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Rfassett, I agree that you bring a wealth of experience and knowledge, and I hope that you will reconsider. Each of us brings our unique experiences to any forum that we participate in, if we are willing to share our knowledge with others. The block function can be a wonderful feature.

Jack, thank you for publicly sharing what you feel you are able to, and what your final decision is for the coming season. I hope you find that it is the correct one for your firm and the clients you serve.

Yes, statements of that nature are unacceptable. I do have to say though that when someone participates in a public forum and repeatedly posts responses of a nature that basically say "I know something that others don't, but I'm not going to provide helpful information", then others might begin to question the motivation for that person's continuing to make posts such as those.

jshtax, I've sent you a PM concerning the conversion of files to Drake. Also, here is something else that may help you and others too. It is not necessary to open each return and perform keystrokes to find out the file names. The complete list of all the backup files that includes the client's name can be found in this directory: C:ProgramDataCCH Small Firm ServicesATX2012BackupFormset. Note that the above is a different path than the following one that only contains the lettered/numbered file name: C:ProgramDataCCH Small Firm ServicesATX2012FormsetsFormset. Other than including the clients' names, the remaining letters and numbers of the file name are the same in both sets of files.

I'm definitely not an expert, but since you are asking a question because it puzzles you and aren't looking for specific advice on replacement hardware, I'd say that the first step would be to check each computer's Windows Update setting. It may be that the one computer is scheduled to check for updates at a different time or on a different day of the week than the other two are scheduled to perform that task.

I did not know about the editing of master forms causing slowness of conversion, but that does make sense. I don't customize the forms, just go with what the program offers. Maybe that's why my average conversion time per return was less than what you are talking about. I didn't have any issues that caused the conversion program to stop working either. With the slowness of opening the ATX files in their 2012 program, I would not want to take the time to open each return unless you were also considering restoring those forms that had been customized back to the defaults. Would that change the outcome of the returns, or were the forms customized more for style of presentation?

Yes, it is possible for an S corp to have a fiscal year. It's a sec 444 election, and requires filing form 8716. It also requires that the S corp pays the tax on the deferral period each year via form 8752. Years ago I had an existing S corp that wanted to keep its June 30 fiscal year end for no other reason than that's how it had always reported. I didn't see any advantage since the corp is basically paying tax on the deferral period that is like a deposit held by the IRS. http://www.irs.gov/pub/irs-pdf/f8716.pdf http://www.irs.gov/pub/irs-pdf/f8752.pdf

No, the "page" button is not functional on either of the 2 input screens, but is on the 2 other worksheets for summary and detail totals. Of course, my version is only through update #9, but for some reason it seems ATX didn't want the input pages to be able to print.

I'm not surprised about the worksheets for the lines like Other Deductions being off. I've posted about that on 2 or 3 other posts. You could choose to fix those, if let them be if the totals are correct as long as you remember that the conversion return is not the actual return that was filed with the IRS. If I had lots of very large and complex returns to convert, I'd probably do them in batches too. One thing I would suggest is that if your state never required the county of residence to be entered, Drake does require this on the demographics screen, so you'll find it easiest to set up a macro for the county where most of your clients reside.

As jshtax posted in the Drake subforum here, Drake has put their conversion package for converting from ATX back up on their website.

Is this a question about restricted stock units? RSUs are taxed differently than statutory or nonstatutory employee stock purchase plans that you may have dealt with in the past.

The poll was in General Chat, posted near the end of May. You won't be able to find it by going back through the pages any more, but performing a narrow search for a word like "poll" will bring it up. I was thinking about doing one again once many more of the members have returned next season.

I'd be more inclined to look for a recently retired or laid off office worker, maybe someone looking to supplement their social security with a little income but doesn't want a permanent full time position. That person would be seasoned in the workings of an office, handling paper flow, scheduling, etc. I know someone that would be perfect if only you were in southeastern PA. She worked for the firm I came out of, she moved away and back again, and she is now my client. I wish I had enough extra work to hire her! Maybe you could try your church bulletin board or newsletter.

For anyone here that might not have received the email with the locations and dates, here they are: ATX 2013 Roadshow Schedule Manhattan – Wednesday, November 20 New York Marriott East Side 525 Lexington Avenue at 49th Street New York, New York 10017 Register Now Brooklyn – Friday, November 22 New York Marriott at the Brooklyn Bridge 333 Adams Street Brooklyn, New York 11201 Register Now Chicago – Monday, December 2 Embassy Suites Hotel O'Hare - Rosemont 5500 North River Road Rosemont, Illinois 60018 Register Now Registration for the following Roadshows will be announced soon. Houston – Wednesday, December 4 Email me when registration opens Los Angeles – Friday, December 6 Email me when registration opens Miami – Monday, December 9 Email me when registration opens Atlanta – Thursday, December 12 Email me when registration opens

If this transaction is because the RSU became vested, that income is reported on the W-2 and taxed as ordinary income. It's my understanding that RSUs are only taxed as cap gains if they've been held beyond the vesting date and sold later on, and only then would they be reported on Sch D.

It does ask...sometimes. For me it asked for the total estimated income for 2014 for each of us. Then it went to a screen that asked yes/no if I had any income from things like job, self employment, retirement, investments, soc security, etc. If answering yes, then a screen appears with a drop down menu to choose the appropriate income and enter additional data. It goes through the same questions for spouse. That's where I needed to go back and edit. I entered all of the income and then proceeded to enter s.e. and investment income and it was duplicating it into the totals I first entered. When I tried to edit, that's when it lost data and now thinks I'm not even going to file. I'm not sure, but maybe my problems are occurring because of some sort of conflicting answers once I went back to edit, kind of like after I'd set up my initial user name that it decided to entirely capitalize for me.

The healthsherpa site now has the ability to enter multiple people and their ages. However, the prices aren't changing when checking/unchecking the 'smoker' box.

I'm curious about the self-employment P&L statement that is requested. What period of time is requested, and how detailed would that have to be if the income varies quite a bit throughout the year? I do believe my original app is corrupted. The site 'found' the rest of my input and allowed me to make an edit. However, now it keeps saying that my husband and I won't be filing a tax return in 2014 no matter whether I edit it or not.

I thought I was doing good with the govt site, got right on, had no trouble at all verifying my identity, and completed the application through to being able to review it. I wanted to see the prices before I go to my agent. If any of you complete the application on healthcare.gov, my advice is to NOT go back and edit any info once you've completed the questionnaire. It lost more than half my data because I tried to edit something. What happens if I simply start another application? Back to the site that Taxed posted above, thank you! What I'm unsure of is how it handles the pricing if I select "you and spouse" vs "only you over 50". What does this site do with the pricing if we are both over 50?

Hopefully so. It's been pretty good again until today.

Hi Eric, earlier today I got the same SQL error, but now I'm getting some new error messages when accessing the site or moving between screens, different from before. I pasted them into a pdf, if that is helpful. Are you currently working behind the scenes?

No, if you've been to the official forum, there are a few that have complained that the software was crashing, not opening, and losing data as recent as a week ago. Anyway, I was talking about the possibility of the rollover data having problems, not anything to do with running a demo.

Jack, clicking on that link "tax return preparer" in windmill's post above will take you to the NY website's page that outlines who must register and who is exempt. You/your firm would be exempt as EAs.

Isn't anyone worried about whether the data will roll over correctly? Wasn't the 2012 program losing data when creating the e-file, saving, closing, then reopening? Sorry, I wouldn't have too much confidence in the rollovers if I stayed with ATX. I'd be rechecking every one of those returns, and if that's the case, you might as well convert to other software. After all, we're only going into the second week of November now and the program usually isn't released for several more weeks. I sincerely hope that those of you that are patiently waiting for the rollout of ATX 2013 have at least spent some time this offseason to demo other software.

Thanks for that reminder to donate, Jack. Eric, thanks for taking care of us so well.