Randall

I try to caution clients on vehicles. Try to go with SL if they will agree.

This happened to me the first time I began efiling the business returns. But I didn't get a EIN. I just go into the Efile Info form and delete the firm name under ERO. My ERO personal name and PTIN are still there and everything goes thru.

It could be a re-issue and not a corrected. If originals have not been sent to SSA yet, it wouldn't need the W2c.

WmMorris, yes I thought it would be a better more efficient system. That's why I was going to use it. But I have my C drive on a SSD HD which has less space and my D drive on a regular HD (1 terabye). I like to keep the C drive for OS and Office Suite but install other programs (ATX, QB, Peach, etc) on my D drive. I used the custom install for Paperless Plus and put it on my D drive but it was by default putting all my files on the C drive. Due to limited space on my C drive, I need all that to go on my D drive and I couldn't figure out how to get that done. I will look into it after the busy season.

I've been using pdffactory pro for my file copies. I've been using my own windows explorer file folder system. I was going to look into the paperless plus program but ran into the problem I stated above. I thought it might be quicker. But now I don't have time to look at it.

Mine used to do it automatically too. But recently, not so. I don't know why. But I do the above.

Not harsh at all. A comment I like is 'It won't hurt my feelings if you want to get a second opinion.'

Yes, especially if they've been filing in previous years.

I've had some success with writing a letter explaining everything (truthful reasons for the situation), enclosing amended returns (if only to show what the tax should have been). Show the total tax per year as should be, the amounts paid, and how much would be left to be paid or overpayment, etc. I compose the letter, but the letter is from the client to the IRS, signed by the client. No telling if it will help but that's about all I can do for someone in this situation.

When in doubt, better safe than sorry.

Not sure if this is your problem. But I usually create both Fed and State at same time, keeping the state on hold. When Fed is approved, I click on release state return. I just had one and I must not have clicked on release. At first I couldn't get the state return to release. Then under EFile manager, under the far left efile tab, there was an option to release marked return. Not sure if you've already tried this but I thought it might be applicable.

I put it in box 14 to show the difference between box 1 and boxes 3 & 5.

No change. But remember it does not go in the SocSec and Medicare wages. And on the 1040, the deduction is limited to the amount of Medicare wages (same for retirement account eligibility). So if wages are low and ins is high, there may be a lower deduction on 1040 than the income added thru W2.

I see this new tab under the EF tab. Do we have to have this signed for everyone efiling or is this some special situation for only certain clients that we need this?

I haven't gotten to these type of returns yet. But thanks for the heads up.

I haven't used it yet. Looked at it the other day. Made up a client file and saved it. Couldn't find where it was. I found it on my C drive under a default folder. I installed the software on my D drive and assumed everything else with the app would be there too. Now I can't figure out how to install to make the files go to the D drive.

I have PGP (now owned by Symantec). I use it for my HD and external HDs, and flashdrives. I haven't used it for emails though, been using Acrobat. Jack- I might agree that the stuff on TV shows is fantasy, but I'm not ready to assume there's no risk out there. Especially on the wi-fi stuff.

I use Acrobat. It allows you to send an attachment encrypted with a password as well. I give them a hint of what the password is, in the body of the email. I'm more concerned with wireless. I don't know much about it and the security features. Right now, I'm not mobile with my work, only in the office. But in the future I want to do more with a laptop, etc.

I use custom printing too. But on the payroll returns, I noticed a check mark to remember the last printing. And if I had it set for multiple copies, the next time, it will print that number of copies if I don't un-check the box or change the number of copies. Not sure if that applies to your problem.

In this situation, I duplicate the original and rename, then do the corrected 1099. That way I have them both in the program.

If the client has other 1099s, just include yourself. Is that really worth an extra charge? If you're the only one, hey do it without charge. If the additional fee is a major issue, increase the regular fee and just consider the 1099 inclusive.

But Bob, your picture looks the same.

Starts Tuesday, April 17. Just kidding. Well sort of.

P.S. Would anyone like me to post an example of my FA workbook? Yes

Also: The tax support with the checklists, etc. might be worth it, but I think I get a lot more from PPC. I pay a lot more though.