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That is true for pension distributions to recipients under retirement age where the distribution is due to total and permanent disability, but I think IRA distributions due to disability still go on lines 15a and 15b. Am I wrong about this?

That's correct. We are required to associate the SID # with the signature forms in some manner.

From Pub 587 - Business Use of Your Home. Specifically see the example. More Than One Trade or Business The same home office can be the principal place of business for two or more separate business activities. Whether your home office is the principal place of business for more than one business activity must be determined separately for each of your trade or business activities. You must use the home office exclusively and regularly for one or more of the following purposes. As the principal place of business for one or more of your trades or businesses. As a place to meet or deal with patients, clients, or customers in the normal course of one or more of your trades or businesses. If your home office is a separate structure, in connection with one or more of your trades or businesses. You can use your home office for more than one business activity, but you cannot use it for any nonbusiness (i.e., personal) activities. If you are an employee, any use of the home office in connection with your employment must be for the convenience of your employer. See Rental to employer , later, if you rent part of your home to your employer. Example. Tracy White is employed as a teacher. Her principal place of work is the school, which provides her office space to do her school work. She also has a mail order jewelry business. All her work in the jewelry business is done in her home office and the office is used exclusively for that business. If she meets all the other tests, she can deduct expenses for the business use of her home for the jewelry business. If Tracy also uses the office for work related to her teaching, she must meet the exclusive use test for both businesses to qualify for the deduction. As an employee, Tracy must also meet the convenience-of-the-employer test to qualify for the deduction. She does not meet this test for her work as a teacher, so she cannot claim a deduction for the business use of her home for either activity.

I agree with KC on this. I want to add that continuing to bring up the issues and complaints about last year's program is also irritating to those that have moved on to other software, because for some on here those troubles are still fresh, may have been very costly, and the sole reason other software was chosen. That is why I said in your other topic that it's time to put those posts to rest.

Because cbslee asked about backup and mentioned that a lot of posters on the official forum are having troubles with the backup/restore function, and Jack made his standard blanket remark about people not listening that he's made many times before, and also "Messing with the auto backup locations has been a NO NO since the program release". I never said Jack should make CCH change the instructions, I said maybe the company should correct their website and put out a PSA, but he certainly shouldn't make blanket assumptions or statements about the people on the official forum or what they do since he hasn't been on there since April, 2007, and those people may be following the only advice they've officially been given by the company.

Since you refuse to visit the official site, you have no idea what is being posted over there or whether or not those posters have changed the default location or not. Ranting over here isn't helping, and since the company published instructions, and one of their complementary training videos on the official site covers this topic that says changing the default IS possible, THIS MIGHT NOT BE ONLY ABOUT PEOPLE REFUSING TO LISTEN. MAYBE SOME OF THOSE ARE USERS THAT ARE HAVING TROUBLE AFTER FOLLOWING THE ATX-PROVIDED INSTRUCTIONS AND TRAINING. Maybe the company should correct their website and delete the misinformation that is stated there and put out a PSA about the correction.

As Joel said, your head-banging post was inappropriate because I said nothing negative about the ATX program. As I said, it's different than it was in 2011, and I am sincere when I say that I wish everyone well that is using it. It was not said with any sarcasm, if that's how you interpreted it. I was trying to put a stop to the argument, but you always choose the other path of continuing to answer those that post flaming comments, and YOU keep the pot stirred as well. If you are THAT WEARY of reading those arguments, then you need to back away from the keyboard and stop answering, because by your doing so, it is YOU that fans the flames. So for a second time, I'll ask you to stop.

I agree with michaelmars that you both need to stop. This topic started as FTM questioning his access to the official forum being denied and not being able to contact his friends there, and it is morphing into an argument about the ATX program. ATX will never go back to what it was, but for those of you that are sticking it out, I do hope that this year's program is functional, faster, and meets your expectations and needs. There are a variety of professional programs on the market to choose from, so if ATX isn't a good fit, keep shopping and testing until you find one that is. Please, let's put the discussion about the 2012 program to rest once and for all. It's old news and time to get busy with our current work!

Loan closing costs are part of basis, whether from an original loan or a refinance. When closing costs are from the original purchase, I add those in to the total cost of the property acquired and depreciate it as part of the building using whatever method and life is appropriate to that property and its use. I've never separated out original loan closing costs and amortized them as a separate item. I don't think you get to write them off, and I think the closing costs on the refinance add to basis also. I think they remain until the property is disposed of. But like Lion said, do more research.

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.

What about Mary?

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.

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.

Yes, I just deleted my post as you posted yours.

^ Yes, that is the reason.

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.

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?

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.

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.

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.

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.

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.

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.

Jack, it's enough already. Please let it go.