Janitor Bob Posted January 9, 2018 Report Posted January 9, 2018 For new clients, will we need the prior year AGI (2016) or is it 2015 AGI? I was thinking it was prior year (2016), but seem to recall reading somewhere that it was 2015. I'm assuming that the ATX software will auto-fill this number for repeat clients. Quote
MDEA Posted January 9, 2018 Report Posted January 9, 2018 Use Practitioner Pin than you do not need AGI. 3 Quote
Janitor Bob Posted January 9, 2018 Author Report Posted January 9, 2018 I have always used practitioner PIN...but things I've read made it sound like that alone was not sufficient any longer....also needed prior year AGI starting this year? Quote
MDEA Posted January 9, 2018 Report Posted January 9, 2018 No not if you use the Practitioner Pin. Quote
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.