I have noticed a few things that are not working on the ATX Max Program for 2019. I am requesting these items be implemented:
1. Form 8887 Paid Preparers Due Diligence Checklist – It would be helpful for this form to load into the return automatically if the 1040/EIC, Child Tax Credit, Head of Household, or Educational Credits are opened.
2. Anytime the income and filing status on a tax return qualify for EIC and it hasn’t been added, it would be helpful to have a black line in the “Check Return” section that flags “This tax return may qualify for EIC”. It was on the 2018 ATX Program but I do not find it this year.
3. A RED Line be added to the “Check Return” Section if the Virtual Currency Line on Form 1040 Sch 1 has not been marked.
4. On the Oklahoma State Tax Return Form 511 a very helpful line was dropped 3 or 4 years ago. On the buttons across the bottom of a Form 511 is one for “Retirement”. Clicking on that button gives you a list of all the 1099R’s in the program and an opportunity to mark them for the different exclusions that are available. Under the CSRS exclusion there use to be a list of the Account numbers from the 1099R that qualified for this credit. The list included: CSA 0,1,2,3,4 CSF0,1,2, CSA 7,8 and CSF 7,8. Only account numbers starting with these prefixes qualify for the exemption from tax. Having this screen pop up was very helpful and I would appreciate it being added back to the program.
