Randall

Is there a new way to log in? I didn't see the Intelliconnect opotion from the open app. There is a Tax Research option.

No replies on this. Any comments.

I was thinking like Ringers with his addition that #2 had to be with a qualified group plan. And also cbslee's caution about distributions. Jack, would you agree to #2 if the plan was a qualified group plan?

Been going paperless for a few years now. I print a pdf of certain pubs and leave them handy on my desktop during tax season.

I'm not seeing the intelliconnect tax research option this year. Did ATX chop that out of our package?

I'm with Jack on this. Of course, you shouldn't go around broadcasting it as if it were official policy (written or oral). But increasing employee pay for cost of living increases or bonus for competent work should be fine.

Twice. am and pm.

A big advantage of having a pdf file copy is working in the current year program and looking back at last year's return and docs if necessary. No need to open last year's program. Most people have at least two monitors now and there's plenty of viewing room to look at various docs and pdf copies while having only the current year program open.

I'm just one person so I don't have to worry about others. But for myself, I make pdf copies of all the returns and use the pdfs if I just want to review. I seldom have to go into a prior year program. But I thought for multiple users, there was the server versions. I guess I assumed they had the ability to assign different levels of access for staff.

The Form number suggested for a security question seems like it might be easily determined by the spammers.

I would think it would get easier in future years. To my understanding, for 2014, only insurance acquired thru the exchanges are required to send Form 1095. But for future years, all insurance companies (exchange or not) will be required to send the Form 1095. So after 2014, we should know if a client has insurance or not and what type of coverage from his 1095.

Thanks for this post. If I understand it correctly: Assuming less than 50 employees. If the S Corp continues to have an eligible group plan, no change, process the shareholder W2 as in the past, take the above the line 1040 deduction. If there are more than one employee with insurance paid or reimbursed and plan is not an eligible plan, no deduction for the shareholder/employee. If there is only one shareholder or only the shareholder employee is being reimbursed, general indication is that the deduction is available as in the past. But this is still debatable until further clarification. Recommendation from the report is that there should not be a deduction as a precaution.

What is BASE? And is there any other info on this?

Some fund companies are offering funds investing in MLPs where the investor does not receive K-1s. It's a way for this investment exposure and by-pass the K-1 hassle. Something they might want to look into.

I looked at the video and I previously read an article by someone testing W10 beta. It seems to me to be cosmetic. I agree with Eric. It's mostly marketing. I think skipping the number 9 and going to number 10 is merely to make people think there are major advances and they are safe to move forward.

cbslee, where can I see this video?

I agree Eric. I've looked for articles regarding technical problems with the system. I haven't found anything. Just the usual cosmetic stuff about the tile screen and no start button. Personally, I like the new tile screen. I have a touch screen and it is quite handy for a lot of things. I still use the mouse and keyboard shortcuts. One short cut people might want for the 'start button' is MS logo key + X. Pop up menu shows up that should help.

I can't guarantee no problems. I've had a laptop running W8 and done a few returns with ATX the past tax season. I recently purchased a desktop with W8 and done a few of the 2013 extended returns running W8 on the desktop. I have not noticed any problems. That's not to say there won't be problems.

Kentucky doesn't have the capital gains special rates either.

Doesn't apply to the current topic, but another reminder NOT to put real estate in a corporation.

I don't do any work in the field. I use my laptop at home, desktop at office. If I need to start doing mobile work, I'll use my laptop for now. It's an ultrabook type so not too heavy and bulky. We'll see how future models of the surface come into play.

Federal return accepted. Just sent the state return.

When efiling a 2012 return, does it usually take a long time for the process? I transmitted a return yesterday. Acknowledgement says transmitted to EFC but not yet to Agency.

I have at least one.

I agree Jack. I rarely have to go back and do an old return. And I don't take new clients who aren't current with filing except maybe one year back.