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Old college professor of mine said "You only start to understand thermodynamics about the third or fourth time you teach it."

An office support place like Staples or Kinkos, or a local stationer, can make those for you in whatever format you want. Talk to a local shop to see what format they want you to provide, and about options. Hubby needed some specific type of scorebooks that were commercially available 30+ years ago but not for a long time. He took an old one to a local place, asked "can you make me more of these?" and they could not only make them, they gave him the choice of glue-bound or spiral-bound, paper color, page count per book, quantity, etc - all for what he considered to be a VERY reasonable price.

Thank you, @Eric, for everything you do for us. Do you need any donations at this time to fund the new server? If so, please let us know!

Isn't that what Excel does, with speed and accuracy? I know, sometimes it feels like you're more connected with your finances when you interact with them manually. I still keep a paper checkbook register and balance it almost monthly (tax season doesn't count).

Part-year residents are generally taxed on income earned in the states they lived in in each part of the year. Check the two state websites. In the states I am familiar with, wages, interest, dividends, etc. are broken down by which state the taxpayer lived in when they were received--there is no credit for taxes paid to other states because each one only taxes the income received while t/p was a resident. If your client was truly a resident of WI when he sold property in KY, it will probably still belong on the WI return. Only if he was a full-year resident of WI would his income be taxed a WI rates with a credit for taxes paid to KY.

Hello all, We've had some (very few, but more than zero) issues where database tables have crashed during times of heavy load on the server. These load spikes are usually related to other sites that I'm responsible for that happen to share resources with the ATX Community. These haven't been significant issues, and in fact have been very easy to resolve when they arise, but it does cause brief downtime on the Forum. So, in the interest of constant improvement, I would like to move the ATX Community to its own server (VPS) with its own dedicated resources. There are other server configuration changes/challenges that I'll tackle at the same time. Because this is the only forum I maintain, I am less experienced with performance tuning for this software than, say, more standard website content management systems. All that to say, I am expecting it to be a slightly bumpy transition but with improved speed and stability in the long term. There might be as much as one or two days of downtime followed by intermittent hiccups until everything is smoothed out. I'm aiming for mid-May to get this work done, but there is no hurry on my end. If there are business reasons to put it off longer, please speak up! Thanks!

I don't see a $295 version but if they had one I'd assume it is the PPR product but I know the $695 is the web based product that only handles 1040 returns. I get the desktop product that includes ALL the returns they handle. It says on their site: Our 1040-DR product comes in desktop and web based versions, if you need to file business returns such as Forms 1120 or 1065 you will need the desktop version. TW is Taxwise - I don't know what the SR product is for them. They used to resell Crosslink but holy cow that was horrific the time I demoed it years ago.

Just took a look at their site and the offerings I see range from $295 to $695. Just curious what are you getting for $999?

The smell and sounds of a printer is one of those favorite things for me. We had a printer really close to our office back in the 90's and I was the lackey who would get sent over to have something printed and loved that smell. Only thing better is a barn.

I have access to the Knowledge Base, not the forum. Even when I was using the software purchased directly through Drake I never used their forum. If I can't find a specific worksheet or where / how to enter something I go to the Knowledge Base site and have detailed instructions very quickly.

I am wondering that as well. Also, do you have access to the Drake forum?

Might not matter where they still had their residence at the time. States vary, but over time more are taxing full-year income regardless of where earned. Then they adjust based on % earned in what state, or $ earned in each state, or they apportion by date. Home state will give credit for tax paid to another jurisdiction, usually up to the amount they tax on that same income. You'll need to research what KY and WI want for part-year resident reporting.

Yes, Exactly!

I just held for an hour and 7 minutes. After being given an ID number (in a very flat, disaffected tone), I was told I was being transferred to the 'correct department' (never had that one before). Immediately back into the same queue (I'm certain) and back on hold, only to eventually be cut off. This is INCREDIBLY frustrating.

Been there, done that. Also known as IRS purgatory. IRS knows they have it but they don't know anything else. Tom Longview, TX

That means that the return has been selected for additional scrutiny by a live person. Until the return is actually assigned to to someone, you won't be able to find out much if anything.

If you really want to learn a subject, learn it hands on and do your research. This is my fourth year of teaching another accountant that "accountant" does not equal "tax preparer". She has a certificate in accounting. I have one in tax preparation. I taught myself and gleaned knowledge from others along the way. This tax board, in particular, has been a major contributor. She is terrified of starting out on her own. I HAD to learn Partnerships because my husband was, and still is, one. There are areas that I don't step into. Take on only what you can handle or are willing to learn.

Rule 1, umpires are always right. Rule 2, if umpire is wrong, see rule 1. But of course, the good ones work hard to never be wrong, and understand they will be wrong and have to rule the best they can with what they have at the moment. Good training for life. Sadly, the difference today is any perceived slight will follow you forever at any time. I have been asked about a call from 20 years ago while online at the grocery. Must have kept little Spike from making the show. My very first call in my very first game was an ejection. Little JR cursed at me. The grown up JR resides at state expense as a predator.

I might add the following: If you really want to learn a subject, prepare to teach it to others.

A slight variation, but the same basic thought: “Experience - that most brutal of teachers. But you learn, my God do you learn.” - Anthony Hopkins as CS Lewis in “Shadowlands”

It could be that the number is correct, but it is not passing the eVerify because of a small anomaly in the formatting of the name. Some variations don’t matter, but others won’t pass the “Name Control” requirements. For example, C.J. Smith Company becomes CJ Smith Company because it looks better on the letterhead. (or Smith and Jones Company becomes Smith & Jones Company over time). The possibilities for a problem with the Name Control are numerous. Some don’t matter while other seemingly innocuous ones will produce a reject.

Today I waited 46 minutes on hold with PPL only to be told by someone that I could barely understand, that I was not authorized to receive this information after whoever it was had asked me for all of the taxpayer information. My client is still waiting for his 2023 refund and we can't get any answers anywhere. Huh???

Finally, I managed to have a snappy, to me, response to "How do I contact a live person?" "There is no one here who is dead, so every message you get from us is from a live person." --- This was from someone who has sent a dozen or more messages, over the last 24 hours, all with a reply address which is not valid, so I doubt they will ever see my reply.

I ended up sending a letter for my case. we're now past the "response date" of the letter and I started mine out stating that I've been trying to get through from about a week before the response date. If the IRS never answers the phone, they cannot then say the t/p is SOL because they did not respond in time.