Answers to Common Questions

• How do I download and install products and updates?
• How do I transfer client files from ProSeries?
• How do I find my ProSeries data files?
• What does it mean if a form is marked NOT- FINAL or NON-FINAL?
• What does the error message "ProSeries failed to license due to an unexpected error... Error Code 4-1" mean?

• Live Community: Ask a peer a question. Search for questions other customers have asked and find answers on the Live Community.
• EF Atlas: Have a question about electronic filing? Check out our all-inclusive e-file resource, the EF Atlas.
• Tax Season is here! As our clients ramp up production of tax returns, our Support lines get busy, especially in the middle of the day. To improve your support experience by avoiding long phone delays and give you more choices to get faster and better answers we created a slew of new tools on my.proseries.intuit.com/support.

TIP: Installing ProSeries Software on a New Computer
When you purchase a new computer, you will need to install the ProSeries software on the new computer and then copy your client files from the old computer to the new computer. ProSeries does not support moving or copying the ProSeries software to a new computer. View KB Article

To view more General topics visit Online Support.

• For Many Investors, Year-End Forms to Arrive Later
  On January 30, 2009, the IRS issued News Release IR-2009-11, announcing that many investors will receive their year-end tax statements later than in past years, but these forms are likely to be more accurate. A new law, enacted last fall, changed the deadline from Jan. 31 to Feb. 15, when brokers, including brokerage firms, mutual fund companies and barter exchanges, must furnish year-end Forms 1099-B to their customers. Where a broker furnishes these forms by mail, this means that the forms must be mailed, not received by that date. For more information, please visit the IRS Web site.



• IRS Offers Tips to Avoid Recovery Rebate Credit Confusion
  On January 30, 2009, the IRS issued News Release IR-2009-10, in response to errors showing up on early tax filings, the Internal Revenue Service urged taxpayers and tax preparers to make sure they properly determine eligibility for the recovery rebate credit before they file their 2008 federal tax returns. For more information, please visit the IRS Web site.

To view more Federal Tax topics visit Online Support.

• IRS QuickAlert: Individual Filers - Retention of Form 8879
  On January 29, 2009, the IRS sent out the following QuickAlert: Individual Filers - Retention of Form 8879 "...As a reminder, e-file signature authorization Forms 8879 are to be retained for your records and should NOT be sent to the IRS. You may electronically image and store these forms by using the guidelines in Revenue Procedure 97-22, Retention of Books and Records..." View KB Article

Santa Barbara Bank & Trust (SBBT) Users

• SBBT Notice: IRS Funding Delays for RTs
  On January 29, 2009, SBBT issued the following notice: "For this first funding cycle, we have posted all accounts that will be funded by the IRS on Friday. We are seeing an unprecedented amount of accounts that did not fund on the expected funding date for this week. Most of the unfunded accounts are ones that have a Recovery Rebate Credit (RRC) as part of the refund, and we assume they will be verified and adjusted to be paid out next week according to the IRS. But there are a large number of refunds without that attribute that have not been paid as expected. Please inform these clients to be patient with the IRS and check back next Friday as that will be the earliest we will see another deposit..." View SBBT Notice

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

• Form 1040ME, Line 20 Calculates Incorrect Income Tax Amount
  Form 1040ME, Maine Individual Income Tax Long Form, line 20 calculates the incorrect income tax amount. This issue was resolved in an update that became available online on January 30, 2009. Please download and install this update, if you have not already done so. View KB Article

Minnesota Individual

• Minnesota Tax ID Number
  According to recently enacted legislation, the Minnesota Tax ID Number is no longer a valid paid preparer identification number. This legislation affects Minnesota returns filed for tax year 2008 and beyond. View KB Article