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jshtax

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Posts posted by jshtax

  1. Until I see audits from the IRS on a schedule D I am going to continue matching the total sales on the 1099-B to the total proceeds on 8949-Schedule D. They receive the 1099s now with the basis they can figure it out.

  2. It's amazing how much each ATX user's experience varies. I had to enter about 50 stock transactions on Form

    8949 yesterday and had slight delays between each data entry field (less than a second).

    So what is fine if you do not enter each stock transaction? I net short and long term trades.

  3. After the 15 second delay with input today and no sign of correction going forward I will most likely be leaving ATX. It took 3 hours to do a return today that should have taken no more than an hour.

  4. What shortfalls does the conversion to Drake have? I know 2012 will be a whole new ballgame but would like to hear how past conversions went.

    I have the 2011 Demo and had thought the software looked very cheap but when showing it to clients (since we do interactive taxes with them) they had no issue as it went smooth and was easy for them to follow. Since it has passed the first sniff test I am curious about issues Drake users have. I spoke with the sales person today and point blank asked....When you have a customer leave regardless of where they came from what are you hearing the biggest issue is. He told me fixed asset entry. I am curious if anyone out here can shed some light on issues or shortcomings Drake might have? Thanks in advance for your help.

  5. Sorry. I guess Jack is having some problem in his life that is making him short-tempered and not very courteous right now. I'm hoping he gets to feeling better real soon.

    He cant help it. He is obviously a very self serving individual who likes to make himself feel better. You take him to task or offer an opinion different than his and he does not know how to react.

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