ProSeries Tax Product Suggestions

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ProSeries is committed to continuously improving our products. Our product management team will review these suggestions and make assessments based on customer needs and our product strategy. Suggestions that will be implemented will be posted on this forum.

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  1. QBI Complex Wks Line 39 for DPAD under Section 199A(g) needs to be able to be entered and reduce Line 10 of 1040 for ProSeries.

    QBI Complex Wks Line 39 for DPAD under Section 199A(g) needs to be able to be entered and reduce Line 10 of 1040 for ProSeries.

    17 votes
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    1 comment  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  2. F6 Forms selection

    In the 2018 program when I choose F6 to select "select Forms menu" the arrow keys won't move from up, down or side to side without "multiple strikes" and I have to use my mouse to select the form. Previous years programs have not had that problem. Tech support said that their program was doing the same thing. Please fix this problem. Not only is it time consuming but very irritating and will be more so as we get busier in tax season.

    10 votes
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    1 comment  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  3. General sales taxes box on the State and Local Income Tax Refund Worksheet is still being checked on transferred returns.

    General sales taxes box on the State and Local Income Tax Refund Worksheet is still being checked on transferred returns.

    8 votes
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    1 comment  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add an "Election" for tracing under 26 CFR 1.163-8T(n)(3) [eg. Persl HELOC used for Business]

    RE: 1040, 1120, 1120S, 1065. Many of my client's use their personal residence HELOC to finance their business operations. An election under this regulation allows the the tracing of funds...turning the personal interest paid on that loan into a business expense but the irrevocable election must be attached to the tax return. The election should say "Taxpayer hereby irrevocably elects to apply the tracing rules of 26 CFR 1.163-8T(n)(3) to determine the tax treatment of certain expenses as follows:
    A. Nature of the Debt and Expense Being Traced:
    B. Description of Taxpayer's Business:
    C. The Amount of Debt Allocated to…

    10 votes
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  5. Form 8879-PE - Title On Form Should Be Partnership Representative - not Tax Matters Partner

    When the Partnership Representative Box on Part V of the Info Wks screen, the Title on the 8879-PE displays as Tax Matters Partner. Would be preferable to have Partnership Representative as the title.

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  6. Self-employed health insurance

    Allow for creation of a Supporting Statement for the SE health insurance premium line on Schedule C

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  7. Self-employed health insurance

    Create a direct link between Medicare premium payments on Soc Sec screen and self-employed health insurance deduction

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  8. Why can't you do a partial disposal of assets in Proseries Professional?

    This is bad. I have 42 LLC's; all with group assets and cannot partially dispose part of the assets..
    The original assets were fully depreciated in Sec 179, but there is remaining values to be depreciated on CA state returns

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  9. enter INV-26505 as an alert with the ProSeries program

    The taxable state refund amount from the prior year is not carrying over to the 1040 Schedule 1 line 10 and requires an override. This has been given and Investigation number of 26505. Please make this an alert within the ProSeries program to avoid repercussions to the tax payer and the tax preparer.

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  10. On k-1 for S Corp and Partnerships, you need to add in the line numbers for reporting the QBI section of information

    On k-1 for S Corp and Partnerships, you need to add in the line numbers for reporting the QBI section of information

    2 votes
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  11. Form 1041 K-1 worksheet for 1120S, line 17, no place to enter code V and X

    1041, 1120S worksheeet, no place to enter line 17 code v and X

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  12. Automatic Entry once "yes" is elected

    when you answer yes to line 1, Federal Section 179 information section, election to treat Qualified Real Property as section 179, on Form 4562 deprecation option worksheet, the the amount on line 17, form 8825 be entered automatically.

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  13. Sch B-2 (Form 1065) - Elect out of partnership audit procedure

    Please add this missing form on the fed 1065

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  14. add a 199a calculator on th2018 planning page.

    the 2018 tax planning section of the individual return should have a 199a calculator where you can input income/wages, basis, etc to determine the deduction

    9 votes
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    1 comment  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  15. Question (yes or no) on all forms to say whether it qualifies for QBI or not.

    There should be a question (yes or no) on all forms to say whether it qualifies for QBI or not. Program always assumes it qualifies but may not. Especially for rental properties. Some qualify for QBI and some do not based on facts and circumstances. There is a question to indicate SSTB or not. Needs to be one for QBI or not.

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  16. update the Schedule A to include PMI.

    The carrythrough is not working and that deduction was extended for 2018

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  17. Release form 1040NR immediately. What happened to the January 16 release date

    I am told 1040NR is delayed until Feb 14th. That is unacceptable! My nonresident returns are already piling up. You have never given any priority to NR's, but this latest delay is a disgrace. Most of my business is for nonresidents. I paid for this software in November, and so far it is no good to me.

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add the schedule B-2 for the 1065 as it is necessary to efile and required by IRS to not have partners in an audit be taxed at highest tax

    If the schedule B-2 form is not timely filed with the filing of the1065 the IRS will tax partners at the highest tax bracket in case of an audit. All partnerships will be needing to fill this schedule B-2 out to protect all of the partners from excessive tax in the case of an audit. With the filing of this schedule say the partner is in the 12% bracket well then he/she will be taxed at that bracket but without the filing of the form they would be taxed at the 37% bracket. Since this form is not supported by…

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  19. form 1065

    In P-ship Election summary, line 17 shows
    Election to have consolidate audit rule. As I understand, it is automatic from 2018. Actually, I like to have Elect Out choice. Among my 30 p-ships returns, I plan to elect our more than 25.

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  20. Tax Planner

    The tax planner is not allowing me to enter the 199A deduction in the applicable box.

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