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Level 1
January 21, 2023
Question

Seeing the Schedule A detail

  • January 21, 2023
  • 1 reply
  • 6 views

I am new to ProConnect this season and I am having trouble with a couple of tasks.  First I don't know to verify that a document upload worked (1098 Mortgage Interest).  The software is giving me a prompt that says it imported however when I calculate the return it is defaulting to the standard deduction which wouldn't be the case if the import had worked.  

Also, is it possible for me to see the Schedule A at any time so I can verify its comparison to the standard?  I am sure I am just missing a button somewhere that would let me compare but I can't find it.  

Thanks for your help!!!

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1 reply

George4Tacks
Level 15
January 22, 2023

Check Return > Forms (then click All) > US > Scroll down to see Schedule A (or any other form you want to see.)

Answers are easy. Questions are hard!