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Showing content with the highest reputation on 05/24/2019 in Posts

  1. Lynn, I have not been able to efile 2017 and I am getting very worried. I did renew and did not get a better discount than 10% from my rep. I can't remember his name and will have to look it up. I don't know how other people on FB have been getting larger discounts. My rep was not having any of my reasons, but I did drop down from Total Office to MAX and saved some money. The idea of switching programs when I am trying to count down to getting away from this much stress fills me with dread, but I am really starting to worry about what really happened at WK, since they have pretty much stopped communicating. I am very frustrated that 2017 efile is not back up when many of us still have those returns to file. I guess I would call the regular sales number and tell them that your rep is not returning your messages.
    2 points
  2. Yes, definitely a CA NR return. Also, enter the former 2106 deductions as CA does not conform to TCJA and you might have more than the CA standard deduction.
    2 points
  3. The overall combination of hardware and software that makes the internet function is very complex and convoluted. There are so many access points that hackers can attack that's it's not a question of if, but a question when. All we can do is follow good security practices and limit our risk. Actually, our best defense is we are individually small potatoes.
    2 points
  4. JohnH, my clients need their 2017 return filed as quickly as possible for FAFSA. They didn't bring in their 2017 info until late April and they have two headed to college now, so they are pretty desparate to get their transcript. I also have a state ACK that I can't pick up since 2017 efile is still down. I have several old returns that need to be filed for many reasons and I prefer efile since most of them have money coming back.
    1 point
  5. I meant by switching to Drake or something else. I know that I am pretty much just giving up Paperless Plus, which I didn't use anyway. I know how ATX works and like the input. I don't want to have to learn new methods at my age.
    1 point
  6. Bumping this thread back up for a variety of issues - (1) has anyone been able to EF 2017? (I have not). (2) I efiled a 2016 days ago and it is still at transferred to agency, awaiting ACK. Anyone else have better success with this? I have gone to EF status page on their support site; no news. (3) has anyone else been able to communicate with your ATX rep regarding renewing for 2019? I've sent mine an email and left a voicemail message - no response yet. (My rep is Aaron Seiffert; last I heard from him was late April when they invited me to switch to ATX Access - I declined). (4) For those who have renewed were you able to secure a better discount than the 10% offered on my renewal invoice?
    1 point
  7. Our use of our smart phones for financial transactions has become a serious weak point. Hackers have now created methods of attacking smart phones which do not require you to click on anything. I have a smart phone, which I use for phone calls, texting and as a camera. I do not have any apps linking me to my bank, broker or my retirement accounts. I only use my desktop or my chromebook for those accounts.
    1 point
  8. Big or small, they go after everyone. I get phishing emails at least once a day trying to get me to click links or open attachments. The schemers are getting more and more advanced.
    1 point
  9. If you haven't done so already, now might be a good time to consider locking your credit reports. It takes maybe 30 minutes to lock them up but be sure to keep a copy of those PIN numbers they give you to unlock later. It's sort of a pain to unlock without them.
    1 point
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