This is freaking me out. I have had files that I e filed in March, then today after deadline, they appeared as "marked for E file" when they were previously E filed. I have seen this in the past when all I had to do was "receive acknowledgement" and it would mark it back to E file completed on the dashboard.  This time, it was actually looking like it was not e filed at all, so I had to re e file. I have my system of marking files that are e filed. And this was not a one time, there were multiple files. I e file both NC and federal together, no reason not to file together, then it processes it but then somewhere it reverts back and drops the e file processing weeks later or days later and it looked like it was never even E filed before. It's fine if it shows rejection, then I would notice, but no it doesn't. Anyone else having this problem with Pro series this year. It's a pain because I have to now showing as not only double check but triple and quadruple check whether a file is e filed, making me not trust the software. 

Tax payer received a faulty w2 where employer collected PA taxes and remitted to state, while tax payer is a resident of NC and not at all resident of PA nor worked there. Trying to file PA to get a refund of tax that was collected but while I put non resident in PA -40 and on Federal worksheet indicated zero dollar on wages earned allocated to PA, the PA tax return is showing a taxable wages of 100% of his wages, including other w2 that has nothing to do with PA, can't seem to adjust no matter what i do. Anyone else is having this issue with PA software in proseries professional? thanks

Is there a way to annotate on the documents uploaded by clients in Intuit LINK? This would really help a lot. 1. Also is there a way to lock in the document batch uploaded by clients once already entered in tax return? I  meant, when tax return was almost done/completed then client uploads documents merging with previously uploaded documents, requiring to review all documents in that batch to make sure nothing was missed.  2. I had initially set up clients using generic social security number, and then later on changed to their actual social security number. Another client is set up using that same generic SS#, however, doing this now have linked the two clients together, allowing two unrelated clients to access the same link and even when ss# is eventually changed, it's no longer able to undo the shared access, all documents from both clients are not merged in same file in intuit link. No one could help me with this when I called. But now moving forward, I cannot now invite these two clients in Intuit LINK ever, since it will recognize their email address and will merge them again. I have tried re inviting and still have same issue of breach of privacy when another client can view another's docs. Hoping this is fixed? Maybe there is a way around it?  3. How long do documents stay in cloud in intuit link?   thanks in advance

Hi, I was wondering if anyone else can assist. I am working on tax return with 3 k-1 from S Corps, and I have indicated it as SSTB on the k-1 but none is populating on the form 8895 A at all. -  K-1 ordinary income $420 553, W2  $138 504, and UBIA $ 35 456 (duplicate this is it is similar for another k-1 for spouse) - K-1  Ordinary Income -9889  W2, 45 000, UBIA 650 Taxable income is $1 013 931.00 Just wanted to confirm, it looks like they didn't qualify for QBI due to taxable income and being SSTB.   

Has anyone else discovered this? I have had multiple clients who brought it to my attention that what the letter says isn't exactly what was on the actual tax results which created confusing and distrust that the software is not working as it should? For example the letter says the amount of tax due, but not the same as what's on the voucher.  It says sign and mail return when it was electronically filed? thanks

Anyone else having this issue? I have this on multiple clients with K-1, all local but it keeps asking for foreign address as an error. The first time i was on phone for about an hour, in the end I was told my file was corrupt so I had to redo the entire tax return. Reluctantly, I did, but the problem persist, wasted my time, it would have been great if it fixed it. Now, this problem persist, can any one provide an insight? I have had clients with same k-1 for years, all local, now suddenly it is flagging me for foreign address?? thanks

So I efiled s corps and partnership last week, and the home base shows accepted as it only shows federal, I go in to the return it shows a bunch of errors after it was efiled that it was not there before. Secondly, the NC state were not efiled and there is no note on Rejection, it just went back to cycle as if it were never efiled. What a nightmare, I had to now go to each one of my returns to make sure they were efiled correctly because I can't seem to trust what the home base says.  I efiled s corps and partnerships yesterday and they were accepted, but the ones last week, on NC, they were not and again not listed on reject whatsoever so there was no help to catch these failures . Proseries, i hope you do better next year.