ProConnect Tax

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?!?!?!? 

I had a filing rejected for a client with a message that Form 8962 must be included. Client is a 24 year old, single, non-dependent friend of the family who initially advised that she had health insurance for 2024 under her parents until going on her employer plan in October. Went back to the client and discovered they had a 1095-A that she was able to forward. My question is how do I complete the 8962 in Proconnect so that her parents return reconciles the APTC? Everything I've read or tried is resulting in critical diagnostic alerts.

I have filed multiple W-2 with Maryland income and withheld taxes before but experiencing rejection per below message for the first timeWent back and checked carefully State withheld taxes and they do add up to what shows up on line 41 of MD 502 Form. I removed the overrides and ensured Box 16 taxes on both W-2 input are assigned to MD.But keep getting rejects. Federal filed successfully.  I even called ProConnect and they gave up saying i need to call Maryland DOR and I do not know if that will get me anywhere. At this point, is paper filing the only option? Error message isLine 41 Total Maryland and local tax withheld - Must equal Total Maryland and local tax withheld from all W-2s, W-2Gs, 1099-Rs, 1099-Gs, 1099-MISCs, 1099-Bs, 1099-DIVs, 1099-INTs, 1099-OIDS, 1099-Ks, and 1099-NECs.Code: Form502-01710-010Solution: The total Maryland withholding reported on the Form 502 must equal the amount of withholding sourced to Maryland from all W-2s Any insights w

Preparing a 2024 Form 1120 in ProConnect for a new client.  Client has post 2017 NOL carryovers and charitable contribution carryovers.In the NOL utilization computation for 2024, ProConnect does not appear to be using Modified Taxable Income...i.e., it is not adding back the current year charitable contributions before applying the 80% computation.What is the fix?  

One of my employees has access to Proconnect and prints the returns for clients. Today she went in to find a certain client and they aren't showing up for her. Why does this happen and how do I fix it?

How do i select "nonresident  special" for return type on a VA resident filing a WV return to get WV withholdings refunded?

Is there a way to send the Intuit Link email to the spouse? I have some clients where this is the primary person I interact with, but they are the spouse in the system rather than the primary tax payer. Creates a lot of confusion and back and forth emails helping them get logged into ProConnect's already subpar online organizer.

I have a 1099-R form with a code of 7 D.  It is an annuity but not an iRA account. With that information the distribution is taxable in the Illinois tax return. I am led to believe by certain AI websites that it is still possible to justify subtracting this income from being taxed in Illinois.  It seems to be related to retirement income.  What would I have to provide that would justify not reporting this income in the Illinois tax return.  The taxpayer is 85 and semi-retired.  [removed by moderator]

How/where do you input data from csv to update schedule d 

Intuit proconnect An unexpected error occurred while processing the return or creating the efile payload data. Problem occurred getting ef payload data. Problem occurred transmitting efile data

I have a client that contributed money to the Low Income Student Scholarship Program.  I need to add a K-70 to the return.  Where can I find the input for that?

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Ohio City 1st quarter estimate is calculating on generic form for Marysville.  How can I force it to be 0?  I have tried entering -1, adjusting income/withholding/etc.

According to Delaware House Bill No. 108 AN ACT TO AMEND TITLE 30 OF THE DELAWARE CODE RELATING TO PERSONAL INCOME TAXMODIFICATIONS SUBTRACTED FROM FEDERAL ADJUSTED GROSS INCOME2. For persons age 60 or older, amounts received, not to exceed $25,000, as pensions from23 employers, the United States, this State, or any subdivision of this State, or as eligible retirement income.24 c. d. For the purposes of this paragraph (b)(3):

How to fix this error message in Proconnect? If you are filing one or more State tax returns for a client, then by using a computer system and software to prepare and transmit your client's return(s) electronically, you consent to the disclosure of all information pertaining to your use of the system and software to create your client's return(s) and to the electronic transmission of your client's tax return(s) to the State in which you are filing the return(s) as applicable by law. US - Ref #2047158  

 I am working on a non resident North Carolina Individual tax return for 2025.  The taxpayer had passive loss carryovers from rental properties that are being utilized on the Federal return for 2025.  In ProConnect, I cannot get them to show up on line 11 Column B on the North Carolina's Form D-40 Sch PN.  I have checked to make sure my passive loss input is allocated to North Carolina.  Is there a way to override the NC amount or other input screens to check? Thanks 

I have a UK Taxpayer who became US resident on Jan 1, 2025.  He owned a UK fund pre residency and sold it in 2025.  Does he pay tax on the full capital gain or only on the gain allocated to the days he was a US resident? 

I've got a 1099-Combined from RBC Capital for a client. I understand how to do most of it, but I am unclear about Form 1116, foreign tax and what to put where. Here is the info:Page 1: 1099-DIV Box 7 - Foreign Income Tax Paid $986Box 8 - (see detail)Section - Foreign Income and Withholding SummaryQualified Dividend - $567Foreign Tax - $119Section - Foreign Source Income SummaryForeign Source Income Amt - $5886Foreign Qualified Dividend Amt - $3905Question 1 - Does the Foreign Tax Paid in Box 7 include the $119 listed in the Foreign Income and WH summary?Question 2 - Do I combine the Foreign Qualified Dividend of $567 with Foreign Qualified Dividend of $3905 for a total Foreign Qualified Dividend of $4472?Question 3 - Do I enter $5886 from Foreign Source Income Amount in the Total Ordinary Dividends box in the Form 1116 section?What is the "1099 Taxes" checkbox for?Any help appreciated!

ProConnect is pulling the real estate taxes entered on the 1041 as a Montana addition.  This would be right if it was Montana INCOME taxes, but these are real estate taxes.  How can I override this on the FID-3 - Schedule 1 where it is being pulled into total additions?

Client has an interim driver's license.I can't seem to get past ProConnect error messages that requires I enter the NY State-Issued PIN of 8-10 digits.  I have a CID but don't know where to enter it on the NY tax return and if that is the correct solution.Reading the error message, I don't think I can file until the new driver's license arrives.  But it appears that I can file an extension and send the money in.Thanks in advance, Christopher

In Proconnect Tax, check return, IRS Form 8606 stops at line 14, and I don't see any path to view page 2, lines 15-25a. Expected to see or enter a 0 for line 18 for a roth conversion, but I can't see this in Proconnect.Can I expect to see a Amount converted to Roth IRA field added to the input screen for Is this a bug? Is there a work-around? Why is the backdoor Rroth discussion not a longer discussion?https://www.irs.gov/pub/irs-pdf/f8606.pdfThank you in advance for your help!Gus.

Is there a way to update your settings so that the e-file confirmation letters have my time zone (Eastern), instead of Pacific time zone?

My client was issued 1042-S with income code 01 and exemption code 05. I have already entered the 1042-S in Proconnect tax but when I enter the same amount in Schedule NEC on line 2(c) Interest --> Others.  I get the below error. Can anyone guide on how to go about fixing this error?"For efile purposes, the tax rate on Schedule NEC, column (d) must be greater than 15.0% when the country of residence for the year is India and an amount is present on line 2c of the same column. US - Ref #46725"Thanks!

I have tried every way I can think of and worked with a support tech who looked over all of my input throughout the Fed and State returns and could find no issues but still we could not get this function to actually work.  Is this still a viable function?

Any assistance on where the input  is to populate disregarded entity information on Schedule I?