Abby Normal

Just override that line. I never use the 1099SA form. I've actually linked line 15 to 14c so I only have to override total distributions on 14a and I'm done!

Way too complicated. Just use a blank line on the line 25 federal withholding worksheet (it will show on line 25c). And do something similar for the state. If itemizing, also add state withholding to Sch A worksheet.

Enter it as an other payment in the taxes paid section. IRS might still send a notice but total payments won't change. I've gotten these notices before.

I already did.

Our software won't even allow us to efile without the 8867.

There were other additions that were not taxable wages that were allowed to be put to withholdings. But the 403B contribution is higher than Social Security wages, which can happen but seems unlikely here.

Amen!

You mean you're not deducting it already! Those are standard office supplies.

You could enter the withholding elsewhere as some kind of payment or you'll have to paper file. The W2 doesn't need to be entered unless the retirement savers credit is applicable. Is this the only W2?

Could it be classified as repairs and maintenance?

If you do MD 510 for pass through entities and line 5c has 1.00000 on it, delete that field or MD will reject it. The law changed for 2020 where you can pay tax for members/shareholders/partners but they didn't program their computers to accept 1.00000 on that line. It was never possible for that line to add up to 1.00000 before. MD called me after I emailed them about it and said they would make sure the instructions for 2021 would make it clear that you should make that line blank if the math makes it 1.00000 so the tax software companies would know to make it blank. I'll open a case with ATX, for all the good it will do.

Is this any entity return or a 1040?

I donate every year around this time, but it's probably not enough.

Uncheck the overrides box and they disappear! I did this in preferences. I don't need to see my overrides.

Guaranteed payments are taxed to the partner, in this case, the S corp. I've never had a 1065 K1 input in an S corp so I can't say where the guaranteed payments would end up, but it doesn't really matter which line as long as it's part of taxable income. The management expense sounds a bit bogus. If it's being paid to the shareholder, it should be 1099'd in the shareholders name, but if it was just left in taxable income in box 1 of the K1, the income would flow to the shareholder that way. And the money coming out would just be distributions.

Correct

He gets 1,800.

Did you go through the ATX standard process that creates a duplicate of the client? I hate that. I'd much prefer to just have one file for each client. Last year we had several returns rolled over for the original filing and not the amended filing, so the carryovers and comparisons were wrong. You could call support and they would allow the efile. In the past, I've always just added the 1040X to the existing file, but that was for a paper file.

Uncheck box 5 and 8. I'm not using those at all. If you customize the question about having Social Security numbers to Yes (line 2), then just enter amounts actually received on 16 and 19, that will handle 99.9% of all your situations.

You can override line 3 on the worksheet, until they get it fixed.

If only it didn't add to the stress of an already stressful tax season, though. Already have one MD return to amend, and now we have to figure out how to track the MD returns that will be held or need to be amended.

Yes, they do. https://support.atxinc.com/support/FormStatus/FormName

Many people I tell to set up an irs.gov account, have to wait for a code in the mail, and if they've moved since last filing, it could take months to get an account set up.

We should start a pool for how long it will take before the new MD tax forms are ready to be filed.

https://www.marylandmatters.org/2021/02/10/house-panels-move-hogans-relief-proposal-with-substantial-changes/