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Then I would call in to ATX, maybe there is some synchronization (for lack of a technical term) that has to be fixed. Sounds like the transmitted estimates are the problem, but what do I know. Give them a call, they have nothing to do now other than hounding you for a renewal. Good luck.

I recently checked it out and come January 2020 you can extend 7 by paying per computer. I read it will be $50 first year, then $100 the second and I think $150 the last year. I was planning on getting a new computer, now not sure as my current one works well. Will probably extend either way, it's only money, we can always make more.

What do you mean by "using ATX to efile estimated tax payments? Electronically through the 1040ES payment option? Is that what you're referring to? I have several clients who pay estimates using this method and I've never had an issue or know of ever receiving this type of notice. We include the clients banking information on the 1040ES payment form and the payments are automatically pulled on their due dates. That option has worked well...except for when a payment needs to be cancelled. That could be an issue.

I have received several phone calls that spoofed my own phone number.

You are correct that the taxpayer has only a certain amount of time to reinvest under IRC § 1033(a)(2)(B) Here is an article from BNA that describes what is happening, and see specifically under the heading "State Liquidation of Securities." If not reinvested within the time prescribed under 1033(a)(2)(B), then it should be reported as a sale of the security and recognize the capital gain or loss. I would use the date the funds were made available to the taxpayer as the date of sale.

Are you using the 1040ES E file option in the current year's return?

I heard it was going to be clicking their tongue while moving their head slowly from side to side, followed by a sigh.

With no financial penalty what are they going to do wag their finger ?

I wouldn't get involved. It is not your fault and I would let them pay through the nose.

What I generally tell people in this situation is to send what they can. They'll get a letter saying "Hey, you still owe us $X" then send some more. Rinse and repeat - so long as you can do it in no more than four "chunks" of money.

My idea for a W4: Enter the % you want withheld (min 8%). You can still claim exempt if you expect your EIC or other credits to zero out your tax. This will help part-timers, especially if their hours vary and sometimes have no tax withheld due to low hours in a pay period. Then everyone will be having a discussion about what % they're having withheld and people will start to understand what their effective tax rate is. And if they're under/over withheld, they can easily increase/decrease the %.

I also checked it out, but as small business users, we do not qualify and will not be offered "extended paid support" Microsoft will only be offering "extended paid support" to corporate accounts etc. There are tech articles online which tell you how to "spoof" MS and move up a classification so that you can buy "extended paid support'!