Diane

Yes, I have kept all the disks since 1999. I like to make sure that if I have to reinstall I have the most up to date disk. Diane

Are we supposed to receive an Archive Disk for 2010? Diane

Thanks for the help. I'll probably wait until January because of the very same problem stated by JohnH. This is a tennis club with a lot of part time workers. I know that if I send them out now, they will misplace or lose the forms. Thank You. Diane

I have a payroll client who is closing down as of 10/31/2011. I have everything I need to prepare the W-2's and 1099's. I'm going to prepare the forms as soon as the software is available. My question -- should these forms be mailed as soon as they are prepared? Or, should (or can) they be mailed in January? Diane

Thanks TaxCPANY, I might have to do that. I have never filed Form 3115. So, trying to get this done is not easy. I"m hoping that what info you all have given me so far will do the trick. Thanks, Diane

I have never done this before, so am at a disadvantage in filling out Form 3115. I've looked up the form and the instructions and am at a loss on how to fill this out. Especially where it asks for the type of accounting method change requested. Or, does the Form 3115 have to be filed for a change from Cash to Accrual? Help. Diane

A Baltimore law: It is necessary to document any services performed by a jackass. This could cause quite a problem during tax season. Diane

Will be having a cold beer after a hot shower. All that paper did go on the shredding pile. And, we are lucky; we have a good recycling program in our county. I will take another look at this mess tomorrow. Thanks for listening. Diane

Thanks, I'll give that a try. I'm done for the night. Just wasted 1/2 ream of paper printing a tax return that's to be paper filed only to find out the toner cartridge is going empty. Of course, that's on top of trying to figure out this reject problem. Not a good day. Diane

Error Code -- Form 1040/1040A - When any occurrence of Eligibility for Child Tax Credit (SEQ 0178, 0188, 0198, 0208) is significant, the corresponding Relationship (SEQ 0177, 0187, 0197, 0207) must equal either “CHILD”, “SON”, “DAUGHTER”, “GRANDCHILD”, “SISTER”, “BROTHER”, “NIECE”, “NEPHEW”, or “FOSTERCHILD” and Dependent's age must be under 17. I'm getting this reject error on a return that has efiled in the past with no problems. I have no idea how to fix this. 2 Dependents - one is 18, listed as Son (he does not qualify for Child Tax Credit); the other is 8, listed as Daughter (she would qualify for Child Tax Credit), but they have too much income to qualify for the Child Tax Credit. The Son has education expenses, but the AGI is too high to even get this deduction/credit. I've 'restored' each field and re-input the dependent information and tried again. Still rejected. Next, I'm going to try putting 'Child' in as the relationship. I must be missing something somewhere. Diane

Thank You, Diane

If you have a 1099-S for an easement, and it doesn't qualify as a sale, just a reduction of basis, how is shown on the tax return? Diane

I did the switch, recreated the efile, and, you are right. It is showing as part of the efile. Thank you. Diane

Do we still have to paper file a return that has 0 for self employment tax because of the health insurance deduction? Or, can we just input $1.00 and efile it. Does IRS have any problem with the $1.00 entry? Diane

I did this one year with a client who won a boat. The 1099 was way over valued. He sold the boat right away; did not use it. I put the 1099 on Line 21, then added a subtraction indicating that the Fair Market Value was less than reported on the 1099. It went through with no problem. I think the hitch here is selling it right away. Diane

I tried to create the efile. Wouldn't work. It would create the state but not the Federal. Diane

I have an installment sale that occurred in 2002. The form 6252 has all the info from that sale so that the taxable portion of this year's payments can be calculated. The date that I have entered for the purchase date of this property (commercial property) is 'Various' because of the original purchase date and the improvements over the years. Will this return NOT efile because of the term VARIOUS? Diane

OK, I think I'm just going to paper file this thing. He has Michigan (resident state)and Missouri (non resident)to file also and Michigan wants a copy of Missouri and Missouri wants a copy of the 1040. So, paper filing everything will take care of all the attachments, etc. It's enough to drive someone nuts. Diane

I have a client with 66 pages of stock transactions. Can you attach a PDF file to the 1040? The help file in ATX mentions only attaching to business returns. And, I tried attaching the PDF, created the efile, but the PDF is not listed as one of the forms in the list of efiled forms. Diane

Thanks, Diane

Clients have a Sub S that pays their health care. It is put on their W-2 (Box 1). Can I deduct this insurance on Line 29 of the 1040 as Self Employed Health Insurance? I'm tired and I think I can, but just want to make sure. Diane

For a rental converted to personal use = what happens to any suspended losses? Diane

Thanks, at least I know it's not me. Diane

I prepared the 1041, opened and filled out form 8879-F, created the efile. But, it did not assign a DCN number after the efile was created (Federal only). What am I doing wrong? Since this is the first time I've efiled a 1041, I'm not sure if I'm missing something. It says it's 'created' in the efile manager. Diane

Cream of crab soup and a cold beer. Just the thing since I worked all morning. Diane