Abby Normal

You shouldn't have to do this, IF you moved the data following ATX's procedures.

Devil's advocate: If you had a single member LLC for a rental, you would put it on Sch E. Are you saying that LLC doesn't provide legal protection? If all rents are paid to the LLC and all expenses paid from the LLC, isn't that adequate for legal protection? None of us are lawyers, as far as I know. I would explain all of this to the clients and just keep putting them directly on the Sch E. The IRS won't care because going the 1065 route just increases their cost of processing returns and K1s, and there is no additional tax or penalties the IRS can assess, as long as the 1040s are timely filed.

Make sure your ATX 2022 Server is running. You can see it in Windows Task Manager. You can run the Admin Console for ATX 2022 to both see and start the server.

I can't think of any reason why it couldn't be claimed.

Were these IRA or non-IRA?

I usually enter all of the codes ATX gives me.

ATX does not have built in macros but there's plenty of macro software out there. The one I currently use is AutoHotkey but they just released a major upgrade (2.0) and I'm still in 1.x. It's not the easiest or most logical macro software. I needed help and a lot of examples to even begin using it. But currently, I'm not using any macros in ATX, because there isn't anything I needed to automate in ATX, but I do have some simple typing macros when saving PDF files like: :*:ef=:: Send, Efile Forms return :*:es=:: Send, Estimated Tax return :*:tr=:: Send, Tax Returns return In all of the above examples, the = is the trigger key, so I type tr followed by the = sign and it type Tax Returns for me. I also have my ATX password in a macro so when ATX asks for it, I don't have to type it out or press Enter. You can even use a single key like Pause/Break to enter your password and press the Enter key.

Backups are great for data but to get fully restored and running super fast, you need a disk image. That will save you from installing programs and configuring windows.

Sleeping dogs...

There are a lot of advanced search features. One I use is to exclude things with a minus sign, like -pinterest or -pdf. Also, there's a page for that you should bookmark: https://www.google.com/advanced_search And a useful list of operators for Google search: https://ahrefs.com/blog/google-advanced-search-operators/

All the best to you, my friend!

Just because someone is bad with computers is no reason to not use a service. I have shared files and received shared files from Sheets for almost 20 years and never seen the mistake made of sharing the entire Drive or even a folder.

This is why I recommend that everyone take their RMD no later than September, so that there is time to take any needed RMD by 12/31. I learned this after a client died late in the year and normally took their RMD in December, and it was not possible to get the RMD out on time.

I use ATX1040 package to do about 10 returns. Half were mine or close family that were not billed but the other 5 more than paid for the software (1k).

Often churches fall under the tax exemption of a regional group or diocese that has a TE status. There is a Quaker (Religious Society of Friends) meeting in a nearby town that is part of the Philadelphia Quaker group (Philadelphia Yearly Meeting). An IRS agent drove by and ended up investigating the meeting, mostly because he'd never heard of Quakers. Ridiculously, it took the meeting more than a year to get the IRS off their case, even though the IRS is right there in Philadelphia and surely someone has heard of the Quakers. The Quaker organizations are usually set up as monthly meetings, quarterly meetings and yearly meetings, but that's a carryover from early days.

Maryland hasn't had the unemployment rates ready for the first payroll of the new year, in many years. They used to get it out on time, but I guess the computers are slowing them down.

AnyDesk

It is well worth 20 minutes of my day to provide input to the IRS. I'm a big believer in data acquisition, and I still hang onto what little hope I have left, because being hopeless is not an option.

No trouble logging in for the past few years. Yes, they make you change your password sometimes, but that's been working smoothly for awhile. Although ATX blocks your browser from automatically saving the new password, so you have to go into your saved passwords and update it manually.

Yes, fiscal year returns and extensions are on the prior year form because 2023 forms are not ready yet. Just make sure you have the fiscal year dates correct in the return before efiling the extension.

Freddie was better.

ATX does not even have a MD Efile info form, and I doubt ATX will ever bother to add it.

Sounds like a candidate for uncollectible status. I've used this before in these situations. https://www.taxpayeradvocate.irs.gov/get-help/paying-taxes/currently-not-collectible/

But, in this case, it's not CA capital gain. If the cap gain was on the K1 as being incurred by the S corp, then yes, it would be taxable in CA. But this is the shareholder's personal capital gain. It's hard to imagine the K1 not showing some income, loss or deductions for CA.

Probably about a month. They can keep checking the installment agreement IRS site and one day it will show a balance due.