Pro Online
1099-B
Schedule D
Frequently Asked Questions
- How do I Access a Return that has a Validation Error?
- Where Do I Enter Contributions to a Colorado CollegeInvest 529 Plan?
- Client Search Views
- VITA Taxpayer Emails
- TaxSlayer VITA Pro Online Supported Forms
- How Do I Deactivate a Return That is Approved?
Important Software Changes
- MFJ vs MFS Comparison Tool
- E-file Redesign: How Do I E-file the Amended Federal Return?
- E-file Redesign: How Do I Only E-file the State Return?
- 2021 Returns- Advance Child Tax Credit
- Form 8915-E - Qualified 2020 Disaster Retirement Plan Distributions and Repayments
- 2019 Earned Income Look-back- Tax Year 2020 and 2021
System Requirements
Configuration
- How Do I Print Form 9325 in Pro Online?
- How to Change the Preparer on a Return
- Pro Online: How to Remove the Third Party Designee
- Office Setup
- Office Configuration Checklist
- Custom Consents
Reports
Basic Information
Filing Status
Personal Information
- Pro Online: Military Income earned while serving in a Combat Zone
- Leap Year Birthdays
- Schedule LEP - Request for Change in Language Preference
- Indicating that the Taxpayer or Spouse is being Claimed as a Dependent on Someone Else's Return.
- Indicating that the Taxpayer or Spouse is a Full-Time Student
- Indicating that the Taxpayer or Spouse is Blind
Dependents / Qualifying Persons
- Entering a Deceased Dependent
- Children of Divorced or Separated Parents
- Taxpayer can be claimed as a dependent on someone else's return.
- Indicating that a Dependent or Qualifying Person is Permanently and Totally Disabled
- Indicating that a Dependent is not being Claimed for Earned Income Credit Purposes
Form W-2
- Adding Form W-2 With More Than 4 States
- Third Party Sick Pay
- What If I Have More Than 4 Box 12 Entries On My W-2
- W-2 reporting for New Jersey Residents working in New York
- Form W-2
- Adding More than Four Entries for Form W-2, Box 12
Form 1099-DIV, Form 1099-INT, Form 1099-OID
Form 1099-R
- Canadian Retirement Income
- Form 1099-R
- Form 1099-R/RRB-1099-R: Using the Simplified Method
- Form RRB-1099-R Railroad Benefits
- Form RRB-1099, Tier 1 Railroad Retirement Benefits
- Form 1099-R - Rollovers
Form 1099-MISC
Other Income
- 2020 Unemployment Exclusion in a Community Property State
- How to Report Foreign Retirement/Pension Income (Foreign Earned Compensation)
- Schedule D, Capital Gains and Losses - Capital Loss Carryover
- Entering a Wash Sale on Form 8949
- Lump-Sum Election Method
- Sale of Main Home Worksheet
Schedule K-1
Adjustments
- Form 5405 - Repayment of the First-Time Homebuyer Credit
- Penalty on Early Withdrawal of Savings or CD
- IRA Deduction
- Student Loan Interest Deduction
- Health Savings Account (HSA) Contributions
- How do I Deduct Educator Expenses?
Deductions
- How do you enter charitable contribution carryovers?
- IRS Form 2106 - Deductible Business Expenses
- Other Miscellaneous Deductions Menu
- Schedule A - Itemized Deductions Menu
- Entering Gambling Losses
- Sales Tax Deduction Worksheet
Credits
- Child Tax Credit is not calculating correctly
- Form 7202, Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals
- Credit for the Elderly or Disabled - Schedule R
- Retirement Savings Credit - Form 8880
- Reason for No Earned Income Credit (EIC)
- Form 1116, Foreign Tax Credit
Payments and Estimates
Health Insurance
Other Tax Forms
- Pro Online: Uncollected Social Security and Medicare Tax - Form 8919
- Form 1065 box 18 Information
- Form 1065 Box 17 Information
- Forms 1040-PR and 1040-SS
- Virtual Currency and Digital Assets
- ProWeb: Form 8915-F COVID-19 Retirement Plan Distributions and Repayments
Electronically Filing (E-File)
- How do I print IRS Form 9325 in Pro Online?
- Transmissions Table
- E-file Redesign: Submission Page
- E-file Redesign: Custom Credits
- E-file Redesign: Taxpayer Consent
- E-file Redesign: Fee Summary