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Hoping that everyone here on this board has a WONDERFUL Thanksgiving with friends and family. I am so very grateful for ALL of you on this board.

I am not even going to try before the end of December. Historically, too many issues with early installations, AND Congress is still in a state of flux about what is going to be changed. I am NOT in a hurry for the 2017 tax program.

Just to backup Jack here. The online download should have the latest version/update to the software. Well, haven't used ATX for a long time but when I did that was the way it used to be.

Me Too. Tom Modesto, CA

ATXKristin just posted that it's supposed to be included with Max, but if you renewed before August, your account may have AnswerConnect added to it. C'mon ATX! Get it together. My salesman told me I'd have to pay $500 more (on special) to get AnswerConnect. Now I don't know if he lied to me or if he actually didn't know.

I'm old, too, but not THAT old... so I just opened my wallet and upgraded to Advantage. I knew the day would come when ATX would offer enough good things to make Advantage worth it, I just didn't think it would be now. I wonder if I get chocolates with with concierge support?

Aha! I just have Max. Intelliconnect used to be included with Max so that's probably why my username and password still work. I just don't have access. At nearly 72 and seriously looking at retirement, I won't be spending more on tax software, won't be growing my business and can certainly find ways to access needed information, including this fabulous board. Thanks for helping to solve this problem. I was wondering if it was related to bad breath or something else on my part

Thanks. Was the same way I was thinking looking at all possible ways to handle. Waiting on college billing stmts now to see what was paid and billed. Again thanks

The implication of the 1099 is that this may be a *taxable* scholarship. The first thing to figure out, in connection with the business that issued it, is whether or not it is taxable. Once you do that, yes the best way to handle it would be C-EZ, back it out, and if taxable it ends up on Line 21. Another way would simply be to put it on Line 21 to start with. Then use Tuition & Fees to zero out the taxable income, or the non-refundable portion of AOC to zero out tax. Or pay the tax and let parents take the full refundable credit if they qualify (and repay kid for tax paid). This is a scenario where you really have to have both tax returns in front of you to figure the best overall results for the family as a whole. It would be foolishness to zero out a couple hundred bucks tax on the kid and have the parents lose $2,500 in credits.

It works fine.

Right back at ya Catherine & Tom...and to everyone else too..also... .................

Or I could be completely suffering from pre-Thanksgiving distraction and not know which end is up.

I haven't been to any update classes but I do use the Secure File Pro Connect and I love it.

Do not use the disk! Use the download file ONLY!! Without me doing a 5 paragraph explanation, just trust me.