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I threw mine out without even scanning, but I have an IRS account and can download my transcript if I want. Also, I won't forget how much I got, but if I did, I can search my bank account for those deposits. I'll probably tell clients to search their bank account for the deposits. This will be easier for those who have direct deposit.

No. You have to discard all rolled over letters and then add them back. I've been using ATX since version 2013 and we almost always discard all letters after rollover. This year it's part of the rollover/emgagement checklist. It would be nice if rollover preferences had the option to not rollover letters and to automatically add the current letters, but alas... The 'discard multiple forms' feature makes it easy to discard all letters, however, and it's equally fast to add them back.

If ATX doesn't automatically add a form 3520 section, you could create a 2nd federal letter for returns that contain that form and use that instead. Or you could have the text in any text file and copy/paste it in as needed. If you opt for the 2nd federal letter, you'll need to include the state section as well, because I doubt ATX will combine the state with a custom letter like it does with the official federal letter.

I love Oregon. People there follow traffic rules and don't litter. And they grow all kinds of food, and make great cheese and wine.

If you're in Services, right click the service and choose Properties. Then set it to automatic. You can't do that from the services tab in Task Manager, but you can restart services in Task Manager. I turn off my older year's ATX services because I don't see the point of having 7 years of ATX services running when I rarely open more than the last 3 years.

I doubt the IRS even matches 1099-K's. File without it and let us know what happens.

No, the date created is supposed to be within 5 days of when you transmit to ATX. I'm hoping that's incorrect.

The 8879 is not part of the efile. I've created an efile but I haven't transmitted any. My bigger worry is heard a rumor that ATX will make you recreate any efiles over 5 days old before you send them. for us, that's almost 100% of efiles that will need to be recreated, one... at... a... time!

When I was playing with my test return, I noticed that a lot with different states. Closing and reopening the return fixed it for me, but I was discarding all states and adding a new state.

I'm assuming the IRS will correct the recovery rebates just like they correct estimated tax payment errors. If it was a paper check, I'd wait about a month before filing because we've been getting first class mail in about 4-5 weeks, sometimes. I think claiming the rebate is the better option, because if the IRS disagrees, they will change the return. Unless they haven't had time to reprogram their software. So many interesting rebate questions on other forums. Divorced or unmarried couples where one parent got the kid's stimulus, but in 2020 the other parent is claiming the kids. People who were dependents under 17 in 2019 but are on their own in 2020. Since their parents got the stimulus for them in 2019, they should get the full rebate for themselves, I'd think. Single parent in 2019 got the full stimulus payments, but became a dependent of significant other in 2020 who just got their own stimulus payments.

If you have bad or duplicate payers in a return, and the 'Add to Payer Manager' box is checked on that input form (W2, 1099's), when you rollover that return or open/close that return, those bad payers get added back. This is why I add multiple W2's and all categories of 1099's in Customize Master Forms and click the 'add to payer mgr' box TWICE so it's unchecked by default. The missing feature of ATX Payer Manager is the preference to have the 'add to payer mgr' checkbox off by default. Then you can check the box if you find a payer is not in your list, and you think you'll use it again. Would also be great if you could choose which forms you want to use Payer Manager with. For example, I'd only choose W2 and 1099R. People often enter account numbers or account names (escrow, rental, etc.) after the bank name on 1099 INT and DIV which you do not want in your payer database. But honestly, duplicates, crazy long names, incorrect EIN's, typos, etc., are not really that big of a deal, especially if you sort payers by EIN instead of name, which is the better of the two ways to use payer manager.

Yes, turn off all ATX services on both computers before moving data. And you may need to run the database repair bat files if you get errors when you open ATX on the new computer. We moved about 8 years of ATX data to a new computer and had to run the repair bat file for 3 years.

I didn't check 1099R's, just Social Security withholding. Is it a red error? If not I'd ignore it. I was working in my test client return yesterday and was getting a ton of blue errors for overrides on banking products that I don't even use. I just unchecked the Overrides filter so I didn't have to look at them.

You can always run the ATX Admin Console to see where your data and backups are being stored. Admin console is located here: C:\Program Files (x86)\Common Files\Wolters Kluwer\ATX 2019 Admin Console\Sfs.ServerHost.AdminConsole.exe C:\Program Files (x86)\Common Files\Wolters Kluwer\ATX 2020 Admin Console\Sfs.ServerHost.AdminConsole.exe Also, the default location for ATX data and backups is a hidden system folder called ProgramData. You might have to change windows view settings to see the folder. Alternately, you can type %programdata% into file explorer location bar to get to that folder.

I heard it on the ATX users facebook page, so when 1040 updated yesterday, I tested it and there was no red error.

ATX realized their programming blunder and you are no longer required to enter an EIN for each group of forms that have withholding. It was a tremendously stupid idea to begin with because most people have multiple W2's, 1099s, etc., and the efile already contains the EIN for each W2, 1099, etc. I'd love to know what the concept was behind this idea to begin with, as I can't see any problem that it was solving.

You moved the data the wrong way and created a new database. It's not too late to start over and do it the right way. You learned the hard way that export/import is not a good way to move your data. You don't get any of your settings, preferences, preparers, form customizations, etc., etc.

You can customize the 1040 Ln 25-Tax WH tab to have the SSA EIN always there for you, in case you have withholding on a 1099-SSA, and it will NOT give you a red error if there is no SS withholding!

Adding this to my list of form customizations, unless it causes an error to have the EIN with no withholding amount. brb

Sometimes I'll look at last year's 1098 and call the automated line for tax info. We usually have all the info needed to pass the ID check.

What happens if you enter a made up EIN (31-1111111)?

I've heard the 3 dots menu referred to as the sushi menu and the 3 dashes, stacked vertically, is the hamburger menu.

https://www.irs.gov/newsroom/2021-tax-filing-season-begins-feb-12-irs-outlines-steps-to-speed-refunds-during-pandemic

If the IRS isn't going to automatically send a new one, that's nuts. When you're already a victim of ID theft, they mail you a new PIN every year, automatically.