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3565 Ideas

J
JMS925Level 1

IT-41 Line 6 override not working properlyNew

Fiduciary Lacerte - Indiana module.Line 6 Interest on US Government Obligations reported on federal return Override on Screen 55 not working properly.Mutual Fund reports Direct Federal Income as Dividend Income.  This income is exempt from Indiana tax. Input on Screen 16, Dividend Income, US bonds (nontaxable to state) does not show up on IT-41, Line 6 Interest on US Government Obligations reported on federal return.IT-41, Line 6 jumps to input Screen 55 (Indiana Modifications) Subtractions, Income from US Obligations.  Entered an amount as an override.  Still nothing reported on IT-41 Line 6.Called tech support and after 57 minutes troubleshooting was told it does not recognize override because there's no Interest Income on Line 1 of the federal return.  An override should be an override and the amount entered should show on IT-41, Line 6.I was told if amount was reported as Interest Income it would work properly.  This is NOT a solution!  A tax preparer should not be changing how data is reported on Form 1099 to fit Lacerte's program calculations.  As a preparer I take responsibility for any and all overrides.  I should not have to manipulate data to get the correct answer!Please correct what appears to be a programming error.  If an amount is input as an override, the program should use that amount regardless of the programmed calculation for that line item. 

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

Delay in processing state returnNew

It appears that Delaware is having a delay in accepting individual returns. It is not ProSeries' fault but it would be advantageous if you put an alert up, informing people of this issue. I would not be surprised if other states were having the same issue.

1
Skylane
Forum|Forum|3 months ago
D
Doc SavageLevel 1

Print a PDF of the questions and answers from the tax organizers.New

Currently, you can export a PDF of a blank organizer or a CSV file of the questions and answers.  I feel a PDF of the questions and answers would be more readable and a better source document to save.

0
D
Forum|Forum|3 months ago
D
DanMLevel 1

Add Automatic Carryforward tracking for Rhode Island 529 ContributionsNew

I would like to request an enhancement to Lacerte regarding the handling of Rhode Island (RI) 529 CollegeBound contributions.Rhode Island allows taxpayers to deduct up to $500 (Single) / $1,000 (MFJ) per year for 529 contributions, with unlimited carryforward of excess contributions to future years. This creates an ongoing state-level carryforward that should be tracked and applied annually.Currently in Lacerte:Contributions can be entered on Screen 51 (State Modifications)The annual deduction limit is applied correctlyHowever, there is no clear mechanism to track or carry forward unused contributionsAs a result, practitioners must:Manually track excess contributions outside of Lacerte (e.g., spreadsheets)Recalculate remaining carryforward each yearRe-enter or adjust amounts without system supportThis creates unnecessary risk of error and inconsistency, especially for long-term clients making large or recurring contributions.Notably, ProSeries and other tax software platforms already support this carryforward functionality for Rhode Island, including tracking and automatic application in subsequent years.Suggested Enhancement:Add a Rhode Island 529 contribution carryforward fieldAutomatically calculate unused contributions each yearProforma the carryforward to the following tax yearApply the annual deduction limit while reducing the carryforward balanceProvide visibility (worksheet or diagnostic) showing:Current-year contributionDeduction takenRemaining carryforwardWhy this matters:Aligns Lacerte with Rhode Island tax lawBrings parity with other Intuit products (ProSeries)Reduces manual tracking and potential errorsImproves efficiency and accuracy for tax professionalsThank you for considering this enhancement. This would significantly improve the usability of Lacerte for RI-based practitioners and clients utilizing 529 plans as part of their planning strategy.

0
D
Forum|Forum|3 months ago
A
ahelmsLevel 1

Ability to split accounts on direct withdrawlsNew

You are able to split refund payments, why can we not split automatic withdrawal payments.  You can split them going onto the IRS Website, but not in Lacerte.  This would be a benefit for businesses and personal returns.  Just something to consider.

0
A
Forum|Forum|3 months ago
C
CanyonALevel 1

NRA on Proseries ProfessionalNew

MFS is pretty common these days and for spouses that do not have a SSN or ITIN because they are non resident alien and do not live in the US, there should be an option for the system to input NRA and not showing red. As of 2025 tax season, that is not feasible. This is not good

0
C
Forum|Forum|3 months ago
S
spalazzoLevel 2

Referral Business CaptureNew

Be nice to have the ability to key in a referred person so we can thank or compensate our clients based on the information captured.

2
Accountant-Man
Forum|Forum|3 months ago
S
strongsilenceLevel 10

1041 - 2% deductions flow to state retNew

Some states do not conform to the TCJA.On a 1040 the 2% itemized deductions flow to the State return because the input forms are created to do that.On a 1041, the 2% deductions do not flow automatically. Instead, a box must be checked. (Form 32) #1. A diagnostic to remind the preparer to check for 2% deductions would be VERY helpful.  #2 Suggest setting up a 1041 in a similar fashion to the 1040.  A separate input form for 2% deductions#3. Or use AI to assist the preparer in recognizing this situation. My hope is that AI become likes a reviewer with insights such as "I noticed that you are doing a CA 541.  Remember that CA does not conform to the TCJA. Here are some areas you should review."(AI is used in the ITA so I hope it to be implemented soon in LC.)

0
S
Forum|Forum|3 months ago
S
SholomLevel 1

Total balance or refund dueNew

Please show the total balance or refund due on the top right corner of the screen.  You have that in ProSerious, so it should be easy to implement in Lacerte.

5
S
Forum|Forum|3 months ago
S
SmallTaxFirmLevel 2

bring back the 1099-B WorksheetNew

PLEASE BRING BACK THE 1099-B WORKSHEET.  THE NEW FORMAT IS TERRIBLE.  IT'S INEFFICIENT, KLUTZY, AND IRRITATING.  IF YOU ASKED ME RIGHT NOW IF I WOULD RECOMMEND PROSERIES, I WOULD GIVE A RESOUNDING NO!!!!

5
F
Forum|Forum|3 months ago
G
gsa11Level 3

Forms in Use list for Employer Stock Worksheet needs to be ordered sensiblyNew

When recording employer stock transactions, both the Emp Stock Wks and Capital g/l adj pages are produced for each sale transaction.  Each Capital g/l adj page names itself (or you can) with "[# shares] [Company name]".  However, the Emp Stock Wks does not do this.  All Emp Stock Wks look identical on the Forms in Use list.  The Emp Stock Wks pages are ALSO in a different yet random order from the Capital g/l adj pages, which they are linked to.  See first photo below for illustration.Now, looking at the attached photo, please tell me the quickest way to find the Emp Stock Wks that you need to access without having to click on the Capital g/l adj page followed by scrolling half way down that page so that you can click the QuickZoom button that links to it.  Oh, right, the only other way is to click on each individual Emp Stock Wks until you find the correct one.I propose to the ProSeries team that each Emp Stock Wks should be listed directly below that Capital g/l adj page that it is linked to.  It's an easy fix that would save us preparers lots of time.  See second photo for example I did in excel.   

0
G
Forum|Forum|3 months ago
A
Anne-TLevel 3

FIX THE EMPLOYEE RSU CALCULATIONS!New

FIX the math on the Employee Stock Transaction Worksheet!! You guys have muffed it up for the past TWO years! THERE have NEVER been any tax law changes to this section of the Schedule D calculations! COPY the whole section from the 2020 tax return and LEAVE it BE!!1) MARKET VALUE IS what is put on the W-2. THERE is NO other calculations involved. Market value for all stock sold IS = to RSU income on the W-2! NO SUBTRACTIONS ALLOWED!!2) NUMBER of stock NOT held  (Total stock shares in transaction MINUS number still held onto at the end of the Transaction) X Sales Price = Amount paid! and that number = Cost Basis!3) Cost Basis = Sales Price! Because ALL the income has been reported on the W-2!!Nimrods! You can't add correctly! Market value HAS nothing to do with Basis! They are totally apples & orange!You have messed up this program so badly I had to OVERRIDE 3 calculations for EACH sale and there was 6 sale confirmations for my client's RSUs during 2023! Absolute BS that you can't manage simple math! When it was working for 20 years before you muffed it up!The agent helping me finally came back with "Override" the incorrect math! That answer tells me your people need a class on RSU stock sales. I'm available after JULY!!!

1
G
Forum|Forum|3 months ago
F
FidelMor28Level 1

birthyear validationsNew

I like some software enhancement on birth year validation. I was working on my daughter tax returns and wrongly entered her birth year as 1900 (125 years old) instead of 1990 (35 years old). The error validation features of intuit ProSeries Basic did not catch the error. I was able to transmit her return but good that IRS caught it and rejected the returns. Imagine the disappointment! Thanks.

2
Taxprohere
Forum|Forum|3 months ago
S
spalazzoLevel 2

Form 2555 Employer Information auto populateNew

Link employer information in the wage section to the employer information in the general information section.  Time saver.

0
S
Forum|Forum|3 months ago
R
RANJC143Level 1

1041 estateNew

need form 1099R with computation to be added know idea how to get paid taxes back

3
Accountant-Man
Forum|Forum|3 months ago
T
taxmanjcsLevel 2

short term rental on K-1New

Short term rentals loophole tests:1. Spend 100 hours and more than anyone else2. The property needs to be renter for an average of 7 days or less during the year Meeting this criteria, the rental losses are changed from passive to non-passive. The software does not have a box to check on the K-1 input for partnerships to change the nature of the losses from passive to non-passive.

4
T
Forum|Forum|3 months ago
R
robertritaccoLevel 1

I would like Proseries to add a Form PTW to Rhode Island 1040New

I would like Proseries to add a Form PTW to Rhode Island 1040

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

input sheet carryover date not printingNew

On the individual modules screen 20.2, prior unallowed QBI business income deductions, the 2023 & 2024 operating losses & QBI operating losses are not printing on the input sheets. Unless you are aware that they exist, you would not know of their existance merely by printing input sheets.

0
S
Forum|Forum|3 months ago
S
SL1124Level 1

ProConnect Tax Advisor Tool & Data Import EnhancementsNew

1. Ability to Import Current and Prior-Year 1040 Data Prepared Outside of ProConnect for Tax PlanningPlease allow ProConnect to import current and prior-year 1040 financial data that was prepared outside of ProConnect Tax and make that data usable within the Tax Advisor tool.Currently, while prior-year data can be imported, it does not transfer into the Tax Advisor module for tax planning purposes. As a result, tax planning and advisory tools appear to be limited to clients whose tax returns were prepared entirely within ProConnect.This limitation creates a significant barrier to providing advisory services, particularly for:New clientsClients transitioning from other tax softwareProspective clients seeking planning before engaging for tax preparationEnabling full financial data imports from externally prepared returns—and allowing that data to flow into the Tax Advisor tool—would allow firms to deliver meaningful tax planning and advisory services regardless of where the return was originally prepared.2. Import Current-Year Financial Data (Not Only Personal Information)In addition, please expand import functionality to include current-year tax return financial data, not just personal information.Being able to import full current-year financial data would significantly improve client onboarding and allow firms to:Perform proactive tax planning and advisoryAnalyze filed or draft returns prepared elsewhereDemonstrate advisory value early in the client relationshipMore effectively convert and retain clients who have already filed their taxes with another providerThese enhancements would make ProConnect a stronger platform for advisory-focused firms and better support year‑round client engagement, not just tax preparation.Thank you for considering these enhancements. Expanding data import functionality would meaningfully improve ProConnect’s value for tax advisors and firms focused on planning and advisory services.

0
S
Forum|Forum|3 months ago
JWellsTax
JWellsTaxIntuit Community Champion

State payment due dates and client lettersNew

It seems that filing an extension—Payments, Penalties & Extensions > Extensions (4868, 2350, 8868) > Automatic Extension (4868) > 1=automatic extension, 2=blank (MANDATORY) > "1"—sets the payment due date in the client letter to the extended return filing deadline. This is incorrect and misleading for clients. An extension of time to file generally does not extend the time to pay. Adding a date to Payments, Penalties & Extensions > Penalties and Interest (2210) > Filing date does not affect the date printed in the state client letter. (It does change the date on the federal letter only.) We can't edit the state letter template in Settings > Client letters > Letter templates. Our current solution is to delete the "1" in the Automatic Extension (4868) screen before we process the return. Please fix this. Thanks!

0
JWellsTax
Forum|Forum|3 months ago
Chessie
ChessieLevel 4

Tax Organizer List of Documents to Send to PreparerNew

The Tax Organizer's List of Documents to Send to Preparer is based on prior year documents.  But it only lists income documents:  W-2, 1099-INT, 1099-DIV, 1099-R, SSA-1099, K-1, and 1099-G.  It does not list A LOT of other documents that we also NEED.  Please enable it to also list the following if it was present in the prior year tax return:* IP PIN    <-- this one is super important!* 1099-NEC or 1099_MISC present in last year's return.  Either list each one or request "All 1099-NEC or 1099-MISC received".* If a Sch C or Sch E or 4835 were present, request "Sch C: list of income and expenses" etc.* If Form 7206 were present, request self-employed health insurance premiums* If Contributions present, request "Charitable contribution receipts"* 1098* Form 1099-G - Certain Government Payments.  The line is listed then, it lists the state or agency on the next line.  But I would like to see it say for example "State of IN, if any received".  I have clients, who are not tax savvy, call to say, I can't find that form!  And they won't find it if they didn't receive a state refund or government program form, such as taxable agricultural payments, for the prior year.There are more ones that would be helpful. The one that has wasted my time most is the IP PIN.  Once you obtain one, you must have it every year!Thank you for your consideration as these items on the Tax Organizer Documents List save time for tax preparers during tax season crunch time!   

1
dascpa
Forum|Forum|3 months ago
P
PKW76Level 1

Very helpful!New

Brittany was very helpful in resolving our issue.  She was very patient and knowledgeable.  We were grateful for her assistance during a stressful time.  

0
P
Forum|Forum|3 months ago
E
EJVGLevel 1

Case:15156073438 - Critical Software Issue – Form 1040 “Main Home in the U.S.” Field Not Defaulting or Prompting (2025 Returns)New

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, the 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 being flagged during review. If left unanswered, the return is still e-filed successfully and by default the box is NOT checked, suggesting the taxpayer's main home was NOT in the USA. The IRS transcript then reflects this as “No,” implying the taxpayer’s main home was not in the United States. This is creating a serious issue for our firm and clients: We have already filed over 200 returns where this field was not prompted or flagged. The majority of our clients are U.S.-based residents (including green card holders). IRS transcripts now incorrectly indicate that their main home was not in the U.S., which may raise concerns for immigration processes (e.g., naturalization), lending, and compliance reviews. We have confirmed: The IRS is currently unable to provide a clear correction path. This does not affect tax calculations, but it materially affects reported taxpayer residency status on official transcripts. We need immediate guidance and resolution on the following: Why is this field not required or flagged in ProSeries diagnostics? Will ProSeries implement an urgent update to: Force completion of this field, or Default it appropriately based on return data (e.g., U.S. address, residency status)? What is the recommended remediation for already filed returns? Will ProSeries provide an official statement acknowledging this issue for compliance and client documentation purposes? Given the scale and potential impact, we consider this a HIGH - PRIORITY compliance issue. We would appreciate an expedited response and clear direction on how to proceed. Sincerely,Eric [removed by moderator]SVA Tax Services

6
Jim-from-Ohio
Forum|Forum|3 months ago
E
EJVGLevel 1

Critical Software Issue – Form 1040 “Main Home in the U.S.” Field Not Defaulting or Prompting (2025 Returns)New

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, orDefault 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

1
sjrcpa
Forum|Forum|3 months ago
S
slslLevel 1

screen 14 other income input sheetNew

lacerte has removed other income subject to SE tax or not subject to SE tax from input sheet 14.1. I suggest reinstating the descriptions & codes back onto this input sheet. This type of income is used frequently. 

1
sjrcpa
Forum|Forum|3 months ago

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