Margaret CPA in OH

Ah, yes, Maribeth. That does sound familiar. So I guess I am yet unacceptable!

I, too. Isn't it fun to practice in Ohio? And how about convincing those small businesses that they have to file in all the munis where they have done business? I had a sprinkler installer who had 22, count 'em, 22 municipal returns. And technically there should have been withholding from his employees for about 15 of those. Support small business? Encourage compliance? It is challenging, to say the least.

Yes, about that update. I tried the automatic and the manual through the program because when I tried to synch, the message was that I needed a program update. It didn't work. Fortunately, as I explained to Bob (see other thread), I have been an ATX user long enough that I knew enough to go to the download area and do it directly. Newer users may not have known that. And, although I synch'ed again, there was zero change in my validated 1099's! We forge on...

Well, my 941 validated Feb. 18 is still there as is my EF94XREG from Jan. 25 (this was to register my business to efile W-2s, 941's, etc. I'm leaving it there to see just exactly how long it takes!). And of course those 1099s are still validated and going nowhere. I am somewhat lightly reassured by the reminder that we do have until March 31 if efiled.....assuming they ever actually get through. Then again, I sumitted 4 7004s, 3 of which were almost immediately accepted. The 4th? Validated since 10am and still resting comfortably....

Hmmmm, I'm not sure. He did have a nice voice but, considering the legal issues with Warshak, right here in my town of residence, Cincinnati, I would be surprised. And the caller id showed Rome GA and he had a very southern accent.

Sorry...Bob seemed genuinely concerned but Robert in Tech Support offered nothing new. IRS has issues, a bunch just came back, blah, blah...Sigh.....

In fact, I still have him on the phone. His original call was to make additional product sales but, after hearing my concerns and current issues with 1099s outstanding, is now connecting me with tech support. If there is anything in particular you would like for me to share with him, let me know now. Will it do any good? Not sure, but we can try!

Ray in Ohio I am not sure it's a good idea for the 6 ATX says are accepted but I am really nervous about the other ones. The potential penalties weigh a bit heavier on my mind than the letters needing a response. I really don't quite know exactly what to do.

It IS that easy. What is difficult is getting the acknowledgements! See the various comments/complaints including mine. I've had 6 accepted and another 6 validated going back to Jan. 30. I have been assured that they have been accepted by IRS but have not proof. The acks have to be manually posted or something. Tomorrow I think I will print out and mail.

At least in my local county property tax records, one could make a good faith estimate by looking at the property tax bill. Those bills here allocate an amount to the building and an amount to the land. I suggest if your bills are similar, it might be helpful to look at the relative percentages currently and apply those to the original purchase price. It may not be perfect but I believe it's better than what you now have.

A bloomin' murricle has occurred! I had 3, count 'em, 3 1099's accepted today after having filed them Feb. 22nd! Of course, the ones validated Jan. 30 and Feb. 20 are still hanging around as are the 941 from Feb. 18 and EF94XREG from Jan. 25. I looked into the Rejection errors for each and get the notice that there are no rejection errors. So what's wrong with these poor things? I am a "lady in waiting" (no snide comments, please, just eat your frikkin bananas).

Thanks so much. I had no idea. Now the executor will have to do some research to get the data for this. All he provided was the 1099. By the way, on the 2006 return for the deceased (he died before it was filed), the POA was listed sort of in the place of the spouse. It was just on a label, not in a software produced form. I'm thinking that might be ok for a paper filed return but would look funny. What do you folks do?

Now THAT is a great question! I have to say that my recent encounter with CS was actually reasonable although I was not pleased with the explanation that some 13,000 1099s were, in fact, accepted by IRS, including the 4 I called about, but ATX had to manually acknowledge them with no time frame in sight. There is also no way that I, independently, could verify IRS acceptance. It's going to be a looooong season...

A deceased client has received a 1099-LTC with Box 1 amount of $10,000+. The form says that if the payments are on a per diem basis, the amount excluded is limited. The box "Reimbursed amount" is checked so I am assuming that there were corresponding expenses paid and that these payments are not taxable as under an insurance policy. There doesn't seem to be an input form for 1099-LTC; should there be? Should this just be reported under Sch A medical? The deceased otherwise has no Sch A items. This is my first but I suspect there will be many more in the next several years. I just wish I could afford it!

Click on 4562, Pages & Worksheets, Detail Report, under Type on upper left choose Next Year Fed. You can then print the page. If you have more than one activity, make sure the one you want is selected.

I've reconsidered and would like to change my Yes vote to a No.

Okay, what IS the secret? I still have 6 out there, one from January. As I wrote in Chit Chat, there is always tomorrow, tomorrow, it's only a day awayyyyy

I am sooooo envious! I still have 6 out there in neverland, one from January. Maybe tomorrow, tomorrow, it's only a day awayyyy.

Whoopeeee! At 11:26, 11:34, and 11:36, about a half hour after my post, I received 3, count 'em, 3 1099 acks! There is an efile god...

I have 8 validated returns, 6 1099's, a 940 and EF94XREG, going back to Jan. 17. I've emailed, called tech support and waited. Next Monday I pull the plug, print and mail.

It's ORIGAMI. We'll improve your spelling yet...while you improve my tax knowledge!

Me, too...

And I thought it was just MY clients! Who knew?

If the tax withheld is 1.2% of the Local wages shown, you needn't do anything. From the Evendale website " How do I know if I am required to file a return? All Village of Evendale residents are subject to the tax and are required to register with the Tax Department and file an annual Evendale Income Tax Return. All non-residents with income taxable to the Village of Evendale that was not fully withheld by an employer are required to file an Evendale Income Tax Return." So, if he was fully withheld, he owes nothing and is not required to file. Nearly all employers in the taxing municipalities fully withhold the appropriate amounts and filing is not required unless there are other potentially taxable issues. If he was self-employed while living in Evendale, he would have to file and pay tax on net profit, for example. My guess is that he is fine without filing.

Okay, for fun I tried to find where to update my information to see if I could change my password now and get it over with. So on the Contact information page, I see my login and 8 little stars for my password. Son of a gun! My Jan. 8 password is 12 characters long. The 8 stars is my very old password. Next I tried to search around for other new info and looked into E-File status, going where I've never gone before (fear and trembling). I tried myself and couldn't be found so tried a client who had been accepted. That info came up nicely. At the lower right corner was a help prompt and something to click on about a database. Curious me, I clicked on it. Next thing I get a message saying that my email (Huh?) was sent and I should check on the Taxwise Ack.../InterviewPlus... Sooooo, I just sent what is to be sure an unanswered email asking about this and how do I check it when I am not a Taxwise customer. I also asked if I, as an ATX customer, am unworthy. I am still waiting, 24 and 48 hours now, for earlier email responses to why, if the 94X issues are resolved, I still have 2 validated 94X's sitting around waiting for an ack. Hmmmmm....