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unzuetay

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Posts posted by unzuetay

  1. I switched to Santa Barbara TPG bank this year. I'm still learning the ins and outs. 

    I printed a refund check this afternoon, but my ATX program software isn't showing that the check has been printed. It's showing on the ATX website that it has been printed, but the software program doesn't give confirmation.

    I printed the check through the ATX software by clicking the print check button to go to the ATX website.

     

    TIA

  2. 3 minutes ago, Peggy Cobb said:

     

    I had thought of this also. To file the w-2 with wages reflecting state wages.

    I was concerned that the w-2s wouldn't match up once the irs received it and delay processing.

    There isn't a city portion reflected on the w-2s for me to  deal with thank goodness

     

  3. Client received 3 W-2s. One had wages and two state taxes, the other two were blank with 2 and 1 state taxes. 

    The software only allows for 4 states per w-2.

    It also brings up a red error, if I try to fill out a blank w-2 with zeros and state withholding.

    Any ideas thoughts would be helpful Thank you.

     

    P.S. last resort would be to paper file?

  4. Thanks but the line only takes me to Seller financed "mortgage" interest, and that isn't correct since this was a personal loan.  I decided to just delete the SCH B (total is under $1500 and override line 8 on the front of 1040. Don't know if this is correct, but the software doesn't give a red error message and client will report the correct amount of taxable interest income. What do you think?

     

  5. Using ATX software and unable to add interest on SCH B. My client loaned money to three different people and wants to add the interest to SCH B, but I'm not seeing a way to add a record without a 1099 form. Would anyone point me in the right direction?

    P.S. Tried overriding the 1040 to show added interest, for a total $1323. But receive error when Taxable Interest is greater than $1500, then it must match what is on SCH B

  6. 21 minutes ago, JMovichEA said:

    On the "official" ATX Community board there is a section for enhancements where you can post suggestions for improvements, new features etc. Other sections for specific tax questions,e-filing as well.

    Thanks for the help! 

  7. Using ATX for the past few years, I've noticed some things come up that seem to be bugs or things that I would like to see implemented in future software releases. Is there a certain place to submit feedback, i.e. specific board, twitter?

    For example I would like to suggest that the program show a warning when paper check is checked and bank numbers entered for a return. 

    If anyone would help I'd appreciate it. Thanks.

  8. I have a return that I figured the Marketplace Coverage Worksheet for and then after putting the Bronze and SLCSP amounts, Line 12 in the worksheet says that their required contribution for is $0  does this mean that they do not owe a penalty and are exempt?  Or do I need to fill out the Shared Responsibility Payment worksheet?

     

    Any help would be very much appreciated, thank you :)

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