ProSeries Tax

Maryland Form 500DM - how is "Other Changes" calculated (Part C line 8)

We have a handful of clients who have MD K-1s that report an addition or subtraction but who wind up with a change to the addition or subtraction on t...

Forum|Forum|1 hour ago

California Can't File return after extension was filed

On two different clients, I e-filed their California extensions in April and made payments electronically. Now, trying to file their final returns is...

Forum|Forum|2 hours ago

120

NY State tax return being amended, how do I get the state ready for efiling.

NY State tax return being amended, how do I get the state ready for efiling. I’m good for the Fed to go, but NY still says not ready because it doesn...

Forum|Forum|3 hours ago

SC STATE RETURN NOT RECIEVING AN ACKNOWLEDGEMENT. WAS FILED ON 10/1/2026. IS ANYONE ELSE HAVE THIS PROBLEM?

I e-filed 2 returns on Thursday, October 1st. The federal got accepted the same day but the SC State return is stuck in limbo saying “ sent to irs”. I...

Forum|Forum|23 hours ago

483

Got an email re ProPartner Accounts Program

Long email, I could not understand it. What is this about?

Forum|Forum|5 days ago

713

Printing hassle

The list of forms needed for printing does not pop up. Instead I have to fish out all the forms one by one. This is super annoying.

Forum|Forum|1 day ago

301

ProSeries – How to handle suspended passive losses on related-party bargain sale/gift of rental property

I am preparing a 2025 MFJ return. The taxpayers transferred an entire rental property in a transaction that was part sale/part gift. One of the transf...

Forum|Forum|3 days ago

531

FORM 8826

For years I have been dreaming of having Form 8826 in the next years release. So far, none of my dreams have come true. I have several medical profe...

Forum|Forum|22 hours ago

241

How to back out of a capital gain transaction that was created to calculate payment needed for extension.

In order to pay estimated tax with the extension we filed for a 2025 1040 return, I entered what I knew to be the likely numbers in the actual transac...

Forum|Forum|2 days ago

692

Where to adjust for dividends reportable but not taxable in home state ?

Invesco High Yield is taxable on federal. There are some earning from state obligations that would not be taxable on state level. Where on the work...

Forum|Forum|1 day ago

262

Columbus, OH income tax return not reducing taxable income for under 18 taxpayer?

I have entered the W-2 Wages on page 2 under the under the age of 18 but get an error message.Even if I over-ride it, the wage amount stays the same o...

Forum|Forum|2 days ago

352

How do you get ProSeries to stop stating I don't have a Fast Path license, when I had one two days ago and once they finish messing with teh 2026 product. There must be something I can mark so I can file tax returns, sent out eSignature forms, et.

I filed a corporate return on Saturday with no issue. Today I am trying to send out an eSignature form so I can e-file and individual return. ProSer...

Forum|Forum|1 day ago

514

How do I electronically file VA individual return with multiple OST credits for a law firm partner who has a statement from the law firm with income and tax liability.

ref # 45535 indicates a need to provide copy of other state return and have it attached to the return. In VA, it is the same page for each state. Do...

Forum|Forum|1 day ago

231

FASTPATH EXPIRATION ERROR

I renewed months ago for 2026 and NOW I get a fastpath renewal prompt preventing e-filing. Please fix

Forum|Forum|1 day ago

181

Alabama Itemized deductions, tax

Yesterday this worked fine. Today I did a return and the federal itemized tax is limited to $10,000. On Alabama the program carried $10,000 as Real...

Forum|Forum|2 days ago

191

Scan and Import

I don’t see any recent threads on the Scan and Import feature and the old ones are not necessarily positive. Is anyone using this finding that it save...

Forum|Forum|2 days ago

312

IRS Refund site does not show efiled return was received

But it was efiled in March 2026. Client has not received the refund, but ProSeries shows “completed” for efiling. Any advice?

Forum|Forum|4 days ago

541

Client Presentation list of all options

Is there a way to view all of the Personalized Tax Advice so I can de-select the ones i font want?TIA

Forum|Forum|7 days ago

281

how do I reset the printer to one page and NOT two sided printing?

Where do I reset the print routine to one page. I do not want to print on both sides.

Forum|Forum|2 days ago

221

does turbotax allow a download of 1099b from Schwab into a 1040 return? I file a 5227 for a Charitable Remainder Trust, i have always mailed a paper copy, the IRS seems to want an electronic copy, how do I do this?

Help

Forum|Forum|5 days ago

602

How do I change from a 50 return Pro Series license to a 20 return license? When I try to renew to the lesser, it keeps denying me the request.

When I attempt to renew to a 20-return license for 2026, I get an error message. Apparently because I had a 50-return license in the past, I cannot re...

Forum|Forum|4 days ago

431

MN TAX PREPARER

A client comes in. His son moved to MN and lived in Minneapolis for 2025. Other than federal and MN state tax return, he asked me to file Mn renter's...

Forum|Forum|7 months ago

662

How do I transfer client information/files from an old computer using Windows 10 to a new one using Windows 11?

How do I transfer my client tax information from and old computer using WIndows 10 to a new computer using Windows 11?

Forum|Forum|4 days ago

512

NC-D407 NC TRUST/ESTATE RETURNS ELECTRONICALLY FILEABLE

Please add to the ProSeries Professional program the ability to electronically file the NC D-407 in 2024

Forum|Forum|1 year ago

553

Tips for efiling 33 state returns with a federal form 1040

Any advice or tips on how to efile 33 states with a Form 1040? Should I batch them or send them all together. Any guidance would be most helpful! t...

Forum|Forum|7 days ago

612

Featured

October 15 Extended Filing Deadline for ProSeries Tax is Almost Here!

Form 1041 Extended Deadline Is Right Around the Corner

📣 Notice: Scheduled Maintenance for ProSeries – August 30

Recent Posts

Maryland Form 500DM - how is "Other Changes" calculated (Part C line 8)

California Can't File return after extension was filed

NY State tax return being amended, how do I get the state ready for efiling.

SC STATE RETURN NOT RECIEVING AN ACKNOWLEDGEMENT. WAS FILED ON 10/1/2026. IS ANYONE ELSE HAVE THIS PROBLEM?

Got an email re ProPartner Accounts Program

Printing hassle

ProSeries – How to handle suspended passive losses on related-party bargain sale/gift of rental property

FORM 8826

How to back out of a capital gain transaction that was created to calculate payment needed for extension.

Where to adjust for dividends reportable but not taxable in home state ?

Columbus, OH income tax return not reducing taxable income for under 18 taxpayer?

How do you get ProSeries to stop stating I don't have a Fast Path license, when I had one two days ago and once they finish messing with teh 2026 product. There must be something I can mark so I can file tax returns, sent out eSignature forms, et.

How do I electronically file VA individual return with multiple OST credits for a law firm partner who has a statement from the law firm with income and tax liability.

FASTPATH EXPIRATION ERROR

Alabama Itemized deductions, tax

Scan and Import

IRS Refund site does not show efiled return was received

Client Presentation list of all options

how do I reset the printer to one page and NOT two sided printing?

does turbotax allow a download of 1099b from Schwab into a 1040 return? I file a 5227 for a Charitable Remainder Trust, i have always mailed a paper copy, the IRS seems to want an electronic copy, how do I do this?

How do I change from a 50 return Pro Series license to a 20 return license? When I try to renew to the lesser, it keeps denying me the request.

MN TAX PREPARER

How do I transfer client information/files from an old computer using Windows 10 to a new one using Windows 11?

NC-D407 NC TRUST/ESTATE RETURNS ELECTRONICALLY FILEABLE

Tips for efiling 33 state returns with a federal form 1040

ProSeries Tax

Featured

October 15 Extended Filing Deadline for ProSeries Tax is Almost Here!

Form 1041 Extended Deadline Is Right Around the Corner

📣 Notice: Scheduled Maintenance for ProSeries – August 30

Recent Posts

Maryland Form 500DM - how is "Other Changes" calculated (Part C line 8)

California Can't File return after extension was filed

NY State tax return being amended, how do I get the state ready for efiling.

SC STATE RETURN NOT RECIEVING AN ACKNOWLEDGEMENT. WAS FILED ON 10/1/2026. IS ANYONE ELSE HAVE THIS PROBLEM?

Got an email re ProPartner Accounts Program

Printing hassle

ProSeries – How to handle suspended passive losses on related-party bargain sale/gift of rental property

FORM 8826

How to back out of a capital gain transaction that was created to calculate payment needed for extension.

Where to adjust for dividends reportable but not taxable in home state ?

Columbus, OH income tax return not reducing taxable income for under 18 taxpayer?

How do you get ProSeries to stop stating I don't have a Fast Path license, when I had one two days ago and once they finish messing with teh 2026 product. There must be something I can mark so I can file tax returns, sent out eSignature forms, et.

How do I electronically file VA individual return with multiple OST credits for a law firm partner who has a statement from the law firm with income and tax liability.

FASTPATH EXPIRATION ERROR

Alabama Itemized deductions, tax

Scan and Import

IRS Refund site does not show efiled return was received

Client Presentation list of all options

how do I reset the printer to one page and NOT two sided printing?

does turbotax allow a download of 1099b from Schwab into a 1040 return? I file a 5227 for a Charitable Remainder Trust, i have always mailed a paper copy, the IRS seems to want an electronic copy, how do I do this?

How do I change from a 50 return Pro Series license to a 20 return license? When I try to renew to the lesser, it keeps denying me the request.

MN TAX PREPARER

How do I transfer client information/files from an old computer using Windows 10 to a new one using Windows 11?

NC-D407 NC TRUST/ESTATE RETURNS ELECTRONICALLY FILEABLE

Tips for efiling 33 state returns with a federal form 1040

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