Margaret CPA in OH

Hooray! I finally got my January 1099s accepted! I can breathe.... But about that Feb. 18 941, though.

I love that expression! I've used it, and more, myself many times. Unfortunately I was unable to share your pain with Bob. I had him on the phone at 9:30ish this morning and he had long since hung up by the time your plea arrived. But thanks for the warning about the issue. And, um, you have contacted tech support, right? And they will get back to you in 48-72 hours, right? Good luck!

As I explained, I tried first to update through the program with Manual, then with Automatic. This is the way I have been updating for years and so far this season with excellent results. I was astonished when, after each attempt, I tried to synchronize and repeatedly got the message that I needed to update the program to vs 39. Only then did I resort to going to the download area on the website. Except for one time maybe 4 or 5 years ago, I had never done that but did remember that the method existed. Given the incredible permutations that various users have been having with updating programs and forms, receiving acks, sending efiles and other issues, I think it's almost each for him/herself trying whatever works! It could be that Marilyn and I were trying to update at the same time and her connection was blessed and mine wasn't. I will continue to update through the program as in the past unless I get a message that it isn't working. Then I will try something else.

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...