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    • How do I properly enter the disposition from rental to primary in Pr...

      In 2023 taxpayer moved into rental home. Home rented since 2017. ZERO days rented in 2023 (proseries is giving an error on Schedule E saying must be at least 15... read more
      EDESP New Member
      ProSeries Professional
      posted Apr 25, 2024
      Last activity This widget could not be displayed.
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      0 1

  • Please simplify entity extensions

    Preparing 990 and 990t extensions forms 8868, and forms 8879 te. I have to check this and uncheck that and go here and go back there just to get it to work. Why... read more
    PATAX Level 15
    ProSeries Professional
    posted Apr 25, 2024
    Last activity Apr 25, 2024 by IRonMaN
    11 6

  • What to do about missed 2023 IRA requiured minimum distribution (RMD...

    ​What procedures need to be done when a taxpayer missesgettheir 2023 IRA RMD, (required minimum distribution)?The IRA was transferred from one brokerage firm to... read more
    mikeburg Level 2
    Quick Employer Forms
    posted Mar 17, 2024
    Last activity Apr 25, 2024 by qbteachmt
    11 5

  • IRA RMD not made in year of death administrative waiver?

    Issue: Deceased person usually takes Trad IRA RMD in October. IRA Owner dies before instructing bank to issue RMD. Multiple beneficiaries attempt to submit pape... read more
    Penumbrook Level 2
    posted Dec 19, 2022
    Last activity Apr 25, 2024 by qbteachmt
    2 8

  • Inherited IRA, Non Spouse

    Inherited IRA, Non Spouse Client died, age 94, left IRA to brother, age 87. Brother converted to an inherited IRA. Theres no 10 year option when someone... read more
    Level 15 Just-Lisa-Now- Level 15
    ProSeries Professional
    posted Nov 10, 2022
    Last activity Apr 25, 2024 by qbteachmt
    7 8

  • The form 3514 EIC with CAFTB calculate wrong-BUG

    Tp has two dependents : one is 20 years and one is 24 years by the end of 2023On the fed, we coded the child 24 years as no qualified child for EIC and other ch... read more
    Mybesttaxservice Level 4
    ProSeries Professional
    posted Apr 5, 2024
    Last activity Apr 25, 2024 by Mybesttaxservice
    6 9

  • PA revenue department notices and form 1630 underpay penalty.

    I have had several at least 5 now in the past week and month whereby client gets a letter from the pa dept of revenue. The letter is somewhat confusing and word... read more
    Liesal Level 4
    ProSeries Basic
    posted Apr 25, 2024
    Last activity Apr 25, 2024 by PATAX
    0 2

  • California Form 3522

    I filled out the California Form 3522 and requested electronic payment of the $800 annual fee on April 15, 2022/ The Client Letter indicates that this is an est... read more
    Ghaber01 Level 1
    ProSeries Professional
    posted Mar 1, 2022
    Last activity Apr 25, 2024 by frank2236
    1 4

  • 1040X Direct Deposit

    When can I expect Proseries to add a direct deposit option to form 1040X?
    ASCPA Level 2
    ProSeries Professional
    posted Feb 13, 2023
    Last activity Apr 25, 2024 by Liesal
    18 14

  • 2023 Lacerte Tax Program Update is Live and Available for Download (...

    Latest Update: Version 44.0425Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature en... read more
    Moderator IntuitCharlene Moderator
    Lacerte Tax Release Letter
    posted Sep 28, 2023
    Last activity Apr 25, 2024 by IntuitBenD
    1 43

  • allow efile of virginia amended return

    Virginia allows for amended returns to be electronically filed; however, ProSeries does not offer this option.
    JJB1124 Level 2
    E-Filing Individual
    posted Nov 14, 2023
    Last activity Apr 25, 2024 by IRonMaN
    15 7

  • ProConnect no longer free?

    Will ProConnect no longer be free in 2025 for the 2024 tax year? I received an email saying that I will have to spend $99 per year (which isn't a lot, but it do... read more
    gystbookkeeping- Level 1
    Practice Advice
    posted Apr 25, 2024
    Last activity Apr 25, 2024 by IRonMaN
    7 3

  • Sale of main home converted to rental property

    ​I have a client that had a primary residence and converted it to rental property. They qualify for the exclusion with the ownership & use tests. I calculated t... read more
    Dottie Fauci Level 2
    ProSeries Basic
    posted Apr 24, 2024
    Last activity Apr 25, 2024 by PATAX
    20 5

  • Understanding User Access for ProConnect Tax

    Does anyone have any alternatives to using ProConnect Tax? Intuit has consistently rolled out price increases annually. Now by adding a subscription-as-a-servic... read more
    APC2 Level 1
    posted Apr 25, 2024
    Last activity Apr 25, 2024 by IRonMaN
    3 3

  • Client Report Tax Strategy Difference

    The Tax plan report, year over year page currently show the difference between the 2024 before and after strategy. However, the figure it reports as Strategy ta... read more
    jakedavis New Member
    Client Report Intuit Tax Advisor
    posted Apr 25, 2024
    Last activity Apr 25, 2024
    0 0

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