October 16th Deadline Preparation for 1040 & 1120 and CA Disaster area filers
As the deadline quickly approaches we have put together some resources for the most commonly asked questions to help get you through. For important information to see when the returns are due see Individual Return Deadline and Perfection Periods or Business Return Deadline and Perfection Periods
If you have not logged into ProSeries lately these articles will help with common login errors:
Most common answers:
- Check here for delayed acknowledgments.
- For help resolving e-file rejection F8962-070 see Entering Form 1095-A, 1095-B or 1095-C health coverage
- For help resolving e-file rejection IND-181-01 see Understanding the Identity Protection PIN on the Federal Information Worksheet
- Need to lookup, or enter Federal and State Interest Rates? See How to enter Federal and State Interest Rates.
- Need to attach a PDF to the e-filed return? See How to attach a PDF to a tax return for e-file
- Need help with entering a 1099-B see Methods for entering stock transactions for the Schedule D
- For information on entering most 1099 and 1098 source documents see: Where to enter amounts from Form 1098 and 1099 in ProSeries
- For information on entering most K-1's in the 1040 return see Using the Schedule K-1 Worksheets in a individual return in ProSeries
- Resolving balance sheet errors in the 1120 see Schedule L: Balance Sheet is Out of Balance Form 1065 1120S 1120 Or 990 Part X
- For help with the FBAR forms see Electronically filing Form 114, Report of Foreign Bank and Financial Accounts in ProSeries
- For help entering foreign income (other then from a k-3) see Entering income for the Foreign Tax Credit Form 1116
- For help with a 1031 exchange on the 8824 see Completing a Like Kind Exchange for business returns in ProSeries
For common questions filing your California returns see:
- Disaster area tax extensions
- California PTE tax in ProSeries
- California Individual Shared Responsibility penalty
- Common questions about California Middle Class Tax Refunds
- Generating and e-filing a single member LLC
