Kea Posted February 24, 2009 Report Posted February 24, 2009 I used ATX in 2006 and Intellitax in 2007. The conversion from ATX to Intellitax caused lots of depreciation issues. The main issue I've seen with this last conversion is 8801 mysteriously showing up - and sometimes with figures. In one case a $40 ATM credit showed up for a client that has never be subject to AMT. You always have to watch all rollovers and conversions. Quote
Roberts Posted March 18, 2009 Author Report Posted March 18, 2009 Ok, this is a really dumb question but you smarter folks have figured it out I'm sure. When I get my acknowledgements for emails I get a state and federal "email". How do I open them both up at once or return to the previous screen if I can only open one at a time? Everything I've tried has failed and I have to go get my acknowledgments again to view the second "email". What am I doing wrong? I've clicked the buttons to view both but that doesn't work. Quote
Kea Posted March 18, 2009 Report Posted March 18, 2009 You can go to the reports menu and pick "Acknowledgements." You still have to do that for each e-mail but it's a little faster. Anybody know a better way? Quote
Roberts Posted April 2, 2009 Author Report Posted April 2, 2009 I found an error. I did a 1041 for a client and produced a K-1. When I started their 1040 return the software asked if I wanted to rollover the K-1 data. The problem is that it screwed up the data transfer. It brought over Long term capital gains and completely ignored short term losses. It missed 3 other lines of data that were important. Beginning to think you really need to check and double check this software. Quote
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