Robin

I agree, not a fan of the new process. Many times we need to only print a replacement for someone, and had been nice to be able to select. Too cumbersome this year. Any idea when the 1096 will be ready for efile?

Has ATX released minimum specs for a stand-alone computer system (1 user) yet? Or maybe some computer gurus on the boards have some suggestions. I specifically want a desktop/ monitor setup, as exclusively using a laptop is grueling to these aging eyes. Currently using a 6 yr old Windows Pro 7 64 bit i7-2600 CPU 3.4 GHz 12GB ram 914GB hard drive (622 GB free) which has recently started to slow down and lock up, requiring a periodic re-start to move on. I tried to load up in 2012 when I bought this computer. Not real excited about to moving to Win10, but I guess it’s inevitable at this point. TIA, -Robin

I go through a "withdrawl". Yawn the whole month of May (after payrolls)

I have the numbers via the statements that pertain to each state on a spreadsheet. My problem is with line 3 ( Federal CGD) on CA 540(NR) D, which does not seem to allow for adjustments, or at least I can't find where to designate the proper CA CGD. I have properly allocated all the other numbers to the CA filing, just having a problem with the CGD number.

I can not figure out how to allocate CG Distributions between a part yr CA & MA. I can use the CA540NR to subtract out the other states interest & dividends but there is no line for the CG Dist & jumping to the sub-schedule it uses the federal CGD, and does not allow for the adjustment for MA. I thought maybe using the DIV input worksheet might be the answer but does seem to work. Any ideas?

Thanks all - new territory to navigate. I did catch the tail end of the cpa academy & downloaded their handout, but the part I caught didn't talk about tax reporting .

First time for one of these. Client says they received no document. Says he had a S/T gain of $2,500 on a $10,000 investment. He traded multiple times on the exchange but gave me this as the result in the end. What type of backup can I request of him. I will definitely report on his return in any event. How has others handled these transactions?. TIA for any guidance. -Robin

I realize that Evan, but she is the custodial parent, no question, but has allowed the spouse to take 1 of 2 children in the past when they spent ample time with the other parent. In 2017 that no longer was the case, and she doesn't want to take the chance of him claiming the child as he had in the past. You know how it is with divorced couples. She legitimately is entitled to both exemptions in 2017 and doesn't want to go through the hassle of proving it to IRS in the event he files first.

Have a client that wants to beat ex-husband to filing first. Of course has to do with claiming the children, but she has a schedule A & he doesn't. Wondering if it will be ready for Jan 29. Anybody?

UPDATE on my recent "unable to connect to server" issue for ATX 2016. Apparently, Norton released a security update within the last few days, which did not play nice with the 2016 software, so none of the fixes in the Knowledgebase or the forums works in this case. Eric (my original contact & Scott ( to whom it was escalated to) from ATX support had me up & running within a few minutes he accessed my computer. Also,, he put in a safeguard so 2017 will also be accessible. KUDOS to ATX support!!

AbbyNormal, As I have encountered this issue today, and have tried opening prior years with no problem, tried the ATX 2016 Admin Console suggestion (2016 doesn't even appear on the list but 2013-2015 does), I am about to try your suggestion of copying and deleting the file which you posted above. So if I understand correctly, I search for the file in the directory you list, then delete it then merely paste the copied file to the same directory? Sounds like the original file might be corrupted?? Thanks for your help, I am beyond frustrated for this to be occurring with the deadline approaching!!

Done - thanks for the reminder - This site is invaluable!

Curious, if this can be accomplished using Adobe Acrobat X (since I already have it). -Robin

Thank you Judy- I am trying to read everything I can on this topic. -Robin

I have a situation where the "technical termination" date is 7/8/16. I understand the new filing date comes to play, which is 3 1/2 months after July 31 (Oct 15th). My question is since the partnership will continue with a new partner replacing the outgoing partner, what happens to the balance sheet for the initial short year return, does it get -0- out or are the ending balances reflected as usual? My other concern is going to be how the partner's retirement plan numbers are to be reflected for this short period, as this is usually a year end calculation by an actuary (cash balance plan). To date there have been deferrals & match (which are posted to the draw account), but year end has included the cash balance plan calculation Any ideas? (This is my first experience with a technical termination). TIA.

Never expected to follow up so quickly- but Will already returned my call, to inform me that one of the "skeleton crew" members that was staffing the sales office on 5/27, failed to finalize my order, thus I was able to renew today at the discounted rate plus receive the Taxbook. Weird, how this worked out, because I thought I ordered on 5/27, however I never received a confirmation, nor was my card charged. Very impressed that Will returned my call so quickly. But does not answer the question, why a more lucrative offer was put in place later than the initial one, and if they will extend the free Taxbook to the May renewals????

I called this morning & the first sales associate I spoke to "John" says they offer different promotions at different times, so May's early renewal promotion (in which we were hard-pressed to take advantage of), is different than this month's promotion of the early renewal price, w/ a free copy of the Deluxe version of The Taxbook. So I said, "I am being penalized for renewing in May, because you now offer a better promotion in June". He then said he would switch me over to my sales rep (which I never knew I had, BTW, "Will". Had to leave a voice my, because "Will" was not available. They should have never sent out "renewal e-mail promotions", to those who have already renewed. I am going to press this issue, as I feel they should have offered the Taxbook with the May renewals as more of an incentive!

A bit frustrated with the recent ATX e-mail, received yesterday, with the offering of a free copy of the Taxbook Deluxe along with the extended renewal pricing. What about the long time customers who renewed during the "initial" renewal discount period??. I am calling tomorrow, FWIW. Do not understand their marketing or lack of marketing. Feel like a sucker!

I was wondering if I can still e-file a 2013 & 2014 federal & PA returns. They were able to be created, but not sure that means anything. -Robin

Thank you for the "heads up", also needed to upgrade!

A partner wants to use the office address on his personal K-1 (he owns the office building), rather than his personal residence address). Is there a problem with this? The other partner is objecting to this. I can't find anything on the requirements what address needs to be used. I'm sure PO boxes have been used. Anyone have an opinion or know the law on this? Thank you, -Robin

I am using 2014 MAX ( includes payroll). In the beginning of this week, I was able to process a 2Q 941. Today, I am not. When I add the form, all I get is the data sheet with a note that the form is corrupt & has to be discarded. I went into the client that I successfully processed on Monday of this week & the 2Q941 form that I had saved is gone. Anyone else experience this & have a clue what the problem might be?

Is there a particular number to fax a POA in order to access e-services, as I need to pull a client transcript. I have always faxed the form while on the phone with an agent in the past, but hesitate to call because of the long wait times.

Thanks Tom. But I think the problem stems from that it does not allow me to input the gross wages on line 8 of the HO worksheet. The message says the field can't be modified. If I can get that to work, I think the deduction would carry over to the 2105.

I am just using the worksheet to tally my numbers. Do we just take the resulting number from the worksheet and link to 2105 line #4 or should it flow automatically? -Robin