Don Hughes

Looking for guidance in preparing the 1041, who can I request information from.

Thank you

Is anyone other than us having Portal Issues?

Putting info from 2020 into portal from ATX?

Prior Year from ATX into Portal?

Thanks for your input.

Don

Thanks for allowing me to join.

Concerned for the worksheet for the workaround on unemployment on ATX. If it exists, I can not find it. Where is it and what is it called? Thank you.

2 hours ago, Possi said:

Regarding VA;

VA does not tax Unemployment. It is adjusted automatically (in the software) to come off the VA taxable income.

The software does not recognize the adjustment OFF the federal, so there is a double dip happening because VA starts with the federal AGI.

The portion that the new wksht is taking off the federal must be added back to the state in this case, or else it is coming off the federal and off the state, again. 

Where is the worksheet for ATX?

1 hour ago, BP. said:

Yay, the update is here! And so are all of you....Lion said you were over here, and how nice it is!

Cheers to you too!

How do I find the update, updated forms or hoe does adjustment for the unemployment work for the files I am holding?