M7047

Literally just got off the phone with ATX and they are telling me it's webroot, but all services are allowed. Now they say it's something else in my system is blocking ATX and they can't fix that. I was basically trying to see if it was their software or my computer.

Is anyone else getting this error? I've received it 5 times within the last 2 weeks. It comes when I try to open a return. Some returns open, some get this. I exit ATX and try again to the same result. Calling tech support gets me someone renaming my asset folder and something with the server and reloading the program again. I just got off the phone with them yesterday afternoon, and it's already doing it again this morning...

I seriously doubt it as that's a frontline security step and the 2FA is a backup

I was really worried about how this was going to play out, but it's really not hard at all. After installing ATX there's a QR code to register with an app or web extension. I always have my phone with me so I chose an app. I went with 2FAS as they don't require any of your personal data. Once downloaded, and the QR code is scanned you'll receive a 6 digit code to enter into ATX. The codes refresh every 30 seconds. When you open or if you have to log back into ATX for being idle or whatever you will repeat the same process, enter your password and then a screen will ask for the code. Open the app And it will be there to enter. I have to have the steps given to me normally, so I hope this helps someone.

Thanks a lot!

Have a client that is filing separately. He wants a paper check. Will his wife have to sign that as well or will it only be in his name? Thanks!

Client has taxable scholarships which I entered on the federal. They show up on Sch 1 line 8r. My question is how to eliminate that for PA. PA doesn't tax the excess, but the program is entering it as line 1a 9) Scholarships and fellowship grants not on a w2. Can I just override this amount? Thanks!

Thank you all. She says she does have proof that she paid more for it, just wasn't sure she could use it. Sounds like I can use the actual amount paid providing documentation exists.

Have a client who sold undeveloped land they bought in 1999. The deed says they paid $1 to save transfer taxes then. They obviously paid more for it than $1. Can they use the amount they actually paid or are they stuck using the $1 from the deed for capital gains?

How are they able to sell the original software cheaper? Why would you want to switch from Ultimate Tax to Sigma Tax? Did you have a problem with Ultimate? Sorry for all the questions, but I've never heard of such a thing. I'm a small business looking to cut costs without cutting off my nose in the process. Thanks!

What do you mean they are a reseller of Taxwise? Is it the taxwise program?

Mine are PA too. I thought it was weird that each received separate letters too.

Anyone else have married clients getting letters from the IRS separate from each other? I would have thought the would be joint letters since they filed MFJ. Each letter has half what the couple would owe as a penalty.

If it's with the same bank and just a different account number the bank should reroute it for them. No need to do anything with the state. I don't think you can with PA anyway. I had clients that this happened with this year, and they received their refund just fine.

Yeah, it may need that. Again though, they would still have to come up with over 4000.00 by the due date to make up for their part, and that would still be due Monday.

He's supposed to be doing that today. I'm just concerned with the due date being so close, if they have to make up the missed amounts on the return, they're not going to have it.

Have a client that had social security and medicare taxes withheld on only 2158.00 of their 59000.00 wages. Of course they didn't notice it throughout the year. Do I file 8919 on the difference and how do we make sure the company's part was taken care of?

They did. The problem lies with, the first half of the year their income was less and they qualified. Once he got a new job they didn't qualify. He notified them, but with the annualized income, it disqualifies them for the whole year. It's a shame there's no way to input they only received the help when needed and then stopped. They're going to be paying back what they got.

Client had the credit for the first half of the year and then got a better job. They notified the marketplace and stopped coverage immediately. Their insurance rep claims they can use the amount of income for the beginning of the year to still get the credit, I don't see anywhere that allows you to say which income was earned when, it's just annualized. Am I missing something?

Client had windows installed in 2022, but they were financed for free and nothing is paid on them yet. Does the credit belong in 2022 when they were installed or can they wait and take the larger credit in 2023 when they actually pay for them?

No. There wont be any change in the refund.

Is it considered processed once the student receives their refund?

I have a family and a son of theirs. While playing with who should claim the student, I accidently forgot to uncheck the box for the student to not claim himself and filed it that way. When I efiled them the parents were rejected as they correctly have the student on it but the IRS had already accepted the students one claiming himself. I amended the students to not claim himself and it was accepted on the 24th. I recreated the parents and tried again today and it's still being rejected for the same reason. I thought waiting a couple of days after the amended student one was accepted would fix the problem. Any thought on how to get theirs accepted now? Thanks!

I was thinking that the 396 should be interest, just wasn't sure if it would flag anything since they never received a 1099. Thanks everyone.

It was from their mortgage Co. They issued them a check. This is the letter they received. Nothing was ever deducted, as they can't itemize. Thanks