Wendy

The problem is probably that they have QB 2008 and you have 2007. Files cannot be restored to an earlier version. Wendy F. Katz, EA

I've never e-filed 941/940 before. This is the first year I've had MAX (had to upgrade due to the limit on # of e-files). What is the process? Do we have to apply to SS for a PIN # - and if we do, is it a # just for us or one for each of the clients? Thanx. Wendy F. Katz EA

I e-mailed them tonight and actually got a reply. It's the PAPER copies that won't be ready until 2/14. The e-file forms don't even have an estimated date. Totally unacceptable. Here is their reply: "The most informaiton that I can give you at the moment is that we are doing the best that we can on the MA forms and as soon as they are available then they will be made available to you." I mentioned to them that there are clients who need early returns done due to college financial aid forms etc. What will they do to re-imburse us when clients go elsewhere when we can't file their returns. Wendy F. Katz EA

I have MAX and renewed in June. Since some of you could access it from your current CD, I just tried to open the 1041 and it is not available on my program - I update the program daily (at least). Called tech support - pleasant girl with no clue who said I had to call sales. Just called sales - first person had no clue & put me on hold which promptly disconnected. Second person was able to authorize new CD with one click. Very strange. Also they have no clue as to when MA will be cleared to E-file and expect MA paper forms to be available 1/29. Of course, paper forms do not help when you are mandated by the state to e-file. grrr Hope the rest of the season goes more smoothly. Wendy F. Katz, EA

JUST GOT IT!!! Still haven't heard back from ATX, but figured it out. The created file not only has to be 2 on a page, and employer copy - but also has to have "preprinted" forms checked instead of blank forms. YAY.

I'm still having problems, and I'm using QB 2008. They advised that it was the 3 per page problem. I re-created the file using 2 per page - employer - and then tried government. Still no luck. I have updated program. I have uploaded file to ATX. I was on hold almost an hour last night, and the tech who answered had no clue.

I have a client who transferred money from one American Scandia annuity to another in 2005 with no taxable situation. AS sent 1099 as 0 taxable. Almost immediately after transfer, money was withdrawn and deposited to Hartford annuity. This was NOT an IRA. She now has penalty & interest CP2000 as she received a corrected 1099 showing taxable income. IRS agent told her that there was no tax if it was deposited to another annuity, and to include a letter and proof that it was. I cannot find any kind of confirmation that this would be true, but may be missing something. Is there any way to avoid tax on this situation? Thanks. Wendy