Tracy Lee

It is her income the Merchant company put in the wrong name. I'll have to call client and ask them to have that corrected.

AHHH Bingo!!! Sch C is in her name but the 1099 K came in his. I put it in hers and it magically appeared! Thanks!

I'm working on a Return with 7 Sch E's and 2 Sch C's, I need to attach my 1099-K to one of the Sch C's and the drop down box in the 1099-K box 1a - select form to link to box 1a will not give me the option of the Sch C.....grrrr....even though I entered the 1099K from the Sch C I want it to flow to. I have closed out ATX, Saved.... to refresh it and it won't work. WHAT THE HECK!!!???

That was what I thought as well. I'm new to ATX and this group has been a lifesaver for me! Thank you!

Entering form 6252 for an Installment Sale of a Sch C business. In my old tax program I could put the interest and principal money received right on that form, but I don't see an option for that in ATX. Where am I entering the interest received?

Thank you

Rental Property sold with separate depreciation items of House, Land, Roof, Heatpump..... is there a way for me to attach all these together so when I enter all the selling data in the dispositions tab under the house it will show all the other items as sold as well? I'm not able to put a checkmark in the 'Multiple Asset Account', do you have to do something to enable that or pay extra for it?

I work on the C Drive and ATX also backs up to the C Drive. I do a backup of the whole program nightly to an external hard drive. I have closed the program up several times to no avail. Strangely enough I was able to do some work in 2017 with no problem HMMMM can you post what customer service says after you get thru please?

I was right in the middle of a tax return and ATX shut down. Now every time I open it I get this message ' An error was encountered while communicating with the ATX Server. Would you like to retry'. Which it won't let me do. HMMMM what's going on? I don't have time for this darn it! Is this just a glitch on their part after their update, is anyone else having this problem? Is ATX an internet program, I thought it was a download to our computer program?

I did file the extension and it was accepted. Just found where to add the PDF to tax return. Thanks

How do I clear out the OR1120/s EFInfo Error 'Print copy of Federal Extension Form 7004 as PDF and attach to return'? I have finished the return and want to get it efiled and it would let me.

Yes. Thank you!

Where am I adding my information for the 1095-A Health Insurance Marketplace Statement? Line 61 on Schedule 4 doesn't seem to be taking me to where I need to go. All I seem to find is Form 8965 for exemptions, but I don't need to enter that.

BINGO!!!! Thanks!!!! I really appreciate you walking me thru that! I left Drake Tax Software and am so glad I am using ATX now, but it is such a different tax software. Data entry is apples and oranges!

This was very helpful. Thanks for the visual! I can see that it did increase the refund and it flowed thru to the Input sheet as well, this allowed the drop down bar to show for the business on the worksheet, which I still had to manually put the amount on line 1. The amount is not showing up on line 29 on Schedule 1. Hmmmm....What am I missing or where do I go to actually see the credit?

I'm trying to get Line 29 Self Employed health insurance deduction to populate from the worksheet it takes me to. The worksheet is filled out and shows the deduction on line 17, but it is not flowing thru. This is a client with a K1 from his own S Corp, but the business name is not flowing forward either so I can populate it on the Business 1 line at the top. Is this stopping it from flowing thru? Can I just override the worksheet and just put the deduction straight on line 29 directly? I really don't prefer to do it this way because I want to use the data from the worksheet the correct way.

I have a client with 45 pages of investments Statements and I just entered the totals into the return, but would like to upload and send the detailed Oppenheimer Statements with the Tax return. Do I save these forms in PDF format, and how do I attach it to my tax return so it will e-file with it?

This is where I have tried to enter the amount. Line 7 first column, Accumulated Adjustments Account, but it does not allow for data entry there. It just links you to Sch K. Hmmmm... Is there somewhere on the Sch K I should be putting it? I see line 16d but that links me to a worksheet with a cash or property line. When I put it in the cash line it does populate my Sch M2 but does not carry forward to my Sch L. LOL. kinda feel like I'm in a rabbit hole.

I'm new to ATX and was able to figure out where to put my shareholder distributions for a S Corp on the K1 input line 16 D to flow thru to my K1 but I can't find the place to put my shareholders distributions so it will flow thru to Schedule M-2 line 7 and balance my Schedule L. HELP! I have spent an hour+ trying to figure this out.

Thank you so very much!

I'm new to ATX this year and having a difficult time figuring out where to put my information for QBI for a S corp so it will flow to my K1. Help!