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ohgeeez... I don't remember.... I'm just so hungry... something about bartering... got any snacks?

If you check the Complete box in the Return Manager when you complete a return, ATX will remember that date and use it whenever that box is checked. This is true even if you uncheck the box, make some changes and save the return. We often update our notes for death, divorce, marriage, births, address changes, phone numbers, email addresses, etc. during the year, after the return is done. So we have to uncheck the complete box to save our changes, but as long as we recheck the complete box, the original complete date will be correct. It's rare that we have to reprint a return, but it comes in handy when we do.

You have to be careful with the word "legal" - yes, legal at the state level. However section 280E still applies. I've been approached but never prepared a return for a marijuana business. It seems once I explain 280E they don't want me to do their return. I can't know, but I'd bet most of them shop around for someone who is unaware or willing to ignore 280E. Also see memorandum 201504011.

I always type the date I complete the return on page 2 of the 1040. This locks that date on all forms regardless of any changes.

I wouldn't be concerned because of all the options for having a late election accepted. I haven't seen an S acceptance letter in awhile, come to think of it. I attached a 2553 to a first year S corp for 2015 because I wasn't sure the 2553 had been accepted and got a letter back saying that I didn't need to attach the 2553 because it had been accepted already. This shouldn't be so hard.

I bought a new computer with Win 10, and it's a pretty steep learning curve for me. I have used Cox for my email address and Windows Mail forever. Had to buy MS Office Home and Business with Outlook to get that to work. Had to enter my contacts in one at a time. Couldn't transfer my emails over to the new computer. Other than that, Mrs. Lincoln, how did you like the play?

I will not do it until the Fed's legalize the product. I will not take on the risk. There are more adventurous preparers out there who might, but not me. I am not making a moral judgment, I am just not going to risk my license for a trade that has unsettled legal implications. Tom Newark, CA

I use box 1 wages as well, even if it includes health insurance premiums. It's all compensation.

Yes, but the date will still be wrong on the letter and anywhere else it appears. And, for me, it's easier to remember to check the box.

Good to know.

I'm probably thinking of the SE health insurance deduction (limited to medicare wages).

Bob, look into attending one of the seminars presented by John Sheeley, EA on this topic, his website Tax Practice Pro., Inc. Lynn

I believe it would be based on box 1 wages, which is the shareholder's compensation, as I read the pub referring to in applying the percentage.

Problem is getting them to move the payment to theSRP. It took my client going to the IRS office to get the payment applied. This took several months.

http://www.journalofaccountancy.com/issues/2013/feb/20126773.html

Been meaning to share this for awhile. I downloaded AutoHotkey and with a lot of help from the internet, was able to create a useful (to me anyway) set of scripts (attached). The auto-execution section is just something I was told is good form. I have no idea what it does. The volume controls section turns your Scroll Lock and Pause keys into volume up and volume down. Ctrl+Print Screen = mute. (I can never remember that one!) CapsLock delay prevents accidentally pressing CapsLock. You have to press CapsLock twice in less than half a second to toggle it on or off. The CapsLock Smart Shift is the main reason I downloaded AutoHotkey. iT pREVENTS tYPING lIKE tHIS. I work in all caps in ATX and when I need to write an email (or post here) I want to work in mixed case. If CapsLock is on and you press Shift and any letter key, it turns CapsLock off and types the capital letter you wanted. I know my script is inelegant, brute force programming, but it works, and that's all that matters to me. The last section is all my keystroke saving scripts. I chose the equal sign (=) as my trigger key. So if I type irs= I get Internal Revenue Service. no= November, sa= Saturday, ssn= Social Security number, etc. Anything I type frequently goes here. You can add whatever you need here. My favorite one that we use the heck out of in ATX on form 8949, is V= (It's capital V because I work in Caps in ATX). It types VARIOUS in the purchase date column and 123115 in the sold date column and moves me to the next column. It works anywhere you encounter those two columns. I say 'column' because I work in the Detail screen only. IMPORTANT: Put a shortcut to the AutoHotkey program in your Startup folder so it will start with windows. ("C:\Users\[username]\AppData\Roaming\Microsoft\Windows\Start Menu\Programs\Startup"). I keep a shortcut to the Startup folder on my desktop for programs that don't have that option. Then save the file below to My Documents (not in any subfolder). Happy scripting! And don't say I never gave you anything! AutoHotkey.ahk

As Eric said, IE 11 and Chrome both work perfectly in Win 10. Edge has some nice features with being able to set up reading panes for unruly websites and being able to "mark up" internet pages with virtual markers to underline important parts and save them. Edge has some problems with loading some extensions, however, so I do not use it yet but rather defer to IE 11. All of my programs,including ProSeries from 1998 through 2015 and ATX from 1997 through 2012 (my last year with them) all function as perfectly under Win 10 as they did under Win 7 and Win XPS. I run two high-end stand-alone computers in my business as the only employee preparing approximately 400 tax returns and handling the books, payroll filings, and financials for 35 small companies.