Randall

I'm way low. But I'm old. So what anymore. I do keep a time sheet on each client and use a rate times my time. But the total is much higher than I actually charge. I'm too embarrassed to tell you what I charge.

I'm out of gas. It seems to be more hectic this year but I don't know why. Maybe some are getting in here later. I'm not sure. I told myself I wasn't taking new clients. Then there was the son of a client, the daughter of a client, the parents of a client, fiancee of a client. Whoa, I gotta learn to say no.

Whoa. I'm planning to buy a new computer later this year and my current computer will only be five years old. I don't trust them to last very long.

Thanks Abby. I thought that's what you meant. The Task Manager. I have had occasions when the ATX would not start and had to end task. I'm not sure if I ended the server part though. Good to know when I do my backups.

Bullldog, I do back up (not frequently enough) but I don't do the auto overnight. I do it during the day while I'm here and the computer is on.

Abby, what do you mean 'end the ATX servers'? and 'turn off'? Does turning off my computer at night do this?

Whew! What timing. I'm planning to get a new computer later this year. Hopefully I won't have this problem the rest of this tax season.

On the top of Form 8962 is a check box if filing married separately and no exceptions apply. It also says to see instructions. The instructions say married filing separately makes you ineligible for the PTC (unless exceptions apply) and also say not to enter the numbers except the far right column. When I did that, the full amount of the PTC was caculated as excess and had to be paid back. The exceptions do not apply to my client. Obviously in my case, it is better to file jointly. They have to pay back some of the PTC but not all of it if they filed separately.

I've always used HP. Will continue. Not too many years to go. I have the low end ones. Not any problems. I assume the other big names are good too.

I wasn't expecting another $522 either. That's what surprised me. I saw the exceptions but they are married and living together and no spousal abuse. This spouse actually has higher income than the other spouse. I'll take another look and see if I have all the right boxes checked.

One spouseon Medicare. Other spouse has health ins thru market place with 1095-A. Joint filing, Form 8962 results in paying back $1989 in PTC. Instructions say if married filing separately, PTC cannot be taken. But ATX Form 8962 shows spouse with 1095-A getting another $522 in PTC. Is this correct? Am I doing something incorrectly on the input?

I checked recently and didn't see a mailing address. Yes, I'm old fashion and write and mail checks.

I just had this. Checked with client. Two SSA-1099s. Same claim number. The second has higher amount and says it is updated. Same deductions for Part B. Client agrees, the second higher amount includes the first lower amount.

I mailing something to a client the other day on a Friday. I was told it would arrive Monday. It was a week later on the following Monday when the client received it.

I tried that Abby. The box is already checked but still doesn't show up in the letter. I've copied that part into a blank Word document and then copied into the letter thru the Edit system. I suppose with the new epayment rules coming, ATX and others will incorporate it into the software.

I'm guilty. I still write and mail checks. I've thought for some time this may be coming and I would be forced to do everything electronically. I'll do it and clients will have to do it. But what I won't do is do it for the clients. They will have to do it themselves online. I have a few clients who pay their tax payments on line. I remind them to get confimation before they log off and print the confirmations for themselves and me.

I have a certificate but it has numbers and letters but no word description of what it is. I thought this might be a general certificate covering all their products and not specifically for the product the client has. That's why I called it confusing.

Does anyone know the difference between a heat pump system and an AC and Furnace? Client brought in an invoice, total $16,000. The jargon and model numbers are confusing. Client said new AC and Furnace but was told of $2000 credit. If I use new AC and Furnace, credits are total $1200, $600 each. If I use heat pump, credit is $2000

I've had a few clients who want to pay electronically. Got a call yesterday. A client filed Fed and both Ohio and Ky. Owed all three. The e-payments went thru for Fed and Ohio. But not Ky. I don't know why. I told him to give it a little more time, keep checking. I'm not sure how to follow this up. Of course, this is a state, not the Fed. But we'll see what we'll see.

Thanks

In the past, I think my client letters included a paragraph about paying by credit card if the client wanted to. I don't see that paragraph now. I know I can edit the letter. But is there a way to automatically fill it in?

This is why I never got involved. I sent an email to my clients in early December telling about it and giving them the FinCen website. They're on their own.

I'm still trying to dig a pigmy. At least we know how many holes it takes to fill the Albert Hall.

I can't work anymore with music, even the elevator music. Back in my younger days, I could work statistics problems, long hand on paper while cranking up the rock music.

Another quirk about the QCD I recently learned. The age for RMDs went up recently to 73 (I think). But the eligiblity age to do QCDs did not go up. So more confusion on the part of the clients to do or not do the QCDs.