FYI   https://accountants.intuit.com/community/proseries-tax-discussions/discussion/1116-schedule-b-not-listed-on-pdf-attachment-drop-down-menu-for/00/281774   Someone posted that he/she received an email notifying them that it had been resolved, but still don't see it.

Finally got in touch with Proseries. The customer service rep said that he will let his manager know.  Would be good if they had a place where we can post software issues, especially early in the season.

Suppose that there is the possibility that Form 1116 Schedule B need not need to be in a binary/specified name.  Wondered, as for business returns, believe these were the only specific labels required: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.irs.gov/pub/irs-schema/tax-year-2023-recommended-names-and-descriptions-for-pdf-files-by-code-and-section.pdf Didn't see a list for individual returns.  Will update once any word from Proseries, if I ever get through...

Agree with you. I was of two minds - whether to wait or to try. Will see it Proseries fixes this. Do recall that when they first introduced this new Form/schedule - we had to file it under 'Other' - and then, the following year, Proseries put in the '1116 Schedule B' option.  Hopefully, the IRS will catch the form itself.  When I looked at the error message within the return - saw that it had properly linked the attachment with its 1116 Schedule B matching line.  Will have to contact Proseries. Suspect that as Proseries didn't have this issue last year, it is just something that someone forgot to do?? Either way, a concern. Should be an easy thing for them to fix.  Let me know if you see any updates. Cheers 

As of 1/29/2024 - Proseries has not fixed (they may not even be aware of the problem).  Workaround - attached file '1116 Schedule B' as a 'Other' category attachment, disabled the error check, and transmitted and e-filed one today. It went through. But, be careful that there aren't any other errors before you do this!! Good luck!

We have a business to run. Proseries has 1116 Schedule B e-file ready status as 'ready,' and e-file availability starting January 29th, just three days away. In 2022, Proseries took until mid-March (less than a month from filing deadline) to get things ready to e-file. A note regarding this glitch should have been posted/flagged. It has not.    Proseries needs to get its act together. 

Further 'glitch' that needs fixing.  In some cases, AMT carryover amounts from prior year is NOT showing up on line 10 or going through and producing a 1116 Schedule B AMT!! Not the case that it is not showing up if not being used.  Proseries/technical - please FIX this!!  1116 Schedule B issue - NOT FULLY RESOLVED!! 

Drake already had the following informational/tutorial page set up: https://kb.drakesoftware.com/Site/Browse/17563/1116-Schedule-B-Foreign-Tax-Carryover-Reconciliation-Schedule-Drake21   It looks like you have to still attach the PDF, but that it will be automatically generated, once you go through the various inputs. Because of time needed to go through the learning curve on a new software - thinking is to shift over with the next tax season. Have noticed that other firms were better prepared and faster in getting their software e-file ready than Proseries. Even if they have the forms, for example for PFICS 8621 - not all the functionalities are integrated into the system, where you would be able to e-file for all scenarios - especially for the more complex ones. So, a lot of manual inputs, adjustments, etc. - as well as having to paper file.  Sense that Proseries lags when it comes to having especially new or more complex scenarios/forms. If your business is mostly for simple straight forward returns for those based in the US, or for those based abroad but earning less than the FEIE, then, good software, but if not, then, not always dependable, and quite slow on the take.    Good luck!

Guess the next question is - for those who have manually adjusted and e-filed already - what happens once 1116 Schedule B is actually released for e-filing. If you didn't use it, then, would it create issues for 2022?? If not, what needs to be done - especially if we didn't undo the manual adjustment after e-filing?   Hope they think these things out IN ADVANCE NOW - and provide guidance - vs waiting until the problem is detected...