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3566 Ideas

T
traciLevel 1

Superseded 1040 without 1040X TransmissionNew

The IRS says that taxpayers are not supposed to transmit a 1040X when they are filing Superseded 1040s.  However, Lacerte and ProSeries do force their users to prepare and file a 1040X when 3-filing a Superseded 1040.  Basically, Intuit is using the language that we are filing a Superseded return, when in reality, we are filing an Amended Return.  The idea is to bring Lacerte and ProSeries into agreement with what the IRS says to do when filing Superseded 1040s, and make it where we can e-file Superseded returns with the word "Superseded" at the top, and no 1040X.Also, train your helpers who answer the phones on this.  The person who helped me said she had been working for Lacerte for 3 years, but I would have thought she had only been working for Lacerte for 3 days, given how little she seemed to know about both Superseded returns and the other item that I asked her about.

0
T
Forum|Forum|1 year ago
B
blakestoweLevel 2

post 2017 nol limit to 80% of taxable income before nol deductionNew

please get this calculation automated. CCH and Ultra tax sales reps tell me their programs do this calculation

1
S
Forum|Forum|1 year ago
J
Jackiei99Level 3

Toggle switch so new clients are not added to every userNew

Can you create a toggle switch in the user access screen, so that new clients are not automatically added to every user in the firm?  I have a new beginner preparer and I will assign her a few easy returns at a time, but new clients that I added for me (some difficult returns) have shown up in her accessable returns list just because they were new.  It would be nice to be able to toggle that off and on. Some firms may want all users to see all client returns, but in this case she doesn't need to see all of them, and she only needs to see the ones I want her to have access to. I should not have to go in and remove the new client from her access every time I add a new return client to PTO.  That would be hard to remember and a time consumer.Thanks,Jackie

1
H
Forum|Forum|1 year ago
R
RJGCPALevel 3

MA tax exempt interest on MA fiduciary returnNew

If you code exempt interest on form 1041 as exempt in MA, the MA fiduciary return form 2 adds it to taxable interest but does not subtract it back out. In other words, you are reporting and paying a MA tax on interest that should be exempt for MA purposes.

0
R
Forum|Forum|1 year ago
T
TA8Level 1

non cash contribution Donee table editorNew

Is it possible to put the table editor back for the Donee for non cash contributions. I had many organization in the list with the name and address of the organization. I will now have to retype if they didn't use them in the prior year.

1
S
Forum|Forum|1 year ago
A
achianeseLevel 1

Passthrough K-1s ImprovementNew

I am in the process of transferring a partnership tax return from Drake Tax Software to Lacerte.My client is a partnership that is a partner in other partnerships.  When entering the K-1 information, Drake tax software has an option to check a box for "This partner is a limited partner".  On Sheet 23, Passthrough K-1s, Lacerte does not have that option.  By checking that box and identifying the client as a limited partner, the Ordinary Business Income Income/Loss from Line 1 of the K-1 is transferred to Schedule SE, after being adjusted (lowered) by such amounts allocated to limited partners.  The net amount then appears on Line 14a, Schedule K of Form 1065 on page 5.I would greatly appreciate this change being made.Thank you.Art Chianese   

0
A
Forum|Forum|1 year ago
M
MadeleineLevel 3

Where to enter ID Theft Pin AND it should error in following yearNew

I think the ID theft PIN info should be entered under the ID Verification page AND should have an error field on it to highlight that there was one in a previous year so there should be one in the current year.  This could stop efile rejections for the PIN.

0
M
Forum|Forum|1 year ago
J
JORGE123Level 2

Filing form 1065 for multiple foreign partnersNew

Filing a 1065 where all 4 shareholders are foreigners with no social security number nor applied for one.  Tried to file an electronic extension but system is asking for at least two of the partners to have SS or applied for.   Contacted Proseries for guidance and agent said that because there are no S/H with SS need to file hard copies and not electronically.   When asked what document I need to print to file via regular mail was not able to assist.  Two questions:1. Have you ever encountered this situation and how did you solve it?2. If in fact extension needs to be filed with hard copies, does that mean that the actual return also needs to be filed the same way?Any and all suggestions are welcome as is my first time working with foreigners S/H 

1
sjrcpa
Forum|Forum|1 year ago
L
larryboeshartLevel 1

rd-108New

I am reporting a Major Problem with the electronic processing of the Kansas City Earnings returns.  RD-108 & RD-109.  KC requires that either of these forms be filed electronically to comply with the city requirements.  The state program for processing the KC returns is included in the MO state program.  The current setup is that to file one of the KC returns electronically there is the requirement that the MO state return be selected to be electronically filed.  I have the situation of a taxpayer that can't file the MO electronically.  This taxpayer claims a credit on the 2024 MO return that flows from MO-TC.  The state of MO does not allow the electronic filing of the MO return that has a credit flowing from MO-TC.  This aspect of having MO being checked for electronic filing will not work in this situation.  The KC returns are not part of the MO returns.  The MO return is for the state filing and the KC returns are for the city.  These are independent jurisdictions.  My understanding is that the NY state system in ProSeries is setup in a manner that allows NYC to be selected separately for electronic filing and not driven by the state of NY selection.  The filing of the KC returns should be setup in the same manner.  The current setup is a major defect in the processing of the KC returns.  I have discussed this issue with at least 3 representatives on the phone and no progress has been made.  High priority needs to be given to getting this issue resolved.  The representatives tried to help with suggestions to the technical support but to no avail.  Service by the representatives was good.  The effort by technical support was nothing.  Technical shows no interest is resolving this significant program flaw.

0
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Forum|Forum|1 year ago
P
PegSLevel 1

Unable to print NJ 1120 S without the watermark on the pagesNew

We tried several ways to do this including a repair to the program but were still unable to successfully print this form without the "For reference only" on each page.  This experience was still very positive in that I felt that the associate tried all possible remedies and the program was just not allowing us to print withou that watermark.  I will now attempt to scan the pages and submit them to NJ website.  Once that is done we will see what the state responds to me with.  I suspect that as long as the tax is paid they will be satisfied.

0
P
Forum|Forum|1 year ago
T
trapprainLevel 2

Lacerte client invoice total, keyword to add to letterNew

It would be great if I could have a keyword so that I could include the total of my Lacerte generated client invoice to my client letter.

0
T
Forum|Forum|1 year ago
H
Hennessy1995Level 1

Amortizable bond premium on NYS income tax return. I believe the inputs are incorrect.New

For NYS resident returns, in the interest income section, as it relates to tax exempt interest, i notice that when i enter an amount in amortizable bond premium for tax exempt interest (even for interest that is 100% in state), it is adding the amount back to NYS taxable income. There is a screen below "Non NY amortizable bond premium" which does not add the amount back to NYS taxable income. I believe these are flip flopped.

0
H
Forum|Forum|1 year ago
M
manijehLevel 1

Colorado return form DR0617New

Currently Proseries only supports one copy of DR0617, Innovative Motor Vehicle Credit. However, according to the state law, taxpayers can claim the credit for multiple eligible vehicles. Therefore, the current work around is to complete any additional DR 0617 for additional vehicles manually attach as a PDF. This causes additional work to the pros and will also result in an understatement of the system calculated credit leaving it to the taxing authority to adjust the credit due. 

0
M
Forum|Forum|1 year ago
D
drtaxmanLevel 2

Add "Credit card payment of balance due" checkbox on "Dir Dep/Elec Pymt" pageNew

Many clients prefer to pay their balance due and estimated tax payments by credit card. Credit cards often offer 2% or more in cash back (or higher value when redeemed for travel), while the current fee for credit card payments is either 1.75% (Pay1040) or 1.85% (ACI payments). Additionally, paying by credit card can extend the time before the payment is due by at least 25 days (and as much as over 50 days), allowing clients to keep funds in their accounts earning interest—assuming they pay their credit card balance in full each month.We are not requesting that ProConnect integrate with Pay1040 or ACI Payments, or collect credit card information. Instead, we propose a simple enhancement:If a newly added checkbox is selected, the client letter would include a note directing clients to the IRS page for credit/debit card payments: https://www.irs.gov/payments/pay-your-taxes-by-debit-or-credit-cardAlternatively, if the checkbox is not added, the default client letter should at least mention credit card payments as an option with this IRS link, rather than only referencing check payments with an IRS mailing address (when not selecting the checkbox for "Electronic payment of balance due").This small change would improve clarity and steer clients to a convenient, cost-effective, safe and secure payment alternative.

0
D
Forum|Forum|1 year ago
M
MiguelitoLevel 1

Arizona capital gain deduction - Form 140 Line 23 and 24New

The program seems to be missing the mark on the calculation of the 25% of the long term capital gains on line 23 of the Arizona tax return.  Per the Arizona instructions, the deduction should be based on 25% of long-term capital gain for assets acquired after December 31, 2011.  We have no idea of how the program is calculating the amount.  A critical diagnostic appears if an override is entered.  The supporting worksheet provides no guidance.  Furthermore, the phone support staff are of no assistance with this issue. 

0
M
Forum|Forum|1 year ago
C
CFO for HireLevel 1

Kentucky Form OL3New

Louisville Metro Revenue Commission mandated e-file and e-pay for all returns if a tax preparer submits more than 10 returns per year.  Failure to do so will result in LMRC issuing a penalty notice to the tax preparer of a minimum of $500 or $5 per return if more than 100 paper-filed returns are submitted.  Request ProSeries Professional support the mandate for e-file and e-pay of the LMRC Form OL3 for Corporate, Partnership, S Corporate, and Individual tax returns.

1
W
Forum|Forum|1 year ago
J
jamesgrogers.cpaLevel 2

ACH Payments for PA estimated taxesNew

PTO does a masterful job handling ACH payments for federal estimated taxes.  PTO is incomplete for all my PA clients who need to pay estimated taxes to the PA Department of Revenue. Yes, the Department offers a (very clumsy and cumbersome) website to do that, but PTO looks "less than" when it doesn't offer ACH payment of PA estimated tax. Would you PLEASE add ACH Payment of PA estimated income tax payments. Thank you. James G Rogers CPA

0
J
Forum|Forum|1 year ago
C
ckutner07Level 1

Fix treatment of amortizable bond premium on tax-exempt bondsNew

Currently in 2024 Lacerte, a number entered on screen 11 in "Amortizable bond premium on tax-exempt bonds" flows through as an addition on NY IT-201 line 20, interest on state and local bond obligations (but not those of NYS or its local governments). Therefore, the bond premium on NY tax-exempt (municipal bond) interest is incorrectly being treated as taxable income. An entry in this box should have no impact on the NYS return. (It is currently being handled correctly on the federal return.)The new "Non New York amortizable bond premium on tax-exempt bonds" currently only seems to impact the NY IT-196. While it is correctly flowing through to IT-196 line 44, an entry in the box should be subtracted from the total municipal bonds on the federal return (1040) tax-exempt interest, as happens with an entry in "amortizable bond premium on tax-exempt bonds". Additionally, this is the box that should be included as an addition on IT-201 line 20 along with any non-NY tax-exempt interest. 

0
C
Forum|Forum|1 year ago
W
wspearce71Level 1

Option for 2025 Louisiana individual tax estimatesNew

During 2024, the State of Louisiana implemented a tax decrease resulting in a 3% flat rate for individual income taxes beginning January 1, 2025. The Lacerte 1040 program is completely oblivious to this, and will only calculate 2025 estimates based on the 2024 tax rates.  This results in tax estimates that will lead to overpayments in almost all cases.  We have to override the calculated tax estimates for every single client...  That's what I pay for software to do.

0
W
Forum|Forum|1 year ago
J
JMadLevel 5

Louisiana Pass Through Entity TaxDiscussion ongoing

I am trying to complete a LA Partnership tax return for an entity electing to pay the pass through entity tax. Proseries has this incredible paragraph on the LA information page that says "Entity is filing a pass through entity (PTE) tax election for this tax year. Note: An entity filing as a pass through entity (PTE) is required to file both Form IT-565 and Form CIFT-620.  If this box is marked "Yes" indicating this entity is filing as a PTE, Form IT-565 will be calculated.  To prepare Form CIFT-620 and associated PTE forms, Go to State and select the Louisiana Corporation/S Corporation product in the S Corporation product.  HOW CAN YOU GIVE THIS ADVICE THAT IS NOT EVEN POSSIBLE???!!!  Last year you had the capability to access both the IT565 and the CIFT 620 from the Partnership state returns.  Explain exactly how i am supposed to go to the corporate home base and prepare a LA corp return?  You cannot exactly transfer a partnership return to the corporate section AND EVEN IF YOU COULD how i am supposed to efile two different returns with the same FEIN.  Now I need to explain to my client why i have to somehow complete a manual LA corporate return that will most likely take alot of time and paper file because my very expensive software has no work around.  THIS NEEDS TO BE RECTIFIED.      

3
J
Forum|Forum|1 year ago
L
LoriNLevel 1

Print Ext package in 1 click PDF formatNew

It would be nice, once and extension is efiled and accepted, if there were a way to print the entire extension package in one click of a button.  Lacerte had this option set up as "1st Extension" and would print all the forms and vouchers related to the extension filing.  Having to do this manually in ProCOnnect currently by finding the federal and any state forms manually (& saving them separately) is not a time-saving activity.

1
IRonMaN
Forum|Forum|1 year ago
G
george21207Level 1

fixing error code 25513 in reconciling schedule k/k1 differencesNew

If you encounter this error code 25513 when reconciling schedule k with k1's, look for any members with empty or no entry fields when data is entered for a group of members. For example, when entering loan or distribution amounts and one or more members does not get a payment. If this happens, be sure to enter a -1 in the empty field and this will prevent the error from happening.

0
G
Forum|Forum|1 year ago
C
cwilkinsonLevel 2

1065 and 1120s extensionsNew

Fix the programming to allow business extensions to be e-filed without entering W-2s, prior year income, or unchecking the box to e-file the original return.  W-2s were required in 2023 and now prior year income, fix the programming to the 2022 version that allowed extensions to be filed without all the extras that aren't reported on the extension form. 

4
IRonMaN
Forum|Forum|1 year ago
P
priceawolowitz2023Level 2

7004 1120-HNew

ProSeries 2024 is not allowing electronic filing of 1120-H extensions like it did in prior years

0
P
Forum|Forum|1 year ago
P
priceawolowitz2023Level 2

1120-H, extension, form 7004New

ProSeries 2024 is not allowing for the electronic filing of the 7004 extension for 1120-H tax returns. 

0
P
Forum|Forum|1 year ago

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