Abby Normal

No, I efiled mine right in QuickBooks. Enhanced payroll is the best 400$ I spend every year.

This sounds pretty clear that if you were alive for one day in 2020, you're entitled to the 2nd EIP. https://www.irs.gov/coronavirus/second-eip-faqs#Eligibility Will a deceased individual receive the payment? (added January 5, 2021) A payment won’t be issued to someone who has died before January 1, 2020. If you filed a joint return in 2019 and your spouse died before January 1, 2020, you won’t receive a $600 payment for your deceased spouse, but you’ll still be issued up to $600 for you and $600 for any qualifying children, if all other eligibility criteria are met. Regarding eligible individuals who died in 2020, the Recovery Rebate Credit may be claimed on line 30 of their 2020 tax return. Please refer to the instructions for the 2020 Form 1040 for more information.

Preferences: Print return without zeros Don't autosave Client letter verbiage-will be efiled Uncheck sections of federal and state letters you don't want printed. Only print estimate dates & amounts, for example Disable Automatic calculations on Detail sheets (Saving recalculates) Don't update programs or forms when opening. Do it manually. My current form customization notes are attached. Customize Master Forms.rtf

This is the way.

All credit returns get additional scrutiny. The IRS "hopes" to "start" sending refunds for returns with EIC and ACTC by the first week of March. People who prepare a lot of low income returns might want to turn their phones off for awhile.

Sure thing!

You can use the Get My Payment IRS page to see if the IRS sent it, but you can't see the amount. Seems to me you're far better off to take the Recovery Rebate Credit and have the IRS adjust it down, than to not claim it and hope the IRS adjusts it up.

Just ignore it until they get it fixed. I've been unchecking the overrides box when viewing errors.

Glad you got it figured out! This job is tough enough when the computers are working fine.

Mine does, so maybe it's time to reset your letters to default. You do that in an open return by editing the format and going to Tools, Restore. Then save it for all future returns. My state letter defaults to saying 'will be direct deposited' too but I still have to go into both fed and state and choose that on the payment/refund tab of efile Info form.

Sounds like a windows issue.

Part of your rollover procedures (start a list now and keep adding to it) should be to open each return as soon as it's rolled over. You want to make sure it opens without errors, and closing it creates a backup before any entries are made. We also have extensive notes in each return that we copy/paste into our engagement worksheet notes section to make sure we don't screw up the return or miss anything.

The windows 10 task manager is weird. It's saying you have no WINDOWS apps running, but if you look around you'll see a way to show all running processes.

Reboot! Bring up Task Manager (Ctrl+Shift+Esc) and see if you can find the task that's using up all your CPU or RAM. And if that doesn't help, call your IT person. It's good to reboot your computer at least once a week. Many programs that run all the time use more and more memory the longer they're running. How much RAM do you have?

In my county, to close out a will you must have a final 1040. I'm not having any clients, deceased or not, sending back payments. And I doubt the IRS will, or even had the capability to, request a return of funds.

I threw mine out without even scanning, but I have an IRS account and can download my transcript if I want. Also, I won't forget how much I got, but if I did, I can search my bank account for those deposits. I'll probably tell clients to search their bank account for the deposits. This will be easier for those who have direct deposit.

No. You have to discard all rolled over letters and then add them back. I've been using ATX since version 2013 and we almost always discard all letters after rollover. This year it's part of the rollover/emgagement checklist. It would be nice if rollover preferences had the option to not rollover letters and to automatically add the current letters, but alas... The 'discard multiple forms' feature makes it easy to discard all letters, however, and it's equally fast to add them back.

If ATX doesn't automatically add a form 3520 section, you could create a 2nd federal letter for returns that contain that form and use that instead. Or you could have the text in any text file and copy/paste it in as needed. If you opt for the 2nd federal letter, you'll need to include the state section as well, because I doubt ATX will combine the state with a custom letter like it does with the official federal letter.

I love Oregon. People there follow traffic rules and don't litter. And they grow all kinds of food, and make great cheese and wine.

If you're in Services, right click the service and choose Properties. Then set it to automatic. You can't do that from the services tab in Task Manager, but you can restart services in Task Manager. I turn off my older year's ATX services because I don't see the point of having 7 years of ATX services running when I rarely open more than the last 3 years.

I doubt the IRS even matches 1099-K's. File without it and let us know what happens.

No, the date created is supposed to be within 5 days of when you transmit to ATX. I'm hoping that's incorrect.

The 8879 is not part of the efile. I've created an efile but I haven't transmitted any. My bigger worry is heard a rumor that ATX will make you recreate any efiles over 5 days old before you send them. for us, that's almost 100% of efiles that will need to be recreated, one... at... a... time!

When I was playing with my test return, I noticed that a lot with different states. Closing and reopening the return fixed it for me, but I was discarding all states and adding a new state.

I'm assuming the IRS will correct the recovery rebates just like they correct estimated tax payment errors. If it was a paper check, I'd wait about a month before filing because we've been getting first class mail in about 4-5 weeks, sometimes. I think claiming the rebate is the better option, because if the IRS disagrees, they will change the return. Unless they haven't had time to reprogram their software. So many interesting rebate questions on other forums. Divorced or unmarried couples where one parent got the kid's stimulus, but in 2020 the other parent is claiming the kids. People who were dependents under 17 in 2019 but are on their own in 2020. Since their parents got the stimulus for them in 2019, they should get the full rebate for themselves, I'd think. Single parent in 2019 got the full stimulus payments, but became a dependent of significant other in 2020 who just got their own stimulus payments.