Jack from Ohio

On 9/19/2023 at 6:13 PM, NECPA in NEBRASKA said:

So I should not create a 1040 and then amend it? Trying to e-file the 1040x is where I get the error message.

Warning Per IRS, if electronically filing an amended return, the original 1040 return must also have been electronically filed and accepted. Otherwise, the amended return must be paper-filed.

Why, why do kids file their own returns? This is such a huge pain. It may be another ATX issue. It means a huge difference on the parent's return.

I will never understand folks that have a computer, and do not have a printer.  That would be like buying a car with no tires.

Second greatest pet peeve, is the client that "...I have a printer, but have not had any ink for it for several weeks."

We will never be a paperless society, especially in the tax and accounting fields.

RANT OVER

I agree with Pacun.  It is the same process we use here.

Count me in as well!!

I am in!!  I don't have facilities to host, but I will be at the party!!

Everyone can breathe now.  ACKS are coming through.

I just change the date in the 1040 efile screen.  Sent 600+ already, and over 2,000 last year  using the same method.

I need to put MAX 2013 on my new desktop (WIN 10)

Domain server, (2011 server software) 12 workstations, all WIN 10.

I cannot find the install file.  Any help would be appreciated.

I know that the filing date and payment date for clients that live in Texas, is June 15, 2021.

Client in Texas requested an extension on June 2, 2021.  I processed the extension on June 2, 2021, and it was rejected.  Here is the rejection.

Federal Extension

"Form 4868can only be filed after the 'TaxPeriodEndDate' in the IRS Submission Manifest and on or before the due date to which the extension applies, unless Line 8 checkbox or Line 9 checkbox is checked."

Does the Texas due date extension, allow Form 4868 to be filed up until June 15, 2021?

I have searched far and wide.  There are many sources talking about what is allowed to be filed, but not a word about filing an extension.

Any help would be appreciated.

Use Google Chrome...

On 5/5/2021 at 4:45 PM, GLJEANNE said:

OMG yes, I have 1 Ohio return and it drives me nuts every year.  Between SD, RITA, and which ones do or don't allow Direct Debit.  Usually I feel spoiled, being in MN.  Not this year, since we're STILL waiting on the Legislature to pass a tax conformity bill for last year.  Gave up, today I've been emailing all clients I held.

If you need any assistance with OHIO return, send me a PM, and I will assist you.  I work part time at a firm, and we will do1,800-2,000 OHIO returns every year.  I can help you.

1 minute ago, jasdlm said:

I have not figured out how to make the RITA return and ATX be friends.  I have resorted to paper filing since I only have 3 clients affected.  I do not enjoy the Ohio State/Local/School District tax returns.  

We do not attempt to e-file RITA.  Too many bad experiences.  We use the generic Ohio for 95% of our municipal returns. 

If you need assistance, we are quite familiar with ATX and muni returns.  Send me a PM, I will be glad to assist you.

On 5/4/2021 at 1:44 PM, Matthew in the PNW said:

We have a few newer preparers and I was supposed to do review, but ended up getting all the complex returns, so it varies from two days per return to one return in 3 hours. I do NOT want to know my actual average.  We did the PPP loans in our office so we don't have an end in sight on the return front.

And you do not have State, School, or municipal tax returns.   If I only dealt with 1040, I could triple my return count.

Question:  Can a spouse, with no income, claim injured spouse?  He is paying on long overdue student loans.  2019, both had income, so she claimed injured spouse, we prorated everything accordingly, and everything was fine.  Here are facts for 2020:

Couple filing joint.  She has no income in 2020.

AGI-$27K.  2 children, 8 & 11.  Tax paid in of $981.  EIC of $5477.  ACTC of $2800.  Total refund of $9,258.

I have only slightly researched, and my gut says no.  I am up to my eyeballs in late and returns that I am still working to complete.  I am hoping some of you can verify my thoughts, or explain what she may be able to claim, as injured spouse.

ATX truncates the names automatically.

7 minutes ago, Pacun said:

It is only April 19 and Maryland is ready to accept and correctly calculate ATX 1040 with unemployment benefits. I have a lot of MD returns to efile.

 

Did the file update on its own?

"The IRS strongly urges taxpayers not to file amended returns related to the new legislative provisions or take other unnecessary steps at this time.

The IRS will provide taxpayers with additional guidance on those provisions that could affect their 2020 tax return, including the retroactive provision that makes the first $10,200 of 2020 unemployment benefits nontaxable. For those who haven't filed yet, the IRS will provide a worksheet for paper filers and work with software industry to update current tax software so that taxpayers can determine how to report their unemployment income on their 2020 tax return. For those who received unemployment benefits last year and have already filed their 2020 tax return, the IRS emphasizes they should not file an amended return at this time, until the IRS issues additional guidance." …

On 2/15/2021 at 3:38 PM, Yardley CPA said:

I've received that message and still attached the file.  I had no issue with it successfully going through.  I would attempt to attach it and try e-filing.  

My experience, since attaching pdf file was make available, has been just like Yardley CPA.  I ignore the size warning, and go forward.

Just reboot your computer every 3-4 hours.  ATX programmers ARE lazy.

We master formed the EIN for Social Security.

Time for a new printer.  Simple as that.