Lynn EA USTCP in Louisiana

I'd use the info on the 8829 (Office in Home Expenses for Schedule C) as a worksheet/template for the accountable plan. Lynn

YES

What program are you transitioning to?

TaxScripts is such a great tool because it was developed by an Enrolled Agent, Jim Leimbach. To my knowledge, CCH only has the marketing rights to TaxScripts.

there are many Enrolled Agents aged 80+ who are still working and very productive. One 80+ y/0 EA in Ohio just passed the US Tax Court Exam!!!

B Jani - does your client's 1099-R reflect any federal withholding? There might be $4000 of federal tax withheld to explain the difference between the $20,000 per the 1099-R and $16,000 rolled over to the new account.

KC and Eric - isn't it time to 'lock' this thread?

I would vote if it would allow me to select more than one tax software program. I planned to renew with ATX with the expectation that it will improve over time. AND I also plan to renew the Ultra Tax that I purchased late February when I got so paranoid about ATX. Ultra Tax gave me a decent price with a 3-year lock. I do not have to renew Ultra Tax until November 2013.

Ask for a discount - you will receive something more than their usual 10%. It probably won't be as much of a discount as you'd think they should agree to, and be forewarned the extra discount is off of their discounted amount, not off of full retail.

It gets darker when you place your mouse over the word.

Ah then, therein lies just one benefit of membership in NAEA. off my soap box now!!!

An Enrolled Agent who is a MEMBER OF NAEA could contact NAEA for assistance with this. Lynn

ATX is not approved by LDR to efile LA state corporate (or other entity) tax returns. Taxwise is; ATX is not, despite my years of begging them for this. So the federal entity returns are Efiled, LA entity returns are paper filed. for a couple of years LA mandates efiling of all extensions, individual and entity. .

Look at Howell Client Accounting - www.Howellsoftware.com? Howell is very user friendly, easy to learn and to use, good value and also offers a 'demo' . Lynn Jacobs, EA Kenner, LA

For this reason, I am very glad I took care of my LA state extensions at the same time that I efiled the federal extensions - well before 4/15. I did my LA corporate extensions on the LDR website, via batch file - uploaded a txt file - and it was also very simple. Lynn Jacobs, EA Kenner, LA

Supposedly a $500 rebate, IF a certain # of beta returns are completed and sent to them.

I beta tested the corporate return last year.

I discovered that feature just last week. I like it.

When my CS Rep from ATX called me she quoted the usual, 10% discount, at which time I said, 'no that is not good enough'. You have to ASK for whatever discount you need. Of course, the CS rep is not going to immediately agree to it (like working with a car salesman and their finance director); they will go back to their Supervisor, relay your request, get back to you, etc...... I received the 4/9 renewal reflecting the usual 10% discount. I am STILL WAITING for my CS rep to send me the email with the discount that was negotiated. She wanted me to pay right then and there, which I declined to do. I will wait until at least the discount deadline before I pay.

Jack, I am a fan of good chocolate. I purchase 72% dark chocolate discs in 11-lb boxes. I appreciate the offer, but no need to send me chocolate. Your note was perfect. Thanks, Lynn

When I experienced this issue, I opened the return, asked for the efile rejection report. That report included a box at the bottom of the page with a red button. Clicking in the red button brought me to the 'problem' dependent. In my case the issue was a misspelling of the dependent's name, easily fixed, return Efiled and accepted. Your mileage may vary.

I have an HP OfficeJet Pro 8500A Premium, multi function and networked - it copies, faxes, and scans; it is dual use - sheet feed, or flat bed.

What I see on the Options - Rollover Manager - is 'DELETE' sold assets on rollover; I don't see an option to 'delete all assets on rollover'.

So, educate me. What do you do with this, a person here on a "J" visa, with $7300 internship income?

Found it - on the bottom of the input page, scroll over to the bottom page tab - line 22. Whew !!!!