grmy2h

For what it's worth... a rep at IRS told another preparer locally (yesterday) that it was optional, but if on line 29 then it had to be on SE also.

The other preparer didn't feel real comfortable with rep. so I'm not sure that I would take this as a yes....

If there is a way to do it... I can't figure it out... sorry, I was able to duplicate the return and then fill in the 1040 on the duplicate so that the correct info flows over to the state.

Hopefully someone else knows of an easier way... sorry I couldn't help, I've never run into this before.

From VA760CG you can click the data tab and choose your filing status there.

Spoke with the IRS E file center in Austin on Monday and again late Wednesday and they stated the problem was still under review. I am getting this reject code with S corporation wages and SE Health insurance. Not with 2 Sch C's. Was told I may have to paper file those returns. The gentlemen I spoke with did not sound optimistic.

Has anyone gotten an acceptance with this situation in the last few days?

I got an acceptance with S-Corp and SE health ins on 3/24.

It's a wonder that client told you the results. It can be embarrassing to admit such things. Is the client returning? Are you accepting? Did you say or think, "I told you so, nyah, nyah?"

Return was done and paid for, but not efiled yet because they wanted second opinion. Got the opinion, came back signed the forms and I efiled it.

They didn't say alot just that they had to fork out $300.00. I didn't gloat, I believe things can come back to haunt you, so I just went on with it.

Don't know what will happen next year.

I send people to H and R Block because they charge more than me and they charge for estimates.

A client went to HRB the other day for a second opinion... HRB told them I was right and charged them $300.00...

I have read and re-read the information that came with the 3 1098-T statements and this is what I think I am supposed to do:

Student 1 has $2346.66 payments for his final semester for his 4 yr. degree, no scholarships, etc. All of this is eligible for whichever credit works best.

Student 1 has $15486 payments for his first year of graduate school and $14896 in scholarships, etc. The $590 difference would be eligible for lifetime credit.

Student 2 has $5832 payments for 2010 school year and $5188 in scholarships, etc. The $644 difference would be eligible for whichever credit works best.

Student 2 has $4791 adjustment made for a prior year qualified charges, etc. No credit was taken in the prior year so that is a moot point.

Is that correct or am I over-thinking the situation?

Any and all help will be much appreciated. MM

Student 1 can take one or the other (whichever works out best, but not both.

Not knowing what version of Windows you are using... this could vary...

My computer, C:(your hard drive), program files... in there you should see directories of each program. If there is an un-install file you should choose that method... if not, then I'm not sure. Simply deleting the files does not remove the program.

I have always issued W-2's for the shareholders' insurance on an S-Corp and never had any problems. As far as I know that is the correct way to report it.

Have you tried disabling the virus and firewall during start-up of the program... one or both could be blocking the updates, if you are set up to auto-update.

If you are set up to auto-update, try turning that off and starting the program. It just sounds like the virus and firewall software could be the problem.

Have you tried.... ROSA RODRIGUEZ DEMARTINEZ (no space)

This is purely a guess. We have one lady in our office that specializes in this type of name, I will ask her later when I get to that office, if you have'nt had any success by then.

how do you reset firewall on router

Before you go so far as to disable the firewall on the router, I would check the firewall on your Anti-virus software and disable that. Depending on the which one you use, you can go into the settings and disable it.

Disabling on the router should be a last resort.

Every time I check for acknowledgments or transmit a return - - I get he following ERROR:

Failed to connect to an EFC server

I have a FIOS connection - -and am able to update the program - -nothing changed -and I have no idea how to correct it.

Had anyone else had this happen today??

No problems today, but I have had problems in the past with my firewall blocking the connection.

I was reading that also and wondering if that means we can't efile 1120 1120s until the 28th or 7th.

Yes, that's what I'm wondering as well....

Thanks, grmy2h, I just read right past that, I guess, thinking that a stove would not be "building property." I need to be more careful and assume less. Thanks again!

You're welcome, my other job is Manager for a Heating and A/C Company, so I had to get VERY familiar with Energy Credits as one of my selling tools.

Have a great day!!!!

Client has documentation for wood stove insert qualifying (per instructions and form from company) for the energy tax credit. However, there isn't a place on Form 5695 for wood stoves, only natural gas, propane or oil furnace. Thats's where I put the cost but not comfortably so. Other ideas?

Form 5695 Line 3a

5695 Instruction, page 5, first column, 2nd bullet.... describes stoves.

ATTN: Software Developers, Return Transmitters and Authorized IRS e-file Providers/EROs

A correction to the ATS and Production start dates for TY2010v2.3 Form 1120/1120S/1120-F Schema file has been posted.

The correct ATS start date is 2/28/2011.

The correct Production start date is 3/7/2011.

We apologize for the inconvenience.

Questions or comments may be directed to the e-help Desk at 1-866-255-0654.

The agreement should say if it is a division of marital assets.... and if that's the case, definately not alimoney. Have him bring the agreement in.

I think grad school comes AFTER the four years of undergraduate for most people.

I would agree... Payments to or for a spouse or former spouse under a divorce or separation instrument is alimony, unless the document specifies that it is not alomony, such as child support.

Thank you so much for the info... This is very good to know.

Do you know what caused the problem? I would like to avoid it, if possible. Thanks.

I have never dealt with this situation, but I read the following on the IRS Site:

http://www.irs.gov/individuals/article/0,,id=120580,00.html

Tax returns filed with an Individual Taxpayer Identification Number reporting wages paid are required to show the Social Security Number under which the wages were earned. This creates an identification number (ITIN/SSN) mismatch. In the past, returns with this mismatch could only be filed on paper. Due to programming changes the IRS' e-file system can now accept these returns. The taxpayer's correct ITIN should be used as the identifying number at the top of Form 1040. When inputting W-2 information, the SSN should be entered exactly as shown on the Form W-2 issued by the employer. It is now possible to e-file a return with an ITIN/SSN mismatch.

8829 is still in pending status on ATX download center. It is showing as draft in my program also.

Anyone know where to report payments from a non-qualified scholarship.

Taxable Scholorships.... (if we are on the same page here), get reported if using Form 1040 in the total on line 7. If the taxable amount was not reported on Form W-2, also enter “SCH” and the taxable amount on the dotted line next to line 7.

In ATX, you click on the icon next to line 7 and choose Line 7 Wages, it will bring the worksheet up and you enter it on line 4.