Wendy

Found a workaround.  

They have changed the K1 input screen this year and I can't input cash withdrawals from capital.  These are not guaranteed payments or distributions to be evenly split.  One partner takes substantially more than the other.  How would I enter it this year?  

Thanks.

I'm still waiting for all of mine that were sent 1/30.  ATX says that IRS has them and there's no way to check any further.

Duh.  I went one screen beyond where I was in the client list tab - and it had options.  You guys help me out without even replying.   

I'm having a mental block.  In the past I have printed a list of prior year returns that were sorted by the date prepared.  It's very helpful to track them that way - and amazing that they usually come in in the same order and around the same time every year!  At the moment I can't remember how to print the listing.  I know ATX has a tab for printing a client list, but it is only alphabetical and no option to add the date. It's probably something simple that I'm just zoning out on.   Any ideas?  

Thanks - and HAPPY NEW YEAR!

Thanks.  I unchecked the "complete" box and opened one of the returns and it changed the calculation.

I just got off the phone with ATX and they are clueless.  Wanted me to sent the file so they could open a case and wanted me to send them a copy of the letter - which I don't have.  Saw on their discussion board a few others having the same problem - and always $3.  My affected returns haven't changed. 

Have had three clients so far give me letters they received from MA telling them that they adjusted their tax liability by about $3.  When I look at the ATX calculation on the return, the tax figure is higher than if you multiply by the prevailing rate.  

Any other Massachusetts preparers have a problem with MA adjusting tax liability?  

Thanks.

I'm guessing there's no way around it since they're filing MFJ.

I have a couple that has one spouse on Medicare and the other on Mass Health.  Spouse received 1095 A with amounts in Part III.  When I try to allocate the amounts the form wants the info from the other spouse 1095 - which obviously doesn't exist. How to I report just her inf?   I'm confusing myself I know.  I hate this form.  

Thanks all.  This is a client who wants to take all kinds of non-deductible things, then tells me that I don't have to report a $1000 reimbursement from the health insurance.   So I wasn't going to take her word for it if it was just a "thank you" to a friend for driving.  

Client had health issues and couldn't drive.  A friend drove her to the doctor several times and she paid her $225.  This is not an organized driver service - or a business like bus/taxi etc which is deductible.  She is pushing to deduct it as a medical expense since she needed the ride.  I see it as a NO since the driver will not be reporting it as income.  What say you?

Being from MA, I can totally sympathize.  When I do other states' PY returns I spend a lot of time re-checking because I think I MUST have missed something...it can't be that direct and straight-forward.

Thank you.

I don't want to attach it, and haven't the last two years that I have done their return. Just started wondering if others did it - either routinely or occasionally. You know - it's the time of year & time of night to start second-guessing myself on little things.

I have had a client for a few years who previously did his own return. He still fills in blank forms for me with his information One of the things he includes with his paperwork is a full page, handwritten explanation of how the volunteer mileage came about, like the one he included with his prior paper filings. I have previously entered the numbers and kept a copy of the explanation. But wondering if any of you scan paperwork like this to attach to the efile?

Thank you for the confirmation. I've done Sch Z for other state credit (such as it is), and have done part year & non resident. But this is the first I've had two different states like this, and was doubting myself about filing status.

Catherine - and any other MA preparers - can you offer advice please. I'm having a mental block on this. Married couple - legally separated but filing MFJ. He has lived in MA and worked in MA all year. Her residence is in OH and all her income is OH. OH has checkboxes for each spouse for resident/non resident so no problem there. File non-resident MA with only his income taxable even though he is a resident? File him as Single in MA as resident? Why do they do these things....

Thanx

Wendy

Thank you all for your input. I'll pass it on to my neighbor. Love to see her be able to stay in her home and stay my neighbor!

Anyone have any experience with this company? Is it legit? I've seen some bad comments online, but they could have come from competitors. My neighbor has had some financial problems and received a phone call & application from them. I told her I'd check it out for her.

Thanks for any help.

Wendy

Catherine - I am so glad that you and yours are safe. You've been on my mind, and I was worried about you. I have been hibernating "down-Cape" at a house that has no internet connection and only occasional cell phone service, so I haven't been able to see if you had posted. My nephew ran for the 6th time and stopped briefly at Mile 17 to see his wife & children and have a "quick pb&j". That delayed him enough that he was half a mile from the finish line when the bombs went off. He was overwhelmed with the kindnesses of others, from letting him borrow a phone to call his wife, to blankets & hot chocolate etc. Hugs to you.

Wendy

Thanx for your input. OH is one of the more complex states I have seen. I was just on the other board reading your problems with opening returns, so I know you've been a little busy. I hope that issue has finally been resolved for you. What a pain. I haven't dared to update to 12.10 but was about to go for it.............until I read your posts. Now I don't know what to do..update or not.

Thank you both. It looks like I need to get more info from the client. Ohio takes the cake...and I thought MA had the confusion award. I tried to post this earlier but my posts have not been going through.

Couple legally separated filing MFJ.. Both had only W2 income. Wife lived all year in OH and husband moved to MA in August. Both had local tax withheld. What is the proper form to file for local tax. Is it IT37 or are other forms required? There is no school district tax as far as I can see. They filed online themselves in 2011 and filed only the basic form. Thanx.

I'm trying to post this from my laptop as 3 other attempts have resulted in "server error".