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I don't understand exactly what Turbo Tax expects you do if you don't have original source docs. How could you, or anyone, check the return? Are you supposed to be reviewing the input, or are you supposed to check the program for its accuracy, or only for illogical entries, or just what are you supposed to be doing? You really shouldn't need TT or to redo any work if you are acting only as a reviewer.

I never check self-prepared returns. I'm in the business of preparing returns not checking them, and if I found something wrong, then what? That person would want my advice on how he could fix it up himself and wouldn't want to pay me what my time is worth for that advice or for me to teach him, or for me to prepare it. (Used him as generic for him or her) The only return that I sign my name to is one that I've prepared and done my due diligence on.

She could have saved the $60 by doing the amendment herself.

I used RIA Checkpoint last year and was satisfied with that. It is a comprehensive research tool with access to all of the usual tax law materials, forms, instructions, and so on, plus lots of other tools and calculators that professionals might need and find useful. This year I purchased The Tax Book "Plus" online version and a desk reference in print. I liked the layout of the product because it seemed more intuitive and easy to use over that of the RIA product. I just purchased and haven't set up my access yet, so I'm only basing this off watching the videos of the product on their website.

From the original post, it is not clear whether the loan had a stated rate of interest or not, and also not clear whether or not interest was actually received. All we know from the way the post is worded is that interest income was not reported by the TP on tax returns.

I went to the DOL site to look and didn't come up with anything easily. Do you have any additional reference or link that you could provide where it addresses this about the partnerships and S Corps? Thanks

I remember that being a problem too. If the preparer wants the program to NOT update the return with the current date in that signature line, the date can be manually entered in that field and that will stop the ATX program from changing that date any time that tax return file is opened.

Perfect. Thanks!

I fell victim to a trojan that got through, and Malwarebytes helped me to clean up my machine and get rid of some junk bloatware too. Their forum exploded in late Oct or early Nov with those kinds of posts and A LOT of posts from victims of the ransomware too. In addition to the AV and the Malwarebytes anti-malware software, I'm also running Malwarebytes Anti-Exploit and the free version of CryptoPrevent. Neither of these slow the computer down at all. They work by maintaining a list of software restriction policy path rules that won't allow malicious software to be installed. It should stop those fileless payloads that try to add or change registry keys. If anyone is interested in either of these, here are safe links to see how they work and how to download them: Malwarebytes - http://www.malwarebytes.org/downloads/ CryptoPrevent - https://www.foolishit.com/

Discovering this WK connection and the attempt to hide it, I feel less comfortable than ever .... <--- wishing I could make that bigger is this what you wanted, Judy?

Why not be transparent? It bothered me enough, so... (I can't wait for you all to see this! ) Thanks for providing that link, Brian! Clicking on it took me to the WY business entity detail that shows that this company is a domestic LLC called Advanced Tax Solutions, LLC whose registered agent is Business Filings International, Inc, its principle office in Henderson, NV. http://www.bizapedia.com/wy/ADVANCED-TAX-SOLUTIONS-LLC.html Searching for that co name, Business Filings International, Inc, and location lead me to 4 people all with connections at Wolters Kluwer: President, Karen Kobelski, employement history shows two positions with Wolters Kluwer - VP Sales, Marketing, Service and also VP Small Business Solutions: http://www.zoominfo.com/p/Karen-Kobelski/1315670934 Secretary, Deidra D Gold, another with a position listed at Wolters Kluwer - Executive Vice President and General Counsel for North America: http://www.zoominfo.com/p/Deidra-Gold/113287217 Treasurer, Norm Plaistowe - serves as Chief Financial Officer of Wolters Kluwer Corporate & Financial Services of Wolters Kluwer NV. Mr. Plaistowe served as Chief Financial Officer of Wolters Kluwer Financial Services http://investing.businessweek.com/research/stocks/people/person.asp?personId=12933252&ticker=WKL:NA VP is Richard J Parker - Secretary of CCH Legal information Services, Inc and holds active roles in fifteen companies and inactive roles in six additional ones. He is also listed as Secretary of CCH, Inc, Wolters Kluwer U.S., Inc., Wolters Kluwer Health, Inc, some others, and is past president of Wolters Kluwer Pharma Solutions, Inc. http://www.corporationwiki.com/Illinois/Riverwoods/richard-j-parker/26149700.aspx COMMENTS ANYONE?

Costco has a marketplace also. I couldn't see what insurance company it is. There are links for both individual and business health insurance, individual life insurance, vision in 3 states only, and HMO group dental in CA only.

That ~ $2 per client per year seems to be based on your bottomed-out low of ~ 1400 clients. On a per client basis, that number will reduce down as you rebuild your client base.

You've received all the ways to safeguard last year: the completed checkbox, changing the color of input fields of the prior year, and using pdfs to refer to instead of opening last year's computer file. I kind of agree with Jack about the integrity or quality of personnel. In all the years I spent as a supervisor and training personnel, the ones that relied on looking at prior year input were those that did not know what they were doing, and a few were actually mimicking the prior year input instead of working through the current year documents and inputting whatever data it was. I hope that makes sense.

The completed box has been around for longer than just a couple of years. I have the ATX programs back to 2009 on my current machine and that box is there in the return manager, and I am sure it was there in earlier years too because I used that a lot to sort and show only those returns that are incomplete.

That's what I was saying in the other topic where this came up. I think it will still open before the end of Jan for those early filers (cough) that must have the refunds they are (cough) entitled to.

I accidentally click on names too!

I would not make excuses or make up reasons but would rather find a nice way to tell her the truth. My area is very small and all the CPAs and other tax preparers know, or know of, each other, and many of these people are my peers that I've worked with or sat through many seminars with over the last 30+ years. The last thing I'd want is for that (former) client to go to another professional, or worse- someone in our mutual social circle, and say that I couldn't handle the complexity of the work or that I had inferior or inadequate software. If the person is a slow payer then I need to address that collection issue straight on. We aren't in this profession to give work away at a steep discount of 60% off unless it is of our choosing.

Did you get it installed initially after removing that corrupted file, and now you can't update? Or, are you still working on the initial installation?

It's in the "Other Vendors" section with the other non-ATX providers.

And, what happens to access to MY clients' data if I move to another service in future? NO THANK YOU! The only thing I'd want on the cloud or internet-based is tax and accounting research. Unless I want hard copy print of a book or manual, I see no need to install that type of software on my computer or deal with receiving updates via download or disk, but that is totally different than actual prep and data storage.

Safe link to Library of Congress for the text of the bill: http://thomas.loc.gov/cgi-bin/query/F?c113:3:./temp/~c113pWwBY6:e2637:

No, not that I can see. They are supposed to work like a 529 plan. From one of the Congressman's sites that voted for it: WASHINGTON, D.C. – On Wednesday, U.S. Rep. Glenn ‘GT’ Thompson voted to support “The Achieving a Better Life Experience (ABLE) Act” (H.R. 647/S.313), which passed the House with bipartisan support by a vote of 404-17. “The Achieving a Better Life Experience Act eases the enormous financial burden placed upon individuals with disabilities and their families by making it easier for them to plan and save for the future. As a cosponsor of the ABLE Act, I am proud of this bipartisan effort to empower individuals to live with greater dignity and independence. It is my hope the Senate will act swiftly to pass this important legislation,” said Thompson. Under current law, individuals with disabilities face significant barriers to finding and holding employment and living independently because their access to certain safety-net programs can be lost once they establish a minimum level of savings and income. The ABLE Act aims to provide families of a severely disabled child with some peace of mind by allowing them to save for their child’s long-term disability expenses in the same way that families of able bodied children can currently save for college through popular 529 investment plans. The ABLE Act empowers disabled individuals and their families to save their own money in a 529A (or ABLE) account to maintain health and independence with a goal of allowing those individuals to transition away from government assistance and benefits. ABLE Accounts would be a savings vehicle for disability-related expenses that will supplement, but not supplant, benefits provided through private insurances, the Medicaid program, the supplemental security income program, the beneficiary’s employment, and other sources. 529A accounts would be administered on a voluntary basis by the States in a similar manner as 529 college savings accounts. The ABLE Act has 381 House sponsors and 74 Senate sponsors.

Yes, a pool. I think it will be something like in prior years where the season opened around the 3rd week of Jan for basic returns, but those with sec 179 and other extenders weren't available for e-filing until late Feb or sometime in March, but paper filing those earlier was an option.

I agree, I wouldn't worry about it not being included yet.