ProConnect Tax

This was the original answer back in ‎August 04 2021 12:53 PM For efiling, just keep copies pf the signed 8879 in your file and efile. No upload needed.For paper returns you have to send the original signed form-not a copy.The more I know the more I don’t know.Is this still the case now in 2026?

I am working on a NJ Form 1041 return.  Line 18 - Exemptions is supposed to be populated with $1,000. I am not seeing this on my return. Any one knows how to troubleshoot this issue? 

I've read all of the help articles and even though my client was a resident of Alabama for only 3 months, all of his federal income is being allocated to Alabama.  The return is multi-state, he's marked part year resident, and I have two line items for W-2 income.  US income is $79,550 (earned in WA) and $38,634 is listed for Alabama.  But Alabama is showing up in the return as the total.  I'm at a loss!  

Can I create a return for my firm's books using the Prep for Taxes feature in QuickBooks Online Accountant? At this time, you can't use Prep for Taxes for your firm's books. What workaround do you have for this stupid limitation? Does this mean I have to manually input data for my own return? 

Set in an extension electronically with payment of tax. I can not view the form I sent in.

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Hi, Multi-state return, PA resident. PA state wages are higher than Federal wages because of PA state law differences. I entered the PA state income amount in W2 Box (16) State wages, if different.I'm getting Critical Diagnostic "Input has been made in the input field "(16) State wages, if different". This input field should only be used when taxable state wages differ from the amount reported on the federal return due to law differences. For example, when a state does not allow wages to be decreased by 401K contributions. To allocate amounts earned from state sources only on a part-year or non-resident state tax return, check the "Multi-state" box in client information, then input the state source amount in the input field "(1) Wages, tips, etc". To report an amount on the non-resident state return, but not the federal return, enter "State" in the source column. This diagnostic will not impact your ability to e-file the return. US - Ref #20043"   According to

I have a 30% share in a Grantor Trust that sold a piece of land in 2025.  How do I enter my share in ProConnect?

I have a K1 from an S-corp which has the total W2 wages, but I can't find where to enter that info into ProConnect. Do I treat it like any other W2?

Where does one best enter the data related to the installment sale of a rental property? For the rental property, disposition is entered in the Depreciation screen, Disposition tab. This gives the depreciation expense for the property for the year sold (up to the sale date, though I find that it miscalculates). Farther down in that screen is a section for installment sales, but it seems incomplete. Should I leave this area blank and put all the installment sales data into the Dispositions / Schedule D entry screen? Will a disposition entered here interfere with the disposition shown in the Depreciation section, in the tab for the property sold? Overall advice on this would be appreciated.If the installment data are to be entered in Dispositions / Schedule D, it would appear that there is no ability for the software to take data to calculate the years the proceeds will be received. So, is this is all to be manual calculation and then entry year-by-year here?

I need assistance with a 1099R distribution code T. Neither box 10 allocable to IRR within 5 years or box 11 1st year of designation Roth contribution noted. I put  negative 1 in taxable amount as distribution made due to death to stop taxability. What is happening is it is reducing taxpayers basis on 8606. Since it was a Roth IRA with $6938 he withdrew from the death of his Mom in November how do I get it to not reduce his contribution  balance on 8606. Any thoughts on how to get it from posting to 8606?

How can I enter the MD Two-Income Married Couple Subtraction in Proconnect? and also is there an income limit for eligibility?

I have a client, a married couple, for whom I jointly filed a return a few years ago. They soon decided that they preferred to file separately. So, now I have one client with two MFS tax returns each year. Unfortunately, however, uploading their documents has become a nightmare. I would prefer that I have two separate clients with separate Intuit Link accounts for separate uploading. Is there a way to copy one of their 2025 tax returns to a new client so that the couple are truly separated with respect to Intuit Link and uploading?

Hi everyone,I’m working on an Individual 1040 return where the taxpayer received a 1099-C for $10,193.50. The taxpayer was insolvent immediately before discharge.Here’s what I’ve entered:1099-C entered under Income → Cancellation of DebtInsolvency exclusion checked off on Form 982Total amount of discharged indebtedness excluded from gross income entered as $8,059Form 982 is generating properly. However, Schedule 1 Line 8c is still including the full $10,193.50 as taxable income. There is no negative adjustment flowing through, and the 1040 is taxing the full amount.I also tried entering a negative amount in Other Income (as suggested in a previous community post), but that generates a critical diagnostic error because NJ-1040 does not allow negative income entries.Has anyone experienced this? Is there an additional step required to properly link the 1099-C to the Form 982 exclusion so the insolvency exclusion flows to Schedule 1 correctly?Thank you in advance for any insight.

This tab, which is next to "Tax Returns 2025" is worthless.Am I reading this correctly that it includes both e-filed and extended?Would be infinitely better if I could see what returns were actually e-filed versus not.How is anyone using these tabs to manage their work?Even the tab under "By return status" E-filed doesn't give correct results. Currently it shows only three returns have been e-filed. It indicates that I have 1 individual and 1 1120-S, when the list shows 2 individuals and I know I have dozens and dozens more.Thanks in advance, Christopher

Does anyone else find it difficult to drag and drop questions or document requests in the Client Questionnaire and Document List settings, in Organizer Templates, in order to sort them into the order you want?Sometimes my move sticks, sometimes it doesn't. Sometimes it just swaps with another item where I don't want it to. The mechanism is just clunky and I was having a hard time setting up my questionnaire, in particular.

My ProConnect doesn't have the ability to enter information from box 12 from a K-1 on a partner's individual return. Am I missing something? 

Hi everyone,I’m running into an EF diagnostic in ProConnect that I haven’t been able to resolve and would appreciate any guidance.I am preparing a 2025 Form 1040 with a Form 5471 for a foreign corporation. The corporation does not have a U.S. EIN, so I selected “Foreign US” and entered a reference ID number.However, I keep receiving the following error:“Form 5471 #1: The identifying number of the Foreign Corporation is invalid. US - Ref #2017955”Here’s what I’ve already tried:Entered a valid reference ID (letters and numbers only)Left EIN as “Foreign US”Ensured no duplicate 5471 entriesRe-entered the form from scratchConfirmed foreign address and country are correctRemoved any U.S. address fieldsDespite all of this, the error persists and is preventing e-filing.Has anyone encountered this issue before in ProConnect?Is there something specific about the reference ID format or another field that could be causing this?Any help would be greatly appreciated.Thank you!

Hello,I have a client who filed 2023 and 2024 as a Resident Alien - Form 1040, but he has failed the physical presence test for the last five tax years - we must now convert his original "self-prepared" return from Form 1040 to a Form 1040-NR by filing a 1040-X for TY 2023/2024. Is there a way to do this in ProConnect?  I've spent all weekend trying to do this and cannot get Column C totals to reflect the correct pro-rata wages for work conducted remotely from another country.  It would be good to get feeback from the "ProConnect Experts" on here - I'm thinking it cannot be done in ProConnect, but any and all feedback is appreciated.

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I Want to enter a comment to appear as a statement in the filed state tax return.  I see comments, but those do not  show in the filed return.

When I try to import directly from one return to another in ProConnect, I get the message "The Partner's K-1 is not available for the selected return." at the bottom of the screen where the digital assistant says I should have "A 'Select a Partner (or Shareholder, etc.) for selected return' section will appear - the individual client name(s) and SSN should be displayed and automatically selected." I'm in the return for the partner and have verified the name and SSN matches. I am experiencing this over multiple - actually, I have yet to have the feature work over multiple attempts. What am I doing wrong?

Where to input Maryland state estimated tax payments for Quarter 1,2,3 & 4 for tax year 2025 under Federal and State module to take deduction and credits for.

PASSTHROUGH K-1 ENTRY ON 11E FOR 1041, WHERE CAN I ENTER IT?

I e-filed the 2025 tax year 1040 on 03/28 after previously filing an extension. Both the extension and the original return have been accepted by the IRS and the state. I am trying to create and e-file a superseding return in ProConnect, and it's forcing Form 1040X to be created and printed. I tried two waysCopy original return> Misc Forms>Amended Return (1040X)/Superseded return> Check Box Superseded return (Amended return is not checked). The system creates a critical diagnostic error with a recommendation to select an amended returnAmend return>Misc Forms>Amended Return (1040X)/Superseded return> Check Box Superseded return (Amended return is not checked)The critical diagnostic error mentions that 1040X must be included in the superseded return. Is this correct behavior?