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Sometimes, it's hard to create an incorrect return. I go for easy. If the original return is not in my software: Create the return as it should be, as if it's the original return and not an amendment. When I have the return the way it should be, I call up the X forms (I've done this at Block, with ATX, and with ProSystem fx, but ATX was a long time ago). When your software asks you if you want to transfer the data to "Column C," say NO or check/uncheck the box or however your software works to keep your data as amended now. Then you just have to type into "Column A" the amounts from the client's original return and add the explanation. This is often a whole lot easier than trying to recreate your client's original return in your software, especially if he had errors. And, it's easier for me to proofread the return I'm creating as if it's an original return, then turn it into an amendment. I can follow the flow better.

According to Tax Pro Today, the IRS on April 11th quietly expanded their Section 199 A FAQ from 12 to 33 questions and answers: https://www.irs.gov/newsroom/tax-cuts-and-jobs-act-provision-11011-section-199a-qualified-business-income-deduction-faqs There are a few surprises related to S Corps and Partnerships. Putting out additional guidance on April 11th ??? I am truly at a loss for words.

ATX values my business so little I don't even get a call from a rep ! I usually reup online. I too have been a client since the Maine days. Gee we ARE getting old !

New form for 540X. Ca form X.

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.

JohnH, the client for which I need to EF 2017 IS in a hurry to EF that year’s return as she needs a transcript for that year for her son’s FAFSA application. Admittedly she is tardy on filing that year, owes $ to the IRS and state, and had to collect the funds for my fees. The return languished on my completed, waiting for pickup shelf for several weeks until she could pay me. Now that my fees are paid and EF forms are signed I cannot EF until ATX gets its act in gear. If I am not able to EF by Tuesday next week I will contact the client and ask her if she wants to wait for EF top reopen or paper file.

Usually the only way to get a significant discount in any negotiation is being willing to walk away (or at least convincing the other party you're prepared to do that). Maybe I'm naive, but if 2017 e-file isn't available for any reason, what's the problem with paper filing? It isn't as though the client is in a hurry to get it done... (But I do understand the overall concern extends beyond simply getting the return filed)

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.