taxit

Max: That worked, at least it shows my application status as completed.

Thank you to all for assistance!   

Good luck Margaret with your move in July! If you need help when you do your changes for your EFIN, the Ehelp desk can access your application while you are in it. The young lady who helped me was great. E-help # 1-866-255-0654.

16 hours ago, Max W said:

Click E-services; > e-file services > efile application.  then click the little eye under View/Edit.  This takes you to the summary page where you will see the categories underlined in Green at the top of the page.  click the first one - Firm info, then start making changes.

I just updated mine when I saw this post.  The only problem is at the end they ask for a PIN to accept terms, but it won't take any input.  Maybe its not required on an update?

HTH

 

 

Thanks Max, I will give it a try.

That is my issue as well. I had the login.gov. I did the ID.me account on Saturday.

Thank you for the replies. I am moving from my office building of 25 years to a small room in my house. I have donated to Mission Central 5 computers and alot of office equipment and supplies. I am going to do about 20 family returns and 5 client/friends. My office was doing a little over 1000 returns. I had 3 full time and 3 part time employees. All 3 full timers decided they were ready to retire. Two were with me 35 years and the 3rd 15 years. I do not want to start over with new staff. I will not have business cards or letterhead. 

Judy, I did see where to click for a new application. I did not think that was correct. I will go back in on Monday to see if I can figure it out. It's a shame when it seems more difficult to change your address and phone number than it is to do a tax return.

I am in the process of downsizing/retiring. I put my office on the market and moved everything to my home. I need to update the change of address and phone number for My EFIN. It says to long into e-services. When I do that I do not see anywhere to update these items. Has anyone completed this task and can offer a tip?

I believe the 8594 is only required if there is more than one type of asset sold. It seems you only have a book of business.

When you enter the items on the 4562 input , the program creates the depreciation report. You can see the report when you view the return.

Thank You Judy!  I looked at that screen many times and did not see that little box. That did the trick. Have a great day!

Does anyone know where to make the SEC 172(b) election in Drake to waive the NOL 2 year carryback for a farm?

Thanks.

Thank you Kate. 

Thank you for your response. I know the deferred comp is not pension. My problem is the software is showing a $20,000.00 pension exclusion for New York IT-203. The NY instructions for the pension exclusion mentions W2 box 11 deferred comp but does not give much detail. This is the only NY return I do and have done it for many years. This is the 1st year my client has deferred comp in box 11 of his w2 and the pension exclusion is showing up.

Need clarification for NY pension exclusion

Yesterday, 11:31 AM

New York preparers - Thanks for any assistance!

I have a PA resident working in New York. The W2 shows an amount in Box 11 , nonqualified deferred comp. The software is allowing a $20,000.00 pension exclusion on line 28 of IT-203. The NY instruction say if there is an entry on line 10 NY column you may qualify for the pension exclusion. There is no entry on line 10. Does the deferred comp qualify for the exclusion? My client is 65 yrs old.

I am having he same issue.

I read last night that since the bill did not make it into the American Rescue Plan as an amendment, that it would not likely pass before the April 15th due date. So, I think I I will get these returns processed. 

Thanks for the responses!

Is anyone still holding returns with unemployment income?

Time Clock MTS | Great Employee Time Clock Software

It would not show up on the worksheet for the 8880. However it would still be part of the adjusted gross income. Probably enough to eliminate the savers credit.

I believe the extended due date for the 1041 is Sept. 30, 2019.

I switched from ATX for 2013 tax year same as jklcpa. I much prefer Drake for the same reasons as the others have mentioned. It is nice not to be afraid to do an update. Also, most updates take less than 15 seconds.

It is a 2017 fiscal year 1041, so 2017 is correct. The K1 will show that is a fiscal year. Anything reportable for the beneficiaries , will go on their 2018 tax return. Also, if the decedent passed away in May of 2017, your end of year for the return is April 30th 2018. Due date would be August 15, 2018.

I did the same as Lion except I had it installed to the side of the door with a box mounted on the wall. That way all client paperwork drops into the box and not on the floor. It works very well.

I had the same problem with a 2012 1040 efiled through ATX. It turned out that the return was rejected the same day I efiled but ATX did not post the reject Ack. I called ATX support and they had no idea why it was not posted. The reject Ack showed up about 2 hours after I spoke to support. I paper filed the return since I could not figure out why it rejected and ATX did not have an answer.

Just an update. I called ATX last Thursday , they were closed for the 4th. I called yesterday and was told they would look into it. I received the Federal and PA Acks about an hour after the phone call. The Federal Ack shows an Ack date of June 29th , the same day I efiled it. For some reason ATX did not post the Ack.

I still use ATX Payroll Compliance and have a client ID. My office efiled several 2012 tax returns through ATX in 2014 without any problems. The ATX returnquery report shows the federal and Pa returns as awaiting Ack. I don't know how often ATX checks and hangs Acks for previous years. Now 31 hours seems like a long time for the off season. Thank you Judy for your response.

Thank you Jack especially for the young part. 2012 is the last year I used ATX so I wasn't sure how long an ACK takes. I did a 2013 return for the same client through my present software and had my ACK by the end of the same day.