compliance matter and request that this case be escalated to Product/Engineering if possible.
We would appreciate an expedited response.
Sincerely,
Eric Garcia
