Granny Coral

Are forms for 2011 and 2012 being accepted at ATX to be forward on to the Agency? Or must they be paper filed only?

Are we able to efile 2012 returns now (April 2014)? Hoping I don't mess things up by attempting to transmitting one to ATX.

I am 85 yrs old and this is my last year of my in-home tax prep business . I will be moving out of state to my daughter's where I will probably pickup a couple bookkeeping clients she has been handling. This will keep me busy enough and allow me time to visit great-grandchildren all the way from Maine to Oregon and a couple of states in between. Oh, and did I say I will have more time to handle my other passion, The Family Tree.

Anyone else have a solution to fixing the rollover problem on the 2013 ATX program? I keep getting an error saying there is a communication problem preventing data to flow. This is not the demo but the full 1040 program.

Many thanks to all of you. I have not as yet solved the problem but am now sure it has something to do with the firewall/router/connectivity setup on my new computer with a networking to my old computer. Have a call into my trusty computer nerd to come make some adjustments. (His 1040 is one of those waiting to be eFiled, so expect he will not delay.)

I have 8 ready to eFile but when I click on transmit I get an Error message saying Failed to connect with EFC server. Have tried ever since the morning of the 15th. Guess I need to call Customer service. Worked fine last year but got a new computer and that may be my problem.

Thanks, JRS, we needed to know that.... What confuses me is the statement in the instructions that says "Though all eligible taxpayers must file Schedule M to claim the making work pay credit, most workers got the benefit of the credit through larger paychecks, reflecting reduced federal income tax withholding during 2009." Well are the eligible to get the $400 or not. How would we know if their employer used the reduced tax tables???? I know a few who did and a couple who did not.

Excellent answer, KC. Your judgment and compassion are shining through. Congratulations. Granny Coral

Jainen, Right you are...I am so glad I don't have your CA concerns to handle. But let me tell you I just discovered that precious 'bunny hop' that took me right to a worksheet that completely answered all those questions. Just click on line 40 on the Form 1040 and that link will pop right up. Just another much appreciated helper from ATX. Granny Coral.... ever learning

Ray, You are so right...I was including the $500 twice in my thinking. He would be better off just deleting the Sched A and going for the Standard deduction plus $500. He had paid $1635 so would be eligible to claim the $500. But what happens when the IRS gets a copy of his 1098 mortgage interest and he hasn't claimed it. Anything? I am always looking on down the road, wanting to make sure I don't advise him to do something that could come back to bite him.

You can add my name, Granny Coral, to that list of 'Friends of William'. What a guy. He got me through several tax seasons. Glad to hear he is doing well.

I will definitely do that. If you ever need help I hope you get her. She says she loves her job helping people. They really have a gem in her. :D

To clarify Basic SD for single T/P 5450 Plus credit 500 (he actually paid 1635 in RE taxes) Total possible SD 5950 If he files Sched A he would only get RE tax paid 1635 Mortgage Int. pd 3407 State Sales Tax 100 total 5142 But since his Sched A isn't up to the minimum he would get that SD 5450 instead. Does he still add the 500 to the 5142 to bring it up to the 5642 which is lower than the 5950 he would get if he didn't file a Schedule A at all......????? Should I just delete the Sched A and add the 500 to the SD and go on???????

Thanks to all for help on this issue. A very nice tech named Ashley spent an hour and twenty minutes walking me through and helping me completely revamp my program and it is running smoothly now. In fact I was able to transmit 9 eFiles and clear the decks ready for the next batch tomorrow. It was a case that the .NET something or other was missing originally on my computer. And I can only say my wait on the phone for tech support just getting to Ashley was well worth it. She was knowledgeable as to the problem and a joy to visit with while we waited for my computer to load in all the stuff it needed to come to this final out come.

I have a question as to what happens if the following should be the case: T/P is single with standard deduction of 5450 and pays $1635 in RE taxes ... follow the instructions as I read it you add $500 making it $5950. But if he also has $3407 in Mortgage Interest that only then gives him a SD of $5142 forcing the $5450 to be the amt taken. Is he required to file a Schedule A???? My brain is whirling...

Deb, you are wonderful. It is not there and neither is ATX 2008 products altho I have three precious years listed on there. Strange that I have been using the program and it shows up just fine on my Start up and also as a shortcut on my Desktop. Curious. I am not computer literate enough to dare to try adding the program again using the CD. I'd probably mess things up worse. Granny Coral who keeps redialing ATX Customer Support...busy, busy signal...

Thankfully they have just corrected that glitch. It shows up as a correction on 1040 EF iinformation form when I just updated. Now if I could just get thru to tech support about my other glitch on the eFile Manager tab. Busy, busy line. Granny Coral

Just sent a client back out the door from bringing me his Form 1098 which didn't have the property tax paid info on it. He just called me to give me the amount after he had called them. Ain't we got fun. Thanks for the reminder. Granny Coral

I don't have anything called NET Framework 2.0 on my computer as far as I know. The problem showed itself the first time I tried to click on the eFile Folder Tab after I had prepared them and went to make sure they were ready to transmit. I do see that they are all indicating 'created' (that is in the background behind a smaller window with that Error Message). And all I get is a busy signal at ATX. I will keep trying...I must. Granny Coral

It may be ready but it has caused a glitch on my program. I created several (5 in fact) efiles but when I clicked on the eFile Tab to make sure they were all marked 'created' and I get this weird message saying: Message Failed to Load Program is unable to continue because an error occurred while attempting to display message. Key Service/Enrolment Prompt Error: object variable --with Block variable not set. Please contact Customer Service. Well, fine but then it pitches me right out of the program and shuts it down. I reopened and tried updating but it didn't correct it and I have been restarting the program all day trying to get it to clear up, to no avail. Yes, I will try calling in the morning since I can't get that darn MyATX to accept my password no matter what.... so I can not even send them an email question. What a bummer. Any suggestions besides just praying and hoping for the best?

That is probably true but it sure puts us in a bind when our client's files are only partly ready because they lack the direct deposit info that can only be put on through that form. So here we sit and wait. They use to let us at least get them ready and just kept us from transmitting them until ATX was ready. Ok, I'll stop gritching and atleast thank you for answering my question. Thanks Deb!!! Granny Coral

:bday: Hope it is a great one. Granny Coral

:bday: Granny Coral wishes you the best

:bday: Best of everything zeke...hope it is a great one. Granny Coral