Jack from Ohio

They can't even create software that accurately keeps, records or transmits data that is accurate complete and secure on computers in tax preparer's office. What planet do you think I just landed here from to think that I will trust them with ANYTHING in their cloud based servers? I was born on Friday, but not last Friday! But, I will NOT put tax client information on ANY cloud based software.

And this information is a surprise to whom?

Actually, Prosystem FX would cost my firm $20K and that included a 35% discount. To recoup the additional costs properly, prep costs will have to increase an average of $15-20 per client just to break even with all costs involved. The majority of our returns are in the range of $110-$200 and clients will NOT understand an increase of 15-20% in one year. The savings in time, will be offset by the learning curve, extra scrutiny from conversion and other logistical costs. $5k additional cost could be assimilated much easier, but the total benefits of the new program would, at best, wash out with the additional time and logistical costs of changing.

Easily debunked... Produce the bank account statements.

Like August 30?

Have your client take his roommate to small claims court. Starting the procedings is not very expensive, and along with the other suggestions given here, the roommate will soon be feeling the heat. I am afraid if he were my roommate, he would need medical attention as well. Fraud on many levels here. PUSH IT!!

And English and language skills enough to understand the three points you just made.

Lynn, your answer is RIGHT ON THE MONEY! I just never clicked on the little red box. I guess I saw it and thought "another quirk that the rework of the progam does" then just ignored it. You have made my job following up on these SO MUCH easier! If you are a fan of good chocolate, I will send you some!! Thank You again!!

How do I get the full size image to appear in my reply??

Every preparer will have different needs for software. There is NO "one size fits all" fit for software. Either way, at the firm, it is a very difficult decision to make with the volume of clients we have. It is NOT an option to re-enter all from scratch. Changing software will mean conversion. Conversion means "mostly correct." Conversion means that most carryover information won't. Conversion means scrutinizing every detail of every return. We are going to have to scrutinize every return if ATX fixes its software. Do we add conversion and a learning curve that is far more than just how to input information. Since 2002, we have learned how ATX transfers information, all the nuances of the worksheets for certain fields, the "put it here, not there" things. If we only had 500 or less clients, much different issues. Staying with ATX is still a viable option for our firm. We have many clients with lots of assets and carryover infromation from many years. Unless you are a firm with over 1,000 clients, you cannot relate to this set of circumstances to consider.

Too many low information voters think politicians have knowledge about the things they talk about and legislate. In the past 40 years, I have seen no evidence to support the idea that politicians have ANY factual and scientific knowledge about the things they legislate. Most Americans cannot discern between made up political information and scientific facts and realities. Our education system has failed to teach students any of the skills needed to be able to discern this for 3 generations now. Man-Made global warming is the 30 year version of Y2K. Rant over....

You won't read this story in the liberal media... Early Sunday morning, April 7, in Lumberton, Texas three robbers kidnapped and robbed one woman, but when they moved on to rob two more women they were met with an unexpected surprise. According to a report by 12 News Now, one of the would-be victims brought their robbing spree to a halt when she shot one of them. The three robbers, identified as 21-year-old Scott Willis, Jr., 21-year-old Malik Washington, and 21-year-old Ariel Malveaux, all of Beaumont, have apparently been targeting women as victims of robberies since last month. In the first robbery which happened on Sunday morning, the three abducted a woman at gunpoint, and forced her to drive to an ATM to withdraw cash. There has also been an unconfirmed report that she was sexually assaulted. In the second robbery attempt, the three approached two women and demanded money. One of the women was able to retrieve her handgun and shot Willis in the abdomen, reportedly puncturing his liver. Willis is being held in the intensive care unit at Christus St. Elizabeth hospital where he is being treated for the gunshot wound. Upon his release, Willis will be charged with aggravated robbery. Washington and Malveaux are both being held by Lumberton police on aggravated robbery charges. Washington also faces a kidnapping charge. The three are likely to face additional robbery charges, pending an ongoing investigation. One would think that a story of this woman’s courage and quick thinking which ultimately led to the capture of three violent serial robbers would be a big story that would catch the attention of mainstream media. However, it has not. At the time this article was published, there were only eight reports of this incident, all which include local media outlets, local conservative political websites, a forum, a blog and an individual’s Facebook page, who happens to be the brother-in-law of the first woman who was robbed. http://www.examiner.com/article/texas-woman-shoots-wanted-serial-robber-possible-rapist-story-ignored-by-msm She took her own safety and protection into her own hands and used a legally obtained and carried weapon to save her life and prevent undoubtedly more physical harm to the others. She also protected her property in the process. Kudos for whomever motivated her to be prepared.

Because he/she files before their parents. IRS does not care otherwise.

Pray that you never have the occasion for someone to invade your home. If you search the internet, there are literaly thousands of instances where homeowners defend their family and property with a weapon. Here is just one example... http://www.foxnews.com/us/2013/04/01/philadelphia-homeowner-shoots-kills-intruder-during-home-invasion/ Btw, I have my self defense weapon within 5 feet of me, but I promise that you could not see or find it without extensive searching. I, on the other hand, can have it in my hand, safety off in 3 seconds. No worries about anyone who should not have it, getting it. Common sense is to be applied in all cases.

9 out of 10 times when I ask that question, I receive one of the three following answers... "He/She filed her own and I am certain he/she did not claim him/herself. I told them not to." "I filled out their tax returns and I KNOW I did not mark the box for them to claim themselves." "They did it all on their own online. I have no idea. There is no copy available." Needless to say, 9 out of 10 of the transcripts I have them get show otherwise....

Not all bad guys that break into houses are only after items to steal... What will you do if they outwardly let you know they are going to rape, assult or kill you or a member of your family?... My self-protection weapon is less than two feet from me when I sleep, and less than 5 feet from me when I am awake. There will be NO delay in my deployment of self-defense if needed. All three of my children are trained and adequate users of defensive weapons. Started teaching them when they were 6 years old. At least one of my daughters is CCW licensed and does so regularly. She says... "Even though I am married, I have my boyfriend with me at all times. His nickname is "Shooter." His given name is Glock.

There is a formula (still being finalized) that calculates, based on family size, income and other factors, that determines if you have ENOUGH insurance. Whether you are employed or self-employed. Just having insurance is not enough to satisfy the requirement. This is the arm of Obamacare that the media refuses to report about. Check it out and see. State exchanges are an integral part of the fiasco. On the converse side, if you have TOO MUCH insurance coverage, there is also a penalty. (more taxes on the evil rich)

And your source for this information? This is in direct opposition to the information I received in a seminar specifically about Obamacare implimentation. NO ONE IS EXEMPT (except those special groups given exemption by Congress) More than proof of insurance is needed. The AMOUNT of premium paid by both employer and employee or self-employed person is part of the formula. Not enough, penalty. 2014 all of us preparers are going to be despised by taxpayers for giving them the news....

Thank You Lynn. I am at home now, but first thing on Monday morning I will check your method out. It would have been nice for CCH to have made such information available...

Catherine, How dare you bring facts and reality into a political discussion!!!

Now at least ONE responder understands my problem!!! From my original post... "Client has 5 children. One of them has been claimed on another return. Before I call, I would like to be able to know which one it is. It is a His, Hers and Theirs situation with 2 off in college as well."

The exclusion for employers is only the REQUIREMENT to report the costs on the W-2. It does not mean that the employees are not entitled to know the amount. It is an employer dodge to avoid the work of providing the information. No matter how many employees, each taxpayer will need that specific information for 2012. Burns my backside when employers tell our clients... "We have less than 250 employees, we do not have to give you that information." Far easier to get the information now, than in 2014. Seems that a lot of tax preparers still need to get the training about how Obamacare is already, and will in the future, infiltrate the tax preparation and how we will be the ones implementing the program. The insurance companies are required to report the information to the IRS efective Jan.1, 2012. IRS will use the information to match the information provided on 2014, and forward, returns. It is in the taxpayers best interest to find and record that information.

Rejection code is F1040-512 This is all I have.

Parts of the act are already in play. Did you know that the calculations on the 2014 tax return will reference amounts paid by employee and employer in 2012? We are actively collecting that information from our clients for 2012. Easier now than 2 years from now. The calculations will also reference amounts paid in 2013 as well. It will be a never ending stream from here on out.