MDCPA

I would like to add a column for spouse's email. I'm guessing there is no way for the program to automatically populate the field. Am I correct?

I'm preparing an amended return for missed SSA-1099. There is a balance due. Original return was efiled and refund was direct deposit. Can the balance due on the amendment be direct debit from bank account? I see that option on the 1040 EF Info tab, but if selected, how does IRS know the bank info - is it sent as part of the efile transmission (even though it doesn't show on the 1040-X) as it did with the original filing? Thanks

If it were a snake I wouldn’t be posting anymore! Thank you

Does anyone using ATX know how to get this field to populate without overriding it? Is there a box on the 1099-R input screen that needs to be checked or something in the MD return? Abby Normal - I bet you've come across this!

Sorry group - I used the wrong term - notes are what I'm looking for - are the preparer created notes included in an efiled return - thanks

Schedule C

Itemized lists

I should know this answer, but I don't - here goes - are the lists that you create included in the EFiled returns?

Lee B. I understand that but I transmitted at 9:21am this morning and no acks since.

Anyone having trouble getting efile acknowledgements today?

Probably very boring in the "large" firms where you are "pigeonholed" when you first come out of school vs. the variety of working for a smaller firm. At least that's my experience.

Thanks Lynn - good to know about the process - thanks.

Original return showed a refund of $246. After amendment (on Form IT-540) the tax is increased by $180, so the refund after amendment is showing as $66. How do I get it to show $180 due (there doesn't seem to be a line for previous refunds)? AND I also understand that this amendment must be done by paper - no efiling allowed - your understanding as well? Thanks for your help.

In 2021 software, there was a tab "Main Info" inside the 1040 form where you could customize the main information worksheet

Amendment is being rejected due to IND-941-01 error code (locked SSN for a deceased person) Is the only course of action to paper file the amendment (amending due to a late received Partnership K-1)?