JUST A FEW THINGS

[GeorgeM]

1. CLIENT LETTER = is it NOT AUTOMATIC IF RETURN IS E-FILED for the letter to show this?

2. ENTERING PREPARER AND ERO ON FORM, CAN IT BE DONE AUTOMATICALLY

3. 1099R ERROR - BOX 14a STATE 1 TAX WITHHELD MUST BE GREATER THAN STATE 1 DISTRIBUTION. Is there any workaround or do I have to wait on tech support?

4. STATE OF CT, YOU CANT RECEIVE A CHECK FOR THE REFUND?

Any answers will be appreciated, tech support is closed right now till monday then must wait for hours to talk to anyone.

Thank you

[HV Ken]

2. ENTERING PREPARER AND ERO ON FORM, CAN IT BE DONE AUTOMATICALLY

This is found in Tools -> Preferences.

There is a User Guide available to help with these things.

[SaraEA]

I can address #4. In CT, if refund is less than $5000 you can only get direct deposit or a debit card.