Jack from Ohio

I used to be the head of the pack out of the gate first. That ended when ATX so much as told me to stop bothering them. 2013 would have rolled out 2-3 weeks later than it did if it were not for me finding a MAJOR main program glitch. It was such a major glitch right after a program update, that they issued another update the next day. Now I just wait till Feb. 1 to even start preparing returns. However, this year, 1099s and W-2s cause me to break my rule. No more beta testing guinea pig stuff for me. ATX DOES NOT CARE!!

If he chooses to sell on of the consolidated properties, the red tape, hoops and backflips he will have to do will be massive to accomplish it. It will all be with the bank. Whomever gave him that advice should be slapped...

He will regret his choices if he decides to sell one of the properties.

I sent you a PM. I can explain the system I use. Check your messages.

In your preferences, there is a place to disable this function.

We don't provide such documents. If you wish, I can send you a copy of what we do create, then give to the client to provide to the lender. It is a situation not unlike a huge minefield.

The office supply store only sell the envelopes with 1099 forms. I use Tenenz. They have all the supplies you need.

Do any of you VA members e-file W2/W3 using ATX Payroll program? Seems that ATX does not support VA form VA-6 which is required for e-filing of W2/W3. There is no available method for mail processing of W2/W3 forms. Any insight would be appreciated. Is there a method to input W/2 info directly on the VA website?

Disagree!!! Never, ever, EVER give info to a third party is my policy. Period.

I have a "One or None" policy. Period. Been collateral damage too many time trying to be a nice guy. Divorcing couples are NEVER nice when it comes to money.

Choose one, or choose none. Those are the only safe methods of dealing with divorced couples.

The payroll program for 2016 does not support import of any files. ATX and its "enhancements" at their finest.

These days, most fit this profile.

DITTO!! Well said!!!

Actual templates have been dismissed as not necessary by ATX developers. Abby's method works except, this early in the season, form updates will not be applied to the forms in the original return.

Your profile changes on the computer are the source of your trouble. Call tech support.

That is a question for the IRS.

Did you tell him the truth or line him up for a hug?

Why is he still your client? He insults your integrity and professionalism when he accuses you the second and every subsequent time. Send him to H&R. They can ignore his wash sales and get away with it.

Ignore the last e-mail Block his e-mail address in your e-mail program. If he is on FaceBook, block him there. Block his phone numbers on all your phone lines. If you have any of his information, send it back to him certified mail, return receipt requested Sleep well knowing you have saved yourself another ulcer...

You really should read the new Form 8867. I think you are missing many things in order to be compliant...

IRS.gov

You need to read the questions and the NEW documentation requirements on Form 8867. Then see if you think it is just a few more things to document.