GLJEANNE

I feel bad for all the IRS people who are going to have violate their code of ethics to do this. In addition to the hardworking immigrants who tried to do the right thing paying their taxes. And the economy, because all those folks have added a lot to it, and paid a lot of taxes, and now are not going to want to have real jobs, they're going to go for the under the table positions.

I retired from my business accounting last year (though it took well into October to get rid of everyone, lol), so this is my first season without also having payrolls and accounting. There were a couple weeks that were miserable, and I'm pissed right now at handful of folks dribbling me info piece by piece. Overall I think it was okay. Lost a few, gained a few. I wouldn't mind getting rid of all my K1 clients, since those tend to be the latest, but they're some of my favorite people, so I keep them. And this year, K1s all came in March, miraculously. I'll probably hold onto all but a couple folks that just need to go.

Would be helpful for taxpayers if the employees who would be staffing the phones or otherwise interacting with TPs had an option to return before the 14th. Too late to help anyone with questions on filing. But yes, at least they're complying somewhat.

On my list for this week, but thanks for the reminder!

Ditto on Brother, I have the MFC-L5850DW and it's been a good workhorse. The high-yield toner cartridges are good.

Oh that QM PIN will be great, no more searching online! Shoot, some installers invoices don't even include the model name or number. And as Lee said, some just lie. Anything to make the sale, I guess. (Yeah, sometimes I'm sure it's an honest mistake, but it's late in the season and I'm cranky and unwilling to give them the benefit of the doubt, lol.)

Yes, USPS for sure! I've done taxes electronically for years, but still liked paying other bills by check. But 3 or 4 years ago a client paid me by check and mailed it and it took 3 weeks - in the same damn city as me!! So then I started to gradually pull back. Now I enjoy having most of electronic, just so I don't have to leave the house in winter, lol.

I haven't freaked out my clients about this yet, waiting to see if it's just going to be another "look what I did" but won't actually become policy, or will get thrown out by a court, etc. But if it stands, Oy - I still have a fair number of clients who prefer it. I've tried over the years to get every to Direct Deposit and Direct Debit, but some are dinosaurs, even if they're too young for that, lol. I'm betting it takes a lot longer than Sept to fully implement, there are just too many people who can't handle paying online.

Should, but in my experience almost never do. They tell clients they don't need it. Well, if TP is filing their own return and doesn't care/think about records keeping, I suppose that's true. I try to make them find the manufacturer's certificate for their model, but most of the time I end up having to do it. Tried to avoid it, but at this point it's usually faster for me to find it than to deal with the 20 back and forth emails with the TPs.

Or the CP2000s will be going out later and later, which will be fun. That was kind of my take on it, that they likely wouldn't even bother. Other years when I've seen late corrections, it's never been anything that mattered to what folks owe. But they're still a pain to have to check every time, and they throw TPs into a panic at the thought that something's wrong.

RBC just sent out a corrected 1099-DIV, less than a week after I filed client. It's mostly lowering the amount of Qualified Dividends. It would be a whopping $6 additional tax owed. What would be the drawbacks of telling the clients to just let the IRS bill them? I really hate to charge them for an amended return over a piddly $6. RBC really pisses me off, not the first time I've seen them send out corrections this late.

Ah, I see what you're saying, Tom - not that there's something else further down the page to indicate it, which was what I was trying to picture last night, but that instead of the usual Various in box 8a, use RIC there to force it onto 1116. Good tip, I wouldn't even have thought about it!

Ah, ok, this may be the trick, I didn't even know there was a way to do that from the 1099. I just closed everything down, but I'll try this in the morning, thanks!

Would that you could, there's no ability to override that field.

Yeah, that's what I did for the first one. It's odd that ATX wouldn't have a way to differentiate. They have the drop down list of countries including some I never even heard of, but no RIC. Or it's like so much of ATX, some damn checkbox in some place that's not intuitive. I swear, checkboxes become the bane of my existence every season!

If there's no PTC to reconcile or claim, you don't need to file 8962.

Yes, I know all of that, this is a technical how-to-make-ATX-do-it question.

First time I've had to do a 1116, and it's only because Dividends are over $300. But how do I get ATX to report it as RIC? It's not listed in the countries drop down, and I haven't found a checkbox for it yet. I have a a few from other countries, but mostly RIC, and I cannot get it to report the RIC, it just shows it all as one column. And just now I got a second 1099-DIV where the RIC is a big part of foreign dividends along with over a dozen countries. Oy. So, anyone have one of these in ATX and got the RIC to show up somehow? I don't know how much the IRS cares about it being reported separately. For the big one, I'm combining all the other countries, though it's going to be a pain anyway, because of course they don't give a total for the lot.

Got the same one.

I think I had to do just that last week, enter the correct Taxable Amount myself. But as long as the QCD box is checked, it shows correctly on 1040.

You file 1120-H. The instructions are pretty clear. I'm not doing any this any longer, but had a couple for years.

I use Firefox too, once you turn off the feed it's clean. But fyi, DuckDuckGo is a search engine not a browser (unless that's changed). I tried switching to them for searches, and got the most bizarre non-results. Searched for something regarding APTC, got one article from Forbes about it, but all the other results were Wiki pages for people and places and things that had zip to do with my question. Kinda turned me off them, lol. Though I would like to switch out of using Google.

Not really a withholding issue for most people, it's due to state tax credits, and a change in the way we handle one in particular. So I shouldn't be surprised, I suppose, but it's frustrating. And like Judy says, maybe it's the state.

So ATX is still "testing" MN forms, so we can't e-file until 2/13, which is awfully late for low income folks waiting on refunds. Hopefully they're using that date to give themselves a cushion, and it's won't really be that long. But what a pain! I dread having to tell clients that. Anyone else running into that issue with your states?

Oy, that's frustrating. I'm not planning to efile anything today; a couple years ago I filed on day one, and both returns were stuck for around 6 weeks!