Microsoft has recently announced Windows 10 will reach end of support on October 14, 2025. The current version, 22H2, will be the final version of Windows 10, a... read more
I am attempting to get the actual distributions to the beneficiary entered, and I believe the best way to do so is to override. The override does indeed work to... read more
what is the solution for thisdiagnostics ref.#41208e-file: Form 540: Per California FTB Electronic Filing Specifications, If Electronic Funds Withdrawal (Direct... read more
Where in the software do I ensure that the Net Investment Tax is calculating properly for a 1041 complex trust?All income is distributed to the beneficiary, and... read more
I'm looking to see if there is someone in my area who would be willing to allow me to watch the efiling, printing and document management interactions of the so... read more
Is there a way in ProSeries to create a custom query or filter that identifies only those clients whose returns include Form 1116 (Foreign Tax Credit)?
I am trying to get the trustee information entered correctly. The trustee is an individual, yet the above error is generating. Not sure how to clear / rectify i... read more
I have a client who has a 28 yr old son.The son owes IRS from 2022 and 2023.Son had $0 Income in 2024 and lived with parents the entire year, providing none of ... read more
Reading this error has been happening since 2020, when will it be fixed?? Why is it happening and unchecking the box to fix it causes the letter to the client t... read more
My client exchanged one property for two properties. The first one links but not the second property. I read you can put the second on a summary. That doesn't s... read more
Client had 3 shareholders in 2022. Two surrended their shares and K-1s are marked final but when I work on 2023, the K-1 Worksheet still has fields highlighted ... read more
I know we must use Windows 11 very soon. Does anyone know if it is ok to use Windows 11 HOME rather than PRO? I found a super wonderful computer, but it is load... read more
We are new to using ProConnect for this year and in our other software we would always use all caps when entering client information, after a talk with support ... read more