Janet Posted January 22, 2020 Report Posted January 22, 2020 I have noticed a few things that are not working on the ATX Max Program for 2019. I am requesting these items be implemented: 1. Form 8887 Paid Preparers Due Diligence Checklist – It would be helpful for this form to load into the return automatically if the 1040/EIC, Child Tax Credit, Head of Household, or Educational Credits are opened. 2. Anytime the income and filing status on a tax return qualify for EIC and it hasn’t been added, it would be helpful to have a black line in the “Check Return” section that flags “This tax return may qualify for EIC”. It was on the 2018 ATX Program but I do not find it this year. 3. A RED Line be added to the “Check Return” Section if the Virtual Currency Line on Form 1040 Sch 1 has not been marked. 4. On the Oklahoma State Tax Return Form 511 a very helpful line was dropped 3 or 4 years ago. On the buttons across the bottom of a Form 511 is one for “Retirement”. Clicking on that button gives you a list of all the 1099R’s in the program and an opportunity to mark them for the different exclusions that are available. Under the CSRS exclusion there use to be a list of the Account numbers from the 1099R that qualified for this credit. The list included: CSA 0,1,2,3,4 CSF0,1,2, CSA 7,8 and CSF 7,8. Only account numbers starting with these prefixes qualify for the exemption from tax. Having this screen pop up was very helpful and I would appreciate it being added back to the program. 4 Quote
Abby Normal Posted January 22, 2020 Report Posted January 22, 2020 Did you submit this in the official enhancements forum? Quote
Yardley CPA Posted January 22, 2020 Report Posted January 22, 2020 2 minutes ago, Abby Normal said: Did you submit this in the official enhancements forum? Joe...any idea on how receptive they are to suggestions placed in that forum? Quote
FDNY Posted January 31, 2020 Report Posted January 31, 2020 On 1/22/2020 at 11:26 AM, Yardley CPA said: Joe...any idea on how receptive they are to suggestions placed in that forum? Hopefully they at least look at it because I don't think they're monitoring (or maybe not responding) to any of the other forums, and Kristen Lee has been gone for awhile. 1 Quote
grandmabee Posted February 1, 2020 Report Posted February 1, 2020 the bite coin one should be an error for sure. It's was hard to find at first and now I need to remember to mark it until the season gets going strong. Quote
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