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OK, that is just too .... too.... something retentive. Tom Longview, TX

SSA contacted me about a possible duplicate W2 from the early 90s when I applied for SS. Unfortunately, I had shredded all my tax returns from 1972 forward and didn't consider scanning them before shredding because I had the last 20 years in PDF form. I had switched jobs with the same company and it's quite possible they did give me two W2 forms for one year and the total income seemed about right as well, so they allowed the extra W2 to be part of my earnings record.

Nah, not really intentional, just an old file cabinet that got moved around and never emptied out. I have an old desk with stuff from my youth too. I found a very funny short story that I wrote at about age 8 entitled "The Story of My Life" and also some things and writings from my father too. Now those things are very precious and glad I still have them.

My client turns 70 next month, so at this moment I am assuming that it was triggered by his applying for SS, like what happened to Abby. Still waiting for a copy of the letter.

From the instructions to Form 709: The value of a gift is the fair market value (FMV) of the property on the date the gift is made (valuation date). I don't think basis comes into play, unless Series H bonds. Your client will report the current value of the bonds as the gift and report all previously accrued interest on his tax return. While he seems to want to avoid filing a gift tax return (even though it is unlikely any gift tax will be due), the bigger problem is adding all that interest to his income in one year, potentially raising his marginal bracket, taxing more Soc Sec, increased Medicare surcharge, etc. You can crunch those numbers for him and perhaps end up advising him to spread the gift over a few years.

Same here, here, here. While there have been issues in the past, I must say the program has been working well for me the last few years.

Same here, here.

Our tax dollars at play?

You're taking a huge step down. Why are you thinking of switching? How much are you paying for Lacerte? How many returns do you prepare?

I left ATX due to problems related to business entity returns. I see you are from ID. ATX has a long history of giving less attention to smaller states. I know the last year I used ATX, the users from MT and HI didn't have all of their forms until the last week of February or the beginning of March. If your practice needs tax software that's ready to go as soon as tax season opens, then ATX may not be for you.

I too have had ATX for 20 some years. I actually tried out Drake and didn't like it. ATX is a good software for a small business. I like that I input from a screen that looks like the form. But I started out old school filing in the blanks on a tax return by pencil. So I feel comfortable using the forms and not relying on input prompts. I haven't had any complaints (since that little issue in 2012.....) (2012?) (The older users will know.....)

I have been using ATX for about 20 years and have no reason to switch.

I have not used Lacerte, but from my understanding, you will be losing a lot of bells and whistles. But getting away from Intuit can't be a bad thing. ATX user since 2000. Tom Longview, TX