jklcpa

Are you asking about how to change the wording of the client letter?

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.

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.

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.

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.

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.

I don't think the IRS was entirely wrong. It is possible for an ERO to e-file a return for a taxpayer, but that ERO would have to either prepare the return as a paid preparer, or receive the return directly from the taxpayer and be willing to e-file it. I personally don't know any EROs that do that; I know I wouldn't. First, I don't have time to input a return that someone else has prepared that isn't in my system, and second, I don't want my name associated in any way with a return that I didn't prepare myself for someone that isn't my client. It would be possible for an ERO to efile your returns if you are associated with their office as a preparer. I don't understand your question about "submitting in by mail? if it would cause a problem." Are you asking about your application to be an ERO, or are you asking about preparing returns for your clients to file by mailing in paper returns?

You are not allowed to use another person's EFIN. Another ERO would have to be willing to transmit the returns for you with their name as the ERO and associated EFIN. They have to match. You would also have a disclosure problem if you transmit, or in any fashion, give clients' returns to another preparer to act as the ERO without a signed release from each client. Here's something from the IRS that might clarify: http://www.irs.gov/uac/Electronic-Return-Originator Electronic Return Originator An Electronic Return Originator (ERO) is the Authorized IRS e-file Provider that originates the electronic submission of a return to the IRS. The ERO is usually the first point of contact for most taxpayers filing a return using IRS e-file. The Origination of an Electronic Return Although an ERO may also engage in return preparation, that activity is separate and different from the origination of the electronic submission of the return to the IRS. An ERO originates the electronic submission of a return after the taxpayer authorizes the filing of the return via IRS e-file. An ERO must originate the electronic submission of only returns that the ERO either prepared or collected from a taxpayer. An ERO originates the electronic submission by either of the following: Electronically sending the return to a Transmitter that will transmit the return to the IRS Directly transmitting the return to the IRS Providing a return to an Intermediate Service Provider for processing prior to transmission to the IRS In originating the electronic submission of a return, the ERO has a variety of responsibilities, including, but not limited to the following: Timely originating the electronic submission of returns Submitting any required supporting paper documents to the IRS Providing copies to taxpayers Retaining records and making records available to the IRS Accepting returns only from taxpayers and Providers Having only one EFIN for the same firm for use at one location, unless the IRS issued more than one EFIN to the firm for the same location. For this purpose, the business entity is generally the entity that reports on its return the income derived from electronic filing. The IRS may issue more than one EFIN to accommodate a high volume of returns, or as it determines appropriate. An ERO must clearly display the firm’s “doing business as” name at all locations and sites including Web sites at which the ERO or a third party obtains information from taxpayers for electronic origination of returns by the ERO.

I see codes M & N typically used for taxable compensation from the cost of life insurance over $50K or other benefits provided to retired union folks that still have some benes provided by the union but that aren't receiving any compensation that is actually paid to them. I agree with the others that say to gross it up.

The interest paid on the debt associated with the purchase and remodeling should also be capitalized as part of the building as well as the engineering fees if those were directly associated with the remodeling. Agree with Lion above on the depreciable assets. Depreciation starts when those assets are placed in service in 2013.

Is there a Form 8606 in the return where the taxpayer has basis for IRA? If so, you would need to enter the additional information required on that form in order for the taxable amount of the distribution to be properly calculated.

Thanks jshtax, I saw that in the training videos for the 2013 software and was the reason I posted the question about disabling it for now.

Why can't users disable the automatic backup feature and use the "export" feature instead to make sure that data isn't lost? At least do that on a temporary basis until ATX sends through the program update to fix this issue.

cred65, do you have exports of the 2012 returns from the old machine that were backed up by carbonite? If you do, you could use those files to import into the 2012 program on the new computer. Jack, would that work if he has exports?

The descriptions and pictures on this list made me laugh out loud when I think back about this past year on this forum. The list goes through to page two of this post: http://www.theapricity.com/forum/showthread.php?53850-The-Full-List-of-Internet-Forum-Personalities!-With-pictures!

The robot has great quotes! They remind me of this forum.

TAG, how many W-2s are you doing? If it's a very small number, just address a plain #10 business envelope and make sure that the face of the envelope also contains the words "IMPORTANT TAX RETURN DOCUMENT ENCLOSED" in bold and in a large font.

Taxtrio, since you already have the monitor plugged in, just try to configure it. Those steps will take you less than 2 minutes to find out if it works or not.

Jack, thanks for posting this. I pinned this for now to keep it at the top. Once that permanent fix is applied by ATX via that future update, would you please post that information here so that KC or I can unpin this topic?

That dropdown is for the multiple displays is where you should choose "extend these displays". Click OK and then if it looks as you want it, click "keep changes". Then, you have to drag the windows over to the second monitor. Click and hold on the title bar to drag them. It's all in that video from microsoft that I posted.

Taxtrio, here is Microsoft's video of how to set it up : http://windows.microsoft.com/en-us/windows7/Move-windows-between-multiple-monitors?fwLinkID=162499 I found this by going to my start menu, clicking Help & Support, and then searching that section for "Dual Monitors". There's a little more info there, but not much. Hope this helps.

I'd be interested to try that, Eric. Remember that other site also told me that the IE11 browser wasn't detecting Java 7, although it was installed and was showing as "enabled" in my IE11 add-ons. I'm glad Jack isn't having any troubles with IE11 and Java, but when I googled those 2 in one search, lots of pages came up with people having a variety of issues with the 2 programs working properly together.

I ran that test using Oracle's tool the very first night and it told me that I had the most current version and found no issues. That did not help me, if fact it made me waste time trying to get it to work because I knew it was installed.

haha, we got 12" here yesterday with another big storm predicted for Monday. I think it was a day that h*ll froze over. I shoveled the driveway after 6", and 6" more fell. At least I can drive through that much and still see where the driveway is. I also shoveled the backyard a couple of times, because you know the Chihuahuas have very short legs! I will say though, my dogs all love the snow.

Eric, you're funny. This topic was hijacked long before your post. Hey, I could change the title again, but this site wouldn't allow that much of a title for all that's been covered.