elfling

JB, This is gonna sound harsh, but . . . . is she worth it? You hope she'll become a fiance. Terrific! It would be great if she take you as is. Waxing hurts and can really ruin your skin. My current hubby happens to be natrually nearly hairless. First hubby (died many years ago) was much more hairy. I feel I loved them equally, fuzzy or not as it was part of the whole package that made them each a unique individual. Elfling

Success! I'm only out with my laptop about once a week and today was that day. I totally set up 2 returns including the efile but then discarded the 1040EF form. Exported to flash drive, imported to the desktop upon returning to the office. Opened each return and put the 1040EF's back in. And, woohoo!, no crazy objections from the ATX program, no kooky downloads, no fuss at all. Thanks guys for the great advice!!!!! :P

Pacun & Bulldog Thanks for the input. Perhaps simply eliminating the efile forms before exporting will make a difference. It's something to try. I don't prefer to not create the efile at all since it is useful for discovering odd errors. BTW: This is only my second week owning a laptop, so much is new to me on that front. I do not have a portable printer. The returns are printed after the import in the office and then either delivered or mailed to the client. I also do not have internet capablilty in most clients' homes. We are a small town in rural PA with a growing senior citizen base.

Am I the only one running into this scenario? Perhaps I am using a methodology that just needs some tweaking . . . I take my laptop to a client's home, prepare the return using ATX Max, check it, get it ready to efile, export to a flash drive. I then return to the office, import the return from flash drive to ATX Max on my desktop. When I click on efile I get some message about not being able to set up efile (goes by too quickly to read) and then the program immediately starts downloading acks for tons of files that have already been completed. And although it seems to not change any dates, DCNs, or statuses it's really buggy in that nearly all my "complete" checkmarks in the e-file manager vanish. Grrr! How annoying. I've put the checkmarks back (which is no easy task) 3 times already. I considered just leaving them go but find I miss the usefulness they provide in sorting physical files. After the kooky download I am able to proceed with the efile of the imported file without any problems at all. Acts no different that the ones done on the desktop computer. Any ideas? Elfling

Mind is too tired . . . Client borrowed nearly 26K from 401k, reported on 1099R as fully taxable, box 7 code 1. Making set periodic repayments through payroll deduction. My thought is "so what?" A taxable distribution is just that, taxable. I don't recall ever learning (or reading) that repayments can be deducted anywhere on a current return. What say some of you? If the repayment does make a difference, please point me in the right direction for some back up in pirnt. Thanks, Elfling

My family owned a dairy farm for many years. The cows were milked every 12 hours regardless of what the government decided was the correct time. I recall my one uncle squawking about how DST was supposed to help the farmers. Was nothing but a PITA for him. The truck and feed store schedules would move when the milking schedule didn't. :P

I totally gave up on ever getting back in to MyATX. Several emails, 2 phone messages, researching here for tips, nothing has worked ... I'm still locked out. Sounds like I'm not missing much, though.

We've picked up a number of new clients this year. I ask them to bring the return from last year if they can to review. It helps stimulate the best line of questions. Anyway, I see so many different things typed in column (h) of Form 8283 as the Method used to determine FMV that it has me wondering what the learned folks here do. Elfling

Hey fellow PA e-filers, Are your PA returns sitting in IRS cleared status for the past 2 days? I hope it's not just mine. Hate to have to synchronize since it knocks all the complete check marks out. Really an annoying system. Elfling

If you jump from 1040, line 21, 1099Q is on the other income list.

Taxpayer is from Romania. She was born and raised there. Worked there for a good number of years. Imigrated to the US about 15 years ago and became a US citizen. In 2007 taxpayer began receiving a very small pension earned while a teacher in Romania. Taxpayer was told no tax documents would be received. But she keeps very good records so we have all the received amounts converted to US dollars on a monthly basis. Questions: First, is this pension money taxable in the US? If so, how shall it be reported? List on 1040, line 21? Without a 1099R or 1099MISC efile won't flow. Searched IRS publications 17, 575, and 939 but finding no useful information on this topic. Lots of info on foreign earned income (wages/salaries) but this is a pension. :dunno:

If you click the Restore icon at the top of the printer queue it will put things back in order quickly.

We have the acks for 1099s filed in February but none for the ones filed in January. I had hoped synchronizing with ATX would do it. It didn't. :(

I did do a search of MyATX on the board and tried several of the suggested solutions but none worked. Was just hoping someone encountered something new in the way of a "trick" to get in.

I haven't been able to get into MyATX for two weeks. Twice CCH has sent me an email that my user name and password was reset, but still can't get in. No time to wait on the phone for tech support. If anyone finds out the secret to entering into MyATX, post please.

We also include mailing into the fees. For the most part, we charge by the form. But not everyone is charged the same price for the same form since some generate more work than others. Someone with 8 W2s is charged more than a person with just one. Unless folks would happen to bump into each other and compare line-by-line, document-by-document what they paid us they aren't aware of the built in mailing fees.

Scroll to the bottom of the 1099INT input form. Select 'Tax-exempt (State only)', put in the amount, and PA as the state. It should then not appear on the PA return.

First efile reject of the season for me. Kind of typical dependent reject; not typical in what I see in the reject error box. I was expecting the sequence codes from the past that are listed in Pub 1345A. Not so. That leaves me with not knowing which one of the 3 dependents has rejected. Tried the suggestion of going to MyATX for details and, lo and behold, locked out. Tried reset. No use. Read over and tried all the "admin" suggestions from all you fantastic board members. No dice. Sent email to ATX asking for help because sitting on the phone waiting for tech support while working face to face with customers would be downright rude. THE CRUX: Anyone know if "Form: RET 1040 PG00 Seq: 1" in a rejection actually refers to the first dependent on the return? Elfling

Employee erred on 2 invoices for her employer. In order to keep her job, employer demanded she pay him the $133 to "make good" or lose her job. Can that $133 be included on 2106 or go directly to line 21 of sch A? IRS Publication 529 is less than clear on the subject. Elfling

Bulldog, I now get my X25 toners new from 123InkJets.com. Regular price is $48 but they run a lot of special. My last 2 were under $25 each, NEW!, and free shipping. The remanufactured ones were a botched order from MegaToner and I refuse to do business with them ever again. If I find no one can use them I have come across a local Girl Scout troop that will be able to get them to a recovery center. Better than a landfill and the scouts gain a few $ on every toner they collect.

That's how we do it. Sometimes with many more than just two states. Occassionally there is a state where efile by non-residents is not allowed. Those get mailed. Good luck!

A month has gone by since I tossed these out to everyone. The board is a bit more active now so I thought I'd post them again. I'd really like to have these used rather than tossed but I'm starting to think no one uses this style of printer anymore. We have 2 full, remanufactured X25 toner cartridges. The boxes state for use in: CA.MF5500/5530/5550. These will not work in Canon's MF3200 series machines, which I own, and curiously use X25 toners. Both boxes have been openend and the seals removed as we tried them, unsuccessfully, in our MF3240 machine. Our purchase price was $93.88 for the pair. We would like to recover about half the cost if possible; $47.00 for the pair or $23.50 for one. Shipping to anyone who could possibly use these would be better than sending them off to the regional landfill. Anyone interested can contact me directly at [email protected] ~Elfling~

Only one out of 26 of our efiles state "8453 required" and oddly it's a state return that was piggybacked on the federal which PA encourages. PA does not require 8453 to ever be mailed in. So we're ignoring the e-file manager notation. Of course, we have both the federal and state 8879 in the client file. ^_^

Thanks for all the input. I'm hoping my client can get the change she needs made quickly. If not, she is going to owe come April 2009 for 2008. I also produce payrolls for a few small companies in our area and I remind employees every year that an update to W4 is welcome at any time. Most are happy to just keep things the same. When someone does want to make a change, it truly isn't a hassle. Up until today I really hadn't given any deep thought as to whether or not there was a limit of any kind. Thanks again!

A client submitted a W4 to her employer last week, at the employer's request. After speaking with me she realizes she filled it in incorrectly for her current situation. She hopes her employer will allow her to correct it by submitting another signed W4. The conversation with my client raised some interesting questions. Can an employer refuse to accept a W4 revision? Is there a limit on how many times an employer would have to accept an updated W4? I would expect an employer to become rather irritated if an employee attempted to make a change every pay period. Some companies seem to ask for one every calendar year; others only when a person is first hired. Publication 15 states to remind employees before December 1 to submit a new W4 if withholding allowances have or will change but does not seem to mandate it annually. In fact page 15 says to encourage employees to update.