ProConnect Tax

How to upload documents to send to clients via Intuit link in ProConnect Tax Online? 

If the ISO stock is included in wages must the info on form 3921 have to be entered also?

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how do i input sale of rental property in PreConnect

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Taxable income is $4,291.  Tax before credits is $17,131 - something is wrong with the calculation.

Electing to take the $300 charitable contribution deduction on the federal return seems to force the Kentucky return to take the standard deduction even though there are enough deductions for Kentucky to itemize-- anybody know a way around this??

This questions is a bit in the weeds.  Preparing a return that has a modest amount of investment interest expense.  Taxpayer has adequate non-qualified dividends and other investment income to cover the investment interest deduction and so no need to file Form 4592.  Proconnect Online seems to be handling that part fine.  However, on the back of Schedule D, Line 20, you are directed to either complete the Qual Div and Cap Gain Tax worksheet when no 25% or 28% gains and not required to file Form 4592 (which is this taxpayer's situation); otherwise you default to a No check box and prepare the Schedule D Tax Worksheet.  Although the taxpayer meets the Yes conditions, Proconnect is checking the No box and preparing the Sched D Tax worksheet.  There is no change to the tax calculated because the Schedule D Tax worksheet shows that no qualified dividend income is being used to cover the interest expense deduction and so the tax calculations are the same for bot

This is for a couple how are no divorced and I need to separate their returns that are linked to one customer account in Proconnect.

I WANT TO PRINT 1040NR, SCHEDULE OI WITH PDF FILE.BUT SHOW " DO NOT FILE" ON THE 1040NR.HPW CAN I DELETE IT FOR SUBMITTING  IT TO MY CLIENTS?I DON'T WANT TO MASK IT ON THE 1040NR, SCHEDULE OI.

Cousin is an adult, but only earns Social Security benefits. Does qualify as a dependent.

I am trying to Populate form 1128

when it requires a 2nd page

I see where I can enter the information from the 1098-T, however I do not see where the client can send it through Intuit Link or where I can add it.

When computing state depreciation, salvage value is not reducing the Cost basis used in federal Direct input. I cannot understand why there is a difference in federal and state depreciation when both should be the same. Is there a way to change the salvage value for state input?

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Hello everyone,I am working on duplicating a 2019 Form 1041 Complex Trust using ProConnect and H&R Block software to see if I can come up with the same numbers for all of the forms and schedules.*The Trust is paying the income tax on dividends, interest and capital gains, not the beneficiaries.In this case, is there any need to include three beneficiary Schedule K-1 with no numbers?In the 2019 completed Tax return copy that I am reviewing, I see three Schedules K-1 beneficiaries with no numbers on them.My guess is that there is no need for the K-1s if the Trust is paying the tax.ProConnect would not allow me to generate K-1 ones with no numbers, since I think having K-1 means the income is distributing to the beneficiaries, which in this case, it is not.Please advise and comment.  Thank you!Sui  

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Hi,In 2020, The IRS waived the 10% penalty on IRA hardship withdrawal and allow tax to be deferred for 3 years. Pro-connect still calculate the penalty and bring it over to the 1040. I would need help to override it. thanks!

For every client I after I send an email request, it sets up a tax file under tax returns which presumes this will be an amended return?  I am beyond confused.

I don't see an option for the Form 1099-NEC. My imports are only to a 1099-MISC form. Does this matter?

My Efin is approved.  The only thing missing is an entry for this EIN, but there's no asterisks by it so don't think it's mandatory.  My social security number doesn't work in there.  Error message won't go away.