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Hmm, with Drake I can name a pdf attachment anything I like and enter that name in a space provided within the input. As long as the input matches the file I've attached it goes though.

I use Taxwise but I assume it is similar to in other programs. I have an adult child filing their their deceased father's return and 1310 is not needed per instructions as the daughter IS a court appointed personal representative. My software allows me to attach the pdf of the court certificate on the main worksheet separate from the 1310. However, I continue to get a reject R0000-057-01. The software support keeps having me change the name of the attached file however, no success. I have not been able to find the XML file name the IRS is expecting for this attachment. Does anyone know what their software names the attached file in this situation?

I'm holding on to Windows 10 as long as I can. Most of the software upgrades claim "to serve you better" but the reality is that the upgrades are for THEM and not for YOU.

Thank you both for the information. I will need to try to install QB when I get the new computer. I did some browser searches and came across some software called Zinstall www.zinstall.com, I never used it nor can I recommend it. But it does look like it will copy W10 - W11 and all programs, this is a paid program. Thanks again for the information.

He may well have some software that can extract registry entries and User folder data from the old computer and import/copy them onto the new computer that allows programs and data to be copied over without reinstalling the programs, but I'm not aware of any such software.

All the versions I installed verified themselves as part of the installation process. No need to call anymore.

Just a thought = would a Durable Power of Attorney enable you to use the VA Health system on his behalf? Or does VA have a way for him to name you as his designated agent? Insofar as ID.me and login.gov are concerned, they can be a little difficult to get set up, but I think its worth going to the trouble. I think I got each set up on a second or third try at most. The requirements are only going to get more and more strict when accessing government sites.

I may be using the wrong terminology when I said "cloned", but all I know is that my computer guy took my old W10 computer and a couple of days later gave me back a W11 computer with all my programs, data files, and everything that was on the original device. As far as I can tell, it's an exact copy except for W11. It has Drake 2013 - 2024, for example, as well as numerous other programs going back several years. Don't know how he did it, but so far I haven't had any problems. (But he also gave me back the original computer, which I've booted up just to be sure I have the backup I expected).

I understand. I thought John had a workaround. My concern is with Quickbooks and the validation code. All prior versions are registered but I always used a telephone number to register the product in addition to the license and product key. None of the version I ever had a validation code. I have all the emails from Intuit for prior products. I can keep my W10 machine going for QB if I cannot install on a new machine.

You can access the SSA and EFTPS with login.gov. I am not aware of any other IRS functions that uses login.gov

I'm on Android and when I move to a new phone, Google backs up many things so it's not too painful getting your apps and data back. Your old authenticator might well have your old data, but you might still need to delete the old ATX link and create a new one.

You need ID.me or login.gov to access SSA and IRS. I did both a few years ago. I don't recall it being too hard to do, but then I am fairly computer savvy.

I have QB2020 thru QB2023 installed on Win11 with no issues. My guess is that you could go back even further than QB2019.

You can't clone to a different OS (Win 10 to Win 11) because a clone is the entire drive including windows, so you would end up still on Win 10. You can copy all of your data folders, but you will have to reinstall all of your software.

Did you clone it yourself, as I need a new computer and want to clone my old W10 machine to a W11 machine. Not sure if I will be able to get Quickbooks and one or two other programs working on a new machine.

IMO, it is a pain. You have to upload pictures of proof of your identity. I understand that the easiest way to do it is on your phone, but I really haven't gotten beyond pay.gov myself. I tried to do it in order to log into VA Health so that I could continue to order my husband's prescriptions. However, it didn't work because I am not HIM and HE does not compute. Alas.

What is the ID.me thing anyway? Is it much trouble to do it? If required for the PTIN, I guess I'll have to do it.

This is why I use Quicken 10; the last year that it came on a CD. It works beautifully with all versions of Windows (including 11) so far and I never have to update. It allows me to create all the ledgers and accounts that I want and creates beautiful end of year reports that allow me to create tax returns right from the reports. No need to ever go online. It can still be found on Ebay if you want to pay the price. I can also import, export and backup accounts as I wish.

Thanks all! It seems promising that it may work. My main concern was losing past data, so I'm downloading 25+ years of data to Excel in various formats so I should be able to find prior info if needed. I don't use QB for billing or AP, so going forward if it doesn't work, I should be able to find something simple that will. Basically just need ledgers for various financial accounts and expenses classified by category. I'm a creature of habit and prefer to stay with what I know rather than new programs. Definitely don't want or need all the silly graphics and charts that much of the new stuff uses.

Tom this page should help. Also, did you write down or copy the recovery code at the bottom of the page during setup of the authenticator when you first paired your phone? CCH help says that is used to fix things when your phone is lost or stolen. You may have to go through the steps of unpairing, re-pairing. https://files.cchsfs.com/doc/atx/2024/Help/Content/Both-SSource/Login and Passwords/Manage Admin Authentication.htm

Uhhhh....not so much. Tom Longview, TX

If you were backing up you authenticator via your Microsoft account you may be able to restore via that method.

Microsoft Authenticator. Old phone is flaking out again. Won't open. I will try when it "gets in the mood" to work again. I will try your suggestion then. Tom Longview, TX

What authenticator are you using? Most have an export option. Download the app on new phone - sign in to the app. Go to the old app and export - should pop up an QR to scan on new phone.

My cell started flaking out on me - screen decided when it wanted to open rather than opening when I pushed the button, so I got a new one today. I put the authenticator app on it, but now how to pair it with ATX? I hope someone here has a better suggestion than calling support. I am getting new computers this year like a lot of you. I saw the thread on older versions of QB running on W11. I am hoping my 2003 desktop Pro version will still work on W11. It cannot hurt to try and load it. I think I am going to have to re-pair my phone authenticator when I re-install ATX 2024 on my new machines? Again, any suggestions for how to do that without calling support? Thanks in advance. Tom Longview, TX