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Why Are My Client's Returns Changing After E-file?

Ephesians3-14
Level 7

Anyone else noticing that the tax liability of your client’s 2020 individual tax returns has changed after the return has already been e-filed. What is going on? Why is this happening? I sampled several returns myself this morning and most of them resulted in a $1,000+ adjustment to their tax liability. This is unacceptable.

Also, recently the ProSeries Professional program has been crashing daily. I have attempted to run the Client Query which will allow me to see the full extent this issue, but I can’t even use that tool because the program has crashed every single time I run it.

This is AGI changing - not the stimulus credits. And none of these clients have any unemployment compensation. What's gong on here? I can't even determine what ProSeries is changing other than looking at the "Display Changes" screen where it shows me AGI decreased. Why did AGI decrease????

 

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15 Replies 15
jeffmcpa2010
Level 8

Hey Lisa...

Someone needs your answer / explanation!!!

garman22
Level 12
Level 12

I've heard its due to RRC. But I cant say for sure. I would prep the return by hand and then do the math to see whats been going on. 

Intuit has butterfingers again......

garman22
Level 12
Level 12

Lisa is a peer user as we all are. 

jeffmcpa2010
Level 8

Garman - understand that about Lisa - I just think I have seen her answer this a number of times, and she understands it better than I, as I have not had this particular problem.

have a great day

garman22
Level 12
Level 12

@jeffmcpa2010 wrote:

Garman - understand that about Lisa - I just think I have seen her answer this a number of times, and she understands it better than I, as I have not had this particular problem.

have a great day


Yeah, she is pretty dope!! She is a super user. 😁

You too!

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IRonMaN
Level 15

It's a glitch regarding the advance recovery credit.  It's a bogus message that you can ignore.  As a side note, I have them popping up in my system too.

Edit: as a side note, the E in my middle name stands for Lisa ------------  my folks couldn't spell very well.

I'm keeping this job. But I am selling surplus anvils on the side. If you are interested please call 867-5309
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Ephesians3-14
Level 7

Why isn't Intuit adding a yellow banner to the homebase advising us of this REALLY IMPORTANT issue? We get yellow banners to tell us unimportant stuff from time to time, but this is a big deal. And why is the program displaying changes to the stimulus credits? Is it trying to tell us that the IRS made the change on their end and my client can expect a change in their originally-filed refund? Would be kind of nice to know that so that I can preemptively contact my client and let them know what's going on...BEFORE they call me and let me know their refund changed. Reduces the embarrassment aspect of the call.

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Just-Lisa-Now-
Level 15
Level 15

So look at the return, what got changed?  There was an update yesterday that changed the 150k income limit for UI exclusion...is that what youre seeing?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Ephesians3-14
Level 7

For some yes, but IRS is changing those refunds automatically.

Some are changes to the stimmy. 

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Just-Lisa-Now-
Level 15
Level 15
If the income changed, the stimmy might change as well.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Just-Lisa-Now-
Level 15
Level 15

And yes, IRS says they will auto correct for UI returns, but the software has been updated for the change so you may be seeing what the IRS will be changing it to.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Ephesians3-14
Level 7

The ones with the stimmy change had no other changes in income

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Just-Lisa-Now-
Level 15
Level 15
The message "things have changed" and it shows the RRC being disallowed is a programming bug, the return itself doesnt change.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Just-Lisa-Now-
Level 15
Level 15

Ive been locking all my returns after theyre accepted, so they cant be changed by an update until I unlock them.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
qbteachmt
Level 15

Here is the announcement:

https://proconnect.intuit.com/community/proseries-tax-news-updates/discussion/proseries-2020-produce...

 

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