jklcpa

Yep, they're here in Del & Pa too.

I efiled returns with 179 LY. I just e-filed my own S corp with 179 for 2007 just the other day.

Are you up to date on forms. Sch e, pg 2 was just approved this am.

Are the profits SE income to him. 179 has limits at the partnership and individual levels. Does he meet the requirements to take the deduction on his personal return?

Did you run a regular error check on the return?

As far as I've seen with the returns I've sent so far, its like this:

Created

Validated by EFC (it says this until "Accepted" & ack is sent)

Accepted (by IRS)

I don't think we have a "transmitted to ATX" any more. My e-files have gone straight to the Validated status as soon as EFC receives them. I haven't had any rejected by EFC yet.

If the state is piggybacked, the state will say "IRS cleared" while the return has been sent from IRS to state & IRS is waiting on the ack from the state to be returned to them.

I saw on another board this AM that there is an IRS rule that if AGI changes less than $50 and if tax changes less than $14 you can make a minor revision to an e-filed return without getting another signed 8879. I did not know this, and have not seen it in any IRS publication. Anyway, assuming it is true, if a DCN changes with a new created e-file, I would think that would be OK per this IRS rule. I guess we should just copy the client on the new 8879, with accountant signature, in the case where no numbers change, just the DCN.

I remember last year I had to recreate a couple return e-files because the forms had changed before getting back the signed 8879. All I did was cross out the DCN on the original 8879 and write in the new number. Probably should have copied the client, but just let it go.

RJM, the $50 AGI/$14 tax rule is stated in the IRS E-File Handbook Pub 1345 on pg 29-30 under the heading "Acknowledgements of Transmitted Return Data" in the 4th paragraph.

LY was my 1st yr using e-file. I was careful to choose the returns e-filed. I didn't have any rejected by IRS. So when a return is resubmitted after IRS rejection, it is assigned a new number & you just write that new # on the original 8879? Just to note, Pub 1345 on pg 30 also says the ERO is supposed to take reasonable steps to notify taxpayer of the rejection within 24 hrs. This includes informing them of the error code & its explanation. I wonder how many EROs are really doing this.

Could you use 8879-PE? It is available now.

BTW, thanks for the compliment on my avatar dog. Your dog is very cute too. I have 3 of these girls running aorund my ankles.

Joan, check out the 1040 instructions for line 60 for 2007. There's now an exception so that 5329 isn't required even when the 10% penalty is to be paid.

After a 45 min hold today, I spoke with customer service. They say my return was sent to IRS & they are waiting on IRS acks. I guess it's the same with yours.

You can't go by whether the entity has a Fed Id # vs SSN, Even an individual operating as sole prop should have a FEIN if they have employees, using the FEIN to file payroll returns & W-2s. The Schedule C has a place for the FEIN.

Go back & find out if the sub is an unincorporated entity.

If you're filing a paper return, I'd attach the worksheet for line 44. When e-filing the worksheets don't go to IRS unless IRS requires them. I did a test return up thru creating an efile. The last item listed on the e-filed forms list is something called Federal Summary Record. I don't know what's contained in that report, maybe the data might be included there.

I just did a test return with a 1040, 1099-R input & 5329 forms all open initially. I input data in 1099-R tab. Program didn't put in the "NO" at first.

THEN, I deleted the form 5329 from the return. VOILA, the "NO" appears to the left of line 60.

Hope this helps.

Wow Mel. Sorry to hear of your past troubles.

Also, I hope that someone here didn't write that they were tired of your postings. I hope you will stay. I welcome your posts from a different perspective than that of a program user.

Keep us updated on the new program. It's all news to me. I thought references to a new program were only rumors or wishfull thinking.

What is the file extension of the file sent to you by your client?

Did they send you a backup file?

I have QB Pro 2007 on my laptop & that version of QB had to convert all data files from earlier versions of the program. Once converted, those files wre no longer compatible with earlier versions of QB. Not sure about the 2008 version. I'd think that if you can get to open those files the prgm would give you a message about compatibility. I remember some client having a newer version & the prgm just said I'd lose some functionality, but the numbers were unaffected.

Thanks Zeke...I needed that laugh!

So someone could then say "gimme smore frikkin banana"

One graham cracker, break in 1/2 to make 2 pieces

Smear one piece of cracker with Marshmallow Fluff stuff

Add a piece of Hershey bar

Microwave for about 12-13 secs

Top with second piece of the cracker

YUM! :)

Love those.

What is the process to efile a LLC filing as a partnership? Have not efiled ptship or corp before. WHen I clicked on added forms needed the 1065 efile form did not come up, said to check CD. Also last year I rec'd an 06 user's book. Can't find my 07, have I misplaced or did I get one? Don't remember, does anyone else have one and did it come with the CD or did you have to request it?

This is from MyATX E-File Center and entitled "Business E-file"

updated 02-01-08 at 4pm-- IRS is updating a schema for 1120 1120S and 1065 efile on Monday. We will release the 1065 EF Monday after these changes have taken effect. We will release a new 1120 and 1120S EF Info early Monday morning to update those programs. Once this is released, we'll set this new version as the minimum required for this form, otherwise the returns created with an earlier version would reject.

To efile the federal partnership return, you need to add 8879-PE for the authorizing signature and 1065 EF info forms

OK, so I just checked the efile center. New "Business E-file" message is as follows:

updated 02-01-08 at 4pm - IRS is updating a schema for 1120 1120S and 1065 efile on Monday. We will release the 1065EF Monday after these changes have taken effect. We will release a new 1120 and 1120EF Info early Monday morning to update those programs. Once this is released, we'll set this new version as the minimum required for this form, otherwise the returns created with an earlier veriosn would reject.

So, it seems like they've held my return for 3 days, which BTW has been validated but never transmitted. Now my question is, will the ATX system now produce a rejection, or will it eventually be transmitted and rejected by IRS. Either way, it's unacceptable to have a return just sitting there for 3 days now.

I e-flied an 1120S in the late afternoon of 1/30. ATX validated immediately. It's supposed to go to Ogden.

Drain schedule says they send when 10 returns are received or 4 pm, if earlier. I missed that 4pm deadline on the 30th.

But it's still sitting in this same status & hasn't been sent to IRS as of now. Am I to believe that ATX hasn't received 10 returns of this type nationwide?

Has anyone successfully had an 1120 or 1120S sent to IRS and accepted?

So how do I know which center my e-files go to???

In ATX within the E-file manager, the listing of the e-filed returns shows the processing center of submission. This listing is too wide to entirely appear on the screen, so you have to "scroll" to the right to see it.

The ack history for each return also shows the processing center.

You should check your instruction manual. If you no longer have it, contact the maker for them. My opener & remote have a randomly changing code that requires a specific sequence of steps to reset for a new sequence. This is also the procedure when either of the 2 remotes or keypad requires a battery change.

I can relate to that "messing with your mind" worrying. I've left the house & later wondered things like: did I unplug the iron, shut the garage door, did I leave a dog out in the yard?"

I used e-file last year for 1040s & a few businesses, but this is 1st year for me to e-file 1099's.

My questions are:

1. Do I need to file Form 4419 - Applic for Filing Information Returns Electronically/Magnetically with the IRS before e-filing? This looks like a form used by a "Transmitter." Am I considered a "transmitter" for these, or is ATX/CCH the transmitter like they are for the 1040s, and I'm just the ERO?

2. Is there an authorization form that the client signs for filing these information returns (similar to the 8879 for 1040s)?

3. Do any of you get a signed form from your client saying that the #s are accurate before transmitting?

4. In preparing 1099-MISC, the Payer Info tab has a question at the bottom concerning the Combined Fed/State Filing Program. Do I need to file Form 6847? Delaware is my state. When paper filing I've never had the client send in forms to Delaware, just to the Federal. Delaware's individual return starts with Fed AGI & picks up all Fed income then makes modifications from there. What do the rest of you do in this regard?

Thanks for any help. Everyone here says this is simple...why am I confused over these simple questions?

Judy

Thanks for the info that it's never really worked properly. Last year seemed to work perfectly in this area for me with no problems. I've never used the "display ack history" as you suggested. I checked using that function and the IRS postmark is not shown there either.

All I can say is I'm glad that I don't leave things until the last minute!

I filed my first e-file over the weekend. The federal is already "Accepted" & state is "IRS cleared" status (waiting for ACK from state).

In my e-file manager, there is no entry in the IRS postmark column. Shouldn't this appear after ATX validates & when they transmit it to IRS? Has anyone received a postmark?

Thanks for the answers. I only have a few & didn't want to deal with the "red" forms.

Seems too easy after reading all the other problems with e-filing.

You don't need an EFIN for efiling 1099's.

And ATX just started required EFIN's this year.

However, some people go lucky and their EFIN's were already migrated over to the new system customer service is using for holding ATX customer data.

You may want to call and just make sure your EFIN is on file before you start sending 1040's.

Actually, if you are enrolled for bank products, you would not have been able to if your EFIN wasn't on file.

So if you already enrolled you would be all set.

My test transmission was successful. Does this mean that my EFIN was migrated over, or just that my system meets the ATX minimum requirements for transmitting efiles?

I don't offer any bank products. What # do I call at ATX to verify that I'm set up, or what's the fax # to send ATX my IRS letter?