Pacun Posted April 27, 2024 Report Posted April 27, 2024 In ATX, how do you claim Earned income credit for ITIN holders? Have you missed that credit on the DC return? Will you have to amend? Thank you. Quote
Medlin Software, Dennis Posted May 11, 2024 Report Posted May 11, 2024 ITiN = Not eligible to work, so why not like there be any earned income credit possible? Quote
Pacun Posted May 12, 2024 Author Report Posted May 12, 2024 That's why everybody was got off guard. ATX didn't prepare the software. I believe they are working on an update as we chat. Other sanctuary states might follow suit next year or in the years to come. 1 Quote
Pacun Posted May 17, 2024 Author Report Posted May 17, 2024 I had two tickets opened with ATX. The best solution is to override. I don't like overriding but I hope efile likes it. I doubt anyone using ATX has given this juicy credit (70% of Federal EIC) to his/her clients. No warnings, no alerts, NOTHING from ATX when you have missed this credit. This is my work around. I save after I created the efile file for the federal return. Then I go to SS# and change the first 9 to a 7. Then I go to all EIC questions and forms and filled them out. That will calculate the EIC on the federal. Let's say that number is $6,000 for 2 children. I write down $6,000 in a piece of paper, change back the the first 7 on the ss# to a 9 and save the return. (It seems you have to prove that the person qualifies with all the IRS except SS# for the DC credit). You go to DC D40 type a number on box 27a and override it to 2 (children). You go to line 27c and enter a number and then click override and then enter 6000. Then go to Line 27d enter a number to invoke the override command and type 4200. Save the return and business as usual. You have recover $4,200 to your client. Quote
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