schirallicpa

I'd just a soon have the July extension. My inability to find quality help has caused me to already be far behind the 8 ball. I'm basically doing everything myself and have my kids helping file. So slowing people down would help me.

thank you jklcpa and Lynn - I will not worry about him. (It makes me feel good because he's probably the nicest man in the world. He deserved the extra.)

I also have a client where the spouse died in 2018 and he received his and her payments for the 1st round. Now I'm looking at the worksheet for the recovery in the program and I'm not seeing how to pay back. (He did not know he had to pay it back in April when he got it. ) Poor ol' guy. Thinking about letting sleeping dogs lie.

I shall

We did end up going. We were thinking of staying in NY but when considering any risk of going anywhere, the only place that looked safe was the middle of the Atlantic ocean. Ate at the Harp and Fiddle Irish Pub on Penn Ave. People were all good - everyone we saw was wearing a mask. Restaurants had limited tables. People were respecting space. It was good. Went to Wholly Foods and got some fresh calamari and fresh flounder. Love going there. Sometimes they have fresh Octopus and the kids used to freak out. We got some awesome olive oil, spices, fresh bread, figs, and Brad got some cigars. Love Penn Ave.

Thank you for responding to yourself. I was going to check that out in a few minutes.

The 8915E is not scheduled to be available until March 2

I'm supposed to go to Pittsburgh this weekend for a small family event. We live actually 5 minutes from the PA border in western NY. I know a lot of cities have higher Covid rates - naturally. How's Pittsburgh doing? Should I cancel my plans? Or is it pretty lo-key.

Thank you jasdlm. Worked.

soooo....I put the totals on line 11 for the annual amount. I calculate a significant repayment - which I expect. But I still get the Error messages: When Line 6 is "yes" taxpayer does not qualify for a credit. Discard any information entered on lines 11-23 in columns A thru E and The household income was above the Federal poverty limit. Make no entries at Lines 11 thr 23, columns a and b.

The amounts are not the same for the entire year so I filled out the lines for the monthly amounts.

If the Taxpayer has had significant income during the year, then they must pay back any benefit they received (reduced policy amounts) during the year. So I have a 1095A and have input all the info. It looks like they owe back some money. Total of col A is 10965. Total of col B is 10965. Total of col C is 6599. But line 5 on 8962 is greater than 400%. So form gives me error cuz I don't qualify for credit, and tells me not to complete form. How do I show what they owe back without the form?

Part III column A, monthly enrollment premiums. Isn't this column supposed to represent what the TP actually paid?

......I figured it out......all I needed to do is read........I was needing to put in the recipients info.

I have requests rejected the first time and second time and accepted the third time. Try, Try and Try Again.

My payor is DWS Trust Company. I have restored and retyped in the name and the EIN but I still get an error that I must input a name and EIN for the 1099R. round and round we go in these early days of the season.....

grumble mumble......grumble mumble.....

I just don't understand why. It's available online in PDF format. But ATX literally has to spend an extra couple weeks getting ready for us?

What's so complicated about the 1040ES that it's not available yet?

no notice.

I'm still getting the error today. I have SS income and other retirement income. This is just repetitive and senseless

Client has received a check for the recent round of stimulus. The household includes himself, his wife, and his dependent daughter. So the check amount would be $1800. Right? But his check was for $1736.65. Can you guys help me on this one? There was no paperwork or explanation with the check.

I had the same problem.

I'm getting a pay-per-return menu when I open mine. Can't wait to sit on hold.