Lynn EA USTCP in Louisiana

Look under preferences to change it 

Update - support remoted into my computer. The problem was with the state corporate estimated form.  Once that was deleted, I could create the EF.  My workaround will be to add the state ES, print them and the letter, then delete the state ES, and create the EF.

I was able to create efile form the LA 620, which accompanied the 1120S.  But am now working on an 1120 regular corporate return, and the system will not create the efile for the LA 620.  I've deleted the form, re-added it, without success.  Anyone else from Louisiana, with some insights?

Thank you, Lynn Jacobs

Mike CPA, what I have done is notify the partners/shareholders that unless they specifically request it the K2K3 will not be included with their K1.  this notification has already been sent out, and all my partners/shareholders have responded that they do not request the K2K3.

You don’t.  Amending a Louisiana return involves a checkbox for amended, and then preparing the return as it should be, per amended info.  The state takes that amendment, pulls it for review comparing with the original return.  I put a sticky note on top so the client understands what they owe, or the new refund amount.  

The only option I've seen in ATX is a checkbox stating K2K3 are attached.  I too have used the Blank Statement for the exception disclosure.

To Bulldog Tom, IRS K2K3 webinar 2/9/2023 had the revised instructions along with a nice flowchart.

Perfect, thanks 

1120S has investment portfolio; tax document reports ordinary dividends, qualified dividends, and Section 199A dividends. I am having a hard time finding where in ATX to enter the Section 199A dividends received, and would appreciate it if someone can help with this. TIA.

Those with under $50,000 file the 990-N postcard.  If returns are not filed for 3 years tax exempt designation will be revoked by IRS

See if the client qualifies for self reporting and penalty waiver 

see https://www.cpa-wfy.com/did-you-miss-the-60-day-deadline-for-your-ira-rollover/

File the zero returns; LDR will eventually match the forms with the payments and refund the difference, less a late filing penalty.

When I changed the password in SSAA BSO last week, I was told it expires in 90 days.

is this where you attempted to log in ?  https://www.ssa.gov/bso/bsowelcome.htm

Last week I was able to log in and change my password; I had to a browser other than firefox.  I was able to get into the log in page using Edge. 

For non-taxable personal transactions I would not put any info on the tax return.  However, I would include form 8275 disclosure statement explaining the facts and circumstances.  Client would be advised to expect IRS correspondence.

MFJ return - both spouses must authorize consent

Partnership - I don't know but wonder if consent of the 'tax matters partner' is all that is required.

Let the attorney (for whomever had the subpoena issued) know there will be a fee and present it to the attorney for payment.  IMO it does not matter that your appearance is required by the court; you should be paid for your time and knowledge.

Charge out the wazoo, tracking from when you step out the door to when you get back. 

I thought the number was either 5 or 10 to retain your PTIN to efile.

11/26 (11/22 for ATX) shutdown is for 1040’s only.  Entity shutdown date has not been announced 

IRS QuickAlerts – October 18, 2022
Subject: 1040 Modernized e-File (MeF) Production Shutdown
1040 MeF Production Shutdown Schedule
Shutdown begins on Saturday, November 26, 2022, at 11:59 p.m. Eastern time, to prepare the system for the upcoming Tax Year 2022 Filing Season.
Important Note: Only "Send Submissions" for 1040 (both State and Federal) will be affected by this shutdown, all other services such as "Get Acks" and all state services will not be affected by the shutdown and users should be able to continue to use those services.
Shutdown Deadlines on Saturday, November 26, 2022
Transmitters:
Transmitting 1040 Submissions (State & Federal) 11:59 p.m. Eastern time.
Important Note: Business (BMF) returns are not impacted by this IMF Production Shutdown schedule.
The BMF Production Shutdown schedule will be communicated in a QuickAlerts bulletin, outlining the exact timeframes, in early December and the times will be posted on the MeF Operational Status page.
Please monitor the MeF Operational Status page for any updates. We apologize for any inconveniences and thank you fo

IRS cutoff date is 11/26 but ATX has the earlier 11/22 deadline . It is posted in the ATX newsfeed on or about 10/31

Info re the last day for efiling is included in the newsfeed, but if I remember correctly it is 11/22/2022.

Now to see when ATX decides to close MeF.

Did you look here https://www.timbertax.org/ ?