B. Jani

I love it. I copy and paste and email to my clients and family members. Thank you for the best laugh at the end of season. This is the additional advantage of being member of this elite group.

Thank you to all my cyber friends. Without your help, this season would have been dull. The highlight of this season is used ATX MAX again and lucky me, not a single problem and just mailed last final copy to the client and season is officially closed without single extension to worry about. Thank you. :rolleyes:

I do not efile until have signed 8879. Once accepted, print the final copy which includes 9325. If IRS made the form, I give it to client.

Last year got a new client by referal and when papers are ready to efile, emailed him papers to sign and return. He owed lot of money because took out $40000 loan from 401k and then left job so loan became withdrawal. Being under 59.5, wind up with the penalty and tax. He thought i did not do good job. He told me that his old prepare always got him refund but do not understand why he owes now. Gave him paper back and told him to go to old preparer. Same thing happend. Came back this year and want me to do the tax. I ask for the last year tax return to reviwe. When i saw what i told him last year, gave him back his papers and decline to do his tax. I do not accept the client who refuse to understand eventhough they know that we are correct.

When you say i got FEIN. Do i understand correctly that you are self employed, not any type of entity? Any special rules to follow. All my eservice authority is listed under ss # for efile. I am one person shop and thinking now to get FEIN to protect my ss# but not interested to create any type of entity. I am in NY. Any special thing I should know. Thanks,

I do the same. Just type Philadelphia and software takes care of it.

ATX requires sale date so i put based on long or short term gain for sale if lots of different date of sale. For purchase date, you can put various. Hope this helps.

Wow. I just down loaded it and guess what? Your suggestion worked. Thanks Maribeth.

My style is to file extension on 10th march for all corporatation return pending. If complited then ok but not, then at least i have enough time to fix the things. As Ken said, needs to be full "New York" instead of "NY". This was on ATX website a week ago.

I havd Brother HL-1440 and no problem so far.

I am in NY and file handful of NJ NR. ATX is accepted by them. As far 8879, I just get signature and keep in my file. Hope this helps.

As far as i know since 1998, we always have to check and recheck those little boxes to print what we want.

The only exclusion is $10,000 from ira withdrawal is free from penalty. The $7,500 is a free loan as house purchased last year from government which needs to be paid in $500 every year. If the total includes withdrawal from his spouse ira, he can exclude another $10,000. But remaining he is out of luck.

I have brother laser printer and have a option of printing preferences. Under the preference, I have option of adding watermark. So what I did is have one regular printing and add again with the option of watermark. So when I need to print regular without watermark, I choose Regular and when need to print client copy, use the second printer from the menu. When print thru client copy printer, It prints on all copies without any problem. All Brother have this option in preferences and I heard that HP may have this option. Look for printing preference in your printer manu. Hope this helps.

My printer has option to place watermark so i set up printer as client copy printer. it prints on all pages without problem. i do not use ATX checkmark for client copy.

I had mutual fund on broker statement and had foreign tax paid $4. when i put this in 1099, ATX opened up 1116 and you are correct that it is in draft mode. so i deleted and filed it. I do not know your situation, but for $4, i do not want to hold up the return for unknown time.

@JRS: Thank you for the precise article for OID. I did browse thru the pub 1212 but this article gives the best simple explaination what it is and how to deal with it. Thanks. @OLDJACK: When I asked my client about more research and additional fees, don't bother for $12 in taxes. But this board is the best to learn something new everyday. Thanks.

I have client since last 18 years with 2 family house, live one and rented upstair apartment. Always manually did 50-50 of all deductions. Old fashion. Never tried other way.

Always used po box when client wants it. Never a problem.

Thanks for the good laugh.

@JASDLM: The OID box 1 shows the amount $101 and discription shows certificate. This is from Chase. Client's memory is he rolled over the old CD to the new one. He doesn't know any more. Advised him to call bank and find out. @JRS: brows thru the pub 1212 but could not get much out of this. @TAXCPA: I asked client to call bank and find out or I will add it. Will increase tax by $12. If subtract will save $12 so marked it pending until client find out from CHASE Bank. Thanks.

Thanks JASDLM and TONYP for reply. The one thing I am confused is that if i put it as interest it adds to the total interest income. But if i use the drop down manu and select OID, it subtract from the total interest amount. This is from Chase for Certificate of Deposit so seems like additional interest hence added it. I hope 'm right. Thanks again,

I am using MAX and I know that ATX do not have 1099-OID. If I remember correctly, there is a tab where to put the amount but cannot find it. Can some one be kind enough to let me know where to put the OID amount in MAX? TIA.

So far so good in my practice as work now picking up. But printing is still problem. So started pdf and printing from their. B Jani

I always sign the return if I prepared one. Whether paid or unpaid. B Jani