Terry O

I also have a home-based business, and start out with the "Wow - -made a LOT more money this year didn't you!" - -then proceed to the FABULOUS 2 year comparison - -going down line by line as to the changes - - - and I prefer to do it in person - - -I want to make SURE they know EXACTLY what is going on - - this way - - -I don't have the "you never told me" - - Can't wait to see what the new witholding changes are going to have on the 2009 returns - - - OY!

This is my 27th year - -about 9 years ago - -after preparing 640 tax returns ALL BY MYSELF - -I decided that they were either going to carry me out with a toe tag or a white coat - - -I "retired" - - - -yep - - said farewell to 500 of them and kept 140 - -mostly family, elderly, plumbers, contractors, auto guys - -AND they guy who can write a prescription if needed. And - -along the way - - - I missed a LOT of spring breaks with the kids - -worked every day for the whole tax season - - -somehow managed to get food on the table most nights - - AND NEVER - - -NEVER filed an extension - - -EVER !!!!! March 1st - -sent out reminders to notify that there NO appointments after 4/13 - - EVERY year - - - amazing - - they had to be told that there were a LOT of them - -and only 1 of me. They think it's cute - - -and have NO idea that they are not as special as they think they are!!! I currently have 6 people who have not shown up - - - -but I am confident they will - -if they don't - -they can go to H&R !!

Taxpayer passed away in 2006 - - -did the FINAL 1041 in 2007 - -NOW - -her daughter shows up with a 1099 misc in Estate ID number - -for unknown income - - - AND - - - a 1099C for cancellation of debt in the deceased taxpayer's SS#. I am not sure about the 1099 C - - - I realize that I have to prepare the 1041 for the Misc income of $1750 - - but what about the Debt of $3800 ?? Any suggestions? Thanks!

Ok - -I can't believe it, but the old standby finally bit the dust - - -now of ALL times - - Downloaded the program off the internet - -all appeared to go well - -hoever, I cannot upgrade the forms & I cannot print - -even thought the printer works for other programs - - Am I missing something?

Ok - -soooooooo apparently, my 6 yr old computer has a virus that is not going away - - -broke down & bought a new one - - - I know I have seen how to do this, but I do not have time to try to search - - - So, can someone explain the process of getting the info OFF the XP & ON to the new Vista program - - before I really screw things up?? This NEVER happens - -in - -like JULY!!!!! THANK YOU !!!!

I have NEVER seen this before - -a client entered the Army in 2007 - -and apparently, it took a year for the promise of student loan repayment to show up - - -in the form of an additional $15K in Box 1 of a separate W-2 - - -fortunately, he got married, had another child, AND had 1/2 of his income in combat zone - -so it was no where NEAR as bad as I had originally thought. I guess I just want to verify that a) the claim that the army will pay is true the kid will be off the hook for 40K in loans after 3 years - -woo hoo c) obviously, I have to include this on line 7. 27 years in the business - -ya think I would have seen it all !!!

Ok - -I cheated too - -and did the 6 in a bottom up - -not top down - -

I know I'm guessing - - -but isn't this an English poem that the Beatles used for their TAXMAN song back in the late 60's - - one which my children used to request every year for me on 4/15th on a local radio station ???

I had this problem also, only with client letters - - - Go to Forms - - update MANUALLY - - if the newer form doesn't show up as available - -go to the bottom of the box where it shows "show all forms" Go to Sched A - -download - - -then open up the client - -it should be updated. Good Luck!

WOW !!! The kids got MOVES!!!

THANKS !! I guess I keep thinking back to when first time filers had to send in paper returns - - -a LONGGGGGGGGGGG time ago!

Can someone help jump start my brain - - I have a client who is bringing in his daughter's first W-2 - -a whopping $500 with about $20 Fed witholding. C an she e file if this is the first time she has ever filed a tax return - - 27 years in the business - -and I honestly can't remember if they changed the rules on first time efilers - - -OY!

I DREAD my first s corp or partnership e file return htis year - -I could not e file ANY last year - -and had to resort to copying them & sending them in - - -

Hamburg (Buffalo) NY 1) Chicken wings - -Anchor Bar 2) Bflo Bills, Sabers, Bisons 3) snow - - - snow - - -more snow BUT - - -also the Miami of the north - -we have MORE sunshine in the summer than Miami 4) fabulous architecture - -boon town in 1901 when we had the Pan am Expo ( and sadly killed a president) 5) the city of good neighbors!

uninstalled - - re-installed from web - - -still no letter - - did the search - -found it - - downloaded it - -unzipped - -sent to New files - -unzipped AGAIN - - -restarted - - - TA DA !!!! IT WORKED ! ! ! I am ready for a nap - - or at least to go out & clear the snow - -again!!! Thanks for all the suggestions!

Thanks - -did that - -no luck - - 30 min with tech support - -he is having the same issues in individual forms - -BUT - -he can access through mater forms - -I cannot. Tried everything - - downloading - -unzipping - -yada, yada, rebooting - - -restarting - - -everything but uninstalling & reinstalling - - - I must say - -he was VERY impressed with my knowledge of the program - -informed him - -for the past 7 years - -I have had EVERY glitch known - - - Gonna be a LONG day - - -

Ok - -sooooooooo I get out the DC that came here on Sat - -put it in the computer - - -defective cd - - yeah - - like tape marks on the back - - Again - -7 years with ATX - - - Now, I can download the zip file of the client letter (which - - by the ways - -WORKED on Thurs) and now, can someone tell me how to import it into the program ????

Tried that - -7 years with ATX - -they never cease to find new ways to confuse me - -I'll try your first suggestion - -thanks!

Ok - -sooooooo I had uninstalled the CD program last week & downloaded from the internet - -all working fine! Until I apparently downloaded a NEWER version of the program 1/22 - -and now the client letter is GONE - - -not even available on the web. Am I going crazy - -OK - -probably - -but has anyone else experienced this problem?? Thanks!

I also agree, being a sole practitioner, that hey are immense help, along with THIS forum, and a few friends in the business.

Thanks for the suggestions - -I will give the pdf a try!

I have a Xerox workcenter pe 120 - -is there a way to do double sided printing - -or am I just DREAMING ???

Mee 4th - -from Andover ma

I received my first e file Fed also - - -WOOO HOOO !! Now - -waiting on NYS to be approved - - - -

Thanks for the good wishes - - - but not QUITE 2009 !!!! Just "spped limit" status - - I can't WAIT to get the discount at Denny's & IHOP - - - - I've been informed I have the RIGHT to take all the napkins, sugar packets & jelly - -I'm thinking- - - - I'm gonna need a BIGGER purse!!! And for the record - - I raelly do play drums!!!