PROSERIES - FORM 3468 FOR INVESTMENT ENERGY CREDIT - NOT CALULATING 30%

Forum|Forum|3 months ago
July 8, 2026
2 replies
84 views

I have a 2025 personal 1040. 1065 K-1 passed through energy basis property qualifying for 30%. I properly answered all the questions on 3468 part I as well as put basis information in part VI, line 3. However, proseries is only calculating 10% on part VI, line 3b which is incorrect based on the answers. I over road the part VI 3b to 30% however it got rejected back via irs e-file.

I messed around with 3468 and IF I change the start date to 2024, I get the 30%. However, this is NOT correct based on current tax law. I can still have a start date in 2025 as long as all other factors are met & the are. Hence, there seems to be a proseries scheme error.

Has anyone else run into this??

Scott

ProSeries Professional

Kathi_at_Intuit

Moderator

Hi @spirinet thanks for posting in the Community about Form 3468 not calculating correctly. We’d look at the instructions to see if there's anything that might explain why the 30% works for 2024 but not for 2025. If there's nothing there to explain it, then we'd submit a calculation challenge for ProSeries. Please be sure to include the IRS instructions or publication you used to do your calculation.

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sjrcpa

Level 15

Yes others have run into it. https://proconnect.intuit.com/community/*/*/*/00/348263

EDIT: But I see now that was in Lacerte. Oops.

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

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