ATX Customer Service Hours

[Yardley CPA]

I am having a problem with my Pennsylvania Schedule D and tried calling ATX this morning. Do they have Saturday hours? Am I calling the correct number: 800-638-8291? I understand I may be sitting here for 2 hours waiting for them to answer, but I was surprised to learn they are only open M-F??!

[rfassett]

Don't know about the hours, but what is the problem? Maybe we can help!

[Yardley CPA]

Don't know about the hours, but what is the problem? Maybe we can help!

I have a client who is a Pennsylvania resident, MFJ. There are 3 Pennsylvania Schedule D's that a calculate...1 for him, 1 for his spouse and 1 for joint. The amount that flows to the front of the PA - 40 is only the amount from his Schedule D. It does not add all the Schedule D's together. I recall having this problem in the past but can't remember the fix.

Thanks!

[DevM]

I have a client who is a Pennsylvania resident, MFJ. There are 3 Pennsylvania Schedule D's that a calculate...1 for him, 1 for his spouse and 1 for joint. The amount that flows to the front of the PA - 40 is only the amount from his Schedule D. It does not add all the Schedule D's together. I recall having this problem in the past but can't remember the fix.

Thanks!

Why would you have 3 SCH D. ? why not just have one sch. D and speicfy for each transaction Filer Spouse or Joint.

[rfassett]

The problem is not with the software. The wonderful Commonwealth of PA does not permit the joint filing of tax returns. They allow filing of combined, but his is his and hers is hers and they are not to be netted. In other words, you can not use his loss to offset her income just like you can not offset loses in one class of income against income in other classes. My guess, if you can not put all of the transcation on one Schedule D, is that you will have to file a separate PA 40 for each.