Jump to content
ATX Community

jklcpa

Donors
  • Posts

    6,633
  • Joined

  • Days Won

    327

Everything posted by jklcpa

  1. Nope, I finally tried that and it did not work for me. That locked my account and I had to set up another new password. I can access everything that I'd ever need to for the prior year's ATX, although I don't anticipate needing to as I've retained all of the prior years' archive disks and the installation codes. I can no longer access the community and I don't care.
  2. Bumping this back up because, thanks to this topic, I switched my Paypal account over to a business account and sent my first invoice tonight. I didn't get the swipe reader for a smart phone yet (I have only dumb phones). I have a very few clients that I will be handling tax work for via email, so I wanted to give this as an additional payment option, and so that I might get paid faster and before e-filing the returns. There are a couple of other clients that are come in person, but one in particular sometimes forgets his checkbook and has been slow to pay in the past. Maybe this will help with people like him too. While I was at it, I raised my rates too.
  3. That didn't work for me, and I was also cut off around the beginning of the Feb. I can still access everything on the MyATX site EXCEPT the community.
  4. Yes, I just deleted my post as you posted yours.
  5. Delaware (as taken from DE1345, apparently last updated for the 2011 tax year): WHAT CAN BE ELECTRONICALLY TRANSMITTED The following are the only Delaware state tax forms which can be electronically transmitted: 1. Form 200-01, Individual Resident Income Tax Return. 2. Form 200-02, Individual Non-Resident Income Tax Return. 3. Form 200-03 EZ, Individual Resident Income Tax Return (EZ). For tax year 2011, Delaware will be accepting the following type of income taxreturns. General rules concerning which taxpayers may file electronically are as follows: 1. Residents and Non-Residents of the State of Delaware may file their Delaware returns electronically. 2. Refund, Direct Deposit, Zero-Balance Due and Balance Due returns will be accepted. Balance Due return filers, who DO NOT pay their tax due through Direct Debit, must make their payment by the due date of the return. A copy of DE-200V, Electronic Filer Payment Voucher is located in the back of this publication. WHAT CANNOT BE ELECTRONICALLY TRANSMITTED In addition to the type of forms which are excluded, the following types of returns cannot be electronically transmitted. 1. Non-Calendar Year filers. 2. Prior Year Returns. 3. Amended or Corrected Returns. 4. Returns reporting a Delaware Lump Sum Distribution. 5. Returns on which the number of exemptions claimed on the State return does not match the number of exemptions claimed on the Federal Return. The only exception to this ruling would be additional exemptions for a taxpayer and/or spouse 60 years of age or over. CREDIT CARD PAYMENTS Credit card payments: $2,500 max Debit card payments: Unlimited THE APPLICATION/ACCEPTANCE PROCESS To apply for the federal program you must complete IRS Form 8633, "Application to Participate in the Electronic Filing Program", which is available from the IRS. Federal Publication 1345 specifies the application process and requirements for federal participation. Once you have been accepted into the federal electronic filing program, you are automatically accepted into the Delaware program. There are no additional applications needed. Delaware does not conditionally accept tax returns. The Delaware Division of Revenue accepts all returns that are accepted within the Fed/State piggyback program filed for Delaware.
  6. If it's really 15 year property, then you are saying this is a qualified leasehold improvement, and I think those are supposed to use 15-year MACRS SL. This chimney is part of a nonresidential property, right?
  7. Go to the Setup dropdown menu and choose "Preparer(s)". When the box opens, choose the preparer that has the PTIN assigned (not the administrator). A box will open with a variety of options. In the upper right hand corner you'll see "Preparer Signature Options". Enter your 5-digit pin to have that automatically entered on all 8879s and state e-file signature forms, and check both boxes. One is for the 8879 signature and the other is for alternative electronic signature on the returns. Save your changes and exit the screens.
  8. Kaiser does have the subsidy calculator, but do they have one to calculate the penalty? I looked on that site and couldn't find one. For those using Drake this year, that software does have a penalty calculator built in this year.
  9. Thanks, Rich. I took that info directly from QB's website. I wonder if new people signing up would need the 2014 version? It might be worth calling the support # if it meant that a new user didn't have to purchase their latest version. That is one thing I really hate about QB.
  10. I think that only works if the return's status is "created" but has not yet been transmitted to EFC. Once the program thinks it's transmitted, the only other reject would be if it made it to the IRS and had reject codes.
  11. I think you are confusing the rules for claiming exemptions with the rules for determining filing status. The rules for exemptions would allow you to claim your girlfriend and her children AS QUALIFYING RELATIVES, if they lived with the taxpayer the entire year. The IRS has different rules for who is a qualifying RELATIVE and who is a qualifying CHILD. You don't have to believe any of us, those rules and definitions are clearly laid out in the instructions for Form 1040 and Pub 501. I'd suggest that you print out those pages from the Form 1040 instruction guide and carefully work through those requirements one at a time answering Yes or No and see where that leads. As Mr Pencil, Pacun and others have already told you, your client should be filing as SINGLE and not HOH because none of the dependents you have mentioned are a QUALIFYING CHILD BECAUSE THEY ARE NOT HIS BLOOD RELATIVES. If we seem like we are jumping on you, it's because we are trying to stop you from making an error by preparing this return as HOH. If you won't take our advice, please talk to someone more experienced in your firm that can guide you through this.
  12. Jack, you can see the overview, rates, tech specs, faqs here: http://payments.intuit.com/payment-processing/ It does require the latest version, Quickbooks 2014. I'd use this but I'm still on v 2011 and not interested in paying Intuit for an upgrade to collect by credit card.
  13. Jack, it's enough already. Please let it go.
  14. Yes, Mashburn, I think you've made your point. Unless we were there, we can only base our opinions on the news reports and pictures that have been circulating around the internet and what friends are telling us.
  15. I think this is an old joke, and I did not understand Mr Pencil's comment about the gang reference either so I googled. My search showed that the numbers 13 & 14 are used by gangs to relate to the letters M & N in the alphabet and are used to indicate the Mexican Mafia and a large drug cartel run by a family whose name begins with the letter N. I'll lock the thread so we don't continue down the path of discussing why someone finds the joke offensive.
  16. Did you receive a recent browser update or upgrade in version? Which one are you using?
  17. Are you asking about how to change the wording of the client letter?
  18. I have a friend that lives in a suburb of Atlanta, born and raised in Chicago. She said one thing that compounded the problems was the fact that it was 60 degrees near Atlanta on Monday and the ground was very warm. The snow that fell melted somewhat before it froze and turned all the surfaces into an ice rink. I saw on the news earlier today that it didn't go above 30F today in Savannah. My friend in Fairbanks, AK is also complaining because it is too warm there, got up to near freezing instead of the always being well below zero. Their snow that is usually very dry is turning to slush on the roads and is making for very dangerous travel there as well.
  19. After logging in, try saving a new link to the site in bookmarks or favorites. That has worked for me in the past when I've had the same problem with other sites. I've never run into it on this site though.
  20. I thought it was one year also. Why not just use Form 3911 to request a replacement? In the top section it has a box specifically for refund checks not processed within 12 months of issuance. The client could try to deposit it, and the government might honor it, but if it bounces then he will be charged a returned check fee.
  21. There is no "open to interpretation" in the example about donating to the WWF and *adopting* a tiger. The group is a 501( c)3 and the adoption of the tiger obviously is symbolic. The donation would be fully deductible unless one elects to receive one of their free gifts, and in that case, the donation would be reduced by the value of the gift.
  22. Agree with Catherine. The deductions she mentions are deductible. ^ All of the SHELTERS (brick & mortar = "shelter", like the local Humane society and the SPCA) in my area are 501( c) 3 organizations. The larger well-known RESCUE groups that are run by a few dedicated people with a network of foster homes that care for the animals are too, as are some of the smaller rescue groups. Valid charitable donations to these organizations are documented the same as any other deductible contribution. The client should receive a letter from the organization showing that they are a valid 501( c)3 that also includes the other data required to document the contribution for tax purposes.
×
×
  • Create New...