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jasdlm

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Everything posted by jasdlm

  1. I would not respond again in any way. Ever. (Unless he requests a copy of a prior year return; he can bring payment for the same and pick it up from your husband or staff.) This person is not mentally stable. It's hard to accept, but no matter what you say, it will fall on deaf ears. NEXT client.
  2. Took me a while to figure out. Enter the asset and the date. Then wait a very long time (seriously, like two minutes). Once it has processed the date, you can choose the activity from the drop down box right next to the date.
  3. jasdlm

    Decadence

    Ditto. Decadent and a bit guilty. I just got back from a Target run. My husband and son know that it's tax season, but for some reason, they still like to eat, wear clean clothes, and have a stock of toilet paper . I hate folding laundry and worrying all the while that I'm not doing a tax return.
  4. Does anyone know how to password protect the .pdf that ATX will create? I want to email a .pdf to a client, but I can't figure out how to password protect it. There is an option to password protect the return, but I assume that is within ATX. I am a single-preparer office, and I would rather not password protect the return within ATX. I'm not sure whether that would take care of the .pdf anyway. Thanks so much.
  5. I could cook dinner in the time it takes me to move between each entry box; That's barely an exaggeration. Anyone else having this problem? I have the most recent program updates.
  6. Fantastic news. Enjoy your time in Colorado!
  7. Fantastic news. No more appointments during tax season .
  8. Fantastic news. Hugs and prayers to you!
  9. They don't like me well enough to send me any email messages!
  10. I downloaded 12.5 yesterday and had my tech guy remote in and give his blessing to the overall setup (he did the initial installation). So far this morning, no trouble with rollovers (have completed 2 very easy returns) and speed within the program has been acceptable. Have not tried to print.
  11. jasdlm

    12.5 is here

    I can get into a rolled over return (took 7 minutes to open). Going to try working a simple return and see what happens. Haven't checked depreciation, etc. Downloaded/installed 12.5 last night.
  12. I have been out of town and just now saw this. I am so sorry. I will be thinking of you and praying for you and your family.
  13. WooHoo! Prayers, Karma, everything . . . coming your way.
  14. In my opinion, you still need to file . . . all IRS has is $1,079, so as far as they are concerned until you tell them otherwise, income is $1,079.
  15. JohnH, so sorry to hear about your loss.
  16. I'm actually thinking about leaving the office for lunch . . . I almost feel guilty - like a child who is doing something wrong.
  17. Woohoo! Going to do the last 3 at a leisurely pace tomorrow. Have 4 that are complete except 1 missing piece each where I am waiting on the client (and quite tired of hassling them). Monday of last week I thought I wasn't going to make it . . . but now, I'm going to take the rest of the evening off . Hope everyone is starting to feel a pressure release!
  18. Transmitted extensions with no problems. . . must have gotten really lucky on timing. Like NECPA, I have never been able to get on the 'other forum'. I don't even try any more.
  19. I created the .pdf. When I choose 'attach .pdf' from the efile menu, it says 'Select attachment from list', but there is no list, and I can't see any way to 'browse', etc. Please help. Thanks so much!
  20. Thanks so much!
  21. Client and spouse won the lottery. Each receives a payout every year with withholding. Spouse died, and now lotto winnings pay into a trust (client as beneficiary). I do the trust return and obviously my client's return. Someone said in an earlier post that there is a way to k1 withholding through to a beneficiary. Is this true? Lotto has mandatory withholding. I have been having my client pay in and then get a refund from the Trust return. It would be great if I could pass the withholding via K1. I researched this 3 years ago and for some reason came to the conclusion that I could not pass the withholding on through the k1. Thanks for any input!
  22. Just wanted to post again and let you know I'm thinking about you. Prayers for you and Don this Easter season.
  23. It's right after the 'taxable amount' in box 2. Just finished one myself.
  24. Found it in an old post. Please ignore.
  25. I am having the same trouble. In my case, a rollover (trustee to trustee) was coded 1 (early distribution) by the Trustee. How do you get 'rollover' to print next to line 16 on the 1040?
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