Level 2

Question

Form is Final but Instructions are not?

Forum|Forum|4 months ago
February 19, 2026
6 replies
12 views

I have multiple returns that have the form 8960 generating and the 1040-ES's. There are critical diagnostics telling me that the form is final, but the instructions are not and calculations could change if I file now. It is already 2/19/26 and I am not sure if this is a glitch on my side or if everyone else in Proconnect is seeing the same thing

ProConnect Tax

IRonMaN

Level 15

If the numbers flow correctly, just file the return. Finalized instructions aren't going to change anything.

Slava Ukraini!

C

CECIII

Level 3

This is not the answer. Preparers rely on the software to make complete and correct computations. Just telling people to go with it is bad advice.

Intuit_Kallana

Level 7

Hi @RyanB , as @IRonMaN pointed out the instructions diagnostic will not stop you from efiling it is simply a warning. As for an ETA on when they will be completed, we do not have that information available to us at this time. For any other questions, please contact ProConnect Support .

T

TammyinBuffalo

Level 3

The diagnostic is still appearing (on 2/23/26) and a search of the Form Instructions says that the Instructions are NOT in draft form but are final and have been so since 2/9/26.

We are also still getting diagnostics regarding the state tax software not being final - New York calculations associated with conformity or nonconformity to provisions of the One Big Beautiful Bill Act of 2025 are currently being researched and will be available in a future release. NY - Ref #61701

Why is the ProConnect Tax software not being updated?

I have spoken with ProConnect Support and they have talked to software and they say that it takes time (and that they are also frustrated). This sounds like Intuit not having sufficient staff. Our firm has used this software for years and this is by far the worst timing and customer support we have ever received.

Intuit_Kallana

Level 7

Hi @TammyinBuffalo, ProConnect updates are being made to the program as new updates are received. Form instructions visible on the state website is separate from the individual state approvals that have to come through for each of our programs individually for the actual program. This is a process that occurs every year and it does take time as everything requires both State and IRS approval before it can be "live" in the program. However, as stated before, those diagnostics do not prevent you from e-filing and are simply a warning to the preparers.

P

PODW4444

Level 4

Getting late early . we dont think the message has a lot of significance .. we are moving on w 1040 ES .

Snowy Day in NJ 24 inches

R

REDONE

Level 2

What is this?

P

PODW4444

Level 4

Total agreement Click on ignore and move on .........................

SNOWED IN NJ

BobKamman

Level 15

I saw that 8960 warning and wondered what it might be. Some hidden item in the 2025 tax legislation that applies to dividends from Saudi oil companies? Asked AI and the most likely candidate there was,

"Interpretation of "Properly Allocable" Deductions: Determining which expenses are properly allocable to investment income for NIIT purposes (Part II) can be complex and differ from regular income tax rules, leading to potential misreporting."

I decided it was some exotic situation and I don't have any exotic clients. Just people who make a lot of money and keep much of it in the bank earning interest.

Q

QueenOHearts64

Level 2

The instructions on this form are final per the IRS. I am not seeing any changes that affect the calculations and I have quite a few returns held up for this, but I am going to go ahead and ignore the diagnostic and move forward with e-filing the returns.

I will say that during tax season time is limited and having to get on the IRS website, check for form approval and read through them to make sure nothing has changed is not something I have time for right now. I only did it because my tax clients were getting pretty annoyed. I feel like it should not be too much to ask for my software product to stay on top of this type of thing so I can continue preparing returns instead of stopping to look things up and read through instructions. (Note: The instructions were finalized February 4, so it has been almost 3 weeks, hopefully it will be addressed soon)

Intuit_Kallana

Level 7

Hi @RyanB @Lizhoh @IRonMaN @Demetra @CECIII , as promised I am coming back to update that the 1040-ES and Form 8960 instructions diagnostics have now been cleared in the program. Thank you for your patience!

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