Wendy

Mine arrived yesterday as well. I agree - I don't remember getting the program this early either.

Yay Gwen! Great genes & great family environment (having nothing to do with her mother's shooting skills...heehee). Well deserved bragging, Catherine.

I am scheduled to meet with an auditor & client on Tuesday for a "random compliance research examination", and have never faced one of these before. I asked what was being examined and she replied that it was every line on the Sch C & Sch A! Lovely... Client is a contractor, keeps all records by hand and gives me handwritten sheets with totals paid to vendors, and gives proof whenever I request it. In order to make it easier/quicker for the auditor and us, I took all his checkbooks and input to QBooks, but am finding some variances with totals. What should I expect with this meeting... Any helpful hints? Words of wisdom? I'm beginning to get nervous. Thanx Wendy

Went online this afternoon to register for the PTIN. 5 minutes max. Done. Got the confirmation e-mail immediately - although it did caution that it might be in the junk file. Confirmation arrived with the status "active" and the same PTIN # I've had for years. Yay. Thinking that the form of payment - or hitting the "pay later" button - might be something that puts the status as provisional (?). Just a thought. I paid via debit card.

Thank you. Spent it with my two grandchildren & son & family - at a baby shower for a nephew & his wife. Sweet!

I received the same thing and called Troy. He is going to check it out and let me know - he said that my name brings up both the new & old client #s and the old one has all the EFIN & contact info. He was surprised that the client # changed - except that he said these are being treated as "new" customers. Also asked him about the service bureau support and he said that was not the case. We are being brought on board as new customers with no difference in benefits or service. Wendy

Just called ATX about renewal. Called the renewal phone number and told them I was a former TRX customer. They switched me to Troy at X1307 - he was terrific. No question about the discount - he automatically did it at 40%. He said he'd be glad to take care of any former TRX customers who want to come back. I didn't have to debate about the amount of the discount. Got MAX for 692.40 plus 69 shipping - total 761.40. They are also offering the 40% on TTO which would have been 1167 with shipping, but I didn't really use all the extras of TTO. YAY. Done. Wendy F. Katz EA

ATX site re-directed via blogspot. This was posted: Update: 11:00 PM EST We are in the process of rebooting the database. During this time you will not have access to the Support Sites. We are still receiving your inbound e-files. Once the database is back online, we will bring up the "send to IRS" processors in order to get as many e-files as we can batched and sent to the IRS by the 2 AM drains. Once we finish sending to the IRS, we will start up our outbound processors. ----------------------------------------

Husband & wife purchased house together in mid 2004. Lived together in the home until late 2009 when they lost it to the bank - just more than 5 years. Bought another principal residence after Nov 6. So they would qualify for the credit. BUT during the time in the former home they transferred ownership between themselves several times - from joint to wife - from wife to husband to joint. Never to anyone else. When the bank took the former house it was in wife's name. New purchase is in the husband's name. The transfers disqualify them from the credit.....right???? I'm confusing myself. Thanks. Wendy

A client received a year end statement from MGM and had a Players Club Card. I know winnings on L21/losses on Sch A... This statement lists 12 different casinos with the wins/losses listed for each - then a grand total. Should I enter the total of each casino based on win/loss or the grand total? No W-2Gs. Thank you.

That is just for paper filing and the bar codes. When you enter the number of pages, it is included in the bar code. The warning is only there until you create the e-file. After you create it you can still print out the client copy for them to look at, then create it again after they sign the authorization forms. I always "create" the e-file to make sure there are no problems, and do it again when I'm ready to file. Yes, MA has quirks. I'm always amazed when I do other states because they seem so straight-forward. Wendy

Thank you - of course you were both right. And I had thought that was the way to go - but my brain was trying to make it more complicated and I was confusing myself. Two weeks from today I'll be walking on the beach.

No e-mail offer yet from ATX. But I just got an e-mail from TRX with a video to show me how to file an extension............

Client's father died 2 years ago. Check was issued this year from a class action settlement of The Fair Fund/Bank of America. CPA sent a packet of information saying that he elected not to re-open the estate for the distribution and gave a breakdown of what he decided was long term gain/ordinary income/expenses for each of the beneficiaries. No other documentation. My question is how/where to input? No K-1. No info for Sch D. I'm tired & confused. Thanks for any illumination. Wendy

I received a call from TRX too, and let voicemail pick it up. The message was that "we know you purchased ATX from us this year" then went on to offer the $699 package for $299. Left a number and extension to call back, which I didn't and won't. If I didn't know better, the message would have given me the impression they were offering ATX. Wendy

This is a new one for me. Merchant Marine lives in MA. Has to travel to where the ship is docked in another state when they ship out, twice a month. At sea two weeks - off for 2 weeks. Ship is not at the same port each time, but always out of state. This week it will be New Orleans. Asked about travel to the ship - commuting or deductible? It is not reimbursed. I can't find anything definitive - he says there are "special" rules for Merchant Marines. Any input would be appreciated. Thanks. Wendy

Thanks for that suggestion. This is my first year (due to the TRX deal) with TTO so I didn't know I should have it. Funny thing - I didn't have it. Saw on MyATX that I was supposed to and it gave a code to load - didn't work. Called tech support and ended up downloading it from a site he gave me. Hopefully it will work the same way as loading from the CD. Wendy

AHA! Thanks Catherine. So the scans are in a totally separate file from the t/r.......

I have a mental block. I have set up my new scanner Kodak 1120 and am looking forward to using it instead of having hard copies of docs. I know I can tell it where to save scanned documents, but how do I get the documents to associate to the tax return? I would like to open the return and be able to access the documents as well - or isn't that possible? I have ATX Max, but not Scan & Fill. Thanks. Wendy

Ordered TTO through TRX. Got Business Answers & Master Tax a couple weeks ago. Received 1040 Express yesterday.

I was one of the ATX clients that purchased TTO through TRX. Everything so far has been going smoothly - same customer #, same product. I've seen several of you post that you received the 1040 Express Answers. I haven't received it but last week received the Business Quick Answers. Have others received this as well?

Thanks for your input Catherine. I have been researching scanners all weekend, starting with the Fujitsu, but hadn't made a decision. Knowing your experience, I'll give the Kodak a try.

Terrific!

So glad I looked at the board. I went & checked my back door which I didn't use today - came in through the garage. There was the package between my doors. Yay. First time for TTO for me as well. Anxious to get a look at it - but it will wait until Friday. Happy Thanksgiving all! Wendy

Thank you both. That is what I had told them, but I was beginning to doubt myself. One of the children checked with his "tax guy" who told him, he says, to use the FMV of the home on the date it was deeded over. I told him I strongly disagreed, but of course that was scoffed at. Family!