ProConnect Tax

I cannot find where to enter interest income from a bank on a 1099-INT for a partnership return. TY!

I can't find any box to put in the state withholding from the sale of stock on this fiduciary return.  It seems to be nowhere on the Sch D input boxes. Anyone know where they hid it?

I have a client who is a KS resident and has some MO income.  The MO forms are completed and there is a tax obligation for MO.  However, the line on KS for taxes paid to other states is not populating.  What am I missing?

How are you all handling reporting overtime pay not broken out on the W-2?

Has anyone had issues getting the IRS to respond and found a way to get them to? I have had a client that I believe was wrongfully penalized for underpaying estimates. I have been communicating with the IRS for a year now. They first told me to complete Form 843; then said Form 2210 needed to be completed. I faxed it to them and they lost it. I mailed it to them with tracking and they claimed they didn't get. They are now acknowledging they received, but sent my client a letter stating that they are delayed due to the pandemic and there is no timeframe when it will be addressed. I've tried to call the taxpayer advocacy line and all it does it refer to the website and hang up. I don't know what to do anymore and am looking for anyone who has experienced this and how they were able to resolve.thank you.

I am amended federal and state for a 2025 filed return. The system made a copy of the original return, locked it and marked it as Originally Filed. The original is now ready to amend. I'm trying to get e-signatures for the amended return, but it won't allow me to.

The ProConnect estimates tax rate for NC on the 2026 worksheet is calculating at 4.7499% when the actual 2026 tax rate in NC is set to be 3.99%.  This over shoots estimates by .75%.  What can ProConnect do about fixing this rate calculation?  I can not see anywere in the software that I can make that change.  I've had to override every estimate.  Help??

It keeps adding another spot for household meember information and doesn't pullthis from the Client Information screen. Giving me Critical Error. This is pertaining to the home heating credit. MFS wih 3 dependents.

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How to file 1 1099-NEC to submit to IRS for client

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I've run into a situation with a backdoor Roth conversion that ProConnect believes is completely attributed to 2025.Background - when preparing this client's 2024 return we discovered she had only funded her IRA for $6500 and could do another $500. Every year she does non-deductible contributions to her regular IRA and then immediately converts them to her Roth. As we found the issue before the date the return was due, she contributed and then converted an additional $500.This year's 1099-R for the traditional IRA has boxes 1 and 2 at $7500 with Box 2b checked and distribution code 2 (early distribution, exception applies). The distribution correctly has the amounts distributed in 2025, however $500 of that should be attributed to 2024's conversion. I've been looking all over the input fields and cannot find where to enter that information so ProConnect wants to add the $500 as a taxable IRA distribution. If anyone can point me to the correct entry field, or check box, I'd re

When I go to print a client's copy of their individual tax return, the program prints 2 Form 1040 and 2 Schedule 1s. They print back to back (1040,1040,Sch 1 and Sch 1). Does anyone have any idea why this is or what I need to do to stop it? If it matters, Alabama is my state return which does want a copy of 1040 but I do actually prepare one client's 1040 that does not duplicate so I do not know what's going on.Any suggestions?ThanksDavid

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We received this reject message on a Return. The client's last name has an apostrophe in it. We have filed returns for them for several years. It seems like maybe this is a software issue with form 7206 not accepting an apostrophe. Any other thoughts?Details for your rejected filingError Message: Data in the return is missing or invalid. Please double check your entries.Solution: The reject is related to the name on Form 7206. Special characters such as an apostrophe are not allowed. Please make the appropriate changes and resubmit the return electronically.Code: /Return/ReturnData/IRS7206/NameLine1Txt

How do I amend a 1040 that was not originally filed in the ProSeries software.

How can I change the name on form 114 that is different from the name showing on form 1040 

Hi,Does anyone have good experience with K1 import?I have 10 LLC need to import to the two partner's personal return.Very strange after I import each one individually, the info did not flow to personal return.Most K1 in personal return blank, a few only able to import one partner's K1 not the other spouse partners.The office is closed anyone can help would be appreciated. 

How to add a client without an email.She does not use email

Just an idea: When ProConnect times out due to inactivity, the last screen I was working on continues to appear, rather than switch to the login screen. One, that seems slightly not secure. Two, I may continue to work on that screen only to discover the data doesn't save because I wasn't really logged in. So, if ProConnect is gonna time out, then it should really log out and hide my account screen.

Taxpayer and Spouse lived in NJ from 1/1- 4/1, but then moved to NY for the balance of the year. Taxpayers works in NY and spouse works in NJ. I completed NJ 1040NR. Pro connect tax online won't generate NJ1040.  How do you produce both NJ1040 and NJ1040NR besides the part year resident NY return?

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Two items regarding the Michigan FTE Credit (per info on 1120S, line 17ZZ):1.  where is the "Add Back: Flow-through tax deducted on K1" entered,  AND2.  where is the "Credit for allocated share of tax paid" entered. Thanks!