Gail in Virginia

BTW, if I am not mistaken, Lion is a she, not a he. :rolleyes:

Maybe I have a suspicious nature, but I think CCH is just not devoting that many resources to ATX customers, and when we get down to Thursday morning deadlines, and we all try to e-file those last few returns that we got ready late yesterday or early this morning, it is just more traffic than the poor, old, broken down server they allot to us can stand. But that's just my theory. <_<

I would use black ink - pencil isn't permanent enough, and I am never sure what exact colors will drop out on a scanner or copier.

I have not had this situation, so I am guessing, but did you by any chance continue to use the 8879 pin information for the e-file? I think since he is deceased you would need the 8453 to be signed by the personal representative and enclose the certificate with the 8453 when mailing it in. Just a guess.

G Sawyer, this is from the Virginia Tax Administrative Code, and I think it answers your question. The sentence that I put in bold and underlined tells you that you do not get the subtraction if the total prize is $600 or more. Hope this helps. Link is http://www.policylibrary.tax.virginia.gov/OTP/Policy.nsf (if it works right.) Code Section: 23VAC10-140-281 Tax Type: Employer Income Tax Withholding Brief Description: Income taxation of lottery prizes Topics: Persons Subject to Tax 23 VAC 10-140-281 Income taxation of lottery prizes A. Lottery prizes subject to taxation. Any lottery prize of $600 or more shall be subject to Virginia income tax. To the extent included in federal adjusted gross income, any lottery prize of less than $600 shall be subtracted from federal adjusted gross income in determining Virginia taxable income. No subtraction is allowed for the first $599 of a prize of $600 or more. B. Persons subject to taxation. The following persons shall be subject to Virginia income taxation at the current applicable rate as determined in Chapter 3 of Title 58.1 of the Code of Virginia on lottery prizes subject to taxation under subsection A above: 1. Residents; 2. Nonresidents; and 3. Part-year residents. C. Multiple winners. When a lottery prize is claimed by a group, family unit, club or other organization, the multiple winners will be required to (i) file an Internal Revenue Service Form 5754, "Statement by Person(s) Receiving Gambling Winnings" with the Lottery Department, or (ii) attach a statement to their federal income tax return. The statement should include the following information for each individual, person, or entity who receives a portion of the lottery prize: 1. The name; 2. Social security number, or employer's federal identification number; and 3. Amount of the winnings each individual person or entity received from the lottery prize. The amount of the lottery prize included in federal adjusted gross income for each individual person or entity shall be subject to state income taxation. Each individual person's or entity's share of $599 or less shall be subject to state income taxation if the aggregate amount of the prize prior to distribution among the group, family unit, club or organization is $600 or more. D. Estimated tax. Taxpayers may be required to pay estimated taxes in the event that a lottery prize is not subject to withholding or if withholding is insufficient. In accordance with §§ 58.1-490 through 58.1-496 of the Code of Virginia, estimated tax is due if the estimated tax liability on all income subject to state taxation exceeds a taxpayer's total withholding and other credits by more than $150. Statutory Authority: §§ 58.1-203 and 58.1-4006(B )(1) of the Code of Virginia. Historical Notes: Derived from VR 630-6-4006 § 2; eff. November 21, 1990.

I think you have it right, and no it is not logical. I never have understood the reasoning for this one.

I especially want to ask about the date on the last state payment, but I like the program rolling over the amount to remind me to ask if they paid in what I told them to.

I am so glad someone asked about that. It had been bugging me also, since I don't live or work in Casablanca either. But I really only want to go there if I get to meet Humphrey Bogart.

Below is an email that I just sent to ATX. I don't know if anyone else has noticed these problems - at first they seemed minor but it is kind of like water torture -as the season goes on and I am busier and tireder, they get to be more of an issue. If anyone knows a solution to either problem, I would love to hear it. "There are some details in the program this year that I hope are going to be corrected. When I roll over a return, even though the preparer changes according to my preferences, the PIN number for the ERO signature on the 8879 remains the same as the preparer from last year, which may or not be me (I work in an office with three preparers on a network.) This is not good. The designee for the IRS to talk also remains the same pin number as the year before even if the preparer changes. Another issue, which may be unique to Virginia, is that the returns that roll over do not keep the same locality code they had last year. Most of my returns are for Franklin County, and Virginia also has a Franklin City. The rolled over returns are showing Franklin on the data input sheet, and ## on page 1 of the 760CG. I have to re-select Franklin County on the data input sheet to get the 67 code to show up on page 1. These problems may seem small, but they are wasting time that I would rather spend on tax issues. Can you tell me if there are any plans to fix any of these issues? Thanks."

I think I don't see the file. How do I get to it?

Soundss Greaaaaat!

I don't think SSA reconciles line 2 with anything, and IRS is mainly going to look at the W-2. I have had this happen a couple of times where the Simple did not get adjusted on line 2 of 941 until at the end of the year we did the w-2's and it did not match. We try to get clients to correct it forward, but so far I have never had a letter about the back quarters not matching the W2's. I suspect this happens a lot, and either that number is never matched or they look at the box 12 adjustments and figure out what happened. I think it is the former.

If the LLC owns the RV, is there a business purpose for the RV, and if so can they claim 100% of the interest on the business return or Sch C? That seems like it would be a better deal.

I have had banks reject the deposit - sometimes for stranger reasons than that. It usually takes about 4 - 6 weeks for t/p to get check after rejection, in my experience in prior years. State of Virginia is sometimes faster even with this. I have not had it happen this year (yet!) so can't be sure your experience will be the same as mine from previous years.

To the best of my knowledge, you will not be able to e-file the returns this year, and I assume that means the extensions also. I had some 990's I was trying to e-file and they could not be e-filed after 12/31 even though they were not due until 1/15 and 2/15.

Could it be that these stories occur during tax season because that is when most tax returns are prepared, whether fraudulently or correctly?

I like that suggestion. The nuggets of humor as we work are useful, the sarcasm I usually ignore, the menus only serve to make me jealous but I would love to have a more concise way to look up answers that I remember but didn't need at the time. The drawback is that I don't know who would have the time sort the wheat from the chaff and move it to the other board. KC has the knowledge and ability, but sometimes I think we expect to much of her. She already contributes more than her share here.

Did you get help yesterday Wendy? I did not read your post until this morning, and I am not sure I can help you. Can you give us a hint about what part of the 1065 troubles you?

Yes, Pacun, I had two problems but I didn't know they were separate problems. I don't normally file the VA return separately, and only did this time because of the problem with the low income credit. Therefore, I am not used to seeing the hold since it automatically clears when the federal is accepted if you file the state piggyback. I did not start a separate thread because I did not realize it was that unrelated. Thank you for your concern.

Yes, the problem is solved. I got in this morning, and on the e-file thread someone pointed out that the return was being "held" due to my preferences being marked hold and release. I marked the return, clicked release marked return, the status then showed created and I was able to efile the VA return. It hasn't been accepted yet, but it has been Validated by EFC so I think I have finally weathered this storm, with a little help from all my friends on this board. ;)

The suggestions here solved my problem, but I am not sure they will help yours. Thanks everyone!

Now that's Funny - :lol:

Back to the original topic, after I updated last night I was able to create the e-file for this return. However, I had already e-file the federal and when I went to the e-file tab to send the stand-alone state that I had created, the status said "held" and I was unable to transmit the VA return. I am not in the office this AM, so I don't know if anything has changed.

My experience has been that if the taxpayer died during the tax year, the surviving spouse can e-file without a problem. However, if the taxpayer died after the end of the tax year, the surviving spouse cannot e-file. I did not realize this was because of SSA files.

Bev, I had this problem after updating yesterday morning to version 13 of the VA form. I have e-mailed support (HA!) and have not heard anything other than the canned "get back to you in 24-48 hours" email. However, when I updated last night before leaving the office, the form version did not change on the 760CG, but now I was able to create the efile. However, I had already sent the federal on that return to make sure I did not miss today's drain, and when I created the stand-alone state, it created fine but when I went to the e-file tab it was showing "HELD" and won't go. I am not in the office today so I am not sure if the status of any of this has changed as of today.