TaxCPANY Posted October 6, 2018 Report Posted October 6, 2018 MA just rejected nonresident e-file, that ATX translates with its usual obtuseness -- as attached. Form MA 1-NR/PY has changed between 2016 and 2017; so following last year's lead (I've been filing this client's return for 20+ years) is futile this time 'round. I'm reasonably confident my input is in compliance. Background: Client's 100%-owned, non-MA S corporation supplies a MA SK-1 reporting ordinary income, separately-stated deductions, non-MA interest, long-term capital gain (and distributions which have no tax effect). Has anyone here encountered this error? Quote
Catherine Posted October 7, 2018 Report Posted October 7, 2018 I don't use ATX any more so if it's ATX specific I can't help. However, it looks like you are only reporting the MA corporation amounts and not total-from-everywhere amounts of interest and dividends. MA doesn't accept that. You have to report ALL income, and then you get a percentage of deductions based on how much total income is from MA. So I'd check to see why the discrepancy between total and MA int/div amounts. See if fixing that makes your problem go poof. Quote
TaxCPANY Posted October 8, 2018 Author Report Posted October 8, 2018 Thank you, Catherine. I've re-, re-, re-reconciled the amounts from SK-1 to the 1-NR/PY input and simply cannot find a discrepancy. I.e., 1-NR/PY's Line 9 equals the Schedule E line 58, whose lines 28 - 31 faithfully reproduce the SK-1. Net result line (32 and 35, with no tinkering, flowed into) 55; line 56 is adjusted with a statement to tie exactly to SK-1's line 3. Then I use 1-NR/PY's line 14e worksheet to tie to SK-1's lines 9 and 17 (other interest and dividend income, and net long-term capital gain). ATX has always confused things at this stage, flowing non-ordinary income to 1-NR-PY's line 14c, not separately to both lines 14b and 14c. Hadn't mattered in *all* years before this; but, yes, as 14b is labeled Interest income, perhaps that's what's caused FNRPY-0075. However, what actually feeds 14b appears to be only aggregate flow-through income on line 9, page 2 -- but that should be only ordinary income, yes? (Jump-to also ties to page 1 but no line there -- and what for, anyway?) Oh, and, yes: MA's Schedule B amounts DO tie to the 1040; so that its line 9 matches 1-NR/PY's line 14c. Does that sound like I've made ATX obey MA's forms? I really appreciate your response, and hope I'm not abusing your solicitude with this rejoinder. Kurt 1 Quote
Catherine Posted October 8, 2018 Report Posted October 8, 2018 At this point you'll need to call tech support. I haven't used ATX in years and no longer know the ins and outs of the software. This definitely sounds like a software issue. Alternative: mail it in. Tell the client it's a quirk with MA this year (which it may well be, frankly). 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.