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Lion, did you notice that I was quoting Jack whose post included only the briefest of one-liners, and that I'd included a smiley too? The quote function on this board apparently doesn't include quotes of quotes, so I modified my post above to include everything in Jack's post that I was responding to, and you should note that it iwas not directed at you in any way, not you. *That* is what I was referring to. Your much more detailed post did a good job at answering, and maybe you didn't notice that I'd already "liked" your post previously. Sorry if you took it the wrong way. I don't think anyone on here expects another member to do research for them, at least I hope not! It's going to be a long season!

Ha, if I put that sign up I'd spend more time answering clients' questions about all of these things that don't apply to them, or debating about the ACA law in general. No thanks, I don't have time for that!

Hardly, unless you thought all 6 of the questions in the original post were rhetorical.

Staples stores usually have the Lasser books for about that same price. If you have a savings coupon, that could be a very inexpensive reference for you. I might look for that when I go by my local Staples later today because I have a $10 off coupon on a min purchase of $10 or more. ETA - Sorry, folks. I checked today and these books are not available in the Staples stores yet.

The instructions for the 8965 have the worksheets. Use the Affordability Worksheet and possibly the Marketplace Coverage Affordability Worksheet. Doesn't your tax software include some sort of worksheet that you would fill in?

The Tax Book publishes hard copy in spiral bound desk reference books. Their 1040 Edition" or "1040 Edition Plus" might work for you. If you also need something for business answers, consider their "Deluxe Edition" or "Deluxe Edition Plus" have covers 1040 and more.

That's assuming the person or couple have filed an SS-4. They'll need the EIN to open a bank account in the LLCs name, but we've probably all seen creative owners in that regard too. I've even seen where attorneys have prepared articles of incorporation, by laws, corp minutes, issued shares, filed with the Sec of State, and might even be acting as the corp's agent for an additional fee, BUT they fail to file the SS-4.

http://www.atxinc.com/products/w2_1099.aspx Am I interpreting this wrong? I don't see anything about PRS or limited to a certain number of returns. ATX website shows the price of $219 and this below it (unlimited use and e-file): Benefits: Unlimited use of all federal payroll forms Unlimited e-filing saves you time, money and hassles Data entry is a breeze with an easy-to-use tax software interface Information rolls over from year-to-year so you only have to enter data once Easily import data from Client Accounting Suite, QuickBooks®, and Peachtree® Integrates with PaperlessPLUS Features: Prepare and electronically file quarterly Form 941 and annual Forms 940 and 944 Convenient and reliable U.S.-based support Prepare W-2 and W-3 forms for distribution to recipients and paper filing or electronic filing with the Social Security Administration (SSA) Prepare and electronically file 1099s, 1098s and 5498s with the Internal Revenue Service (IRS) Prepare required forms for distribution to recipients on paper or as digital PDF files Import employee wage data from Client Accounting Suite, QuickBooks® or Peachtree® E-file an unlimited number of payroll returns at no additional cost Similar statements on ATX with the Payroll and Compliance program for $375 that says unlimited there as well: http://www.atxinc.com/products/payroll_compliance.aspx Are these not available for purchase as separate modules for unlimited use as it is stated on the website with a "buy now" button?

The ATX website lists the price of the 1099/W-2 module at $219 and the full Payroll Compliance module at $375. It really depends on how many returns of this type one prepares.

This question is brought up each year, usually more than once, so I've moved this topic from the Other Vendor section and to General Chat because the question really didn't relate to the other software at all. It appears that those that purchase ATX's "1040" or "1040 Office" packages aren't getting the W-2/1099 or Payroll Compliance in with their purchase. It's only included for those purchasing the more expensive products like "MAX" or "Total Tax Office". Some here using software other than ATX may benefit from this discussion, not just those with Pro Series or some other non-ATX program.

The first place that the wife signed was to act as the agent, just as I said. In what capacity the final 2 signatures were made is not clear. It says that form may be signed by a member, manager, or other representative. The only stipulation is that they have the authority to act on behalf of the LLC. I think you need to ask your client what their titles are and their intent. I'm leaning toward a 2-person LLC, but it really is not clear. I think you should delete that document from your post because, unless that information is all a matter of public record, you shouldn't be disclosing that on a public forum.

I've used the efilemyforms in the past and was satisfied with its service. I used the e-file only option where I printed the recipient's copy myself. That is $2.99 per form, or for $3.49 that service will e-file and also print and mail the recipient copies for you. That is why I asked how many you prepare. I prepare only a very small number of these forms, but if you prep in the 60-70 range, you might also consider purchasing only the ATX module for W-2/1099 prep because you will save time by not having to reenter the same data that you could roll over from last year. ATX price for that program is $219 and always worked well. Of course, that price is before any handling charge that they might tack on too.

How many of each to do prepare?

Yes, you will still be able to use the programs and be able to prepare amended returns and any other returns for paper filing. When ATX realizes you haven't renewed for the current year, you will be cut off from their server for any e-filings. When you are finally cut off, you will no longer be able to update the programs or forms. I answered that in your other topic too.

At some point when ATX realizes that you are no longer a current user and haven't purchased the current year, your access to their server will be cut off and you will no longer be able to update your programs or e-file through them. You should be cut off from the official forum too, but CCHSFS has been lax in tracking down former users that have still had access for a long period after switching to another vendor. You will still be able to access portions of MyATX that will allow you to see your purchase history, download/install year's you have purchased, and see the install codes. If you have your ATX programs set to automatically check for updates when the programs launch, that will stop the program from starting up once you are cut off from that server. If you are still able to start it with this function in place, I'd suggest that you make sure all each year's program is updated now and then shut off that automatic update feature.

Having only one person listed as agent doesn't determine how you should file. The agent is the person designated to act as the representative and be the contact person for legal matters of the LLC. Is there a section that pertains to ownership or issuance of the shares of stock included in the articles of incorporation? The fact that both signed is not indicative that the wife is not the sole owner. A corporation can have officers that are not owners. Are there titles indicated with each of their signatures, or does it say something like "member" there?

That's true, but I'm not really worried about that. I still have back to 2009 on this computer plus having the discs, and now know that I still have access to download the programs through MyATX. If all of that failed to get me back to an old ATX return, I may as well retire ( <-- ), Drake provides the programs available for download back to tax year 2002 that I could use. When I switched to Drake for the 2012 tax year, I transferred every return to their 2011 program and tied every bit of the information in as if it had been prepared in that program. From those files, I then rolled over to 2012 for the first year I actually prepared with that program. That gives me 3 years' returns already on Drake too, and I have the ability to download any of their programs easily from their server any time needed.

I've used Thomson Reuters Fixed Asset CS for years, first in the firm where I worked, and purchased that for my own firm 20 years ago. It is a comprehensive program with lots of help and information about the laws built into it, will track tax, book, AMT, ACE, and other. It has the ability to customize reports, sort and print with a variety of choices (such as by location, one location only, by type, etc.), print comparatives for the methods of user's choosing, future depreciation, amt adjustment report, and much more. It handles mass asset dispositions easily. I use it for my accounting clients with hundreds of assets and multiple locations, and for my tax clients with larger commercial rentals. It is always up-to-date and handles it all with ease. Last I checked the initial year's purchase was expensive, around $1,500, but then is ~ $300 each year thereafter to renew the site license and get each year's updated programs. I only paid a couple of hundred all those years ago and the annual license cost is reasonable to me to continue on with it.

Thanks. I logged on and found that I could download, if ever needed. I also have all of my archive discs with their install codes.

13. I didn't sell the mutual fund and didn't get the money. All I did was transfer the money from one mutual fund to another, so I don't have to report that.

7. I donated a brand new _____ (sofa, or whatever) a month ago to charity. It cost me $2,000 so that's what I can deduct.

cmeashey423, I sent you a PM.