Lee B

In my case I am on Win 7 Pro, I can't help the Win 10 conspiracy theorists So sorry

The thing that I have noticed this year is that when I click my mouse to check a box, that the box sometimes won't stay checked, so that I end up having to click again and wait to see if the box stays checked. I haven't taken the time to keep track of which boxes. Since that is the only problem I have had this year, it's a minor annoyance compared to 2012 thru 2014

MY updates and forms are current, no problems. Are you by any chance running Win 10 ?

I have used PPC in the past, which is very complete but not cheap. As I became more experienced, I switched to the Tax Book backed up by J K Lasser's Professional Edition of "Your Income Tax" for more in depth discussion of 1040 issues,

1, Every security software system works perfectly until it doesn't. 2. There is no system that will catch everything. 3. Using good low risk habits of computer/internet usage is your best defense. Tech sites like PC Magazine & PC World have in depth online reviews that are regularly updated. Read the reviews and pick your poison.

COPIED FROM THE ATX BLOG: Federal and State Tax News Highlights,I.1,IRS Releases Revised Form 3115 and Instructions; Transition Rules Provided (Ann. 2016-14),(Mar. 25, 2016) The IRS has revised Form 3115, Application for Change in Accounting Method, and its instructions . The current Form 3115 (Rev. December 2015) replaces the December 2009 version. The IRS will accept either the current Form 3115 or the December 2009 Form 3115 on or before April 19, 2016, except where the use of the current version is specifically required in guidance published in the Internal Revenue Bulletin. Taxpayers filing Forms 3115 after April 19, 2016, must use the current version . Regardless of the form used, taxpayers must provide all the information required by Rev. Proc. 2015-13 , I.R.B. 2015-5, 419 (or Rev. Proc. 2011-14 , I.R.B. 2011-4, 330, if the taxpayer is making a change under the transition rule in section 15.02(1)(a)(ii) of Rev. Proc. 2015-13 , as modified by Rev. Proc. 2015-33 , I.R.B. 2015-24, 1067). Beginning in January 2016, the duplicate copy of Form 3115 for an automatic change request should be filed with the Internal Revenue Service, 201 West Rivercenter Blvd., PIN Team Mail Stop 97, Covington, Kentucky. 41011-1424. A taxpayer filing its duplicate copy of Form 3115 (Rev. December 2009) before April 20, 2016, with the IRS in either Ogden, Utah, or Covington, Kentucky, may file its original Form 3115 with its return on either the December 2009 Form 3115 or the December 2015 Form 3115.

So are you putting people on extension who haven't received their 5498 SAs yet or are filing with alternative support ??? Seriously, this year is the first time my HSA clients didn't have a 5498 SA in hand.

If that is the case, why have my clients always had a 5498 SA to give to me in all the previous tax years, well before April 15th.

I have had 3 clients now that have not received a 5498 SA for their 2015 HSA contributions. When I asked them to go to their HSA website, they all say there is no reference to a 5498 SA in their account information I went to irs.gov and there is nothing indicating that anything has changed. In fact the 2016 Form and instructions have already been re leased. Does anyone know what is going on ???

This same issue sometimes occurs when you have a new client with assets on a depreciation schedule and you let ATX calculate the prior years depreciation. What i have done in the past is override the ATX accumulated depreciation numbers.

I agree, ATX seems to respond badly if your system has been resting or in sleep mode.

The Tax Book says the following: 1. Self Employed persons are not eligible to participate in an HRA 2.. In all the other references in the 3 different Tax Books that I have, it says that partnerships can either pay directly or reimburse the partners for either policies in the partnership name or policies in the partner's name and include the payments in "Guaranteed Payments" What to do ????

Well,volunteers are allowed to deduct out of pocket expenses incurred in providing charitable service. If you squint your eyes really hard, will this slide thru the keyhole ?

COPIED FROM THE ATX BLOG : if you see this message, "There was an error while printing this document”, followed by printing a blank page when printing from ATX, please do the following: Install .Net 4.6.1 from here https://www.microsoft.com/en-us/download/details.aspx?id=49982 If the problem persists, please contact Customer Care for assistance. Posted 3 hours ago by Stephanie Bradford Labels: ATX Support

I do a number of business tax returns, almost all of which have book / tax differences. I have always reported the balance sheet per the books. Then you reconcile the difference between book income and tax income on the M -1. I've been it this way for 24 years and it always seems to work.

Well then, now that we have the relevant information, all you need to do is revoke the S Election no later than March 15th.

I used to have a client who was a job foreman for a large construction company, maintained a permanent home in my state, where he lived between jobs. I took depreciation on his travel trailer, don't remember how many years. There is lots of case law in this area, that defines the line between permanent and temporary which allows the depreciation of a trailer trailer or a motor home.

Here is a link from the U S Dept of Education which explains that there are multiple but limited programs which specifically allow forgiveness under specific circumstances: https://studentaid.ed.gov/sa/repay-loans/forgiveness-cancellation#public-service-loan I think that the takeaway is that there isn't any broadbased forgiveness program.

IRS MEANS "INVENTORY REDUCTION SALE" There has been a very annoying T V ad running locally that repeats this over & over & over & over I really hope the AD agency that created this masterpiece ends up out of business !

FURTHER CLARIFICATION FROM ATX ABOUT WHICH RETURNS WERE AFFECTED: Only returns that you were still working on after the 6 pm form update last night and before you got the update today would be impacted. Any returns that you have not touched are not impacted.

FROM THE ATX BLOG: "System Error" - Creating the Efile; Hold Return until Form is Updated at 2pm today Updated 3-4-16 at 10:30am This updated form will be delivered to you in the 2pm form delivery cycle today. Once you download that form, you can create the efiles for these affected returns. note- we push form updates daily at 10am, 2pm, and 6pm Updated 3-3-16 at 9:00pm This error occurs if the K1 (1120S) input worksheet is present in the return. Please hold the return until that form is corrected via an update tomorrow. Posted 3-3-16 at 8:45pm We are having reports of some customers encountering a System Error when attempting to efile particular returns. This is not happening on all returns. System Error Encountered creating e-file for Fed 1040. Please update form 1040 and recreate the efil

Curious, are you by any chance using WIN 10 ?

My youngest daughter went to college at Simon Frasier in Vancouver B C and received U S Federal Student Loans. Actually a number of Canadian Colleges are eligible education institutions.

There are procedures to revoke an S Corp election, which I had to use last year. I followed the instructions in The Tax Book. It needs to be filed by 3/15/16 to be effective 01/01/16. Then they could transfer in the property this year. As far as last year, I agree with Abby & Terry

Interesting, this exact problem just happened to me yesterday, but since the correct amount flowed thru to Schedule A I went ahead and efiled and the returns were accepted. Given what happened in my case, it suggests the program is calculating properly but the amount just isn't showing on the 2106.