Howard

:)

Just kidding... one of my good friends and clients just moved back from Mt. View, AR and told me some horror stories :)

We can only hope!!

Following KC Jenkins' advice (thank you KC), I direct emailed ATX through their 'Suggestion Box' and received an ATX response as early as this morning. There was an error with the e-filing of the CA Nonrefundable Renters Credit, which was fixed this morning by a form download. Here is ATX's response: Dear Howard: Your concerns are absolutely valid and it has been reported that an erroneous e-file error message has been populating for this instance. This update has been pushed out this morning and thus the fix has been made. Sincerely, Sandy Gelb ATX Tax Manager CCH Small Firm Services, a Wolters Kluwer business

Thanks Taxbilly...I guess FL is not too bad after all :scratch_head:

Thaks, KC..yoou're the greatest, even if you are from AR :D

Thanks Lion, I just now saw this post.... Howard

According to all of my research books (even the new California Tax Quickfinder), it clearly states that for MFJ, HOH or survivin spouses, the max Nonrefundable 2008 Renter's Credit is $120 if CA AGI is $69,872 ($66,544 for 2007) or less. Even the ATX Form which drives this credit states the same limitation. Can you please tell me why then, when I go to efile this client (his CA AGI = $66,637), I get an error message telling me that the CA AGI must be less than $66,544? This is the old 2007 limit, NOT the new 2008 limit... I have held off efiling his CA until I can get an answer...has the limits been reduced?? Howard Owens

A client faxed to me a document published a few months ago in an AARP magazine claiming that there will be a tax break from TY 2008 - 2010, whereby singles would pay no capital gain taxes up to $32,550 in taxable income (couples $65,100) on securities held more than one year. In other words, some people would not have to pay any taxes on the cashing out of their investments. For the life of me, I have tried the IRS website, Pub 17 for TY 2008, Latest IRS changes for TY 2008, etc, etc and can find NO mention of this. Can anyone please shine some light on whether or not this is true and where I would research this matter? Thanks, Howard

I too, having been the recipient of several thank you cards, 'tips', boxes of candy and the sorts, agree, it feels great. On the converse, one of my new clients sat in my office this year, and told me, when asked of his occupation, that he, "... kills people for a living, and that he could kill me in one of four ways before I ever left my chair" !! Turns out that he is an employee for BLACKWATER Security, stationed in Iraq, a former Navy SEAL and as he defines his job occupation"...a paid assassisn"!! His Schedule C write offs included Sniper School, medical attention from a brown recluse spider bite, weapons and ammunition.... This is one client I hope to never upset Howard

I have a rather perplexing situation: One of my clients, who has always filed as MFS passed away last year. Upon doing his tax return, he neither owes nor receives a refund, as he was a self-employed individual who was not around long enough to make enough money to do either (I never charge for a final return, but want to get his filed none-the-less). The problem is this: The software continues to reject the IRS Efiling, as it is asking for the personal representative information, but will neither accept it on the Spouse's line, as he is MFS, nor on the Form 1310, as he does not get a refund. Yes, as always, the Spouse's name and SSN do appear on the proper spots on his return. Where do I add the Personal Representative's information to get this to accept? I would have thought on the Filer's Info page, but it does not appear to go there, either. His Spouse has already been accepted with both IRS & CA as MFS, and his has already been accepted from CA. Very wierd....suggestions?? Thanks, Howard

I too had 5 or 6 CA efiles rejected for the zip code reason as well. In every case, I used the zip + 4 last year, as well. What I did was to reopen each CA return, remove the zip + 4, and re-efile....all have returned this morning as ACCEPTED!! Howard

GLORY BE!! My 1st 5 out of 9 CA Efiles came back through ATX today as Accepted!!!! DO WE HAVE A MOVEMENT?? Howard

If you try to efile with this form, the error report at the bottom of the screen says that you have to wait until 02/11/08 to E-file. My guess is that it will probably be a tad sooner. Howard

After chacking a few of my CA clients, the FTB oes show Accepted, even though my ATX software shows the status as, "Validated by EFC". Problem appears to be on ATX's end; not FTB's Howard