Lynn EA USTCP in Louisiana

I worked on a tax return in ATX yesterday and the 8606 auto populated. Have you tried to add the form ?

How is CCH iportal different from their fileshare portal connected to my CCH website ?

We just upgraded our 6 y/o computers from Win 7 to Win 10. No issues discerned. One computer is used by my assistant to do monthly Writeup and is rarely online. The other is my old one and has ATX programs back to 2012. It will be used only for when someone comes in that is a late/multi year nonfiler. I have a new dell win 10 pro with dual hard drives and SSD which is almost always online. The new computer has ATX 17 18 and 19.

Pacun, my birth certificate does state the time I was born, and shows that I am 10 minutes older than my twin sister.

My late father, also an EA, never had E&O insurance . I do.

IMO (totally unresearched), there is no difference between the 1099-MISC box 7 and Medical Payments box (whatever # that is). They are both counted as income. Does he have financials that reflect income at least, or more than, the total of the 1099-MISC and 1099-K issued to him? Lynn

virtrue encrypts email - I used this for a short time but end users had difficulties with it. It could have been an end-user issue and not software issue sendinc encrypts email - never used it protonmail encrypts email - my son set himself up with this but I haven't for the office

$1650 x % of # of days of ownership in the year =~ $4.52. Do the special date allocation section of the k-1 input.

I did as B Aja I suggested. The attachment was s corp shareholder basis worksheet. But the tax return had the very same basis worksheet. Efiled and it went through as did the state return.

The federal has 52 documents. There is one federal attachment - the S corp SH basis statement 2.6 mg. Hmmm, now to figure out how to condense it - who knows how to do that ? Edit - it looks like I have to upgrade to a different adobe version at $14.99 / month to add the condense file feature. Paper file it is then.

I have a large 2018 tax return that I'm trying to efile. It won't go through as the efile times out. Any suggestion? If it won't EF then I'll have to print for the client to paper file via USPS snail mail.

Start here - https://www.tax.virginia.gov/. There is a section for Tax Professionals. I had clients in VA and signed up for tax update emails. Some DOR , NM for example, have seminars for new businesses; maybe VA does too good luck !! Lynn

Thank you

I allocate sales price percentages across all assets, according to their original cost basis percentages.

Black BART, 2018woeks fine, though ACKs are slightly slower. I am still waiting on an ACK for 2016 and have not been able to EF 2017.

JohnH, the client for which I need to EF 2017 IS in a hurry to EF that year’s return as she needs a transcript for that year for her son’s FAFSA application. Admittedly she is tardy on filing that year, owes $ to the IRS and state, and had to collect the funds for my fees. The return languished on my completed, waiting for pickup shelf for several weeks until she could pay me. Now that my fees are paid and EF forms are signed I cannot EF until ATX gets its act in gear. If I am not able to EF by Tuesday next week I will contact the client and ask her if she wants to wait for EF top reopen or paper file.

Bumping this thread back up for a variety of issues - (1) has anyone been able to EF 2017? (I have not). (2) I efiled a 2016 days ago and it is still at transferred to agency, awaiting ACK. Anyone else have better success with this? I have gone to EF status page on their support site; no news. (3) has anyone else been able to communicate with your ATX rep regarding renewing for 2019? I've sent mine an email and left a voicemail message - no response yet. (My rep is Aaron Seiffert; last I heard from him was late April when they invited me to switch to ATX Access - I declined). (4) For those who have renewed were you able to secure a better discount than the 10% offered on my renewal invoice?

We won't be told, if at all, whether or not our clients' data was compromised until after the 5/31 deadline to renew with discounts !!!

Form 8821 might be more appropriate - the tax pro would receive copies of any notices issued but not be responsible for responding. IMO, form 2848 carries with it representation rights and duties to respond.

Have you filed extensions for them yet? I'd do that today, and then keep trying to efile the 990's

The issue about going to Tax court is the taxpayer needs an invitation to file a tax court petition, i.e. the notice of deficiency. The NOD will give a specific time deadline to file the petition and once that drop dead deadline is passed the TP is SOL re filing the petition.

I am going to Scotland in June. Staying with family in Blairgowrie

Max they do have a conversion from QB process. I never tried it. Annual renewal/update fee is about $300.

on the k-1 (1065) at the bottom there are tabs - input, detail, allowed amounts and carryover, and PTP. I enter the k-1 info on the 'input' tab which when you click on 'calculate basis' the basis section opens at the bottom of the page. The other tabs do not have a calculate basis section . Hope this helps.

Thanks for that clarification .