Randall

Thanks Margaret. Yes, I did that and the efile was created with no problems. The instructions do say you can enter an end date after 2016. But the first part of the instructions seem to indicate you need to have already passed the test (that is, as of 3/15/17 today been there a year). I too was wondering about just filing it and if accepted, ok. If he returns early, then amend the return.

Anyone done these? Client's son moved to Japan to work there. Began Oct 1, 2016. If I'm reading the instructions correctly, I can't file Form 2555 and take the exclusion until he has met the bona fide resident or physical presence test which won't be until 9/30/17. I can file return and pay tax and amend return later or file an extension. The extension will give us until Oct 15 when he will have been there for a full year. Is this correct, no way to file return now and project his time there out to Sept 30?

Client states that that they were forced to choose from several options regarding a pension plan when company was sold. Were told that the distribution was not subject to penalty and client verified with the pension custodian who issued the 1099R. So I'll go with that and go with the code 7 on the 1099R.

Client has 1099R (one each for each spouse) coded 7. But they are under 59 and half. It seems 10% penalty should apply. Should I just include on 5329 or are there reasons the penalty might not apply to them. Usually the financial institution would have this as code 1.

Yes, I just had one. I requested the client to bring in account statements showing dates and deposits so I'll have it for my records.

Or could it be treated as management fees on the 8825 and not guaranteed payment to partner? Partner would still have to pick it up on his 1040 (Sch C and SE).

Me too. I'm always concerned of going back into the program and doing something that might make a change. I use my pdf copy like the old paper copy in the file.

I keep Fed and State return separate for quick access (separate pdf for 8867 too). Also other business local returns separate. Combine all others, letters, worksheets, etc. When 8879 is signed, I scan signed version back in for a pdf copy.

Thanks for explaining the difference. I do try to click save now and then while working in a return. Can't help it if there's a crash but I wouldn't want to unplug my computer just to test it.

Did someone say the auto save doesn't work in ATX? I opened a new client just to put some numbers in to see a hypothetical outcome. Put in the names John and Jane Doe. Did not click save. Closed the return, was prompted to save or don't save. Clicked don't save. But in the return manager, I had an 'Auto Saved Return' with John and Jane Doe. I'm not sure if this is the same thing, but this return was auto saved.

I just received a Fed 1040 efiling as accepted with messages. This is a first. The message was 'if you need health insurance, then listed a website. The return was a dependent's return not claiming herself.

Client asked if his SEP-IRA could be designated a Roth. I didn't find that it could. I know Roths can be part of 401, 403, 457 accounts. But I didn't see anything regarding SEPs. Anyone know differently?

ATX website shows Ky 765 (Partnership) efiling estimated release date as 2/13 but also shows it released 2/8. Any one in Ky been able to efile a 765 yet? My return showing still unable to create efile as forms not yet approved for efiling. I was just wondering since the website shows it has been released.

I see Practical Tax Expert under Federal Tax Editorial Content. A list of topics available. It doesn't say Pro though. I also have under the CCH Tax Prep Partner Series, not just 1040 but 1041, 1065, 1120 and 1120S.

Abby, what's the TPP 1040 Lite. I see in the comparison chart, that's listed under the Max package but not the Total Tax package. I think I have that under my package. I didn't see the TPP 1040 Lite listed as you mentioned but I have the CCH A LINE D in my list of items in Intelliconnect. I still don't get anything when I click on the 'Open Tax Research' link in the popup. When I right click in a form line, I get the menu. Clicking on Master Tax Guide takes me there but when I click on the 'Tax Line Research' item in the menu, I don't go anywhere. I have to click on the green button at top 'Tax Research'. Thanks for your earlier tip on doing that, then Federal Tax, Fed Tax Editorial Content, CCH Tax Prep, etc. I need to utilize this more.

Thanks Abby. Yes, I have the Total Tax Office package. Not sure how much more cost for each level up.

I'll try it again. I was clicking the link after it grayed out. But wasn't going anywhere. Thanks.

For those who have the Intelliconnect. The latest update is supposed to allow us to click on a line and take us to the research for that line item. Also, hovering the cursor on the line will give us a popup. I am getting the popup and there is a link to go to the tax research but when I put my cursor on that link, the link grays out and doesn't take me to the research. Also when I right click on a form item, I get the popup menu but when I click on the tax research line item, it doesn't take me to the research. I can click on the Tax Research button at top and it takes me to the research but only to the opening screen of Intelliconnect. I was under the impression the new update would take me not only to the tax research but to the specific topic of the form line item. Anyone else trying this in ATX?

I've not noticed the autosave much. I tend to save the return when I'm working on it, when I close the return and several times if I have the return open for a while.

I've not had that problem so far.

This is what I do too. I also like to check 'Incomplete', sort by create date and print a list so I have a to do list in order they came in with info (and how far I'm behind).

My scanner is the older ScanSnap S500. It's 10 years old.

I tried scanning my own. My 10yr old scanner wouldn't take it thru. I'll have to use the copier. Need to set on lightest exposure and expand size in order to read it. Will probably get a new scanner this summer when I get a new computer. Anyone else having trouble scanning drivers license?

Yes, if you have the info. I'm going to try to remember to get the info from everyone so I'll have it when required.

Working on a 1065. I see Ky is finally able to efile the business returns this year (partnerships and SCorps). Won't be available until Feb 13 but I can wait. No more printing the Ky form and an extra Fed 1065 to send with it. Anyone else have that problem with their state business returns? Don't know if it was ATX or the state of Ky but finally got relief this year.