Janitor Bob

Can anybody decipher the reject below? I have client (MFS) with Federal and Ohio returns Accepted, but both SD-100 returns rejected with below error (SSN replaced with #) The 'http://www.irs.gov/efile:SpouseSSN' element is invalid - The value '### ## ####' is invalid according to its datatype 'http://www.irs.gov/efile:SSNType' - The Pattern constraint failed.

Does the Ohio RITA-37 get filed electronically along with the Ohio return? All indications are that it does, but it is not listed on the OH EF Info "E-Filed Forms" tab

I sent several yesterday and all still show as "Transmitted to EFC"

Looks like this issue was resolved with an update today

I'm having same issue with client that moved from OH to TN

Unfortunately, neither of these addresses the MFJ to MFS "Double-Dipping"

Client and spouse with 4 kids filed MFJ for 2020...received $8,400 EIP3 and $6,300 ATC. For 2021, their MFJ return would be a Fed refund of $7,418. But if I file them MFS and split the EIP3 and ACTC between them...and give client all 4 kids, he gets CTC and EIP3 for a refund of $12,783....spouse does not need to repay ACTC because her income is only $11,000 and still gets her small Fed refund of $158. This "double-dipping" just makes my head spin. Am I the only one that pauses and needs to re-confirm to themselves that this is actually allowed?

It might be more routine to some of you with higher volume, but I have my first example of the ACTC "double-dipping". Single Client with child receives ACTC in 2021...gets married at end of 2021. Now, if Client and Spouse file MFS and spouse claims child, he gets full CTC and client does not have to repay it because her income is under $40k.....It doesn't feel right, but that's what the rules, as stated, are allowing.

I apologize if this has been addressed, but I searched and could not find it. Can we e-file returns with zero income or do we need to add $1 for it to be accepted?

Macallan 12 Scotch and Starward Nova Australian Whiskey will get me through

You will be able to apply the full repayment protection amount of $2,000 for each excess qualifying child if your modified adjusted gross income (AGI) is at or below the following amounts based on the filing status on your 2021 tax return: $60,000 if you are married and filing a joint return or if filing as a qualifying widow or widower; $50,000 if you are filing as head of household; and $40,000 if you are a single filer or you are married and filing a separate return.

I simply decreased the UC credit on Sch 1 to get to a zero (non-negative) income.....then sucessfully e-filed

Dependent client's only income in 2020 was 2,646 UC....$252 Fed tax withheld. E-file rejects (F1040-071-05). Does it need to be paper filed?

disregard...I found it at the bottom of the 1099-R Input screen

has anybody figured out how to enter this in ATX? I am having the same issue

What do you mean by "added as attachment"? On the worksheet for Line 8 (Other income), I was going to include the amount with description of "1099-C Cancelled Debt" then also as a negative amount with description (Form 982 Debt forgiveness exclusion"...Then also include the Form 982.

Client had $24,000 primary residence mortgage debt cancelled in 2020 (1099-C). I know I use Form 982, but for IRS matchng purposes, do I also need to add the cancelled debt as misc income on the 1040 as a positive then as a negative to zero out....or only on the 982?

Thanks. The annoyance is needing two returns for each RITA client. Since the existence of the form/error prohibits efiling, I'm forced to have one return with RITA-37 (for printing/history) and another without RITA-37 for e-filing.

OH RITA-37 is generating the following error: E-file exclusion: All Section A entries must be made on form W-2. All info incomw/withholding info is on W-2, but does not flow to RITA-37 unless also in Section A. I seem to recall this same error last year and the only way I could e-file the returns that included RITA-37 was to duplicate the return, delete the RITA-37 and e-file that new return. Do any of my fellow Ohio preparers know of a fix? I lived with it last year assuming is what some ATX method of getting people to purchase they city/local package. If so, I'll live with it again...but want to make sure I am not doing sometginf wrong.

OMG...if it was a snake it would have bit me...looked at that screen for hours and did not notice that!

client withdrew $105,000 from one IRA then (10 days later) made a rollove contribution of te same amount to a different IRA. The 5498 shows the rollover contribution, but since 1099-R has code of "7", the software includes it as taxable. How do I enter the rollover in ATX?

Can anybody advise how to enter this in the 2019 software?

Every 2nd or 3rd return I print stops printing after the Filing copy with an error. I then need to close the program and reopen..then it prints fine for a few more return, then problem repeats....like some kind of memory overload....irritating as it really hampers productivity...anyone else experiencing this?

yup...as of 5:29pm, nothing is going through

client's father dies in 2016 and client and 9 other family-members equally inherit farmland valued at 200,000 (per appraisal). siblings rent the farmland for rental income in 2016 and 2017 via a farm LLC...final 2017 LLC return filed (by another preparer). January 2018, siblings sell farmland for $880,000 and split proceeds 10 ways (my client's portion per 1099-S is $88,000)....so I am assuming this would be a gain for my client of $68,000 (88,000 less 20,000). but would this be business gain/loss since farm was rented in 2016 and 2017 or would it be non-business since farm was NOT rented in 2018?