4/15 filing deadline for Forms 1040, 1041, and 1120 is now closed. Perfection period in progress! Check out Hot Topics for ProSeries | Lacerte | ProConnect
4/15 filing deadline for Forms 1040, 1041, and 1120 is now closed. Perfection period in progress! Check out Hot Topics for ProSeries | Lacerte | ProConnect
My client just received a letter stating that they had changed the return because they didn't allow the amount claimed as Earned Income credit because their ear... read more
I have created a custom letter within a client in ProSeries and am looking to batch print it for all clients listed. Similar to a mail merge. I have been unsucc... read more
Quote was posted on myproconnect.. I am ready for tax year 2026.... year end cannot get here soon enough.. been a week since the tax season crunch ended.. enoug... read more
I have a client that needs to go back to 2018 to file an amendment, but I can only go back to 2019 in ProConnect? I can't remember, but I do think there was som... read more
There is no entry on the program for Code R and there needs to be an override to accomplish this properly on the 1040, Schedule I, Part II line 16.Sandra Enman
I was trying to figure out if I needed to recommend a client file MFS instead of MFJ, and ProConnect, after splitting the return, did not calculate the phase ou... read more
As of tax year 2025, the IRS now allows e-filing of Form 709 (Gift Tax Return). Will ProSeries make this available? I'm seeing other software such as Drake) off... read more
I'm just getting into researching the November 2025Kwong v United States decision by the U.S. Court of Claims, involving penalties and interest assessed during ... read more
Anybody else having this issue when trying to Transfer Company Information from one Company to Another? I am wanting to copy the Financial Statement Design from... read more
Does anyone else still have the problem of when you enter after the fact payroll you have to go out of the client after the first check is put in? I hope I am e... read more
When opening Pro Series, I see an Alert for decommissioning of Pro Series 2014 and 2015 in rightworks. The article link does not work for me. I am looking for a... read more
In order to generate Code "O" in column (f) I have to input something in the Sales Proceeds and/or Cost Basis columns. Also on Form 4979 I have 2 line items in... read more
Jim-from-Ohio Level 12 ProSeries Professionalposted Apr 22, 2026Last activity Apr 24, 2026 by Andrewpo
