grandmabee

Yes, there is a statement you must attach with certain wording.

In prior years I could always sort the Int & Div by payers. This year it is greyed out and I can't get it to work. I think it is user error but don't remember how to make it sort. TIA

Has anyone used and it made a difference using the 2019 income for EIC. I have this one who's 2021 income is 39198 and the 2019 income is 31408 and when you look on the EIC chart is makes a difference but when doing it on the return no change. still the EIC for 477. The only thing I did on the 2021 return was to mark the box on the EIC questions. Maybe I am missing something or else it has to be a bigger difference.

Isn't that odd, I went from your link and still the top part comes up and then says " Forum Group Not Found The requested Forum Group cannot be found.

Is the "official ATX community board" not up and running this year? When I go to it just has the top but nothing else.

Thank you, that is what I did but it hasn't been accepted or rejected yet so it should go thru then.

Where can we customize this form. I can't find it under master forms.

Is it a final return? if not I believe the CG on taxed on the 1041.

thru ATX ? did you do it with a new set up of client or just add to old?

I knew about the 1096 only going for paper. Can't get thru to ATX

I efiled 1099's for a company and submitted. Haven't received ack yet. Now client says they have 2 more to file. Will I be able to send another e-file thru ATX?

What is IHSS?

Being exempt from federal withholding should not make box 1 blank . The company got back to me and sent me the "difficulty of care" form my client filled out saying she qualified. Now I have to double check with her to make sure it was in her home. So box one being blank was correct and I guess some patients are SS/ exempt and some are not.

they are deducted on page one of 1065 and also on your P & L so shouldn't be a problem. Did you put on 1065? line 10

I have a W-2 with box 1 is blank Both SS and Medicare wages show 18,000 and with correct taxes in box 4 and 6 Client of course knows nothing. I called the employer asking if maybe a difficulty of care payments because she is a caregiver. They said yes she said it was difficulty of care but accounting dept. went on to say their employees can go in and change it on their own and claim exempt anytime. All the difficulty of care W-2's I have seen had no SS & Medicare wages listed, this one does. Has anyone seen this kind of W-2? thanks

I don't know, I just went to a security update class by an attorney and besides scaring the **** out of me they suggested we use the MFA along with many other things. Every time I go to one of these classes I just went to quit!

It was on OUR website but it didn't say if Max offered it or taxwise, Total Office.

Does ATX Max offer MFA. I searched and it said some software but not sure if MAX is one of them. Don't see where to set it up.

Doesn't it seem slow to you? I log in for a client and reclass where they put things in expenses and it is so slow going from one screen to the next and how many steps to get it done. Desktop is so much faster for me. I have a fast computer so it is not that.

A lot of reading materials online. then if you get stuck ask here. google is your friend for start then double check with the IRS Regs.

Do you put your income by client into QB? I just put totals for tax work with the deposit. I use the return manager and print it out each year after I mark that they paid and amount. It doesn't keep all year just current and then I have a file for each year. It probably would have been handy to see all the years together but at this point I am not changing. Hoping to retire in 3 or 4 years.

I have a Irrevocable grantor trust. I file the 1041 with nothing on it. All is reported on grantors 1040. It has a rental property in California so I need to file a Ca 541 return. Only income is from rental. Gross rents of 9600 and net of 5400. Do I still need to pay tax to CA? when I do the forms it shows a tax due. This is a 2020 return. Isn't it the same as federal and it all get reported on individual return? Any help is appreciated. TIA

I did but this is not withheld, it paid on the Canada tax return. It want to put it under withheld and it is not.

Need help working on form 1116. I have rental in Canada and reporting income on Schedule E. I can't get the tax paid to Canada on part 2 ling A (p) and line A (T) for tax paid. It just keeps going to taxes withheld and that is not the case. they is no jump to for it to get to the correct box. I have been struggling with this. Anyone have help with the form? It has changed since last year because no problem with getting it in the correct box. Thanks,

This what I had now. But now smearing ink on right side of paper.