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Posts
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Last visited
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Days Won
7
Everything posted by Terry O
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Ok - -I finally realized that the program had a little glitch - - -so I seen that others had uninstalled from the computer & then installed from the web - - - WORKS LIKE A CHARM!!! WOO HOO !!!
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In the past years, I have submitted a "dummy" e file tax return. Has anyone done this yet? I see that the 1040 efile is up, but not NYS.
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So, I finally figured out how to see what version of a form I have - -THANK YOU !!! And, please correct me if I am wrong , I cannot get the comparison or planner into my program even though it is available on the web - -
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Maybe I am missing something, but I have tried unsuccessfully to updtate the forms in the 2008 program using the update option. I have tried both automatic & manual - -it tells me that all forms available have been updated, but when I try to add one to a trial client, I get the "check web" message. I have the currect program update - - -but - - what am I doing wrong??? Thanks Terry O
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Sure - - I would LOVE one! Can you tell me how to get it? Thanks! Terry O
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Ok - -I got them ALL right - -testament to the marketing ploys of the past!
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I found the BEST training after the bookwork, was to sit down and play client - - - I would have a few tax returns available, and as she asked questions, I would give the answers - - -when she was all done - - -I would THEN spring on her - -things like - - "Oh , I got this 1098/1099/W2R - - -" We spent a few weeks in the summer doing this - - boy was she prepared! Just like teaching a kid how to drive!
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I had 4 partnerships & 2 1120S - -ALL had the same error - -NONE changed - - NO response from Tech support - -had to paper file ALL . No idea what I am going to do this year. Terry O
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OUCH!!! WHY would anyone DEAL with a company like that???? Hmmmmmmmmmmm
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While I personally have only had one unbelievabley idiotic employee from the IRS in 27 years - - let me suggest that the "IRS" should be changed to reflect "NYS Dept of Taxation". AND - -for the record - - -I thought it was cute!
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Preparer fee from refund when client owes back tax
Terry O replied to schirallicpa's topic in General Chat
I always thought the IRS took any refunds first - - but , apparently, NOT the stimulus! I had a client owe, they paid some & figured the stimulus would be taken to fulfill the rest - -but they got the rebate - - - Sooooooooooo, the question is - - did they then send the $$ back to the IRS?? I'm guessing NOT!!! -
I was THRILLED - -in 1985 to get a Hundai Blue Chip (yep - -they same guys who make the cars!) with a 20 meg hard drive - - "Never going to need any more !!" - - cost was in the $2,000 range - -and had to expand to 40 meg the following year!!!! We still have that little guy in the basement - - - -
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We feel your pain!!!!! I think the BEST - -"how can I find out ifl my "daughter/son/ex/friend - -whatever" get his stimulus - -cause - -ya know - -they're "incarcerated"!!!
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I'm sorry - -I should have said that the Form 8332 WAS filed - - and the father DID have to paper file - -he is NOT being forthcoming about any refund from the iRS - -in fact, we do not know if he DID get any refund yet.
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Thanks - -that's what I had recommended - - we'll see what happens!
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OK - -it was a moment - - -and I was NOT paying attention - -here's what happened: Divorced parents - -I have the mom who is the custodial parent and filed her 2007 tax return - -due to arrangements, we did NOT claim her daughter as a dependent, but used her for the HH status and earned income credit. So far - -so good - - - However, I did NOT UN-check the child tax credit eligibility ( that was on there from a previous year) and subsequently, the Mom gets the child credit - - -BUT NO dependence exemption for the daughter - -we did NOT claim her as a dependent on BOTH the 1040 AND NYS - - - neither caught the mistake, nor did the program! Now, the father is upset - -because he is NOT getting the dependency exemption on HIS return - - - -or the stimulus $$ - --what a mess. I honestly thought that by now the IRS or NYS would have sent the mom a bill - -but NOPE - - Any suggestion so nt he quickest way to correct this - -OTHER than - -giving the guy the $$ - - -the Mom is sure he will take the $$ both from her and the IRS. Thanks! Terry O
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Mike, THANK YOU !!!! I have only had done a few very easy 1040's - -and I figured that I was missing something - - - you hit the nail on the head! I will attempt a few more complex ones adn see what you are talking about!
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Is there a community forum for them as there is for ATX??? I have learned SOOOOOOOOOOOOOOOOOO much from this community - -I don't want to leave - - but I am assuming there are subtle differences in the actual program proceedures that I could definitely benefit from a forum.
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Ok - -sooooooooooo I have had a few issues with ATX - - mostly in the excessive number of updates - -and how late they were in the season - - - Along with the issue of spending $$$$ and not being able to get through to find out why I could not efile any business return or returns that included K-1's - - -nor any response from them So, I heard about this TRX - -downloaded it - -and within hours - -got a call from them - - - "did I install it/have any troubles/have any questions/am I going to buy it?" Within HOURS!!!! So, I finally installed it today - -played around with a return or 2 - - - I'm thinking - - - -why is this so reasonable??? Appears to be quite capable!!! Since I only do about 150 returns this eyar - -might be the way to go - - has anyone used them for the WHOLE season? Thanks! Terry O
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Sorry guys - -FISH is a 4-letter word - - don't do it, don't eat it - -
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Ask her if I can be adopted????
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Nobody said there was going to be a test today!!!!!!
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I agree with Jack - - -short & sweet - - - AND if the taxpayer or myself made the error - - I add: We apologize to the IRS for the inconvenience this error caused" Ok - -kinda hoaky - - -but effective - -
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Too late for me!!! I don't have the time to wast letting them sit & pile up here - - - I can't wait to hear their explanation when they call next year!!!
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Thanks!!! I look at our wonderful seniors - -and I see my future - - - - hmmmmmmmmmmmmm