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That's why I am signed up for all of the IRS email notices and alerts. Even though a number of them don't apply to my practice, they keep me informed

Now you have to get the ATX program to produce that same result, if it is correct, and I can't help with that.

So, the side of the printer isn't acceptable either?

I haven't even left yet and you already have the answers. I can never thank you enough. Some of these extensions are worse than the entire tax season in real time. Either our brains are fried or we just want to be done. So kind of you.

https://www.irs.gov/payments/direct-pay-help

@mcb39 Marilyn, I am coming up with a repayment of $550, and this couple would have a repayment cap of $1,900 anyway according to the figures and the table in the 8962 instructions. You can ignore names and SSNs as this is from one of Drake's practice returns that I modified to fit the purpose. Please check forms to see that I've entered dollar amounts correctly and the answers to questions about the coverage and marriage date. You can download and print the pdf, and I've attached screenshots to view on screen for anyone that may want to check my work (probably a good thing at this point, very tired after really bad last 3 days. 8962 Alt Calc-Married Nov.pdf 8962, page 2 is mostly blank except for Part V that shows this: MAGI 8962 worksheet: Alternate Calc in Yr of Marriage Eligibility Worksheet: Worksheet for Spouse Alternate Monthly Contribution Amount: Last worksheet, Alternate Calc for Year of Marriage Totals Worksheet

Just write them backwards; then they'll be completely safe!

We have a friend who had a matrix for passwords, that depended on the company name and a couple of other items. Once you knew the algorithm, new passwords were super easy to generate and recall - and even if you got his cheatsheet, it was utterly meaningless without knowing the algorithm. Multiple pieces had to be put together, in the right order, which varied. I wish I remembered better how it worked. Simple, elegant, inscrutable.

I'll try to have an answer for you by the time you are back. In the meantime, I hope you enjoy the weekend away and not worry about this or the others on extension.

I had one of these today. We had designated direct withdrawal from a checking account. The IRS tried to take it from a Savings Account that didn't have the funds. Client came in and because of what I read this morning on this board, we went to Judy's link and used Direct Pay; easy as could be. The client was so relieved. He said that he hadn't slept at all last night over this. Thanks to all of you who contributed your experiences. Before today, I didn't know about Direct Pay. This board is the BEST.

I am thankful for every day that I get to open my eyes. At my age, some of that is the result of routine exams. For my husband, as well. Eight years ago, when I had breast cancer, he was diagnosed with prostate cancer. Both were caught very early. Last summer, I had not been breathing well for over two years before it got to be too much for me. The result was 7 days in the hospital and I am lucky to be here. The hospital Dr said that I had been sick for a long time and would have a long recovery. I am just now turning the corner and will soon be driving again for the first time since last June. I survived another tax season and am considering another one because I don't believe that my work on Earth was finished. The medical practice certainly can be annoying, but it can save your life.

I had a strict rule that passwords were never to be written down, except in our password protected spreadsheet.

Oil rich areas West Texas and Eastern New Mexico. Northwestern Nevada is barren north of Reno (pretty, but not very populated) and except for weed growers, I don't know who is getting rich up there. Wyoming has some cattle and the price of beef is high right now, but ranching does not normally produce consistent high income (because they always need new trucks!). Curious indeed. Tom Longview, TX

I thought everyone knew that putting your password on the side of the monitor wasn't safe, you have to put it under your keyboard where it can't be seen. LOL.

I looked at it when it first came out some years ago. It was pretty basic and wouldn't do what I needed. It has an online reputation of over promising and under delivering. Frankly, I am surprised it is still around

Just about the only reason I bother to go in is that when my mother in law got sick (in her 90s), she had been so healthy for so long and skipping any annual exams (too busy!), they no longer had any record of her. She might as well have been a Martian who showed up, sick as a dog, to be treated.

Never even heard of it, but I'd be interested in hearing other's opinions too. Information is always helpful. Is it supposed to be similar to Ignition, or Liscio?

Like Margaret, it's just me here. Anyone trying to access my stuff would need to get into my house - past locks and alarms - then into my computer (password protected) then into my secure drive (a different password) or my online portal (yet another password). WiFi is totally locked down, hidden, inaccessible. How is adding more "authentication" crap going to help keep anyone's stuff more secure? Answer: it won't. What makes good sense in a multi-person office, or large corporation, is simply stupid in a one-person operation and leads to the idiocy of passwords on post-it notes stuck to the side of the monitor.

I prepare a Partnership for a client of mine. I have four years of K-1s for her Partner who has never filed a return in those four years. It's not high income, but is SE income and a fair amount of money. How can this not be caught?. I file the Partnership return with the IRS and Wisconsin. My client claims her Partnership and pays her taxes religiously.

Question for those using a 'secure' client portal such as Verifyle: I am a sole practitioner. To access my computer one has to have the login and password. To access Verifyle, one must have a different login and password as with my tax software. I don't see how having yet another authenticator for either of these does any more to protect my client data from myself. What I do not see with Verifyle is how to 'authenticate' or otherwise control my client's access to the portal with that client's information. Am I missing something (highly likely)?

MAGI is $58,407 1256.48 1193.13 1194.00 Yes, all of the amounts are the same.....Thank you so much for taking the time.

I'm looking at MTPO tax software for 2025; your honest evaluation is needed. Thanks, Terry

According to Drake's knowledgebase, Drake made the decision to do this last fall.

The tax software companies got tired of so many support calls being about authenticator codes, that they had to make it optional or support was going to be overwhelmed by people who couldn't cope with an authenticator code.

This IRS statement from August 2024 might be relevant to this conversation: https://www.irs.gov/newsroom/multi-factor-authentication-key-protection-to-tax-professionals-security-arsenal-now-required I'm neither defending it nor criticizing it - just putting it out there for consideration.