Is anyone else having a problem in proseries basic with the eic dd worksheet not automatically filling in the boxes when checked?

IdriziTax · ‎02-24-2022

I'm checking the box "fill in this checklist automatically" on the EIC DD Worksheet but it does not fill it in automatically. I'm still having to check the boxes in Part 1, Taxpayer Eligibility. In past years it will fill it in if you check this box. I've refreshed and updated the program but nothing fixes it.

PATAX · ‎02-24-2022

For me it is filling out some of the boxes automatically, and then the other boxes I have to fill out, while interviewing the client. I think it is better this way. You can also make notes on the worksheet, after you print it out, which you should save in the file as part of your due diligence requirements. I'm happy that Pro Series offers this, and I give them credit for it. Just my opinion..

Just-Lisa-Now- · ‎02-24-2022

Theres not many boxes it will check automatically, you have to do most of the work.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

IdriziTax · ‎03-01-2022

thank you!