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Congrats. Being a grandparents is about the coolest thing there is! We just got word that our youngest is adding their #2 about the same time. That will be grandkid #15 for us. One of my grandchildren recently told me I'm a great grandpa (music to my ears!). So with #15 on the way, will that make me a great, great, great, great, great, great, great, great, great, great, great, great, great, great, great grandpa?!?!?

Government Shutdown Pickup Lines "I don't care what the Government says. You'll always be essential to me!" "Want to go back to my place and strip some legislation?" "Is that a debt ceiling in your pants or are you just happy to see me?" "If you're with me, under the Hastert rule, we can take this motion straight to the floor." "Hey, I just met you, and this is crazy, but I'm on furlough, so call me maybe?" "You must be laid off from the CDC because your smile is infectious." "If I were a congressman, I'd filibuster about you all night long." "What's really non-essential are these clothes we're wearing." "Where have you been sequestered all my life?" "Hey, my place is not government-operated, so it's still open." "Are you furloughnsome tonight?"

Good point KC. If I fired clients who forget what I told them last year, I'd be down in the minus digits. I wouldn't even be able to prepare my own return, because I sometimes forget what I looked up last year on some issue and I find myself looking it up again.

A couple of years ago [when my kids were born] I dumped all the clients that made me cringe when they called. I decided to only deal with clients I liked. Hurt the wallet a bit but I was much happier. its amazing how 3-4 clients can keep you on edge. You don't need to get into details, I just say I am taking my practice in a different direction.

I got an e-mail from my "account manager". Here is the transcript of our exchange. I think this means that renewing will get all of us a $995 price for Max. At least that is their opening offer. Seems like a pretty good deal. Mr. Carlson, What I can tell you is that you can expect a far better program for 2013 filings versus what we had for you in the 2012 season. It does not matter when you place your order, I have your ATX MAX package priced at $995, instead of the retail $1249 minus 10%. Also, I’ve added an additional $49 discount to that as well. Your final price, with processing and sales tax included, is $1,101.28. Simply give me a call when you are ready to order. Thank you for all of the years of using ATX and, hopefully, the opportunity for ATX to regain your trust next season. Have a great Thursday! Will Van Kleef Account Manager CCH Small Firm Services, a Wolters Kluwer business 225 Chastain Meadows Court NW Suite 200 Kennesaw, GA 30144 (PH) 1-800-495-4626 ext. 1223 [email protected] From: Thomas R. Carlson, EA [mailto:[email protected]] Sent: Friday, September 27, 2013 10:13 PM To: Will Van Kleef Subject: RE: Hello from your ATX Acct Mgr What are you offering for a discount to keep me after that disaster of a software package you unloaded on us last year? And if you come back with 10% if I sign up early, I am going to be very insulted. I have been a client since 2001. Lets see how much you value me. Thomas R. Carlson, MST, EA

I have created a new warning system for the forum (applied to the entire ATX Community, not just the Politics forum) in an attempt to keep things friendly. So here's how it's gonna work: All current warnings in the system have been removed, everyone starts fresh.Any warning you receive from now on will expire after 30 days.When you get a warning, you will not be able to post again until you acknowledge that the warning has been received.If you accumulate three warnings within a 30 day period, you lose the ability to post for 3 days.Every warning received above 3 removes posting ability for three days.The only way to reduce your warnings is to behave yourself and let them expire after 30 days.All of these things are automated by the system, except for the actual handing-out of warnings by the moderators, who will do their best to be fair and consistent. Questions? Comments? Suggestions? Complaints?

There's always THAT ONE GUY who calls you in a panic, thinking YOU entered lines 1, 3, and 5 on 4562. The maximum amount, threshold cost, and dollar limitation - 500,000 and 2,000,000 and 500,000. *$%& that guy.

Thanks everyone. I spoke to my client and gave her the citations from the PA website. I did tell her that my opinion is based on public information available from the PA website. If she wants to be 100% sure a call to PA DR would make sense and we can do that from my office before she moves back home. She told me it will happen in 2014 spring most likely because she has to fix her house here and sell it. In the meantime she is commuting every other week to PA to take care of her elderly mother. The good thing is that this lady used to be the softball coach and is in good shape.

Taxed, the town I live in is on is located right on the PA border. I've prepared plenty of PA returns over the last 30 years for PA residents that worked in DE and are collecting pensions from their former DE employers. Since there is confusion about the definition, here is the way PA defines an "Eligible Pennsylvania Retirement Plan" (from the PA PIT guide): Criteria for Retirement Plan to Qualify as an Eligible Pennsylvania Retirement Plan. Under Pennsylvania law, retirement plans are considered eligible Pennsylvania retirement plans only if the plan meets all of the tests under Eligible Pennsylvania Retirement Plan. I already provided the link in my first post of the tests that must be met to be considered and "eligible PA retirement plan". It says nothing about the pension having to be located within PA. It means only that the pension making the payment must meet PA's criteria. You are unsure about this. You should call the PA DOR.

That's correct. For 2012 the ATX program did not include the 1099C, but 2012 ATX Payroll module does.

http://www.efilemyforms.com/pricing.asp

I am in a fairly large practice and we have don't have a back up software in place but we do have one chosen. I don't think the learning curve is as great as people think. My large practice changed from prosystem to lacerate 3 years ago and MAYBE a return took 15 minutes longer due to learning curve. Mostly asset entry and k-1's don't convert well. My side practice changed this year from atx to proseries and I did have a leaning curve of maybe the first 10 returns of each type, then I flew on it. Since I am 7 days a week starting mid January, I always preshop a new car so if mine craps out during the season, I know what I want and just have to go to 2-3 local dealers to shop price. When my hvac at home was giving me trouble I did the same. This way you are covering bases.