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Level 2
March 4, 2025
Question

"Dependent of someone"

  • March 4, 2025
  • 2 replies
  • 15 views

Under Client Info there is a spot for "Dependent of someone"

In completing a new client's return, the system calculates the taxes based on info provided.  WHY does ProSeries ASSUME that the client is a "Dependent of someone else"???????????????

If not checked yes or no, the system ASSUMES the client IS a dependent of someone else. This SUCKS!!! And there is no where to check as a Default - NO.  Only until the accountant checks the "No" box does the system then re-calculate the taxes refunded or owed - always LOWER.  thsi is a NUISANCE!!

Probably 90% of those filing returns are NOT a dependent of someone. So, why does ProSeries ASSUME that one IS a dependent of someone else??

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2 replies

IRonMaN
Level 15
March 4, 2025

That question has potential repercussions with things like some credits, otherwise it shouldn't pop up unless the taxpayer is under 19.

Slava Ukraini!
Just-Lisa-Now-
Intuit Community Champion
March 4, 2025

Those checkboxes need to be checked when a 1095A is involved, Im not sure Ive noticed it popup as a pink error/missing info otherwise.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
DuvidAuthor
Level 2
March 4, 2025

Thanks.  That is exactly when it happened - a 1095-A was entered.

Just-Lisa-Now-
Intuit Community Champion
March 4, 2025

The  Form 8962 doesn't compute for the 1095A until those boxes are checked. 

Its a hassle, especially if you forget to check them and dont notice them as being missing, then when they do get checked the bottom line of the return changes!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪