Answers to Common Questions

Click the links below to find answers to common questions ProSeries users are asking.

• How do I add a state product?
• How do I check the status of an e-filed Return?
• What can I do if the e-file status is not updating?
• How do I backup my client files using ProSeries?
• Why do I get the error message: ProSeries failed to license due to an unexpected error... Error Code 4-1?

• Online Support Knowledge Base: Search for answers to common questions, hot topics and known issues in the Online Support Knowledge Base on our Web site. In the Search the Knowledge Base field, type your question or keyword, then click the Search button.
• ProSeries Community: See what other ProSeries users are saying. Search for answers, ask questions or provide answers. Visit the Online Community today to interact with other ProSeries users.
• E-File Atlas: Visit the E-File Atlas to view the latest e-file alerts and delayed acknowledgment information.
• TaxAlmanac: Visit TaxAlmanac our free online tax research resource. Be sure to read the First-Time Homebuyers Have Several Options to Maximize New Tax Credit featured article. Did you know that TaxAlmanac was selected as one of the five key websites for tax season by The CPA Technology Advisor?

Note: Tax Help, Program Help and Government Instructions are available in the Help Center in ProSeries and ProSeries Basic Edition tax products.

To view more Support Options visit Online Support.

• TIP: How to Login to My ProSeries
  You can login to My ProSeries to manage your account online. For more information view the KB article and watch a short video demonstration. View KB Article

To view more General topics visit Online Support.

ProSeries/1040 and ProSeries Basic/1040

• How to Amend an Individual Federal or State Return
  Before you amend the original return, we recommend that you make a backup copy of the return you will be amending. Form 1040X is included in the ProSeries federal individual software. View KB Article
  
  
• Form 1040, Line 15b is Different from Form 1099-R, Box 2a
  Form 1099-R Worksheet, Box 2a, Taxable Amount, does not flow to Form 1040, line 15b, taxable IRA distribution, or to Form 1040A, line 11a. View KB Article

ProSeries/1120 and 1120S

• How to Amend a Corporation Federal or State Return
  Before you amend the original return, we recommend that you make a backup copy of the return you will be amending. Form 1120X is included in the ProSeries/1120 software. View KB Article
  
  
• How to Amend an S Corporation Federal or State Return
  Before you amend the original return, we recommend that you make a backup copy of the return you will be amending. On Form 1120S, p1-2, check box H(4) to indicate an amended return. View KB Article

To view more Federal Tax topics visit Online Support.

• Electronically Filing an Amended Corporation Federal Return
  Amended corporation federal returns can be filed electronically using ProSeries/1120 software. View KB Article
  
  
• Electronically Filing an Amended S Corporation Federal Return
  Amended S corporation federal returns can be filed electronically using ProSeries/1120S software. View KB Article

• IRS QuickAlert: 1065 MeF-Fiscal Year Partnership Returns
  On March 19, 2009, the IRS sent out a QuickAlert: "...Treasury Regulations Section 301.6011-3(a) provides that if a partnership with more than 100 partners is required to file a partnership return, the information required by the applicable forms and schedules must be filed electronically, unless a waiver from the electronic filing requirement has been granted. Returns filed electronically must be made in accordance with applicable revenue procedures or publications..." View KB Article

To view more Federal E-File and Bank Products Software topics visit Online Support or EF Atlas.

• State Web Sites
  Find links to state tax departments or departments of revenue. Learn more

To view more State Tax and State E-File topics visit Online Support or EF Atlas.