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Sharper ProConnect accuracy and faster reviews

1. ProConnect: Investment interest carryovers now route to Form 4952: Ensures the 163(d) limitation is applied correctly and prevents misplacement on Schedule A. Prior-year carryovers will no longer block the Form 4952 screen from appearing.
2. ProConnect: 1095-A now uses monthly entries for PTC: We’ve removed the annual totals row so Form 8962 reconciles from monthly data, avoiding double counting. Partial-year or changing coverage is now reflected accurately.
3. ProConnect: Smarter mortgage interest handling below $750K: When total acquisition debt is under the IRS threshold, multiple 1098s are consolidated into the standard mortgage interest screen instead of excess mortgage sections. This reduces errors and speeds data entry for multi-1098 scenarios.
4. Tax review: 1040-style ordering for rule setup: Tax areas in review rules and related modals now follow the familiar 1040 flow. It’s faster to find the right section, reducing clicks and setup time.
5. Faster reviews with batch-specific document filtering: Each review batch now receives only the documents it needs (e.g., K‑1s for K‑1 checks), cutting prompt bloat by up to 90–97% and significantly reducing timeouts. Cross-cutting and custom rules continue to run with full coverage where needed.
6. More reliable compliance and duplicate-check batches: Targeted document routing for compliance and double-counting reviews prevents context overruns on large returns. Trust/estate K‑1s are now included to ensure complete K‑1 coverage.