RDennis

You might want to read this, from snopes.com: http://www.snopes.com/politics/taxes/debtfree.asp

I finished my own return last night and e-filed it. It rejected because a 1099-R had a federal employer id number that was issued in the current processing year. It is true, so I guess I can't fix it and must paper file it. Aargh!! R Dennis

I should have realized something wasn't right. I couldn't download any instructions from 2009, and now I can. Also, I couldn't download certain other information to view from other websites that I normally could.

Good idea. I downloaded 9.4 also, and it works better. Should have realized it sooner. Dennis

I'm afraid to ask if the bank reconciled at year-end? My pet peeve is when the client can't reconcile and they allow QuickBooks to adjust. One non-profit client this year (I only do once a year) had three different adjustments to the bank, with a number of deposit errors, check errors, voided checks, etc. Aaargh!!! Dennis

I had read all that, and it appears to me that there are really two choices. One is to ignore the amount of auto expense on the 10% usage business and count that as commuting, etc. I suppose the second it is to take straight line in both cases. What do you think?

I have a client who has two Schedule C businesses. She uses her new auto (purchased in 2009) 70% in one business, but only 10% in the other. I am unable to find anything in IRS pubs 463 and 946 addressing this issue. But, I thought I recall reading years ago, that one had to take standard mileage in this situation. Or, perhaps straight-line depreciation (No MACRS and no 179) for both. Does anyone have any insight into this situation? Thanks for any help, RDennis

Well, they now have the forms available--the 941(4/10) and the Denver OPT.

I noticed that the updated 1040 that was dated the next day downloaded correctly. There is another form I can't download--Denver OPT, and that is dated in May. Neither one show on the Update Manager now.

I haven't been able to download, either. I left a note on the ATX website to that affect.

For e-filing, do you need to enter an explanation on the tab for line 7a. I don't know as I have not e-filed 941s yet.

I too much prefer Peachtree. Isn't it true that QB 2010 is not downward compatible with all previous versions?

The list of community property states is as follows:California, Arizona, New Mexico, Texas, Washington, Idaho, Louisiana, Nevada and Wisconsin. Dennis

No on Colorado, also.

I also have Vista 64 and have had no problems with any ATX software from 2005 forward--except for printing. Terry O: in order to print I have to turn UAC off; is that what you do? Those who have switched to Windows 7--was it as easy as I have read? That everything, settings, programs, files, etc., are converted easily? I am very reluctant to do it during tax season. In fact, I have been reasonably happy with Vista 64 once I got a 64-bit anti-virus software and finally was able to remove traces of the 32-bit that were slowing down the software. R Dennis

Solved in under 15 seconds--mathematics degree back in the early, early 60s before becoming an accountant. :)

Has anyone prepared the new Schedule C, Form 990, Part III-B re: non-deductible lobbying and political expenditures? ATX has added line 1 and 2a and 2b to get to 2c. It would seem to me that 2c should equal the sum of 2a and 2b. Does that seem right? Thanks, Dennis

I personally (not clients) have had two the last two years. My broker suggested they should be treated as a rollover to avoid taxation. They were as gailtaxed described. Dennis

Clay, I was looking again at the instructions for IT-203, page 19. It says: "If you earned your salary or wages both inside and outside of New York State, you must determine the amount that is allocable to New York State. This is not necessarily the amount shown in the State wages, tips, etc. box on your Form(s) W-2." Then they show the two methods to make the computation. I guess I read that as I am required to compute that. I know what you said, but the above seems to indicate that it is not necessarily the amount shown as the New York State wages on the W-2. Dennis

Thank you so much for your answer. So, I was reading too much into it, as I was afraid. Dennis

I have a client who is a resident, for tax purposes, of Colorado. He and his wife are employees of the State Department and were in Iraq through late August 2008. Then he was assigned to the United Nations for the remainder of the year. His wife did not work in New York. I understand the forms I need to file, but have what is probably a simple question. His W-2 shows the wages assigned to Colorado and also earned in New York. The instructions for New York (page 19) seem to indicate that in all cases where you have a split-state W-2, you need to complete Schedule A of the IT-203-B for the entire 366 days of 2008. The nonworking days apparently need to be filled out for the entire year's employment. Am I reading too much into the instructions, or do I really need to complete Schedule A for the year? As I see it, I will get a different amount for the wages taxable to New York. Thanks for the help, Dennis Kavanaugh

It looks as if the 1040X is now available.

Do you have a blank first line, and your preparer info in the second line--a blue line? Then, I guess the next question is under preferences for rollover manager, do you have the 4th box checked? I did not and that is probably why it wasn't working for me. R. Dennis

I actually was one of the two people in that thread (different screen name). However, customer support got me through it today and now everything works perfectly. Turns, out the User Account Control (UAC) was on, and turning it off did the trick. Dennis

KC, Unfortunately I had tried that, and that did not solve the problem. I assume there must be some other folks who were forced to (or wanted to) buy a new computer recently that was loaded with Vista 64. Another person with a similar problem has submitted a question on the ATX Support website. Their advice was to check the drivers and reload the printer. I have also done that. I am thinking I might have to downgrade from Vista to XP. I assume that is possible, but I don't know. Thanks for your response, however. Dennis