Burke

Never mind. I figured it out and its fixed. Sorry for the trouble.

All bank info is input and electronic draft is requested for amount due on Payment & Refund Info screen under 1040 EF Information. Bank account info does not appear on federal or state return form 1040. State return does not have Payment and Refund page under SC EF Info. If I check ACH debit box on SC Page 3, it says Enter date, amt, and bank acct info on Line 37. It does not auto populate, and I cannot override. How will it process?

Federal return has bank account draft info on return (input on worksheet). SC return marked "ACH debit" on page 3, but bank acct info not showing up and cannot override. Why is it not appearing on form? SC shown in jurisdiction information on bank information worksheet.

Can you e-file an individual return with tax due, using electronic withdrawal designated on the return, on the last day-- April 18 -- and it still be considered as paid on time?

PS: The real estate tax debit/credit transfers from/to buyers and sellers will be shown on Page 1 of the settlement statement. There are almost always transfers shown unless the settlement date is exactly the same date the tax is due.

You are correct in that, since the charitable organization was a named beneficiary of the retirement fund, it is not part of the estate, and it is not considered on the 1041 in any way. It's the same as if an IRA named a person as a beneficiary -- not part of the estate. On the sale of the home calculation, it got a stepped up basis at owner's death, so if it was sold shortly thereafter, there should be no gain. There actually may be a loss due to expenses of sale, such as real estate commissions paid, legal fees, administrative fees, taxes, etc. (Do not include any items related to a mortgage.) Review the HUD-1/settlement statement carefully regarding real estate taxes debits/credits. See page 2 of HUD-1 for details, seller's column.

How do you get rid of the blue tick marks in the input fields that bring up the CCH Research pop-ups? Very annoying!

Provider does have a website, and registration forms/receipts, etc. No FEIN on anything. Tried state records, and found State ID number, (this business is incorporated) but FEIN not listed. As a last resort, will mail W-10 and will send copy of the Tax Code reg (if I can find it.) Thinking about highlighting the part of W-10 instructions about providing EIN and penalties.....

Per Pub 503 a summer day camp is eligible for the CCTC "even if it may offer special activities such as computers or soccer." TP put child in such a camp, but provider refuses to give EIN as "CPA told her since it is not an all-day camp, they did not have to provide number, as it doesn't qualify for the credit." Really??? (It's half-day.) Never heard that before and I can't find anything that supports that. Opinions?

Got it. Didn't realize you were referring to that.

Hello?? Where is this forum?

He may not have kept copies, but he had the information to input into his software. He should be able to give you names of payors, EIN's, and addresses from his electronic records. In ATX, you could print copies of the input screens.

All IRS knows is $80K proceeds. File the return to establish basis, or else kid will get a CP2000 and bill.

See Possi's earlier post. Looks like ATX has adjusted FDC input worksheet on VA760/ADG as well.....

That's correct, but it was showing it as a subtraction just like it always did when you input UEC via the 1099G, even if it was excluded on the 1040. So you have to go in (per VA instructions) and show a positive figure for FDC additions, then when it subtracts it out, all is okay. No software adjustment to the return is necessary. This works because VA has NOT advanced FDC beyond 12/31/20.