taxperson

I thought the education forms opened automatically so I tried it. They do. After you check one of the boxes, save the return and the associated form opens. If you've unchecked the "Open associated forms..." box checked in Return Manager - Options, Preferences, Open Return, they don't. And if you jump from box to box on the Education Expense form and leave the wrong one checked? It must ba a Monday.

IRS is pretty picky about what they'll allow as a stimulus return. If the pension and interest amounts don't create a tax amount, don't include them unless you need some interest to get the efile to create. IRS still requires something for AGI. http://www.irs.gov/pub/irs-utl/1346fs12.pdf See Reject Code 0249.

Don't you have to phone in MA extensions with zero due? "Filing Your Extension by Telephone or Via the Web If you owe no tax or you are making a payment of $5,000 or more, you are required to file your extension by telephone or via the web. If you are making a payment of less than $5,000, you also have the option of filing your extension electronically. If there is a tax due with your extension, payment can be made through Electronic Funds Withdrawal. Call (617) 660-2222 to file your extension by telephone or visit www.mass.gov/dor to file via the Web or to obtain Form M-4868."

I just typed in "country codes" in the search box on the irs.gov homepage http://www.irs.gov/efile/article/0,,id=175595,00.html

SZ is Switzerland; SP is Spain Found it on the IRS website.

Before you make that call try going to the tax year beginning and ending dates. They're at the top of the first page of the 1040. Make sure you haven't entered wacky dates or strange stuff like space or . , % ^ & $ %, etc.. Click Restore to clear them out.

I just opened the SE and noticed the top half is a worksheet. The bottom half is the statement. Why? No idea.

It's there. Enter the 1st routing number and the 2nd set appears. Enter the 2nd routing number and there's the 3rd.

What error message? Asking about it here could have saved you some postage.

Just mindboggling how myopic CCH has been. They take away the old board to keep competitors from using negative comments. Then they bring it back behind a customer login. Sorry guys but that won't keep Intuit out. They probably purchase a copy of the software so they have their own customer IDs.

When in doubt, go to the state website and find their ERO handbook. It'll tell you what forms can be efiled, if non-resident and/or part-year are supported, whether they allow State Only returns, if they require some sort of registration.

Say what? Business returns have been efile-able for quite awhile. When was the last time you updted?

The software works. But I won't say it's you without more details. : ) How long ago was this? Have you updated the 1040A and EF Info lately? What error message did you get? Was the EF Info in the return? Was there anything entered for nontaxable social security or nontaxable combat pay? We can start with those and go from there.

You can send the direct deposit information with a balance due return, but it will have to be mailed. Efiling it WOULD confuse the system. And if there's a balance due, be sure to uncheck the "Stimulus Payment" box if it's been checked. And I seem to recall that returns sent with DD on an 8888 would be paper-filed. Found it! http://www.irs.gov/newsroom/article/0,,id=179181,00.html Q. I used direct deposit to split my refund betweeen several accounts when I filed my tax return. What will happen to my stimulus payment? Will it go to just one of the accounts? A. If you elected to split your refund between several accounts, you will not receive your stimulus payment by direct deposit. Instead, you will receive a paper check.

Those are okay, ajuroff. In the immortal words of Douglas Adams "Don't Panic". But JenMO has a problem. The IRS won't allow piggyback state returns in the Stimulus Payment efiled returns. The only forms allowed are the 1040A, W-2, 8901 and the EF Info PIN info.

That's completely true. But only if you mail the return. Having direct deposit information in a balance due return does bad things to the efile system.

If your clients are signing the returns, then unchecking the POA box isn't an issue. No mass hysteria or killer comets, either.

The only amounts allowed are Line 7 wages (enter self-employment if less than $400), interest, nontaxable social security and notaxable combat pay. IRS will only allow the 1040A, W-2, 8901 for efile. If there's other amounts, paper-file it. Interest has to be an override. If there's more than $1500, it needs the Schedule 1 and can't be efiled. paper file that. At the top of the Filer Info sheet there's a checkbox. It'll check itself depending on the entries on pages 1 and 2. If the only income is nontaxable social security andd/or combat pay, enter $1 in line 8a. That's the IRS instruction. Unless you're paper-filing. To efile, some amount of AGI has to be present. Since ATX supports 1040A returns, unlike some other software companies, they aren't doing the 1040 for stimulus payments. Apparently the IRS has been saying you can use a 1040 but forgot to mention that it's really only supporting the 1040A for efile. If you have to use a 1040, mail it. If there's a balance due or a refund, it isn't a Stimulus Return. Uncheck the Stimulus yes checkbox. ATX has plenty of error checks. Bank information for direct deposit can be entered and efiled even though there isn't a refund. Somewhere out on MyATX there's a fairly thorough knowledge base document found by searching for stimulus. I'd look for it but it's suppertime. Happy Easter!

Joel: I've posted a reply to your question posted under Efile. And, as you know, don't add the 1310 unless there's a refund.

On the 1040 EF Info, page 1 upper left, select the PIN type then just below, check the Personal Representative box. Next, enter the PIN information for the deceased. The Personal Representive "signs" the return. Under the PIN boxes, in the section marked ©, enter the Personal Representative name. When there's a 1310 in a return with a refund, this field will automatically populate when the 1310 is completed. In your case it, obviously, in't, so the name has to be entered. Next, go to the Care of Address line in the taxpayer information section and click "Restore". On the 1040, just be sure the date of death is entered, nothing else is needed. The name and "DECEASED" will print at the top of page 1.

If he was a NJ resident in 2007, yes.

All the IRS will ever check for when looking at the "postmark" is that a return transmited prior to the due date. The EFC just simplified the programming.

The Oklahoma return is for a part-year or nonresident filer, right? Oklahoma doesn't support e-file of the OK 511NR. It has to be mailed.

The "instructions that came with the PTP" are a bit out of date. And no surpise, taxtrio, that you waited and waited. ATX probably didn't put a big rush on that obsolete form. p.s. Doesn't anyone search the 'net? http://www.irs.gov/instructions/i8886/ar01.html "Investors are no longer required to file Forms 8271, Investor Reporting of a Tax Shelter Registration Number, due after August 2, 2007. Form 8271 has been eliminated. Taxpayers required to file both Form 8886 and 8271 with respect to the same transaction need only report the registration number on Form 8886. "?

Yardley? Which 4 states? lydia33. You can efile multiple states in one return. But you can only have 1 piggy-back with the federal. The rest have to be sent State Only