I have a Connecticut 1120SI that I have prepared, and I cannot get the ordinary income/loss to appear on the CT-K1 in Proconnect. I even created a second test return and an getting the same result. Is there anyone who uses ProConnect in CT that might be able to assist me? Daniel L [Phone Number Removed]

My clients want to file their federal returns now to get the federal returns, but they want to wait on the state returns to avoid having to possibly file an amended state return.I want to know if the delay between filings will incur another charge from proconnect?thanks, K.

I'm able to print the Texas Franchise Reports in Proconnect, but I'm not able to electronically file any of them.  Does Proconnect support electronic filing of these forms?  I read that I could not e-file them in Proconnect but I wanted to check and see if that's true.

How do I get Pro Connect to distribute cash from 1099R and other income to k-1s?  

ProSeries has a 1098 entry form with a field that allows you to connect the data to the proper schedule (A if a personal residence, E if it is a rental, etc). Does ProConnect have this? Or do you just enter the data into interest box in the schedule entry form? 

How do you correctly enter apportionment of sales for MA state on an 1120S? For example, $5 million total sales, but only $500k in sales to MA customers.

I have a client who sold there home last year and moved out of state to be closer to family. She had a reverse mortgage on her home (CA) that had been in place for years. Once the home was sold there was no value to her at that point, but she did receive a 1098 with a substantial amount of interest paid showing in Box 1 of the form. Based on reading of the subject matter this is all deductible on the Schedule A, but I wanted to make sure that is correct since it will in essence wipe out all of her taxable income for 2025.

Is there a way to force a schedule 1-A phase out worksheet?

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Why doesnt the software generate Ohio IT-NRC? 

My client has been renting out a portion of their home since 2011, and after switching over to me in 2026 we’ve just realized that no depreciation has been taken from 2011 through 2024. The 2025 tax year would be the first year depreciation is reported as my new client. The home was inherited in 2006 with a FMV of $220,970. Based on the city’s property tax assessment, the value is allocated 50% to building and 50% to land, so $110,485 each.They began renting 31% of their primary residence in 2011.Here’s how I’m thinking about it:Depreciable building basis: $110,485Rental-use portion (31%): $34,250 (approx.)Using 27.5-year residential rental property, full-year depreciation would be about $4,017 total building depreciation, and 31% of that equals approximately $1,245 for 2025.A few questions:Are my calculations correct based on the facts above?Since depreciation was missed from 2011–2024, I believe we need to correct this using an adjustment (Form 3115) rather than amending prior r

I am preparing a 1040 for PA residents with interest, dividends and capital gains income earned by taxpayer, spouse & joint. There is supposed to be three Schedule As, Bs and Ds but Proconnect is only generating one of each and marking it all as joint. Note each source of income is coded properly for each.

Has anyone encountered not being able to efile ca estimated taxes? I don't see the Estimated Payment Wizard in the efile screen.

The beginning balance of NJ AAA is incorrect and needs to be adjusted, but I don't see how to do this in Pro Connect

Hi everyone,I’ve noticed a few discussions regarding the Critical Diagnosis warning in ProConnect Tax (PTO) for Form 1065.I understand that if an LLC Partnership meets all four conditions in Question 4 of Schedule B, filing without Schedules L, M-1, and M-2 is a legitimate option under IRS regulations (all zeros).The PTO warning appears to be a software configuration safeguard rather than a reflection of IRS filing requirements; the IRS will accept these returns as long as the conditions are met.Has anyone found a preferred way to "clear" this diagnosis in the 2025 module without unnecessarily filling out the schedules? I'd love to hear how you're handling this for your clients.Thank you,

I am amending a 2023 tax return for dependent care credits, originally filed in ProConnect. I've followed the instructions to select amendment and am about to file, however there are a few issues:1. An error is popping "Form 1040: Form 1040-X is included in this return. This return must be e-filed as an amended return. Please use E-file Amendment options in the File Return. US - Ref #55205"2. How should I be doing this if a superseded return? What is the difference?3. The amended forms when I view "Check Return" do not include any income items - just tax items, since the tax was the only item that changed. Will this be a problem/4. I want to roll the $1,200 refund (dependent care credit) to 2025, however the return appears to only allow 2024. Can this be changed?5. There are multiple suggestions that are confusing:"E-file of Form 1040-X for tax year 2023 is only allowed when 1) the original return for tax year 2023 was e-filed and 2) no more than 3 Form 1040-X Amended Returns

Form 8990: Form 1120S, Schedule B, question 10 is checked "No," indicating that Form 8990 is not required. However, Form 8990 has been generated with this return. If Form 8990 is required, review the entries in the "Other Information (Schedule B)" screen and make the appropriate entries. US - Ref #52986

Taxpayer has a complex trust with items flowing to the individual via the K-1.There is a small foreign tax credit on the brokerage account (dividends), and it isn't clear how to get it to be entered in the software to flow on the K-1. Any help appreciated.

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

when with this be ready

I have a small business owner (gross receipts well under $25M per year) that sells physical goods. Their P&L reports COGS to me and they file taxes on a cash basis. I understand there is a way for them to report COGS as non-incidental materials and supplies (NIMS). My question is: how should I be entering this into Proconnect? Option 1: Enter the COGS as an expense on the supplies line 22 of schedule COption 2: Enter the COGS as materials and supplies on line 38 in part III of schedule CAre there other reporting requirements for this taxpayer that I need to be aware of, such as lines 35 or 41 in part III of schedule C or filing? This is the first tax year of them having these expenses. Thank you for your help!  

First go round with ProConnect and also first time reporting a client DAF contribution. I believe I have it all completed correctly within the deductions screen. The final Schedule A looks correct and the form 8283 is populating.My questions are around actual logistics and reporting:-Who signs the form 8283? The DAF is with Schwab Charitable, I assume they don't sign?-The client provided a letter from Schwab Charitable detailing the gift (appreciate LT public stock). Does this need to be submitted with the tax return? If so, how do I do that in ProConnect?-How much information on the securities donated is required to be entered? I have a list of the 10 or so stocks and market price at time of donation and that they are long-term, but I don't know the exact acquisition date for all of the stocks or the basis. Is that required to be listed?Again this is my first time entering a DAF contribution so there might be other things I am missing as well. Thanks!

Hello,For some reason, Box 20 on the K-1 is populating with Code AJ – Aggregate Business Activity Total Deductions.I need it to reflect only Code Z – Section 199A Information, specifically showing:Section 199A Information (Code Z) – Income Items (Non-SSTB)Can you please advise how to suppress Code AJ and ensure that only Code Z (Non-SSTB income items) is reported?Thank you.

My client makes deliveries for Instacart and received a 1099-NEC. I entered the 1099-NEC information in the Form 1099 tab of the SS Benefits, Alimony, Misc Income section. I also entered the amount of Box 1 that are tips into the Cash Tips box on the next line. The tips data does not flow to Schedule 1-A. As a test, I transferred the tips amount to the OT compensation box on the next line, and that does flow to the OT section of Schedule 1-A.Does anyone know how to get the 1099-NEC tips to flow to No Tax on Tips section of Schedule 1-A?

The software is not accepting the expiration date of my driver's license. I keep getting an error message on the expiration date. The issue date 12/04/2025 and the expiration date is 09/10/2033. The system keeps saying the expiration date comes before the issue date. Why is it looking at the month and not the year?