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I have never found these calculations to be better than somewhat accurate, and decided a year or two ago that it was better for my clients (ymmv) to warn them of a penalty/interest letter to come. When I was calculating (allowing the program) to calculate, invariably the clients would still get letters - for whatever small amount the calculations were off by; I believe the smallest amount I saw was less than $5 difference - the clients would immediately call ME, all upset (with me!) because they got "more" penalties. Even though of course they had been told the calculations are approximate, you will get a letter even if it's spot-on, showing the breakdown, etc etc etc. Rather than being tempted to be snarky to my clients, I now just tell them "I can't calculate these accurately; they'll figure them out and you'll get a letter." I still get the calls - but at least they're just "I got this letter, do I pay it?" calls rather than angry with me because they got what I told them to expect.

There's a special page you have to click on and tell ATX to calculate the interest and penalty. You have to enter the date the return is being filed and the date the tax will be paid.

You also have the enter the interest rates for each quarter as they are announced during the year.

If you already own Office Pro 2013 why not just install that on your new machine? I have two machines, one is still running Office 2003, the other one Office 2007. I see no reason to upgrade. In fact, I prefer the 2003 version as there are all kinds of templates etc available as part of the program that have to be obtained online-only (many with fees!) in 2007. I have no doubt that kind of more-money-for-less-utility nonsense has only increased with later versions.

I bought the version you don't have to renew, Office 365 requires a subscription if I am not mistaken.

Buy Office 2016 when it goes on sale. I got the full version a few weeks ago for $81.44 (including bit-coin exchange fee.) Today it's on sale for $50 from https://indigosoftwarecompany.com/products/microsoft-office-professional-plus-2016-1-pc-full-retail-version-download

On some days I do feel like one. I'm sure many of us can relate to that.

Have you considered that maybe you are a robot?

You should treat this as gifted property. Regardless of what the land records say, your client didn't pay any money. The following is the from Q&As on irs.gov but it's also stated in the regs and pubs: "Question What is the basis of property received as a gift? Answer To figure out the basis of property you receive as a gift, you must know three amounts: The adjusted cost basis to the donor just before the donor made the gift to you. The fair market value (FMV) at the time the donor made the gift. The amount of any gift tax paid on Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return. If the FMV of the property at the time of the gift is less than the donor's adjusted basis, your adjusted basis depends on whether you have a gain or loss when you dispose of the property. Your basis for figuring a gain is the same as the donor's adjusted basis, plus or minus any required adjustments to basis while you held the property. Your basis for figuring a loss is the FMV of the property when you received the gift, plus or minus any required adjustments to basis while you held the property. Note: If you use the donor's adjusted basis for figuring a gain and get a loss, and then use the FMV for figuring a loss and get a gain, you have neither a gain nor loss on the sale or disposition of the property." You need the FMV at the time of the gift. And to file a belated gift tax return. And just for the fun of it, to investigate how FIL sold property he did not own. Or you can take the substance over form route. Property still belonged to FIL, he has sold it and is now gifting the proceeds to his daughters but keeping the loss for himself.

OK, here is my tax simplification code: Individuals: 17% Tax rate Flat. Std Deduction of 10K per person on the return. All persons must live in the home to be on the return (school exceptions). All persons on the return over 18 are jointly liable for the tax. No concept of marriage, just joint return filing (so I could file with my mom if I wanted to, or my brother, or my roommate, so long as we live in the same home, or we could file individually). No credits, no other deductions. No Cap Gains rates, just 17%. Corporations: 17% flat tax on Gross profit. 10K std deduction. No credits, no other deductions. Done. Tom Modesto, CA