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This helped answer some of my "procedural" questions on the ATX software --- From a comment on the ATX site made 11/17/14: The software will include the IRS instructions and forms, however there are several pieces of data that you must obtain from the client and enter manually. If the taxpayer had full coverage all year, then you will just need to check the box on line 61 of the 1040. If the taxpayer receives a 1095-A, you will need to complete Part II of the 8962. If there is a difference between the Premium Tax Credit calculated and the Advanced Premium Tax Credit received, it will flow to line 46 if the taxpayer received too much or line 69 if the taxpayer did not receive enough. If the taxpayer didn't have insurance or is claiming an exemption, you will need to fill out form 8965. If the taxpayer claimed an exemption through the marketplace, then the preparer will enter the Exemption number in Part I. (The taxpayer would provide that exemption ID number to you) If the taxpayer is claiming an exemption on the tax return, then you will select the exemption in Part III. If the taxpayer did not have insurance, then you will have to complete the Shared Responsibility Payment worksheet for each member of the household that didn't have insurance and the total amount will flow to line 61 of the 1040. Note: Part I, Part III and the Shared Responsibility Payment worksheet could be filled in the same return depending when the exemptions or lack of coverage apply. It is also possible that a 8962 and 8965 could be completed in the same return if the taxpayer had insurance for part of the year. Stephanie B Customer Care Director

Server connectivity has absolutely nothing to do with internet connection. It pertains to network connectivity (network only), and how fast the server portion of the program responds (standalone and network). The server portion of the program is structured to run through X amount of files... say... 10,000. These files are only form updates, system indexes, and the like.... no actually tax return files, or tax data. However, corrupted form updates, broken index, corruption, etc... can exceed the file count size. This then slows the server process down, which generates the 'Retry' error. With that being said... if you see one or two retry messages... click retry and keep going. If you start getting a whole slew of them... call support; they can resolve it (for the most part). In regards to network connectivity... if your network is not working at proper parameters (say... 100/1000 network switch, CAT 5 minimum cabling, and all hardwired)... that will generate the Retry message, because it takes longer than expected for program and database to communicate.

and its long term even if sold on the day he gets it.

I thought the same thing.

Only half? That's amazing.   1 in 4 Americans don't understand that the Earth orbits the Sun.   The average American reads at something like the 7th grade level.   I don't think there's a statistic about what American's don't know that could possibly surprise me.  Especially something like this.  Our healthcare and tax systems are harder to grasp than differential calculus.

Having said all that high and mighty stuff up there, I hope to GAWD this is a bad dream and the ACA as we [don't] know it dies a quick and efficient death. It's just ridiculous what we are gonna have to deal with here. My clients can't find their butts with both hands and a flashlight. I want to crawl in a hole and wait for the end.

Yes. Stepped up basis. Don't overthink it!

Thank you and please leave it there for the entire filing season. Thanks Tom Half way to Newark, CA