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  2. Evan S. Golar

    k-1

    Is Drake "tax return section based" like Ultra Tax where there is easy switching from input form to actual form view? Now that you mention it I believe Microvision was form based. Any suggestions, ideas, heads up info I greatly welcome. Thank you in advance to all. I do intend on viewing their tutorial webinar this week.
  3. Today
  4. JohnH

    k-1

    My journey was somewhat similar to yours (but with an ATX interim added). I was a Microvision customer until the Ultra Tax buyout. Stayed with UltraTax for the 2 or 3 years they discounted the software to stay in line with Microvision cost. But then they jumped the price considerably, so I evaluated Drake and ATX. I originally went with ATX because the "forms based" product intrigued me, but I gave up many of the features Microvision/Ultra Tax provided. During the 2012 ATX debacle, I finally took another look at Drake and realized it was actually closer to Microvision/Ultra Tax in terms of its flexibility, features, and efficiency. Although ATX worked fine for me until it didn't anymore, I now wish I'd skipped the ATX detour and had gone straight to Drake. I wasted lots of time with ATX - time that could have been better spent becoming more proficient with Drake and running more efficiently (profitably).
  5. Yesterday
  6. Lion EA

    Summer Gathering

    True the SS deposit each month is fun. I even used some of my IRA money as a QCD to my church this year and will take the rest later this year. My trainer is great at stretching, as is my rehab guy, I want the yoga gal to teach me more, and I have the stretches as a video workout on my phone. Thanks for pushing that; I do need to stretch more. My rheumatologist was holding out for spinal stenosis while all the other doctors said hip. Last visit, he'd been at a seminar and took a class from a radiologist on lower back and hips. He examined me (for what's been at least quarterly) and said he changed his mind; not back, make hip replacement appointment. So, I thought all doctors are on same page. But, I had an appointment with internist to explain all the test results, medical jargon, etc. He was the one who sent me to hip surgeon in the first place, so I thought we'd be making that appointment; but he said the weakness shouldn't be from the hip -- sent me to the spine specialist. Spine guy said symptoms suggested disk, but MRI from almost five months ago didn't show that. New MRI, and it showed the herniated disk! It's so frustrating, because I thought we were all on the same page finally. But, it's back to the drawing board. But a herniated disk AFTER December does explain why I went downhill so fast this year. And, I am almost three inches shorter than I used to me. I thought it was the dowager's hump like my mother, but when I dug out a came from 30 years ago as I got weaker, I realized it's my lower back that's compressed because the cane was 2 1/2 inches too tall now! If I'd gotten my hip replaced last year, I wouldn't be having double trouble this year. But, I was OK last year, a little slower and some trouble sleeping since I used to sleep on my side, but doing everything I always did. I'm not one to have surgery until there are no other options. I've never had much: tonsils out as a kid and tubes in my ears as an adult. A lot of people my age and older at church, so I'm seeing what can be done. Hubby had both shoulders replaced and bounced back fast. All the good ideas and wishes help a lot.
  7. FDNY

    Summer Gathering

    I'm sorry Lion, this sounds really frustrating. So all your less invasive things must include a regular stretching program (aside from yoga classes) and diet modification? I was a fireman for 23 years, got really beat up including being a veteran of two building collapses, have a couple of compressed discs (I know, I was taller at one time). I have arthritis in all my joints (including back) but now am ok without meds, just a lot of stretching and exercise and a diet that would make Dr. Oz jealous. But I understand herniated discs are a challenge. I hope you find relief, but I can't stress enough that a daily stretching program has helped me get back to normal. Good luck kiddo, don't give up, 71 is not old, it's your 1st year of getting that IRA money, with many more to come, Bill
  8. Lion EA

    Summer Gathering

    Latest MRI shows herniated disk L2/L3 pressing on a nerve that runs down my left leg. X-rays show no cartilage in my hips, arthritis in both hips and lower back, with left hip the worst. So, It'll be a hip replacement at some time, just now sure where in the list of procedures. On prednisone for a couple weeks, but can't keep it up long since I'm type 2 diabetic. I guess next is a cortisone shot in the spine. I also have a script for rehab. Taking all those supplements. Using ice at night and heating pads during the day and those disposable heat wraps all the time (Steve orders them by the case from Costco). Extended release pain reliever at night. Getting more sleep. But, using a cane now for balance. And, other equipment; looking like a retirement home in here. Friends see me and loan me canes and walkers and... Chiro and massage. Have the name of a good acupuncturist and good yoga teacher for "real people." Even have a client with some magnetic machine to realign my electrons or something; she uses it on her horses and me and other people too, I think! This is getting very time-consuming. And, I turn 71 so am old. But, my grandmother lived to 103. I want to strengthen muscles before hip replacement, and hopefully lessen pain so I can rehab. My sister fell during rehab, so Medicare stopped paying because she wasn't getting better every day. She remained housebound, because she couldn't get up her steps. But, at least her hip pain was gone! Thanks for everyone's thoughts and suggestions. I keep adding them all in to the mix. Doing all the less invasive things before I think about surgery.
  9. FDNY

    Summer Gathering

    I assume you've been checked for Lyme. Sleep deprivation can cause some of these symptoms too, as well as postural positions. If I don't move a lot, my hip aches, so more movement seems to be my cure. Also, I can't give up my mint '01 Audi A4, but after a 2 1/2 hour ride my right hip gives out, then it's fine after a good stretch. Tumeric and Stinging Nettle are good as anti inflammation agents, but if there is something in your diet causing this they are useless. You may want to go gluten free for two weeks, then call me in the morning. Good luck, you're too young for this to be happening.
  10. Evan S. Golar

    k-1

    Okay folks - I will soon be switching from Ultra Tax to Drake (within the month) - so I hope if I ask questions here once I get into using the program I can get some help. During the month I will be utilizing the webinars and other support to get familiar with it. I've been with Ultra Tax ever since they bought out Microvision - and have been extremely pleased with the program AND the tech support. All I've ever used was the tax program - no other program. However, this year they've outpriced themselves and I don't feel that the increase is worth it.
  11. Max W

    k-1

    GO DRAKE! Undoubtedly the best customer service of any company anywhere, not just tax software. Phone is usually answered before you hear the first ring. Friendly, helpful, knowledgeable, fast. The software has a learning curve, so get started with a free demo. Once you get the hang of it, you will find many shortcuts and features that other software does not have.
  12. JohnH

    Memorial Day

  13. Lion EA

    Memorial Day

    Me too!
  14. Catherine

    Memorial Day

    I had to go look up perichoresis... Perichoresis at Theopedia (who knew there even was a Theopedia?!)
  15. Last week
  16. FDNY

    Renewing this month?

    I renewed today after an email to my rep telling him that I did not receive the extra 5% off offer communication. It hurt my feelings (I can be sensitive when left out) because I've been with them since before they were ATX. Rep called minutes after the email and told me to hold on and he would see what he could do. He maybe had a quick cigarette and came back in a few minutes and said no problem. So if you want that extra 5% may be worth a call. I have MAX and from what I can see on my confirmation no changes from last year.
  17. New client.. Came from another accounting service. 1st year she is an S Corp. but didn't have wages taken .... I also understand that she doesn't necessary HAVE to get wages taken off of her 1st 1120s.. I don't find that any where in irs.gov.. I don't believe 8919 is appropriate.. Or should she not have Any wage for tax purposes? ALL just dividend? What other way is there? 

  18. Ruthy

    k-1

    Thats interesting. If you pay for a software that allows you to prepare 100 returns with efile access and you've not reached the 100.. This is what you paid for.. It utterly ridiculous to Not allow you to efile just because you did not pay that years program.. Its just a rip off - that it.. Anyway, re: your DRAKE, how are they? How is there service.. Going back to ATX, they use to allow me to do this and more before they were bought over.. I can't believe that they will lose another client just because of this .. I have another partner that uses slayer and mytax office and they allow you for 3years.
  19. jklcpa

    Memorial Day

  20. jklcpa

    k-1

    Yes, I believe it because that is part of their standard software license that all users agree to in order to use the product. Similar handling for tech support - is limited to one year from initial delivery, and again, is fairly standard for the industry. Below is a page with a link to the current license for 2018 software, and I'm sure it hasn't changed much in the last couple of years: https://taxna.wolterskluwer.com/legal I am also with Drake Software. What tax software company are you currently with?
  21. Lion EA

    Memorial Day

    Emmanuel Episcopal Church Y’all know you want to take a break from Memorial Day festivities to pray for our veterans in the cemetery (immediately following the 10 am service), sing a few hymns for our country and see if the priest uses any other “vulgarity” in her trinity sermon. https://www.facebook.com/william.doubled…/…/2207180385962277 Episcopal Church MemesLike Page · Okay, Episcopalians--to the dictionaries!
  22. Catherine

    k-1

    I switched to Drake - enough of us did that we have our own mini-forum that you can see from the home page. Customer service is astounding, but you won't need it much once you get used to how Drake arranges input. They'll give you current-year software for free, now that we're past 4/17, and any/all prior years for free as well. AND they will support those years.
  23. Ruthy

    k-1

    WOW!! What provider do you use today? HOw are they treating you? What do you suggest I do? I am SO disgusted at their treatment. Can you believe how long I have been with them and they won't allow me to have efile authority? Hey - I figure, I paid for it, and I am still within my max tax efile max. I have demanded to chat with executive office and no one seems to really matter. I REALLY miss the way they did business with me before their 2012 issue.. They were SO friendly and had the southern charm.. Now they're just JERKS!
  24. Catherine

    k-1

    In early February of 2013 I called them with a big problem, during the 2012 debacle. They could not figure it out and promised a call back with an answer within 48 hours. I am still waiting for have not received that call.
  25. jklcpa

    k-1

    That would be correct once you are no longer considered a current customer. You would lose access to ATX' server for efiling and would no longer have tech support or access to the official forum. You will still have access to your account to view the installation codes for the prior years' software you purchased and will still be able to prepare a return for paper-filing.
  26. Catherine

    Memorial Day

    Please do not conflate it with Veteran's Day; that holiday in November is for the living. Memorial Day is for those who have died. Friday, May 25, 2018 To: Friends & Supporters From: Gary Bauer Patriot Graves Monday marks Memorial Day, a national observance first known as Decoration Day. The first Memorial Day was observed on May 30, 1868, on the orders of General John Logan, commander of the Grand Army of the Republic. Flowers were placed on the graves of Union and Confederate soldiers at Arlington National Cemetery. Initially meant as a time to remember those who fell during the bloody battles of our brutal Civil War, the holiday's significance has been extended to honor all those who paid the ultimate price for our nation. As they have done every year since 1948, soldiers of the 3rd U.S. Infantry Regiment placed flags at more than 280,000 gravestones at Arlington National Cemetery. They will remain at Arlington National Cemetery throughout the holiday weekend, making sure that the flags remain upright. Unfortunately, over time Memorial Day weekend has become more of an occasion for relaxation than for reflection about our patriots' graves and the values for which they gave "the last full measure of devotion." This weekend I encourage you to do both -- relax and reflect. Have that picnic, hug your kids and have some fun at the beach. But let's also remind ourselves about what happened at Concord Bridge, on the fields of Antietam and the beaches of Normandy, and that it still requires vigilance and courage to preserve liberty today. Explain to your children the price that was paid to stop the evil of fascism and the cancer of Soviet communism. Tell them why there was a Berlin Wall, what happened at Okinawa, at Ground Zero and over the fields of Shanksville, Pennsylvania. Explain to them why we still fight in Afghanistan, and against the existential threat to Western Civilization posed by radical Islamic supremacism. Take a moment this weekend to teach our children and grandchildren to love the things we love, and to honor the things we honor. Finally, let's remind ourselves that liberty is a gift from God and that each generation has paid in flesh and blood to preserve it. As General George Patton said: "It is foolish and wrong to mourn the men who died. Rather we should thank God that such men lived."
  27. Ruthy

    k-1

    NEVER MIND. PROBLEM SOLVED... HOWEVER THE ATX-CUSTOMER SERVICE ISSUE HAS STILL NOT BEEN SOLVED
  28. Ruthy

    k-1

    I have a k-1 (1120S) ATX challenge... In the "data- input" page I must have entered the grand total to be income to shareholders. Now I can not find where the main "data" is entered. The "total" amount is being given properly to each shareholder, but I can not find where the grand total has been entered. Its not in the "global data" tab ??? I have purchased ATX products Every year since 2008 but skipped 2017. They are not treating me well - (ex. saying they can not help me without purchasing 2017)- but my question pertains to 2015 ?! PLEASE HELP
  29. Edsel

    Hobby Rules - Don't Even Ask

    Abnormal, thanks for taking the time to respond. Your response would not normally need the scrutiny I'm going to give to it but there are broad myths and misconceptions about employee status. If AMT applies, they weren't deducting the 2% items anyway. The statement is true, but AMT does not always apply, and under the new law doesn't quite have the same punch that it did prior to 2018. Part of the reason it loses its punch is because of the eradication of the 2% Plus you can't arbitrarily go to your employer and tell them you want to be a 1099 contractor. You'd be surprised how many of today's employers will gladly rid themselves of employees as long as they get the work done. They not only rid themselves of 40 hours cost plus fringes, but many managements are under pressure to cut labor costs at every opportunity. I do a great deal of work for two former employers whose departure was amicable. The difference is they know they can no longer order me around like I have no alternatives other than putting up with them. And do you really want to give up health insurance. No. This is the strongest factor you present. It is virtually impossible to find health insurance as cheap as that which the employer can provide. That assumes that the employer is not trying to bail out of providing insurance to begin with, as thousands have done so. Unemployment insurance. Yes. The is the weakest factor you present because you are not employed under either scenario. Consulting income virtually eclipses unemployment benefits. I can't give credence to sitting around collecting unemployment or working under the table. 401k match. The key word is "match", and that is a true benefit, and another strong factor. However custodial fees are so high with a 401k that I have seen many of my clients convert large balances to an IRA and then re-enroll in the employers 401k. employers half of Social Security and Medicare? The consultant has to pay both ends of SS/Med, but does so only on the net income after allowable expenses. Allowable expenses for an employee are no longer deductible for anything, but with a consultant they are deductible "above the line." Given sufficient expenses, a taxpayer's net income tax plus self-employment tax is less than would be the case under an employment arrangement. Tax rate decreases and increased credits offset the loss of these deductions in most cases, so at least in that sense, it was a simplification. Besides, there were a lot of made up expenses in the 2% category. I hope as a preparer, I am diligent enough to stop excessive made-up expenses. I have to depend on the taxpayer, but my best estimate is they lost more as a result of the 2% than they were gaining by misrepresentation. Abby Normal - I have been following your many posts for my duration here. I have a great appreciation for your tax knowledge, and the fact that you can even forge a dialogue such as you have above is to your credit as a great analytical thinker. Best regards, "Edsel"
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