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How to find release dates for forms and schedules in ProSeries

Intuit Help
Intuit

How to find release dates for forms and schedules in ProSeries

Every year, the IRS releases tax forms on a rolling basis. Forms and schedules can sometimes be delayed and may not be final or ready to file. Update your ProSeries software regularly to ensure you have the latest release and forms, and check the schedule to learn when forms will be available.

Find out when forms are available

  1. Open the Release Dates link.
  2. From the Online Release Dates tab, select your Tax Product Family from the drop-down list of values.
  3. From the list generated, click the arrow to the left of the product to show the planned release dates.
  4. Click Form Info to display the forms within that product, the status of the form, and the date we anticipate the form will be final and ready for electronic filing.

If a form or schedule in your product is not final or not ready to be e-filed, a yellow forms availability bar will be displayed at the top of the form in ProSeries. It will identify the date the form is expected to be Final or E-File Ready, and it will provide a link to the online Release Dates page.

When a form is a non-final form, a red DO NOT FILE indicator will appear in the upper right corner of the on-screen form. This same DO NOT FILE watermark will appear on printed forms.

When ProSeries is updated to the version containing the final form, the red DO NOT FILE will be removed. If the ProSeries update is released and installed prior to the date shown on the Forms Availability bar, the yellow bar will continue to show until the date expires, even though the form is in fact final.

When the red DO NOT FILE indicator is no longer being displayed and the date identified on the yellow Forms Availability bar is in the past, you may file the return.

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