Lynn EA USTCP in Louisiana

In my experience while the IRS Wage & Earnings reports accurately reflects what has transpired federally, it does not (and never will) report the state withholdings. Of course, this is not an issue for t/p in states w/o state income tax. Lynn

Have the person submit a correct W9 to the issuer, and ask for a corrected 1099-MISC. Lynn

Posted about 3 pm 2/21/13 Program Update 12.10 -- What is in it? Locked Favorites Below are some items that are planned to be released and/or corrected with the ATX 2012 Program Update 12.10. Please note that this is not an all-inclusive list. Our target delivery date is Tuesday, February 26th. It will be placed on the Solution Center first Important Information for Network Users Install version 12.10 on the server first. Make sure all other workstations are logged out of ATX 2012 before installing the update to the server. This will prevent files from being locked during the update process. You MUST run netsetup.exe on all workstations Following the steps outline above ensures the registry entries are the same for all workstations, which will also ensure that all your fixed asset data is stored in the proper data directories. Performance and Stability Improvements Our work in the area of program performance and stability continues. This release includes more improvements in these two areas. New Functionality Re-download forms in marked returns: This allows you to mark one or more returns in Return Manager and re-download the updated versions of the forms used in those returns. Client Letter: You can rename the Blank customer template, or edit the federal return Cover Sheet. Resolved Issues 1065 K-1 values are now being updated correctly. The fields marked as estimates on the 1099-R Input sheet can now be unmarked so that e-filing can proceed. By selecting the Complete check box, the current date will be properly posted in the Paid preparer section of the return. Printer properties are now being saved properly The Fix Rejected Bank Apps function has been repaired. Fixed Asset Issues Resolved Depreciation recapture calculation has been corrected to read the current year business use percent as it is being edited. Form 8865 (w/other) was added to the list of available activities for federal signature forms. Kim Manuel VP - Customer Relations

Cathy, did you check your system preferences? If you look at your system preferences, then e-file manager, there are 3 boxes. I bet the third box is checked - it says 'automatically hold and release state efiles.......' If you uncheck that box, your issue might be solved. Lynn Jacobs, EA Kenner, LA

The state return is being "Held" until the federal return is accepted. Once the federal is accepted the state will revert to 'created'.

I have 4 years of 3 or 4 inch binders. At first I filed them by DCN number, but for the 2011 returns (filed in 2012) and going forward they are all being filed alphabetically. I have them separated by form type, 1040's, 1120 and 1120S, 1065, 1041, etc.

On the 'other' board there is a thread called "Workarounds and Solutions", or something like that.

did you try downloading and installing update 12.9 from the ATX support site? ATX programs on all servers and workstations have tombe closed; there are detailed instructions re the download at the ATX support site. Lynn

Did you do the 12.9 update from the ATX site? If not follow their instructions. That solved the problem on my end.

Is this person a U.S. citizen? Who just happened to move overseas? If a U.S. Citizen they will always file a 1040. 1040NR is for non-U.S. citizens. Lynn

Close your program and go to the ATX support,site to download update 12.9. After it downloads and installs reboot your computer. Might have to reboot more than once. In my case even after that the program was very slow to start but it eventually did and I was able to open returns, efile and print. Lynn

I downloaded the 12.9 update rebooted my computer and am unable to get beyond the ATX splash screen. Big sigh...........Hard shut down of ATX then restart of the computer. After that the program opened ...... finally ..... after sitting on the splash screen for a LONG TIME.

Thanks, Lion - I'm in Louisiana. To Joan - I used Drake in 2004 and 2005 - not really my cup of tea; thanks for the info on the d/c to ATXers.

I have signed up for Fee Collect - rarely use it. And YES I do increase my fee by the $15 fee collect fee.

Lion, can you give us a 'ballpark' of the cost for Pro fx? I sent an inquiry to CCH on this program - 2 days ago - no response other than their canned thank you for your inquiry........If you prefer to send a private email - my email is [email protected] Thanks, Lynn

Tom, I do have an HSA. My take on this is that there is NO time limit for requesting reimbursement of an eligible expense. Therefore many folks might 'bank' their HSA, pay their medical bills from nonHSA funds until such time that they have a HUGE medical cost and then seek $ from the HSA. Lynn

I just had two very strange experiences in 2012. 1 - I went to go into my own tax return, in the 2012 system. When it opened the only item was the federal tax return cover sheet. I deleted the return, repeated the rollover process. Same strange occurrence. Once again deleted my return from 2012. Then I went into 2011 and got a message that forms in my return were later than forms in the 2011 program, viewed the log and it was blank. But I did a form update anyway. (Now I update the 2011, still, on a daily basis just in case.) Then opened my return in 2011, saved it and closed it. Then I went back to 2012, rolled over my own return, opened it and voila' all forms and schedules were there. 2 - Went into an 1120S return, to update the fixed assets in preparation for the personal property tax report. None of the assets were there. No big deal for me to re-enter them as there were less than 10; but I would have been very annoyed otherwise. Maybe I should have deleted the return, gone back into 2011 (as I did for my own return), etc. Wonder if anyone else is having similar strange occurrences. Lynn

My favorite software for 1040's was Crosslink by Petz.

Did you modify the client letter last year? I modify every client letter and in each case the federal client letter did not appear in the rollover. An update due out next week sometime is 'supposed' to fix this. Lynn

www.parkertaxpublishing.com/ I think they do have a trial period. Good luck with this - Lynn

Intelliconnect is CCH's research product. It is an extra subscription, with another fee. It replaced the Kleinrock research engine. I had Kleinrock and then Intelliconnect. I now use Parker Research, begun by the same folks who ran Kleinrock research. $249 for an annual subscription.

Mine kept crashing during the update process too so I closed the program and went to the ATX Support site and downloaded the update from there. Once I loaded the update the program opened very quickly. I haven't tried opening a return, yet, but instead told the program to do an update - and it downloaded 57 more forms. Now that the forms download is complete I'm in the process of opening my mother's tax return. She or more younger son as usually my test returns. So far, so good. I even figured out how to add the fricking letter and to go into letter options to tell it that the return will be e-filed. The separate privacy notice is still MIA so I have printed several from the prior year's program and made copies to insert into my client's copy of the return. I am keeping my fingers crossed the rest of the day progresses nicely.

It is under 65 for taxpayers without a child.

To find the 'manual', once your program is open, click on 'Support', then a box of choices opens; the manual is the User Guide - a 470 page pdf. I strongly urge you to change your update preference to 'manual'. I am also stand alone and get the network error message - a 'fix' for this is scheduled for Monday or Tuesday. My condolences on the death in your family. Lynn

Just yesterday I was able to e-file 3 2011 federal tax returns, no issues, all 3 have been accepted. However I continue to get rejects on the accompanying 3 state 2011 e-file returns, LA and AZ. LA tells me they are set up to accept e-filed 2011 returns but no answer from either AZ or from ATX. lynn