Lee B

If the person is survived by a spouse, descendants of that spouse, and the spouse has descendants from another relationship, the spouse will inherit 3/5 of the estate and the decedent's descendants will inherit 2/5 of the estate

Since the freeze happens when your server is connecting to the ATX server, try excluding all ATX Files and ATX IP addresses from the scrutiny of your firewall.

Just wondering, how long have you used ATX? When did the freezing problem start? When the freezing occurs how long does it last? What do you have to do to unfreeze things?

Since no one else has answered I will take a shot at it. It sounds like the PTS preparer has prepared the 1065 correctly. I think you have to enter the Form 1065 K 1 info as prepared. Then in the SE Income worksheet I would back out the CRP payments with the explanation that the recipient is on Social Security.

That is pretty weird. Three or four years a I sent some stuff via a Priority Mail Envelope to another Oregon address. Since it had tracking I was able to follow the envelope to Florida and back to Oregon which took about 9 days.

Have you had support remote into your system?

Unless you send it Registered Mail, there is no guarantee against any one piece of mail getting crushed, smashed or lost

Unless they provide enough services to be reported on Schedule C then I enter each rental. Copied from Instructions for Schedule E: "Complete lines 1a, 1b, and 2 for each rental real estate property. For royalty property, enter code “6” on line 1b and leave lines 1a and 2 blank for that property. If you have more than three rental real estate or royalty properties, complete and attach as many Schedules E as you need to list them. But answer lines A and B and fill in lines 23a through 26 on only one Schedule E. The figures on lines 23a through 26 on that Schedule E should be the combined totals for all properties reported on your Schedule E."

What I would suggest is that they immediately use their annual free credit report and check to see if anything strange appears. Then they need to freeze their credit or at the very least place a fraud alert on their credit. Also keep a close eye on the status of their tax return.

Given the overall volume of mail, this is something that happens every day. I have had it happen to 3 or 4 letters and several packages over the years. Mail just gets caught in the mail sorting and handling equipment. After I got out of the Army and before I went back to college I worked for the Post Office for 2 years so I have seen it happen. On the other hand postal employees also get caught stealing mail.

Interesting question, I look forward to the answer

So far this year I have no new complaints about Drake. I think I have called into Drake Support twice this year and I had to upload my return to them and my problem was solved quickly. Sometimes their diagnostic messages can be a bit hard to decipher.

All at the same increased SNAP AND WIC benefits are expiring and millions of people will lose their Medicaid benefits due to the end of the expanded Covid programs.

Also, if it qualified , your client would have received all of the relevant manufacturer information at the time of purchase. It's not our job to figure this out.

Although my quote is from irs.gov, the search function in irs.gov is really pathetic. I post quotes from irs.gov, but I find them with my browser.

According to the Tax Book with respect to 2022 Residential Energy Credits, "Costs are treated as being paid when the original installation of the item is completed."

Flip a coin

Drake has a small subsection titled, "MFS claiming spouse exemption" Checkbox # 1 - Spouse not filing return Checkbox # 2 - Spouse has no US income

Yes, but you would have to amend your business registration.

It's official: "Intuit has announced changes to QuickBooks Desktop for 2022. Most notably, Intuit will now only be selling its Pro, Premier, and Mac products as Pro Plus, Premier Plus and Mac Plus subscriptions." "Users will only be able to install QuickBooks Desktop 2022 on computers running 64-bit Windows."

"You can now file Form 1040-X electronically with tax filing software to amend 2019 or later Forms 1040 and 1040-SR, and 2021 or later Forms 1040-NR. "

Copied from page 16 2022 Form 1040 instructions: "Married Filing Separately If your filing status is married filing separately and your spouse itemizes deductions on their return, check the “Spouse itemizes on a separate return or you were a dual-status alien” box. If your filing status is married filing separately and your spouse was born before January 2, 1958, or was blind at the end of 2022, you can check the appropriate box(es) on the line labeled “Age/ Blindness” if your spouse had no income, isn't filing a return, and can't be claimed as a dependent on another person's return." Randall, I apologize. My only question is what does the phrase, "if your spouse had no income" mean?

I can see that you are determined to get the extra $1400, but IMO you are tilting at windmills.

"Note. For information on the federal tax consequences of elective changes in classification, see Regulations section 301.7701-3(g)." Reading the instructions for Form 8832, it may be possible in certain situations if you meet the necessary requirements, however it may have undesirable consequences.

I had a client with this situation 5 or 6 years ago. Depending on dates and how the details of how the the 2nd partner departed, a final partnership return would be filed. The LLC by default with only 1 member left becomes a disregarded entity filing a Schedule C under their SSN. If there are payroll employees of course a new EIN would be required. Also the PTS EIN would need to be officially closed.