mcb39

OK......now I am getting daring. Am trying to edit my signature so that it is bold, italic and larger. Cannot get the job done. When I make my choices from above, the choice codes stay with the name. What am I missing?

Do you possibly know what happened to mchampine???

z

Actually, I do! mcb39 was my old handle for years on the original ATX board. The mchampine evolved when I first signed up for membership on this new and better board. Would you believe that it would take anyone 500 posts before they start poking around and find out that you can change things? I am much more comfortable in my old guise and might be more recognizeable. After Christmas when I get my brand new USB card reader, I am even going to experiment with changing my picture. What do you think about that? Have to get all these important things handled because the calls are already coming in. (Tax questions, that is!) (I know I'm getting that card reader because I bought it on Ebay and gave it to my Granddaughter to put in my stocking!) Have one built into my laptop, but not my main computer. :read:

NO......your signature # on page 2 of the 1040 would be your PTIN or your SS if you don't have a PTIN. Your ERO shows up with your signature pin on the 8879. This will transfer there from the 1040 EF info form that you have to fill out for each return that you e-file. Good luck with your e-filing. It is really quite painless once you get all steps straight in your head. When I think about how it was years ago, I wonder how the system survived. We used to have to pay $15 for IRS and $5 for state and it was next to impossible to get those fees from the clients. I always filed my own and all of my relatives just to retain my EFIN.

I suggest that you go to your new 2008 program, select E-file Manager; select Support, Select Program Help and then E-file help. You should be able to find all the helpful information that you need there.

When I talked to Klienrock, I thought we were not going to get our "1040 Express Answers" for awhile because legislation had not been completed in order to compile the book.

I have the last years "1040 Express answers" for the 2007 Tax Year.

Do you have the 2008 book?

Yes, the book that came today is for the 2008 Tax Year. So now I move last year's books to the basement. My 2008 Quickfinders came yesterday, so things are beginning to hum along.

Thanks mchampine for your answer but when I tried to enter the EFIN number in the ERO field it would only allow 5 characters instead of the 6 characters that my EFIN number had!!!

There are three tabs in the Preparer's Manager.

1. The PREPARER'S TAB is where you enter the Social Security & PTIN numbers.

If you enter them there do you enter them a second time on another tab and where?

3. The third tab is the EFILE TAB. In the EFILE tab is:

a. EFIN number (if you enter the EFIN number here do you enter it again

in the ERO field?) LOOK AT NOTE ABOVE

b. ERO number

c. SS pin (if you enter your social security number in the preparer's tab, do you

enter it again here?

Thanks for your reply!!!!

You may be confusing the EFIN with the ERO pin (which is 5 digits) and is the number you choose to enter on the 8879 E-file signature form. When I look at my 3rd tab for e-file, it accepts the EFIN right after your name; then the ERO Pin which is 5 digits. Leave SS blank as that is why you have a PTIN as explained above. The ERO # is a number that you choose as your signature pin.. I use the last 5 digits of my PTIN. Do not enter your SS in the EFILE tab; only your PTIN as this is what will appear on the 8879 when you file the returns. Can I ask if this is your first year to EFILE or maybe your first year with ATX? It's really pretty simple once you understand the use and purpose of each of the ID numbers.

In case anyone is looking for their copy of 1040 Express Ansers - apparently they're in the mail since mine arrived on Saturday 12/20.

Gregg

Mine also arrived today and I must say that I was very surprised.

If you are the ERO (Electronic Return Originator) what is:

1. The ERO Pin

2. The SS Pin

I have the PTIN and EFIN numbers.

Thanks for your reply!!!!!

The EFIN is the ERO number you were given by the IRS to enable you to electronically file returns.

The PTIN is used in place of your SS number so you do not have to put SS on every return. This number was also one that you applied for and is unique to you.; and remain the same every year unless remanded for an infraction of the rules. :scratch_head:

Perhaps if you file a 2848 POA to represent client, it will enter your CAF automatically. I see it as a matter of choice whether you enter it or not. It will not show up in your preparer information on an ordinary return.

Sorry JohnH for the title.

In the preparer manager what does the letters CAF mean?

They give you than number when you file as POA for a client and the number stays with you forever. It is probably given for other reasons, also, but that is why I have one.

I've got you ALL beat! It's -13 with the wind chill in Caribou, ME right now and we're looking to get -24 into tonight! Not to mention our Winter Storm Warning for the weekend. We're looking to get another BIG storm plastering the North East.

I'd trade spots with most any of you any day.

It was -14 when I went to work yesterday morning. Northern WI, here. I let the car run for 10 minutes before taking off and the electric seat didn't even get warm. Better today, +23 and snowing, but, of course, I didn't have to go out today.

Export/Import...that does it,

Thanks.

That is how I move them between desktop and laptop. Just always e-file from desktop.

>>JUST venting <<

One thing I like about this story -- finally the media has stopped sticking up for the guys who have been in power the last seven years. Madoff isn't being excused as a "bubble," it isn't being blamed on health benefits for retired factory workers, unregulated Chinese imports didn't cause this. Much of our current economic problems was deliberately set up for the oldest purpose in the world. (But of course, Madoff was probably the ONLY bad guy!)

And I pretty much like everything about your synopsis, Jainen.

Curses! Just when I thought I had the solution... Since you are also Admin, is it possible to create another user and try through that one? If it works, you could delete the user you are now using (hmm, that sounds funny).

Originally I couldn't get anywhere with my username so I went to admin just to get to Myatx. But, as noted, I couldn't get to the community via admin. Good luck and let us know.

Curses.....I am also admin and have no problem getting into the community. One thing that I never do is LOG OFF when I leave the ATX website. Then, I only have to log in when they force me to. This has just been going too well....something is bound to happen. There is very little going on on THAT board.

BTW, does anyone know whatever happened to Jerry Mealer?

I'd like to see that picture also. Maybe we could have it posted here by one of you guys.

Go three replies up from your post. The picture is there, courtesy of KC.

I'd like to see that picture. I remember the bbq but I don't remember if I'm in the pic or not.

Ah! The plot thickens. I am beginning to see the light. Did not realize that you were part of the original team. I also remember when we all contributed to that BBQ and did see the picture once when posted on the old ATX Board.

By the way, after all you have done for us, you can be as nerdy as you like! :D

If I were given a choice, I would definitely stay with XP. That is what I am running on both of mine and have no complaints; whereas some people with Vista are pretty upset a lot of the time. This is one time that I can't bow to the wisdom of Jainen.

I ran into the same problem a couple of weeks ago when I tried to reset my password I found that I could reset it by going into the "Manage Users" screen rather than the "Modify Password" screen. Now I fully agree that if they are going to give you an option to "Modify Password" then it ought to work, and I agree that their password security is silly and cumbersome, so I'm on board with your general complaint. But I thought I'd pass this along to you just in case you want to try and get it reset without the aid of customer service.

They not only give you the option; they INSIST that you change it on a regular basis. I am following KC's advice about the month, but that doesn't solve the problems we run into when trying to access their site. So far this year, my change went through just fine, but I am not holding my breath.

I'm runnig XP (SP3) and no problems so far in opening or runing the program.

Devn

Opened program again today and updated from internet again today. No issues.

I just started program. All OK. Updated from web. All OK. Shut down and restarted program. All OK. Running Windows XP with SP3. I installed from the disk. I was told to be SURE that nothing was running in the background during the install. That includes virus protection (temporarily disable), screen savers and/or anything else that you have running automatically on startup. Also, defrag and run a scan before installation. Make sure your computer is fine tuned before any major installation. My friend and advisor is always adamant about these things. Taking a little extra time can save you headaches in the end.

What about XP SP3?

I have had no issues with SP3 on either my desktop or laptop.

My Windows XP upgrades to SP 1, 2 and 3 all went smoothly. Had no problems installing or upgrading the program. However, have not tried to open it yet today, but will, as others are indicating new issues.

I am running Windows XP with SP3 and had no problems installing, updating or setting up the program. (So far)!

Good for you Lucho! Some things are better left undone.; or if it's not broke, don't fix it. Have a great tax and holiday season.

I just did a clean install from the disk with no problems. Before you start, get your computer ready as KC has already noted. Disable your anti-virus software temporarily as well as your screen saver and/or anything else that may be running in the background. Good luck to all and have a great tax season.

One instance comes to mind immediately where that feature would be worthless (or worse). I have a Partnership that I prepare the Partnership return for; but do NOT prepare the personal returns of the partners; due to a conflict of interests. One of the Partners is my boss at my part-time dental job. I absolutely do not think it would be good for either one of us to have me know his personal affairs. This is a sideline business that he has with his brothers and has nothing to do with Dental. Nor, do I prepare either of his brothers' personal returns.