It won't solve the crashing problem, but go to Tools, clicking on Options will show you General highlighted.  About halfway down that page you will see the option to choose how often to save your files automatically.  Normally 5 minutes is good but if I were crashing as often as you are, I would select every 1 or 2 minuters.     Another Former All Star

Crazy, but the customer help in DC says to use the D-40B and request all the withholding back.  If that is rejected, then you file the D-40.  There is no way to do any of the things they tell you to do because the forms do not have the necessary lines..  The worst is completing the Form D-40B and then ProSeries will not let you print anything!! Four hours of trying with client sitting with me and I finally went to the DC website, found the form, filled it in and printed with no issues!  It cannot be efiled.What a nightmare it has been.  Military sources say you have to pay the taxes on the extra income but if T/P has a spouse, it is very easy to excuse them from DC taxes so why not the actual person in the military?  

In prior years the trustee had issued checks to the client for him to write the QCD checks and then they sent the remaining RMD less IRS withholding to the client.  In 2023 the client sent the QCD checks out but the trustere failed to finish their part of the bargain.  Obviously client has some fault but not all of it!

I was afraid I should have entered some approximate numbers to make this clearer.  His RMD for 2023 was $52,000 and he only removed $23,000 during 2023.  In January 2024 he removed the missing $29,000 plus earnings of $450 for a total of $29,450.  The trustee (not exactly a small entity) notified him that his 2024 RMD is $55,000 but since he has already taken $29,450, he only needs to withdraw another $25,550 to satisfy his 2024 RMD. I think that would make him $29,450 short for 2024 and the cycle continues!

I am surprised that when I went to the form for whom there are necessary calculations, there was no carryover from 2022.  It looks as if it may be necessary to delete any affected clients and transfer them again.

Jeff, have you ever tried to do a TurboTax return?  Several times I have had clients bring me one  they were trying to do for one of their children.  I gave up after the first time as trying to wade through endless irrelevant questions was more than I was willing or even capable of doing.                                                                                                                                                                                                                              Another Former All Star