Wendy

Found a workaround.

They have changed the K1 input screen this year and I can't input cash withdrawals from capital. These are not guaranteed payments or distributions to be evenly split. One partner takes substantially more than the other. How would I enter it this year? Thanks.

I'm still waiting for all of mine that were sent 1/30. ATX says that IRS has them and there's no way to check any further.

Duh. I went one screen beyond where I was in the client list tab - and it had options. You guys help me out without even replying.

I'm having a mental block. In the past I have printed a list of prior year returns that were sorted by the date prepared. It's very helpful to track them that way - and amazing that they usually come in in the same order and around the same time every year! At the moment I can't remember how to print the listing. I know ATX has a tab for printing a client list, but it is only alphabetical and no option to add the date. It's probably something simple that I'm just zoning out on. Any ideas? Thanks - and HAPPY NEW YEAR!

Thanks. I unchecked the "complete" box and opened one of the returns and it changed the calculation.

I just got off the phone with ATX and they are clueless. Wanted me to sent the file so they could open a case and wanted me to send them a copy of the letter - which I don't have. Saw on their discussion board a few others having the same problem - and always $3. My affected returns haven't changed.

Have had three clients so far give me letters they received from MA telling them that they adjusted their tax liability by about $3. When I look at the ATX calculation on the return, the tax figure is higher than if you multiply by the prevailing rate. Any other Massachusetts preparers have a problem with MA adjusting tax liability?

Thanks.

I'm guessing there's no way around it since they're filing MFJ.

I have a couple that has one spouse on Medicare and the other on Mass Health. Spouse received 1095 A with amounts in Part III. When I try to allocate the amounts the form wants the info from the other spouse 1095 - which obviously doesn't exist. How to I report just her inf? I'm confusing myself I know. I hate this form.

Thanks all. This is a client who wants to take all kinds of non-deductible things, then tells me that I don't have to report a $1000 reimbursement from the health insurance. So I wasn't going to take her word for it if it was just a "thank you" to a friend for driving.

Client had health issues and couldn't drive. A friend drove her to the doctor several times and she paid her $225. This is not an organized driver service - or a business like bus/taxi etc which is deductible. She is pushing to deduct it as a medical expense since she needed the ride. I see it as a NO since the driver will not be reporting it as income. What say you?

Being from MA, I can totally sympathize. When I do other states' PY returns I spend a lot of time re-checking because I think I MUST have missed something...it can't be that direct and straight-forward.

Thank you.