ProConnect Tax

tjwoods69Level 2

Intuit Link

How long do documents stay in Intuit Link? I'm wondering if I can leave retention documents there (i.e. W-2's, e-authorizations, etc) or if I still need to keep them in my own secure off site storage. 

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Petrie Level 3

patronage dividends

Where should 1099-PATR's be entered?

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Harry200Level 2

For a NJ Nonresident receiving an NJ K-1 with withholding, where does that withholding get entered?

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JayzuksLevel 2

1041 Filing

Hi All,Has anyone been able to file a 2022 1041?  I keep getting an error and the help desk said they do not have a date of when proconnect will open the filings of 1041s.....

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gary-garyholtlawLevel 1

Why isn't my CA withholding from a 1099-R not flowing to my Form 541? I have entered everything needed in the electronic filing section (Payer #, etc.) but no luck.

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vk51Level 2

Client filed form 3520, foreign person gift received to IRS. I want to include this into his personal tax return, where can I enter this information in proconnect

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MPGCPA444Level 3

Two or more health insurance premium sources are linked to multiple businesses for self-employment health insurance purposes. The program does not support linking ...

I filled in the marketplace 1095-A worksheet because they qualify for a partial credit, but I didn't enter the health insurance anywhere else in the return.  Last year they didn't qualify for the premium credit so I entered it on the Adjustments to Income worksheet.

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dgrenier2Level 1

Upon efiling the balance due date changed to april 18. how can it be changed?

please help

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davidwashingtonLevel 4

Form 1065 OTHER RENTAL not Self Employment

Other Rental on form 1065 is Not Self Employment Income but passive how to show

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tacticaltaxsolutLevel 1

SSA 1099. This form includes benefits paid in 2019 for 2019, for 2018 and 2017. Do I put the total on the 2019 return? Or amend prior returns with each distribution?

My client has not filed taxes since 2016. Since the payment occurred in 2019, do I only submit the full total paid on the 2019 return?Or do I seperate the distribution amount paid in 2019 for 2017 and 2018 and add those amounts to the 2017 & 2018 returns I am also working on?

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KTS2021Level 2

1099-DIV, foreign tax paid with country name "various"

Hello ProConnect Tax community!I have a 1099-DIV that shows Line 7 Foreign Tax Paid amount with the country being "various."   How do I enter the various to 1116?  I tried "-1" for various, but the dropdown did not like it.  So far I cannot show the 1116 (I selected to generate 1116 but does not show). Thank you!     

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jsaad18Level 2

Iagnostic error "Taxpayer's name is being truncated in the e-file. Shorten taxpayer's name..." when i shorten, IRS rejects it as name doesn't match IRS have on file.

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FASBCPALevel 2

ProConnect " keyword search " is a nightmare !

Dear ProConnect Engineers. In ProConnect, (left blue menu) Help menu keyword search function is a nightmare !How do you expect ---- paying subscribers ---- tax professionals to learn your ProConnect Tax program, if we can't find the instructions?But don't take my word, let me demonstrate how useless the help function is.I searched key words " Tax Benefit Rule. "  Below are the ACTUAL results.  You will notice -- completely irrelevant.Common questions about form 1099-R in ProConnect Tax.How are estates and trusts defined in the Fiduciary module?Common questions for Form 8962 Premium Tax Credit in ProConnect.A client who self-prepared returns "forgot" to depreciate her rental. The property was placed in service in 2018. Should I amend or file Form 3115?S-Corp late election - how to report payroll tax.With business expenses subject to the 2% adjusted gross income threshold, do I enter the full expenses on the schedule C? Or only the amount exceeding 2%?Determining the Name

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Gil PaduaLevel 2

Missing Locality Name in IN W2

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kdroederLevel 3

Is ID Form 402 available?

I'm preparing a multi-state return and see this message regarding the Idaho return: "The State of Idaho requires a PDF copy of Form 402 Idaho Individual Apportionment for Multistate Businesses to be attached to the return when there is business income on Form 43."  I don't see the Form 402 listed anywhere.  Is there a way I can get it in ProConnect, or do I have to pull it from Idaho's tax commission and manually create it?

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KTrafkaLevel 1

Why is my MFJ state of MA return is not showing spouse contribution to SS on line11b?

There should be up to $2,000 Social Security tax paid on line 11b of the State of MA return for the spouse.

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annbossojohnsonLevel 2

Amending returns not originally prepared in ProConnect

Hi-I need to amend a 2020 tax return using ProConnect that I did not originally process.  In order for me to amend it through ProConnect do I need to enter the details of each line item? Thank you-Ann 

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JLUCPALevel 2

Created a invitation to the link for a new client to upload his tax documents. He clicks accept and gets a mesage "we can't find anyone with myredduc@gmail.com"

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n1njahLevel 3

CA State Tax Refund Taxable/Nontaxable

Hello, question about state tax refundsClient received a refund and they itemized deductions last year. I'm trying to figure out if the refund is taxable, so I entered all items from Schedule A for 2021 in the State Refund Worksheet 'Amounts from 2021 Return'. The refund does not exceed the diff. between standard and itemized, does not exceed the the diff. between SALT cap & SALT paid. Sales tax was not deducted and for 'allowable general sales tax' in the worksheet I put the same amount as line 5a. Is there anything else to consider? Their AMT was zero and they had a nonrefundable CTC but I didn't enter this anywhere as of yet. The software is showing fully nontaxable but I'm still not sure.Thank you~

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ramon1Level 1

Is form 8962 the correct form to use when a client was reported in her Dad's 1095-A? Dad did not notify the marketplace she moved out and became a separate tax filer.

Error F8962-070 says she should've received her own 1095-A but she didn't.

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crubikLevel 2

What should I do with an RMD that was issued late through the brokerage's fault, not the taxpayer?

The taxpayer made several attempts to get the RMD from his 403B account with Fidelity and kept hitting brick walls.  Finally rolled entire account over and had new company issue RMD, but it is dated 2023.

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stamler23Level 1

What causes an investment interest adjustment to be included in income.

No text available

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gabcpa916Level 2

Taxpayer and Spouse Both Military Members with different states of residence

This is a technical system support question...I'm a retired AF Colonel so I understand the idiosyncracies of the tax code as it relates to military service.  I'm doing taxes for my niece who is in the Air Force as well as her husband.  She is a TX resident and he is a NC resident (I'll talk to him about that for tax purposes).  They are opting to file MFJ on their Federal Income Tax return.  I've been careful to identify TX (US) vs NC income separately when I input the data.  In the NC tax return that is produced, my niece appears as a resident of NC which she is NOT.  In the profile screen, I don't see anything that allows me to denominate my niece as a TX resident and her husband as a NC resident separately.  Is there anyway around that or do I have to do some "fake" returns to separate out the state activity separately?

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bryan-fliegelLevel 3

Getting a rejection on 1041 having to do with EIN and name control match. I talked with IRS and they told me the name control is first 4 of first name. help

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waynefinancialslLevel 2

How do you E-File without paying the taxes due? (without form 9465). Client applied for payment plan online, and website says to not file form 9465 if you applied online.

Like the title says, looking for a way that I can E-file without paying the clients tax liability. Client applied for payment plan online, and IRS website states to not file form 9465 if you are applying online. Is there another way to E-file without paying the amount that is owed?Thank you in advance

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