Jim Oh Bkkr

A member on another forum (Drake?), said they ignore this and enter all (codes A & D) on Line 1a/8a. Then they list the cumulative wash totals as a single entry on the appropriate line of 8949. A few others agreed that they also did this, and none have ever had any problems. YMMV!

Don't give me too much credit, I don't remember it either. I have 2 google bookmarks, the second is a search result that includes site:, so I can remember how to do it!

Maybe you know, maybe not - "site:irs.gov" in your search and google will search only the IRS. One of the few good things left about google.

That's the same way I started, the went to (Lotus) @if(round(blah blah blah,3)" ","NOT BALANCED"). Just a blank cell (" ") if balanced, but if it isn't ("NOT BALANCED") - much easier to see quickly. And the rounding to 3 places always caught the discrepancies of mis-entering the cents (ie. 125.513). Incidentally, that was a problem the old "spreadsheet based" ATX had. Formula "display" rounding to 2 places, but the formula itself did not round.

If Yale gives (even partial) credit for the Dartmouth course, wouldn't it still be part of a degree program?

We need a constitutional amendment that ANY tax law, from ANY taxing agency, must be enacted 3 months prior to the start of the year for which it is in effect! The taxpayer should be allowed to plan. (They won't, of course.) Just imagine a March budget crunch rolling around, and congress, retroactively, reverts to the 2119 treatment of home sales.

Yes, drives me crazy! I have seen it take over a week with Drake (and with ATX in the past).

Ditto! I guess I can quit HOPING your non-compete will expire!

Or maybe not. I tried to find the cite, but I think what I read was about mixed-use properties.

I thought I read an IRS notice last year that this was allowed for '19 and beyond?

The name Best doesn't ring any bells, but in the early 90's I was using some "off the shelf" program, don't even remember the name. One year they added business returns, and if you shut a business return down improperly, you had access to a "return manager" (you actually had to force access to it). After a little "snooping", I discovered it was ATX. 600 bucks for MAX, and I NEVER had to worry about ANY form ever again. Stayed with ATX, until Drake in '16 or '17.

@sbcglobal.net (originally tied to @yahoo.com) still works after about 6 years on cable internet. Sign-in is more of a pain in the a$$, since att separated from yahoo, but it still works.

Thank you guys for a multiple, laugh out load, morning!

"Hello in There" was more the mood the news left me in. This was one of those "albums" that was so worn out, that I could listen to both sides at the same time!

What he said! (Except I'm using Drake now.)

CBS said his wife had it also.

I recently read a discussion about this in another (Drake?) forum. Most said this was the way to go AFTER a copy of the check was retained for the client's file.

Luckily, I practice in an area where the nearest school district with an income tax is at least an hour away. I do have a few though.

Thanks again, Yardley! Your knowledge & expertise is greatly appreciated! (I think work is within walking distance from home, so it should already be covered by withholding.)

Thanks Yardley! She started a new job that requires work split between the Pittsburgh area and northeast Ohio. And is my assumption that husband is responsible for 0.5% local at the home location?

Client moved to Pittsburgh area. Husband and wife both received a stack of W-2s, Federal info for each is the same on all. But the PA portions: Husband - 1 W-2 lists PA wages 4,000. 1 W-2 lists local wages 6,000, with 30 w/h. 1 W-2 lists local wages 10,000, with 50 w/h. Both locals list the same PSD (work location), and I have confirmed the local rate is 0.5%. (Railroad employee, if that is relevant.) Wife - 1 W-2 lists PA wages 35,000. 1 W-2 lists local wages 60,000, with 600 w/h. 1 W-2 lists local wages 63,000, with 630 w/h. Both locals list the same PSD (home location), and I have confirmed the local rate is 1.0%. I realize PA wages are calculated differently (the only affected item I see is wife has 120 GTL in Box 12), but I don't understand the huge difference between state and local wage amounts. Nor the double locals, unless 1 is municipal and 1 is school district? Does this look right (within reason), or am I missing something?

Ditto! I held out hope that Glenn's "non-compete" would expire or "Mel in/from Hawaii" would get his software up and running. (Can't remember if I lost track of Mel's discussion, or it just quietly died. )

Possi, do you have all the paperwork from the time of the exercise? I have seen the 1099-B issued on the spot (much like a W-2G at a casino) and the client doesn't even realize it.

Not if you use Drake! That is the one HUGE thing I miss about ATX. Found an (old) discussion about this on Drake's forum last year, and the consensus was "Drake never has and probably never will". A lot of posters didn't even understand the question.

That's probably my biggest complaint w/Drake. I use a desktop with (approx) 24" monitor and some things are impossible to see without my magnifying glass.