Randall

I haven't gotten this in awhile. Usually with a big print job. Recently someone suggested stop and start the print spooler. I did and haven't had this message since. I also have a new printer. I don't know if that it or what.

Yes, I got mine too. I'm on the Kentucky side of Cincinnati so I only have a few Ohio returns.

Hmmm. I don't know why? There must have been something you did that was different.

I just filed one and it was accepted. I went thru the 'amend' procedure to create a new file. The Fed 1040X went thru. But my Ky amended was rejected. I think it is because Ky does not have a separate amended form (they used to have 740X). Now they just use their regular form and have a check box for amended and year of amendment. I think I need to call ATX and they can open it up for a 2nd return to go thru. Like I've done in the past with some of these partial 'final' year business or estate returns.

A Fed return has been transmitted and accepted. But I must recreate the Ky efile. But I can't open the return. Message says something about the rollover info mismatching. The message said to open and close the return in last year's program, then open in the current year's program. I did this and the return still doesn't open, has the same message. Knowledge base says if this is so, file is corrupted and I must rollover the return again. This creates a copy and I will have to reenter everything again. I haven't done this yet but I'm thinking I just create the Ky efile in the copy return and transmit as usual. Anyone else have this going on?

I don't know if it's a separate link. But I heard it was thru your account. Each person would need to set up an account with IRS, user name, password, etc.

I sent my first an hour ago. No ack from ATX yet that they sent it to IRS.

When I try to create an efile, ATX is showing Ohio has not yet approved some forms. The option to create an Ohio efile is grayed out. Anyone know how long this will be?

Deb, are you with Drake or ATX?

Anyone efile an amended 2019 yet? Is the procedure the same. I've prepared it in ATX 2019, created the efile. Everything seems to be set. Are we good to go for these with IRS or do we wait until Friday like the 2020 returns. Also, how do the states work? ATX prepared the Ky amended as well and the creation of the efile is set up. I assume it will go thru.

Is there a special form for those who didn't receive the stimulus payment? A client said she 'heard' you need to have this special form. I think this is input on Form 1040, line 30. There's a worksheet which shows the amount to go on 1040. But I don't think there's a new form? Just looking for some verification here to offset something a client 'heard'.

I found the box. I was looking all over for it.

I've had this happen in the past. I never had to reboot the computer but I have had to restart the ATX program. I'll see if it happens for 2020.

Where's the box to check?

Are you saying ATX will automatically calculate EIC based on 2019 earned income? I have a client. Did not qualify for EIC in 2019, was only 24 years old. In 2020, she is 25. Her earned income(W2) went down. But she drew unemployment and her AGI is over the limit. So would she be able to use her 2019 earned income or would she still not be qualified in 2020? I didn't see anything automatically from ATX.

As I understand, the option for using 2019 earned income is only if 2019 is higher than 2020. My client has higher 2020 earned income and went above the eligibility level. Therefore he can't opt to take the 2019 amount. And ATX doesn't have anything in his case. I'm assuming from your comments that if 2019 was higher than 2020, ATX would have these options available?

They took the full 100k. I double checked with him to be sure. The Fed would probably not change over 3 years (unless like you said, they got a windfall). The Ky would help them to spread it out. I will run it by them again.

A client just informed me he will not pay it back and wants to pay tax on the whole amount in 2020. So I don't think I need to wait on Form 8915E. If I mark the 5329 code 12 so there's no penalty, the regular tax will just calculate as usual.

I think the 8889 is now available in ATX.

I just re-input it in the other worksheet (not the original 1099R input sheet). And I put nine zeroes for the SSA1099.

I entered info from 1099R, checked the box at bottom of input screen that it was due to coronavirus. Nothing shows up as taxable. On Form 5329, I checked the code 12 so no penalty is calculated. I understand that a person has 3 years to pay it back without it being taxable. But I also saw where the taxable portion would be prorated over 3 years. I can't find anywhere to input this info. Form 8915E is not yet available. I'm not sure if this is where I would input it. I didn't see any elections for this available either.

For ATX, something new this year? I input 1099R and SSA1099 info with tax withheld. Doing the check return, errors saying I needed an EIN for the payers. The 1099R had the payers ein but the error came up anyway. It took me to a worksheet and I input the 1099R ein again on the worksheet. For the SSA, there was no ein. The error message said I could input nine zeroes which I did and the error message went away. Anyone else encounter this?

No clients yet. But for my own $1200 stimulus, I received an accompanying letter that was labeled Notice number 1444. Fortunately I saved the letter. I did not receive this for the recent $600 stimulus. I'm wondering if this is the only thing to receive, not a separate end of year form. And I received a check in the mail. Not sure what people received if they had direct deposit.

One thing to note, when you turn off 'Services' for ATX, if you don't complete the whole process in one sitting, 'Services' will be turned back on automatically when you restart your computer and another 'Server' folder will be added.

I got this link from ATX support that walks you thru the process. In the past I did the import method. https://support.cch.com/kb/solution.aspx/000048812