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3565 Ideas

P
patc1Level 2

.pdf import of W2s and 1099sNew

It's 3/31/26 and thus far none of the scans I have sent to intuit to be read with their import .pdf feature have been processed. Some have failed, others are just sitting there for over half a day already. Bad time of year for a system failure on Intuits end. Please fix ASAP. thank you!

0
P
Forum|Forum|3 months ago
B
bethsvenLevel 3

E-Filing Gift Tax ReturnsNew

Please provide the ability to e-file gift tax returns.

0
B
Forum|Forum|3 months ago
T
TroyDHLevel 3

Please add Form 8858 for 1040 returnsDiscussion ongoing

Please consider adding Form 8858 Information Return of U.S. Persons With Respect to ForeignDisregarded Entities (FDEs) and Foreign Branches (FBs).We are continually forced to use outside software to prepare returns needing this form.  It would be great to bring it all into ProConnect.

3
N
Forum|Forum|3 months ago
J
jeffpinkneyLevel 2

Carryforward Schedule for IndividualsNew

Could Lacerte be able to provide a separate Carryforward Schedule for the Individual Module? The General Information worksheet is helpful but it would be nice to have a separate carryforward schedule that lists all the pertinent tax attributes that carryforward to the next year. The ability to have this print at a set location (for example at the beginning of the file) would be helpful.The most critical would be the following (Regular and AMT amounts)1. Net Operating Losses2. Passive Activity Losses3. Capital Loss Carryovers4. Contribution Carryovers5. Deferred Crop Insurance Proceeds6. Foreign Tax Credits7. Energy Credits8. Basis Losses

0
J
Forum|Forum|3 months ago
S
strongsilenceLevel 10

Warning to preparers: excess mortgage interest & RE Taxes Posted 3/30/2026New

Today I clicked the box (Screen 29 Box 56) to allocate Mtg Int and RE taxes when taking the Std Ded.BUTTHENI found more deductions (in my case medical). This made Itemized Deductions > Standard Deduction.AND SOtaxes were not as low as possible (because excess amounts remained on F8829),SOTHENI deselected that boxIN ORDER TOGet mtg int and RE taxes flow to Schedule AANDIALMOSTLAUGHEDCOKEOUTMYNOSEI got a better tax result!SO NOW I AMalerting LC and suggesting an informational diagnostic. GOOD NIGHT and Sweet dreams

0
S
Forum|Forum|3 months ago
S
Sequoia Ridge CPAsLevel 1

1065 k-1 importNew

We have several partnership returns that all nest in various amounts into other partnerships and entities. We'd love the ability to export a K-1 from one 1065 and import it into another. This feature works for 1120S returns being exported and then imported into 1040 returns, but it doesn't appear to exist for 1065 export to 1065 imports.

0
S
Forum|Forum|3 months ago
T
TAXES-23Level 1

LSC25-1120S & 1065 IOWA Estimate Vouchers should not print when setup for EFILE of Iowa EstimatesNew

2025 Lacerte - IOWA 1120S and 1065 modules - when estimates for Iowa are setup to be paid ELECTRONICALLY - they still show up in forms to print but should not. The 1040 module works properly on this. We can't turn if off in "items to print" for State Ests Vouchers for ALL clients because some clients might still need this. 

2
D
Forum|Forum|3 months ago
B
bigbluexxvLevel 1

Program errorNew

I spent nearly an hour on the phone with tech support to try and resolve an issue where the Lacerte program does not properly calculate the NJ property tax deduction for multi family properties when the taxpayer is also a resident and  the taxes are entered as an indirect expense on screen 18 (the amounts are correct on the federal sch A).This is extremely disappointing for such a basic calculation given the cost of the software.  It also leaves me with the embarassment of explaining this to my client and needing to file amended returns for prior years.  

0
B
Forum|Forum|3 months ago
S
smhoward427Level 1

List Social Security Income only once on the OrganizerNew

Please change the organizer so the client only has to list the social security income once.  It is listed under 2025 Income, and then again under ORG10, Social Security Benefits.

1
IRonMaN
Forum|Forum|3 months ago
T
Tami MLevel 3

Idaho Capital Gain ExclusionNew

When Idaho real estate is sold that has been held over 12 month, there is a 60% exclusion of the capital gain on the Idaho return. This should be automatic if the property is being sold by an Idaho resident or coded as an Idaho property for an Idaho non-resident. There should also be a diagnostic to warn preparers to look for this.

3
BobKamman
Forum|Forum|3 months ago
L
lehcpaLevel 1

Montana Mixed ResidencyNew

There appears to be a programing issue with the Montana Mixed Residency calculation.  After hours with tech support we did find a workaround, however it will mean filing the state return via paper.  Unless you remove full time resident the program does not allocate the Montana source income even though the income is properly allocated. By unchecking full time resident on screen one you create an efiling error because Montana wants a date and moved to and moved from making it impossible to efile the Montana return.

0
L
Forum|Forum|3 months ago
J
jeffpinkneyLevel 2

Kansas Electronic Estimated Tax Payment featureNew

With the IRS going to electronic payments, Lacerte needs to add the ability to submit Kansas estimated tax payments with the filing of the return like it does for the IRS estimated tax payments. 

0
J
Forum|Forum|3 months ago
P
psmitcpa1Level 3

dashboard enchancementNew

We came from Lacerte and the client dashboard is so much more robust and we miss that.  The options for adding information in each module is SO limited in PTO.  There is so much information you could add like Lacerte allows you to do.  But having a few additional fields woudl be very helpful and very easy to program since (it should) since the info is in the program already.  To start, how about Due Date and Extended Due Date?  Many practitioners use their tax software for due date monitoring.  It's impossible to use PTO for this because none of the information is available at a high level.  For 1040s it's pretty straightforward with due dates but will all other entities, due dates and extended due dates could be anything.  PLEASE ADD DUE DATES AND EXTENDED DUE DATES for Federal and State returns.

0
P
Forum|Forum|3 months ago
R
rpwhitakerLevel 1

State Tax Exempt Interest entry in the partnership module is causing data export to not send info in K-1 box 5 to the individual moduleNew

When there is both Interest Income in screen 22.1 and State tax-exempt interest in screen 27.1, the data export does not send the federal interest income from K-1 line 5 to the personal return.  It must be manually entered in the individual module.  Why won't it populate this field?

0
R
Forum|Forum|3 months ago
S
slowiehLevel 1

1095-A error/rejected e-fileNew

Error states that one or more taxpayers on the return had health insurance through the marketplace. Taxpayer(s) had healthcare through their company for the entire year. There are steps on the reject report to certify that there was not in fact a 1095-A for the year but the steps are not relevant to ProSeries Form 1040 at all! Called the help line and the EASY step that should be on the reject report is that the ACA Explanation sheet that is AUTOMATICALLY filled out in the return when you check the box that there was no marketplace insurance purchased has to be printed to pdf format and then ATTACHED to the e-file. 1. the steps on the reject report need to be changed or 2 why in the world does the explanation not automatically get transmitted with the return since it already in the return?!?!?!? 

0
S
Forum|Forum|3 months ago
E
EsperLevel 1

Support the forms in a tax return so that it can be e-filed. Including the WV EK-1 that has always been an attachment to the WV return and now your program will not efile if that form is present in return.New

No text available

0
E
Forum|Forum|3 months ago
J
JminbhLevel 1

Add footnoteDiscussion ongoing

There should be a way to add a general statement or footnote for any return disclosures 

4
OrgTax
Forum|Forum|3 months ago
H
hanocoLevel 2

80% NOL LIMITATION COMPUTATIONNew

I CAN'T BELIEVE THAT LACERTE IS STILL NOT COMPUTING THE 80% NOL LIMITATIONCOMPUTATION WHICH EFFECTS BOTH THE FEDERAL RETURN AND OKLAHOMA .YOU CONTINUE TO INCREASE YOUR CHARGES BUT THIS ONE ITEM SEEMS TO NOTHAVE BEEN RESOLVED. THIS IS FIRST YEAR THAT A WARNING PREVENTING EFILINGTHE INDIVIDUAL TAX RETURN HAS APPEARED. IT REQUIRES SEVERAL COMPUTATIONSIN CORRECTLY IMPUTING THE AMOUNT ALLOWABLE UNDER THE 80% RULE. THE IRSIMPOSED THIS LIMITATION ON POST 2021 NOLS. THIS PROBLEM HAS NOT BEEN RESOLVED BY LACERTE IN  OVER FOUR YEARS. THIS IS NOT ACCEPTABLE AND SHOULD BE A TOP PRIORITY OF YOUR SOFTWARE EXPERTS. THIS NEEDS TO BE CORRECTED FOR TAX YEAR 2025!!!!!

3
S
Forum|Forum|3 months ago
D
Deo DLevel 1

Client File NameNew

The Client File name is not showing up the way it was entered on the system. I have seen cases where the File Name is all CAPS, all lower case or the first initial is cap. For example, if the client file name is John D. I have seen the following combinations:1.  JOHN D2.  john d3.  John D

0
D
Forum|Forum|3 months ago
C
Cheryl5295Level 1

add meals to screen 17 - Rental Real Estate on Partnership Module so the program will calculate non ded portionNew

as the program does not have a box for meals on the rental real estate screen 17, we have to enter as "other expenses" and create a statement.  The 50% that is not deductible then must be entered on the M-2 and may not allocate correctly without special allocations

0
C
Forum|Forum|3 months ago
C
CookswithspoonLevel 2

FORM 1041 PASSING THROUGH WITHHOLDING TO BENEFICIARYNew

Lacerte's instructions for how to do this are outdated.  It needs to happen on screen 43, either under Other Information Line 14 or Line 13 (backup withholding) --  and NOT screen 7.  I called and spoke with an agent who gave me incorrect info.  I had to figure this out myself.  Unfortunately, the client withheld inside the trust (not my advice) and I need to push it out to the single beneficiary somehow.

1
sjrcpa
Forum|Forum|3 months ago
D
DENPLevel 3

Filing a deceased person's tax return.New

When filing a deceased person's tax return, Lacerte keeps saying I need to file Form 1310, but other sources say I don't have to.  The deceased was single (her husband passed away years earlier) and there will be refunds coming from the Federal and State returns, and those refunds will be deposited into her estate's checking account.  She had a will and her brother was assigned to be the executor of the estate, which was approved by the State of Iowa where she resided, but the executor resides in Colorado.  The court in Iowa approved him as the executor of her estate.  There is a valid proof of death.  The Lacerte program says if you file with a From 1310, you cannot file it electronically, but other sources referencing Lacerte say you can, and others say you don't have to file Form 1310.  What is the truth and what am I supposed to actually be doing?!

9
sjrcpa
Forum|Forum|3 months ago
S
smlLevel 2

Delaware Military Pension ExclusionNew

The Military pension exclusion for the state of Delaware DE increased to 25,000.00 on 1/1/25.  Proseries is not calculating correctly.  Please see house bill HB108 HOUSE OF REPRESENTATIVES153rd GENERAL ASSEMBLY HOUSE BILL NO. 108 AN ACT TO AMEND TITLE 30 OF THE DELAWARE CODE RELATING TO PERSONAL INCOME TAX MODIFICATIONS SUBTRACTED FROM FEDERAL ADJUSTED GROSS INCOME. BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF DELAWARE:Section 1. Amend § 1106, Title 30 of the Delaware Code by making deletions as shown by strike through and insertions as shown by underline as follows:§ 1106. Modifications [For application of this section, see 83 Del. Laws, c. 338, §?2].(b)  Subtractions. —  There shall be subtracted from federal adjusted gross income:(3) a. For taxable years beginning before January 1, 2022:1. Amounts received, not to exceed $2,000, by persons under age 60 as pensions from employers, the United States, this State, or any subdivision of this State; or 2. Amounts received, not to exceed $12,500, by persons age 60 or older as pensions from employers, the United States, this State, or any subdivision of this State, or as eligible retirement income.b. For taxable years beginning on or after January 1, 2022  and before January 1, 2025 :1. For persons under age 60, the greater of: A. Amounts received, not to exceed $2,000, as pensions from employers, the United States, this State, or any subdivision of this State; or B. Amounts received, not to exceed $12,500, as a United States military pension.2. For persons age 60 or older, amounts received, not to exceed $12,500, as pensions from employers, the United States, this State, or any subdivision of this State, or as eligible retirement income.c. For taxable years beginning on or after January 1, 2025:1. For persons under age 60, the greater of:A. Amounts received, not to exceed $2,000, as pensions from employers, the United States, this State, or any subdivision of this State; orB. Amounts received, not to exceed $25,000 as a United States military pension.2. For persons age 60 or older, amounts received, not to exceed $25,000, as pensions from employers, the United States, this State, or any subdivision of this State, or as eligible retirement income.c.   d.  For the purposes of this paragraph (b)(3): SYNOPSISThis bill increases the personal income tax pension exclusion from $12,500 to $25,000.Link:  https://legis.delaware.gov/json/BillDetail/GenerateHtmlDocument?legislationId=142071&legislationTypeId=1&docTypeId=2&legislationName=HB108Shannon Lengal 

3
sjrcpa
Forum|Forum|3 months ago
M
MistyLWestCPALevel 1

'Description Field' after IRS reject for a dependent available to usersNew

I just had a dependent reject. The description states the following:Error message: 'DependentSSN' in 'DependentDetail' on the return was used as a Dependent SSN on a previously accepted return for the same tax period. Visit www.irs.gov/identity-theft-fraud-scams/identity-theft-dependents for additional information. To electronically file with this duplicate condition, an Identity Protection Personal Identification Number (IP PIN) will be required. If you wish to get an IP PIN and you don't already have an account on IRS.gov, then you must register to validate your identity. Please visit www.irs.gov/getanippin for further information and resubmit your return with an IP PIN.Solution: This return has been rejected by the IRS, because one or more of the dependents on this return has already been claimed as a dependent on another return. If multiple dependents are present in this return, review the Description field. There will be a number in brackets, [?], that identifies which dependent is causing this reject. For example: "[2]" will identify the second dependent from the top. Verify that the dependent's information has been entered accurately. Correct any misspellings, omissions, or transpositions. Make sure the dependent SSN is entered correctly. If you want to electronically file this return and claim the dependent, an Identity Protection PIN will be required. Visit www.irs.gov/getanippin for further information.Code: IND-507-01As the ERO, we cannot see which Dependent rejected. We have to contact support. We need to be able to know which Dependent rejected without contacting support.

4
I
Forum|Forum|3 months ago
A
AAGLevel 1

Is there any way ProConnect Tax can integrate Form 8689 rather than having to do it manually?New

This form is used when wages from work performed in the US Virgin Islands but the person resides in the US. It would be helpful when preparing tax returns for individuals who live on the US mainland but sometime have to work in the US Virgin Islands.

0
A
Forum|Forum|3 months ago

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