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I have the same problem but instead of running the wizard, I uncheck and re check the box. It is a pain but it works. It will save time from running wizard on each client.

In the past, if there was uncollected SS and Medicare on a W2, the return was not able to be e filed. Does anyone know if these returns can be e filed this year? It seems like a simple item that should still be able to be e filed. I don't want to tell client it can be e filed and run them back to my office to explain it must be paper filed. Thanks for any guidance.

I have a multistate return. Client moved from PA to WV on 7/31/07. They earned $150 in interest after moving to WV. PA is picking this up as taxable income. I have tried everything to remove from PA return. It is taxable in WV. How should I be moving this off the PA return. I must be missing something simple but have been unable to locate it. Thanks for the help. I should have been done this return already.

I actually have a client that was a chaplain for the State of Maryland. Since the full $35,000 has been subject to SS, there is no need to complete the from SE. Line 21 then has a subtraction for the amount of the housing allowance as it is not subject to income tax. I also e filed this clients return. We had to use the form 8453 and send a copy of the letter to the IRS. I have done this for four years and have never heard from the IRS. It sounds like your letter is exactly like the one I see every year.

Taxpayer had an NOL for tax year 2006. Carryback was completed within appropriate time limits. The carryback to 2004 produced no tax benefit. All carryover then utilized for 2005. The IRS is notifying taxpayer that the numbers were incorrect. I can not find information specifically detailing how to complete the Schedule B of Form 1045. Seems like my client is losing here. Below are actual numbers. Which is correct? 2004 AGI - 14,759. Standard deduction - 9700 Personal exemptions - 6200 Taxable income -1141 These are the numbers on the original 2004 tax return. Obviosly there is no tax benefit from carrying anything back to that year. However, the IRS is calculating that the taxpayer is using $5059 of the NOL carryback for that year. That essentially means that the taxpayer is not receiving benefit of personal exemptions for that tax year. Is this correct? It makes a difference on the dollar amount available to be carried back to 2005. My client paid no income tax in 2004 why should part of the NOL be eaten up by that year? Thanks for any help.

I only prepare one of these every couple of years so please help me. I am preparing the decendant estate return. Interest was earned from time of death until end of first tax year. Also, there is some rental income and expenses. I understand this part. My question is realting to real estate taxes paid by the estate while the house is trying to be sold. This is not rental. It is sitting there vacant. It used to me the mother's personal residence. There are real estate taxes and utilities. Will these be added to basis when the property is finally sold? I just don't want to miss any deductions on this return. Also, the estate is going to pay the tax. Is there a need to send K-1's for this tax return as there were no distributions? Thanks for the guidance.

No, that's what mine all still say. Hopefully soon they will come.

This is interesting. I have called the IRS twice within the past couple of days regarding prior 941's. They each had the third party designee box checked with a 5 digit number listed as my pin. When I give the Pin number to the agent, they inform me it is not correct. It is the same one that is in my pdf file. It turns out the IRS only input the last 4 digits even though the form clearly states 5 digits. I know it is really not a big deal, but if some thing so simple is not being input correctly, what else is being missed? Has anyone else encountered this problem? <_<

Count me in as well. I don't have any programming expertise but am willing to invest in the venture.

They are picky on those 1099's. That's why I now e file those. Another benefit is I don't have to wonder if the taxpayer remembered to mail them. Even though the instructions are quite clear, I have a few each year who would "forget."

I have an S corporation that had losses limited during 2005. In 2006 they had a great year and most of the losses should now be deductible. The Schedule E instruction say to report on separate line with "PYA" as the description. How do I do this with the ATX software? This is my final return to finish. I want to be done. Thanks, Bonnie