Level 4

Question

Has anyone else experienced Proseries basic randomly checking the box to make social security benefits exempt?

Forum|Forum|1 year ago
April 9, 2025
5 replies
52 views

No text available

Business

Level 3

Is the taxpayer address in any of the listed countries where a US citizen is a resident? The program may be keying off the address.

sjrcpa

Level 15

Is it saying he lives in Italy?

https://accountants.intuit.com/community/proseries-tax-discussions/discussion/serious-pet-peeve/00/327734

The more I know the more I don’t know.

abctax55

Level 15

(Susan.... thanks for the laugh 😉

HumanKind... Be Both

Just-Lisa-Now-

Intuit Community Champion

I didn't know there was a box, when would SS benefits be exempt?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

J

JD2Author

Level 4

There are countries that have treaties with the US that allow SS to be exempt.

In ProSeries Basic the box is on the SS income entry worksheet.

I swear the program randomly checked the box on 3 returns ( so far) I prepared…

I admit I should have noticed in review but …..**bleep**!

U

Useacpa

Level 2

Yes it happened to me, on Proseries Professional which cost me over $3K.

On my own MFJ 1040 return. I got a bill from IRS for $700 + int.

B

borinquenfs

Level 3

I did and lost my clients....one said after 15 years doing his taxes that I did not know what I was doing. It is worth checking everything 3 times. Even if it takes you longer....

Just-Lisa-Now-

Intuit Community Champion

I checked it for one by accident this year, I must have bumped the space key when tabbing through.

I caught it as soon as it happened though!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

B

bbackues

Level 3

Yeah, happened to me. I can only assume I checked that box by accident. But worse, I should have caught it though when comparing to last year.

ljr

Level 9

maybe move the box from the very top of the worksheet to the bottom so when you start your input you are actually on the line for amount received. We had one as well, but we were able catch it before it was filed - the 2-year comparison did not make sense.

Just-Lisa-Now-

Intuit Community Champion

the 2 year comparison has saved me more times than I can count! Ive never accidently marked that box, but I have accidently missed the SS income if the client didnt bring the form, that 2 year comparison saved me!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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