Miscellaneous
What three pieces of information do you need to verify the customer?
First and last name, CAN, email
I have a diagnostic "Form 1040: Form 1040-X is included in this return. This return must be e-filed as an amended return. Please use E-file Amendment options in the File Return. US - Ref #55205" and it will not clear
This diagnostic is informational, ignore and e-file anyway
Where would the client go to enter partner percentages?
Input Return>Partner Information>Partner Percentages
Customer says they don't have K-1s generating in the return. Where would you go to look into this?
Input Return>Shareholder Information>Shareholder information to see if they have Shareholders entered
Where do you go to e-file a return?
File Return>E-file Return
Who troubleshoots Quick Employer Forms?
Lacerte (give them the number for Lacerte if you get a call about quick employer forms)
I just e-filed my federal return, but now I want to e-file my 114, and everything is greyed out and it won't let me!
The return locks automatically after each e-file. They need to unlock and then e-file again.
If the customer wanted an amount on the K-1's to be allocated differently than the partner percentages, how would they do that?
Special allocations tab
The preparer is wanting amounts to flow differently than via the allocation percentages calculated by stock ownership for the shareholders. How would they do this?
Input Return>Schedule K-1>Schedule K-1 Overrides
Nope! Once it is sent, the return is gone. They have to wait for that return to either accept or reject. If it rejects, they can correct and resend, if it accepts, they may have to amend
How do you generate an E-file Confirmation letter?
Where can I enter a 1065 K-1 in an Individual return?
Input Return>Income>Passthrough K-1s>Partnership Info (1065 K-1)
Customer calls in saying they have inputs for the balance sheet, but nothing is flowing to the schedule L on their 1065 form. Where would you go to check and see why that might be happening?
Check Return>Forms>US>1065>page 2>Schedule B>see if question 4 is marked yes. If question 4 is marked yes, the balance sheet, M-1, M-2, and Item L on the K-1 are not required and will not fill out. If this should not be marked yes, have them go to Input Return>General>Other Information (Schedule B)>uncheck ""Question 4" requirements are met " box
How do you suppress the balance sheet in an 1120S return?
Input Return >General >Miscellaneous >Scroll down to "Other Information (Schedule B)" >enter a 1 in "Corporation's total receipts and total assets at the end of the year are less than $250,000: 1=yes, 2=no [Override] "
When a return is rejected, what is the first piece of information that you should request from the customer?
The submission ID of the return
Call comes in, and while verifying they do not have a CAN, only a realm ID. When they provide the email to you it ends in .edu. They tell you they are having trouble getting their Schedule E p2 to generate correctly. How do you proceed with the call?
Double check to see if their grant flavor is set to Cengage, if it is, you let them know that unfortunately it looks like they are a student, and you are not able to assist with return issues for student accounts and they will need to reach out to a professor or fellow student for help.
How to resolve this diagnostic: Schedule C: Auto and truck expenses require evidence to support the deduction. Failure to provide this support on Schedule C Part IV or Form 4562 Part V will cause the e-file return to be rejected by the IRS.
Hint: there is an article about this. Search Vehicle expenses
If the vehicle is being depreciated: Input Return>Deductions>Depreciation>details button for that vehicle>Auto& Additional info> enter mileage information
If the vehicle is not being depreciated: Input Return>Deductions>Vehicle Emp Bus Expense (2106)>Select form and activity name, enter vehicle info and mileage info
What is the navigation in a 1065 return to enter the total beginning capital for the entire partnership so that the amount can be allocated between the partners?
Input Return>Balance Sheet, M-1, M-2>Schedule M-2 (Capital Account)> Beginning capital (first input on the screen)
A customer calls in complaining that they have entered several assets on their depreciation input screen in a 2023 1120S return, and they see 4562 and depreciation schedules generating with a current amount of depreciation calculating, but the amount is not flowing to line 14 on page 1 of the 1120S. What could be causing this?
Input Return>Ordinary Income>Depreciation
Double check and make sure they don't have "8=Form 4562 Only" selected under the "Forms" column
Where are the two places you can go to find the Submission ID of an e-filed return without getting into a glance?
E-file Dashboard and File Return by clicking on the accepted or rejected status of the return
Help! Several of my clients are missing from my ProConnect account! How can I get them back?
Look under Inactive clients first, then under Settings>Manage & Invite users>Client Access to see if they come up there. If they don't come up in either place, come to tier 2.
Remember: we are able to restore entire clients that are missing, but if the client is showing but just the returns are missing because they deleted the return, we cannot restore deleted returns.
Customer has this diagnostic generating: "Form 8962: Household income on line 3 must equal the total of line 2a, Modified AGI, and 2b, dependents' modified AGI, for efile purposes. If the total of lines 2a and 2b are negative, zero will print on line 3 and this return will need to be filed as a conventional paper return. (ref. #42135)" What does this mean, and how would the customer deal with it?
If the AGI is negative and that is correct, then the return must be paper filed, per the diagnostic. This is due to IRS e-file rules.
Customer has a diagnostic generating saying that the partner percentages do not equal 100%. What troubleshooting steps are you going to take to find out what might be causing this diagnostic?
Double check the inputs under Input Return>Partner Information>Partner Percentages. If the amounts in each column add up to 100, see if they have inputs on the "Change in Ownership" input screen. If there are inputs on that screen, use the "How to enter a change in ownership on Form 1065 in ProConnect Tax" article to make sure the inputs are correct. incorrect dates can often cause this diagnostic
Customer says that the K-1s should not have the Statement A—QBI Pass-through Entity Reporting (Schedule K-1, Box 17, Code V) statements on page 3 of all the K-1's because the S Corporation does not qualify for QBI. How would this be removed?
Hint: the best way is just one checkbox
There are a couple ways:
Override each amount on each statement by going to Input Return>Schedule K-1>Schedule K-1 Overrides>Section 199A (QBI) Information tab>enter a -1 for each amount that is flowing to the K-1
OR the best way:
Input Return>Schedule K>Other Schedule K Items>Other Schedule K Items>Scroll about 2/3 of the way down>check the box "S corporation is Not a qualified trade or business "
A customer return has rejected due to incorrect dependent SSN. When you look up the Sub ID in EFE, you see this in the Field column: /efile:Return/efile:ReturnData/efile:IRS1040[1]/efile:DependentDetail[2]/efile:DependentSSN
Which Dependent is causing the rejection?
the second dependent. we know this because of the 2 after "DependentDetail[2]"