taxperson

but not for Massachusettes

yes

It might be best to wait until March 19. http://www.irs.gov/efile/article/0,,id=169830,00.html Change #12 includes the Economic Stimulus Payment update. http://www.irs.gov/pub/irs-utl/1346fsc12.pdf "TY 2007 Publication 1346 Part I – File Specification Change #12 Economic Stimulus Payment The changes are identified by two vertical bars in the right margin (||). Deletions are identified by a hyphen followed by two vertical bars (-||). These changes will be implemented nationwide March 18, 2008." It doesn't look like the IRS has updated all the reject codes so there's no way of efiling direct deposit information. They'd just reject it. There's a sample paper return posted by the IRS. http://www.irs.gov/pub/newsroom/1040a.pdf Line 7 is being used for self-employment income, Line 14a for non-taxable social security & veterans benefits and line 40 is showing nontaxable combat pay. But this is for a paper return so if the only income is on lines 14a or 40, you'd still have to put the $1 of interest income on line 8a to get the return to e-file. Again, waiting until they "officially" allow efile would be a good thing. Sadly, I haven't found any specific instructions for efile yet. If anyone has seen them, feel free to post.

http://www.irs.gov/taxpros/providers/artic...=173842,00.html Lists all efile forms. I think ATX supports most.

No. The IRS is very specific about what should be included in an efile. The IRS doesn't get your spreadsheet.

Yes. If you're transmitting the return you are the ERO. The very first thing you do is go to the Preparer Manager tab at the top and fill in all your information under the Efile tab in that view. Be sure to check the ERO box. And if you haven't filled in the Paid Preparer or Firm information there, now would be a good time. It will save lots of time and potential rejects for missing information.

"Schedule INC As many Schedule INC per Return Filing as needed. Schedule INC contains select W-2 and 1099 taxpayer and spouse data; there is no requirement that the paper versions of these forms be attached to the taxpayer’s return. It replaces up to 20 forms W-2, W-2G, 1099R, 1099MISC or 1099G; the taxpayer is to retain those forms for 3 years. All W-2 and 1099 earnings must be reported on Schedule INC. This schedule MUST be included with the return. Failure to submit Schedule INC WILL delay any applicable refund, as the return will be considered incomplete. Multiple Schedule INC may be submitted as needed."

On the EF Info on page one there's a box for Power of Attorney. A 2848 will have to be mailed with form 8453.

Do you have a federal form open? Usually the tax year starts on the 1120/1120S and then flows to the state.

Does Arkansas have efile for business returns? Most states don't unless it's some kind of web-file option.

Go to the EF Info worksheet. Those sort of additions go on the Elec Exp or Reg Exp worksheet.

Weren't nips were those tiny little candy wax bottles that had liquid in them?

Yes. It can be e-filed.

IRS wasn't accepting them until after the 6 PM drain.

http://www.completetax.com/taxguide/text/c60s10d375.asp Pretty good explanation at the bottom of the article.

It can be efiled but there is no way to attach a stament to the to it.

"I read the IRS instructions." scary

Two questions. Which forms? Have you tried updating?

Ther isn't a choice in this situation. IRS doesn't allow DIED as a substitute for the SSN - another of those pesky efile limitations. And condolences to your clients.

Is Lacerte guessing at the phase-out "brackets" or rates or whatever when income is over $75,000? Has the IRS released anything like that? All I've seen is that the amount will be adjusted, not how it's going to be calculcated. And I know if ATX released that, 1/4 of the customers would like it, 1/4 would never notice, another 1/4 would call customer support to gripe about it printing in the wrong text font and the rest would complain that it's a waste of paper and time would have been better spent on other issues. Put me in the 4th set. On the other hand, if I were paying Lacerte prices I would "expect more". Over $2,000 for just the Fed 1040, $395 for EACH state, $1,000 for unlimited efile and $1,200 for each business tax package. Go to Lacerte if they're so wonderful. It's your nickel(s). http://www.lacertesoftware.com/products/pricing/index.aspx

The IRS probably approved it that way even though the extra borders aren't on the pdf on their website. And if that's the case, and the IRS doesn't have a problem with it, it's very likely to not be changed until the IRS releases updates. Changes made to the appearance of a form generally have to be resubmitted to the taxing agency for re-approval. Fortunately, it's a cosmetic issue that has nothing to do with functionality and if you efile, the IRS won't ever see those lines anyway. : ) All that being said, this would still be a good comment to the pipline rather than taking time to talk to tech support. Someone on the other end can investigate.

http://www.oregon.gov/DOR/ESERV/docs/tp-handbook-2007.pdf page 8 "8. Retain copies of the signed Oregon Form EF or federal PIN signature form with appropriate schedules, W2s, and 1099s for three years. Do not send us any documents unless requested to do so." And don't override the name. The odd 4-letter field is the state specification for the computer-generated form.

Check the IRS efile website for handbook and see if the 4852 can be efiled. If not, is it included on the 8453? The efiled W-2 does allow the Nonstandard box to be checked.

DECD wasn't in the name block. The error message tells you it's included in the name that is transmitted, because it has to be but it isn't displayed or entered on page 1. See the verbous post above.

((((((((((to all)))))))))) ()=hugs Nice to read something positive. Warms my old cockles.