Jack from Ohio

Who has time for such...??

I did the same thing, but I have to click on both boxes and "restore" to get the program to recognize the inputs. 65 down 470 to go!!

I e-filed 135 clients yesterday. ALL rejected for this reason. I have 400+ in que ready to be submitted that will ALL have to be recreated!! Gotta Love the IRS!!

I e-filed 135 clients yesterday. ALL rejected for this reason. I have 400+ in que ready to be submitted that will ALL have to be recreated!! Gotta Love the IRS!!

New clients to us. Wife filed her 2004 return as MFS. Husband did not file any since 2003. Filing MFJ would help tremendously as he has $40K profit Sched C. Her income was only $6,000. IRS sent husband a letter of intent to levy and got his attention. He owes $3K in back taxes from years prior to 2004. He contacted the IRS to set up a payment arrangement and was told that the 2004 needed to be filed before they could set up the payment schedule. He brings us the 1099MISC and his expense documentation and we prepare an amended 2004 return as MFJ. After getting the POA and calling the IRS to make sure who to send the amended return to, the agent very strongly said that they are not allowed to amend to change filing status since it has been 3 years since her return was filed. This would mean filing him as MFS and making a big difference in the tax owed. Now the question: Is the agent correct about not being able to amend after three years to change the filing status? This is a new concept to me. I was of the mind that after 3 years you could not get a refund caused by an amended return, but there was no time limit for amending returns for correcting errors or omissions. Have I missed something all these years, or is the agent confused? This was an agent at the Practitioner Hotline. Any thoughts or information to help educate me here?

Thanks Taxbilly. I must have been too busy fixing Schedule M rejections to see it. It was right in front of me.

Client has 10 year old daughter with severe dyslexia. She started a special school in Sep. 2009. School is 50 miles from home. The school teaches regular curriculum and has theraputic classes for her dyslexia as well. Their pedatrician will write a "prescription" or letter of medical necessity for the school as treatment for the daughter. Question: Can the cost of school and/or mileage to and from be deducted as medical expense on Sch. A? I can't find any clear direction on the IRS site. Maybe I just missed it? Any input with ideas will be appreciated.

1) Information is accurate and secure when sent electronic. 2) Acknowlegdement of receipt of the return in less than 48 hours. 3) Processing time is much faster. 4) Most cases, nothing to mail. 5) Refunds in days instead of weeks. Sell your recomendations as those of a professional. FYI, those of us doing more than 250 returns have been under mandatory e-filing for a few years now.

FAFSA requirements about who is considered in the household for qualification are different than the IRS requirements for dependent. Don't get the two confused.

As long as they are not post-graduate students, yes yes & yes.

Yes Yes & Yes We have been using ATX since 2002. I made it a point to be as technically informed as I could about the inner working of the program and all its pieces BEFORE CCH bought it. I only made 1 call to Tech Support for the 2008 tax season, and that was early February. CCH has destroyed the customer service aspect of this software. I had the "rehang" problem as well. I figured out a workaround, but was on hold and on with tech support a total of 40 minutes for TWO returns with problems. The technician did not seem very knowledgeable as to the inner workings of the program. I think all the ATX competent support people jumped ship, and we are left with TRX refurbished tech support. I remember it being this way the first year CCH owned them. Love ATX software, I disdain CCH Corporate and the way they have spun a bad light on ATX software. Their "Enhancements" to the e-file acknowledgement system should be "un-enhanced" in my no so humble opinion.

Taxperson is 100% Correct. I do this for a few fellow preparers that use ATX every year and have no issues.

Currently the IRS is paying 4% on monies not paid out. If that same $5,000 refund were left at the IRS (not file for a whole year) there would be an additional $200. When the best 1 year CD rate is currently 1.75% it would mean the taxpayer would gain $112.50 by allowing the IRS to hold their money. Been a while since 1 year 4% money was available. I let the client decide.

We had a taxpayer's refund delayed a full week. Return had 1 W-2. Nothing else.

We have quit asking. Claim they have received the payment on their return. Then if it is rejected, they love me when I call and tell them they are getting $250 more. People never change, and always take the path of least resistance. If the information DOES NOT MATCH IRS RECORDS, the e-file gets rejected. We (I) have experienced all 4 possible rejection scenarios with this form. Our firm has done 500+ returns to date this tax year. I am in charge of the e-file and "fixing" the problems when they arise. We have 7 preparers in our office.

If the information DOES NOT MATCH IRS RECORDS, the e-file gets rejected. We (I) have experienced all 4 possible rejection scenarios with this form. Our firm has done 500+ returns to date this tax year. I am in charge of the e-file and "fixing" the problems when they arise. We have 7 preparers in our office.

No and I am quite sure it is not considered a "crucial" update that needs attention either. Probably will be in the works the year that they discontinue ATX.

No such creature, and no plans by IRS to put one up. Yet, their system "knows" if the taxpayer received the payment or not. Anyone in Congress that thinks the average taxpayer pays any attention to letters sent them, or even remembers receiving the $250 dollars is living in in the land that is... "Second star on the right, straight on till morning." Remember the stimulus payment debacle?? So far, 90% of our clients at the firm that DID receive the payments either: 1) Swore"I NEVER received the payment or a letter." 2) "Don't remember anything like that at all." EVERY one that claimed one of the above "rejected" due to Sch M not agreeing with IRS records. We have quit asking. Claim they have received the payment on their return. Then if it is rejected, they love me when I call and tell them they are getting $250 more. People never change, and always take the path of least resistance.

6A. True First Hand... Ordered a pizza from Pizza Hut online, then discovered I made an error. Had to call the store to make the correction. Them: "Hello Pizza Hut, Can I help you?" Me: "Yes, I need to modify and order I placed on the internet." Them: "What does that mean?" (She had to be at least 18 to be working there...) Me: "I need to change my order." Them: "Why didn't you say that in the first place?" Me: (SIGH.......)

Head of Household is NOT available for either of them if they are married. Two options: Married filing Joint, or Married filing separately. If married filing separately, then both must either itemize, or both claim standard deduction.

Thanks Ken!

Since the updates this morning, any e-files created on a return with a state return give a red error: o 1040 Error: Error: A summary record was not found in this e-file. Save the return, close and reopen, before recreating the e-file. If error persists, reboot computer and recreate e-file. Doing the above mentioned steps accomplishes nothing. Please everyone send and e-mail so they can fix the bug they just created.

Since the updates this morning, any e-files created on a return with a state return give a red error: o 1040 Error: Error: A summary record was not found in this e-file. Save the return, close and reopen, before recreating the e-file. If error persists, reboot computer and recreate e-file. Doing the above mentioned steps accomplishes nothing. Please everyone send and e-mail so they can fix the bug they just created.

UPDATE: Audit is a total line by line audit. Since we did their bookkeeping, no problems with the numbers for the business and we do have the records in our office. Taxpayer has all the other records available as well. However... The auditor is INSISTING on visiting the taxpayer's home to "see" the inventory for the business. This will create a problem because the auditor wants to schedule the visit during business hours and this will require taxpayer to take time off from work. Additionally, we do not want the auditor to be in her house, or be there with the client to prevent the client from "talking" while she is there. One other important factor. Our firm is located in Ohio. Our client and the auditor are located in Florida. The auditor strictly refused to have the audit moved. The preparer is an E.A. and we are not sure if she can refuse to move the audit or not. Any experiences or suggestions would be greatly appreciated.

If our ancestors in the 1700s would have followed your logic, we would NOT have our country today. Non-violent civil disobedience to get a law or regulation changed is part of the very fabric of our freedoms. If no one ever objects or takes action to bring it to other's attention, nothing will ever change!