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.

You will either have to do just a Stimulus return with information allowed... and do the direct deposit, or do a complete return without direct deposit.

Doesn't seem to be any way around the way the software is set up.

Either way they should get their rebate... it just depends on whether they really want direct deposit or can wait for a paper check.

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.

Watch out though --

Massachusetts extensions with no payments are getting caught in a limbo of "Validated by EFC". They have some internal coding problems with these forms. Federal are going through fine, and I have no other-state extensions. But at this point, all MA extensions that I have are going out on paper.

Catherine

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."

Thankyou Taxperson. If you get a chance when your not so busy could you tell me where on the IRS website you found it.

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

I have a 1099div with SZ and SP in the country columb. what countries does this stand for and where can I find a list. The broker doesn't know or is unwilling to give the seccret data from their code.

Thanks Linda and buddy

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.

Got a red warning when trying to create 1040 efile. Efile won't create because TP has ptnship K-1 with SE income & sec 179 deduction. ATX populates a Sch SE worksheet with these 2 #s then carries it to Sch SE line 2.

The warning said these entries could cause the IRS to recalc the SE tax differently & must paper file this return. It efiled fine LY. I can't believe that this return needs paper filing. This is just not all that uncommon.

Should I just put in an override on SE line 2 and dump the entries on the worksheet?

Edited to add: I just looked at the return again & that worksheet for the SE looks like it's duplicated. The worksheet appears twice on the page. It's really weird. I think ATX update did something that's creating this error. I checked an older return completed on 3/20 & that worksheet appears only once. Very strange. I just love these late updates when they cause problems. This return is ready to go & now I can't deliver.

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

Is there a method to enter more than one set of bank info. on the efile info form for IRS. There is only space for one set. Earlier this tax season the form had space for up to 3 accounts. Did ATX change something. Thanks for any info.!

Gary

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

I update daily. I tried efiling a 1065 return. It would check out okay when I created the efile, but I always got an error message the next day. I finally gave up also and simply mailed the return.

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.

There are two things you need to consider. First is whether the state allows part-year residents to e-file. I was just preparing a PY NJ and Ohio return today and found that NJ (I believe) doesn't allow part-year residents to e-file. The other issue with NJ is that you have to register (which we haven't since we mostly practice in Ohio). Second, you need designate which state return (if you can e-file both) as the piggyback (on the Federal) and then the other as standalone. If my memory serves, you can create the e-file document at once (instead of running through the process twice, once for the Fed/state combo and the other for the state standalone). But I haven't done it in a few years so someone may have to check me on that.

Hope that helps.

Charley

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.

I note that forms update has new efile pages for entities. maybe now we actually can!

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

I wanted to efile a 1040A stimulus payment. Stimulus was marked, put ss in, wouldn't efile, then put $1 in interest, still wouldn't efile. Finally I just paper filed. What's the problem? software?, Me? Any suggestions?

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.

Speaking of the rebates... If DD refund, then DD rebate same info. If no DD now (balance due), then we're to add DD info to return so IRS can send rebate DD? Will that confuse the computers now with the balance due that is NOT direct debit?

New situation, split DD refund with $500 into her IRA and rest into her checking account. Think I remember that IRS will mail a paper check for rebate in that situation, but cannot find it on IRS site now. Anybody else remember an example like this?

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.

So, are you saying that all the 1040's that I've efiled thru showing SS and INT only, which are accepted, are really not accepted?

What the heck do I do now?

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.

Apparently there is a disconnect between what MYATX believes will happen and what IRS says will happen.

See the quote below taken from the IRS Q&A on the subject.

(Of course, this my only apply to paper filed returns, but IRS is very clear on this point)

>>> Q. If I'm not expecting a refund, should I still fill out the direct deposit line on my return so I can get my stimulus payment direct deposited?

A. Yes. Even if you aren't due a refund on your tax return, filling out the bank routing information will allow for your stimulus payment to be direct deposited. <<<

http://www.irs.ustreas.gov/newsroom/articl...=179181,00.html

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.

I have started having all my clients sign a 2848 as a precaution. My question is when to send them in. Should I send them immediately or wait till there is a need and then fax it on a case-by-case basis?

I know that if a 2848 is present the EF Info sheet defaults to adding it to the 8453 this year; however, I think that is only required if the 8879 signer is the POA. I don't sign the 8879s; therefore, I have been routinely unchecking that box (I hope that by doing so I haven't caused irreparable global warming/cooling or some other horrible malady).

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!

I have a client whose parent passed on last year. Will, but no probate as all assets were in a trust. 1040 has income and schedule A deductions, but no tax to pay, so I do not need a 1310 for the representative to claim a refund.

I E-filed the return and received 2 rejection codes and I don't know where to enter the information to clear the rejection. Codes are as follows:

1. 1040US1019 Form 1040/1040A/104EZ Personal Representative Missing, Form: RET 1040 Occurance 1 Seq 1328 - If the status is not married filing jointly and the date of death is filled out then the personal representative information must be entered.

2, 1040US1019 Form 1040/1040A/104E Foreign Address not allowed - If the filer or spouse date of death has been entered then the name of the surviving Spouse or personal representative must be entered in C/O Address field.

I have the information of course, but the problem is, that I do not know where IRS wants me to put this information on the 1040. Does anybody know where to input this?

Joel

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.

I have a client whose parent passed on last year. Will, but no probate as all assets were in a trust. 1040 has income and schedule A deductions, but no tax to pay, so I do not need a 1310 for the representative to claim a refund.

I E-filed the return and received 2 rejection codes and I don't know where to enter the information to clear the rejection. Codes are as follows:

1. 1040US1019 Form 1040/1040A/104EZ Personal Representative Missing, Form: RET 1040 Occurance 1 Seq 1328 - If the status is not married filing jointly and the date of death is filled out then the personal representative information must be entered.

2, 1040US1019 Form 1040/1040A/104E Foreign Address not allowed - If the filer or spouse date of death has been entered then the name of the surviving Spouse or personal representative must be entered in C/O Address field.

I have the information of course, but the problem is, that I do not know where IRS wants me to put this information on the 1040. Does anybody know where to input this?

Joel

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.

Hello,

I have return for the client who current is IL resident, but was resident of NJ in 2007. While doing his return, i have a current IL address under data tab of NJ1040. I did not enter county & municipality code. Now, it giving me an error saying "Enter county/municipality code" when i try create an e-file.

question?

do i need to enter county & municipality code? And if yes, then what should i enter... NJ's or IL's?

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.

I am filing a federal 1040, Pennsylvania (as the piggy-back), New Jersey and New York as State Only. It will not even give me the option of filing the Oklahoma return. Not sure why.

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.

However the instructions that came with the PTP inform the taxpayer to use this form. Anyone else have this situation?

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