mcb39

The number 1 on the 1099 will (or should) eventually trigger a CP from the IRS. The taxpayer had better be able to prove that part of the distribution was not taxable and unless he kept track with the filing of the 8606, it will be pretty unlikely that he can do that. IMO

What code is in box 7 for the distribution. In my experience, it is almost certain to be taxable unless the code is other than (1)........

Had to provide fingerprints in order to get my EFIN......also, many years ago. Since they already know so much about me, why do I have to take a test? GRRRRRRRRRRR!!!!!!!!!!

Well, Jack, sometimes we just have to roll with the flow; like it or not. I had to give hard earned $$$ for a number that I have already had for many years and will have to continue to pay for it each year that I wish to continue preparing tax returns. On top of that, my number is only "provisionary" until I pass the test. And I have been preparing tax returns for over 35 years, as I am sure have many on this board. From what I understand reading FAQ, there will also be a fee charged for being tested. Alas!!!!!!!

You can't hate Quickbooks more than I do. Is total overkill for most of my clients. On the other hand, not wanting to give any kudos to Intuit; I am very fond of Quicken which has several new versions to choose from.

Those were my thoughts. I doubt whether you will be able to e-file without a valid PTIN. And, also, the guidelines for mandatory e-filing have changed for the coming year. They will figure out something. They still have time. (??????)

My congratulations and thanks go along with all the others. There are so many on this board that one feels a special kinship with. It is a wonderful place to learn as well as gaining the satistaction of assisting others.

Congratulations, Bill!

13. What do you mean by “provisional PTIN”? (posted 9/28/2010) Provisional PTINs are issued for three reasons: 1) The applicant is subject to testing requirements which have not yet been satisfied, 2) The applicant has indicated he/she is not in compliance with their federal tax responsibilities, and/or 3) The applicant has indicated he/she has been convicted of a felony in the past 10 years. The provisional status is temporary until the condition is resolved or reviewed and cleared.

877-613-7846 https://rpr.irs.gov/datamart/mainMenu.do Click on Application Status Inquiry

I just went to the web site and checked. My application has been accepted and I have been assigned my original PTIN. Awesome and Amen! Now, moving on to other things.

That is Soooooooo interesting. My last name is Champine.

I'm thinking, only if you are a Male and primary taxpayer on your tax return. If you are a woman and filed MFJ, you get dumped because your SS does not match the return for the year you indicate. Imagine them not thinking of a little thing like that when they were programming.

Lion, my only Granddaughter got married last Sept 19, so I know what a special and busy time this is for you. As far as I know, everything turned out perfectly for her and if it didn't, nobody noticed. Best wishes to you and your family.....hope they have a wonderful wedding and a wonderful life.

I just checked and my charge has been posted as of 9/29; even though my application was rejected because MFJ does not match their records. I will sit on it for a week or so and see if they get their act together. There is no way of contacting them at this time, and I am not going to paper file and get charged again.

You are so welcome.

Open form 9325 within the return. Line 7 will tell the date and DCN for the acceptance of the Extension. Lines 1 and 2 deal with acceptance of the actual return. (That is, if you e-filed the extension and the return).

Maybe you should try again. That is the one thing that worked.; Even before the web site was working, I got my temp password within minutes. BTW, the paper form is ready now if you want to go that route.

Looks like mine was older than yours....00049446....However, I got rejected for the same reason as you; tax year and filing status of MFJ don't match. I have to stick with the online because they have my money. I don't mind being a guinea pig as we have lots of time to get it settled. Phone lines are FULL. "Please call back later." For some reason, none of this surprises or upsets me. Getting mellow with old age.

My application number is 2934.....however, they have still not given me a PTIN even though the instructions say that you will get it immediately. All I got was an application summary and a Trace Number and an Application Number. They do have my money so I will wait a few days before I call.

the direct link is https://rpr.irs.gov. However, just go to the IRS home page and there are directions and links in several places. Be sure to sign in as a first time user. You will need to create a sign in and password. They lead you through it pretty nicely. Also, there are many options to go back and change things. I have my application and receipt of payment with authorization number and trace number printed out and in my hand. They did get it done in September. Good Luck all.

I just finished my online registration. I tried this AM and it kicked me off. Went back on this afternoon after reading the blog on the other ATX Community and it went through. (I hope)

Gail, I think you are correct. However, I was able to access the form on Thurs; have not been able to since. They must be correcting something. I wouldn't get too worried about it.....YET!

That doesn't work when you are a one-person office as many of us are. Although, with 1200 returns, I would imagine that the person who started this thread probably does have some help.

Neither would I go back. I have been e-filing since I had to do my family for free because nobody would pay the price to e-file and I didn't want to lose my EFIN. Times have sure changed and I believe that ATX was one of the pioneers in offering free e-filing as part of their packages. I am grateful that they did.