Abby Normal

What is this, the 60s?

Of all the changes they could have made, they decided this was important?! And, one again, they did not even attempt to communicate that this was changing.

I was just getting ready to post this same article!

ATX has a utility called Refresh App Configurations. Go to the Support menu, then choose Customer Service Utilities.

But with one kid, the increased tax from filing separately might more than offset the extra $700 gained.

All you have to do is to read the Qanon casualties reddit and see the daily carnage caused by those insane conspiracy theories. It's not all divorces (some aren't married). One lady's mom thinks her baby is going to be half human because the pregnant lady got vaccinated. We live in "interesting" times.

Cash basis is pretty straightforward. Although, what typically happens at year end is back dating checks written after year end, and holding incoming payments until the following year. Not saying this is legal or correct. It's just reality.

The software companies have to change their systems, BUT if they make errors, it could cause us more work, dealing with rejects.

I sure it is.

It's not ATX (as far as I know). It's the IRS. I just get them to sign the 8879 as is. That number is the corrected amount, in total, even though it's confusing.

Pass.

But it may not be a foreign account. I have all kinds of brokerage 1099s with foreign income but the income is all held in a domestic account so there are no FBAR issues. And none of my clients with actual foreign financial accounts have ever received a 1099.

Do you know if the taxpayer efiled last year? Stupidly, it doesn't say 1040X when creating the efile, but it is the 1040X.

And you can turn off those blue triangles in Preferences.

Open a case with ATX support. They'll need to fix this. It's probably a very rare situation.

That's what I've always done. It's been reported to the IRS, just like any other 1099MISC.

LOL Sounds like an interesting site.

This is the way I've always done it, but I'm going to try the preparer change next time.

I had a self-employed client who was embarrassed to tell me they were on Obamacare, so I assessed the $695 penalty. Got the letter and brought it to me. He got the penalty back and some additional PTC, and I got to bill him for a 1040X. Win win!

No, you have to own them.

Try this link: https://community.atxinc.com/forums/ You might be logged out, so do what Gail suggested, log in: https://support.atxinc.com/User/Login.aspx

Yes it can. Also, consider making a Roth IRA contribution, including Spousal Roth, to get the Retirement Savers Credit. I have an older client who works just enough each year to max out the Roth, just so they can get the credit. It's hard to pass up on free money!

If you're not using the default windows display settings, that can cause display anomalies in ATX. Have you made the windows display settings larger for readability?

The sales tax that could have been claimed in the prior year is part of the calculation for how much of the state tax refund is taxable. Sometimes it matters and sometimes it doesn't.

Changes should not be done mid-tax season.