mcbreck

I don't see a $295 version but if they had one I'd assume it is the PPR product but I know the $695 is the web based product that only handles 1040 returns. I get the desktop product that includes ALL the returns they handle. It says on their site: Our 1040-DR product comes in desktop and web based versions, if you need to file business returns such as Forms 1120 or 1065 you will need the desktop version. TW is Taxwise - I don't know what the SR product is for them. They used to resell Crosslink but holy cow that was horrific the time I demoed it years ago.

The smell and sounds of a printer is one of those favorite things for me. We had a printer really close to our office back in the 90's and I was the lackey who would get sent over to have something printed and loved that smell. Only thing better is a barn.

I have access to the Knowledge Base, not the forum. Even when I was using the software purchased directly through Drake I never used their forum. If I can't find a specific worksheet or where / how to enter something I go to the Knowledge Base site and have detailed instructions very quickly.

I would call Sigma. My experience is the people you call are terrific at fixing computer problems, not tax problems. They'll try and help but you aren't getting the best answer if you need help with real tax questions. I've never called with real tax questions but that's just my interpretation from talking with them. If it's not printing, they'll be great with that type of problem. All efiling and downloads go directly through the software to / from Drake. Once installed, you can't tell Sigma is involved except their logo shows up on the initial log-in screen.

I buy via Sigma Tax, $999 for the last 2 years and the same next year.

Oddly, no problem logging in with the VPN today. Maybe they fixed it. And a few times this year I did have to log in again after updating. Only a few.

That's very weird / frustrating. My problem only developed yesterday. I've noticed a significant increase in websites that don't want you visiting if you are on a VPN.

Just in the past few days I've noticed I can no longer load Drake / Sync while connected to my VPN. Anyone else notice this? Maybe it's just my VPN.

Call the IRS and ask them. I've had some weird letters come in from the IRS this year. One the IRS requested the client go to an IRS office and verify who they are before they issue a refund. Before the letter was received the refund had been deposited into their account. Another client received a letter that their overpayment couldn't be applied to 2024 but no check and no reason why. When I called the IRS they laughed and said it was applied forward.

Ask the IRS to search for your EIN by calling the Business & Specialty Tax Line at 800-829-4933. The hours of operation are 7:00 a.m. - 7:00 p.m. local time, Monday through Friday. An assistor will ask you for identifying information and provide the number to you over the telephone, as long as you are a person who is authorized to receive it. Examples of an authorized person include, but are not limited to, a sole proprietor, a partner in a partnership, a corporate officer, a trustee of a trust, or an executor of an estate. If that number can't give her the EIN, I'd call the PPL and ask their opinion of what you should do. If an EIN was issued, they have a record of it.

Edit: all my returns of 4/12 just were approved. (I use Drake but that shouldn't matter)

I just checked and haven't received any that were efiled on 4/12.

Many custodians stopped sending rollovers directly to other custodians, they now send it to the IRA owner and make them deposit it at the new custodian within 60 days. That's a tax free rollover and is entered on the 1099r entry page.

What's forever? I haven't paid close attention but would guess 12+ hours.

Waiting on a single marketplace form. Seems he doesn't read email or text messages. About 15 people need to pay me and pickup. On Tuesday, golf season begins.

I don't think you can efile with $0 in Box 1. We've talked about this previously to just enter $1. Only time I ever had one like yours, it was due to stock options where they withheld SS and MEDA from the amount but they didn't have any earned income. Is there a stock transaction report?

I like paying early!

I think it means the return is accepted by the state / time stamped so it's like you've postmarked the envelope when mailing in a check.

Per the Missouri site https://dor.mo.gov/faq/taxation/individual/efile.html: Direct Debit: Payments can be submitted with your electronically filed return, through your software provider. Payments can be scheduled up to 120 days in the future. Please allow up to 7 business days, after the effective date, for the payment to be debited from your account.

Speak to the wife and explain the situation and the two of you can come up with a solution. Cancer treatments can cause serious chemo brain fog as well as being 80 years old can cause brain fog. My route would be to do an extension and get a copy of the transcripts in late summer. The fact an 80 year old has a business is problematic.

I have a client who essentially refuses to make the Jan 15th payment. Now I just give him 3 coupon payments and skip that one.

Not only is there a perceived risk on your behalf if the payment doesn't get made (maybe you typed it wrong?), there is also the problem for people who don't have a lot of money that a withdrawal will get bounced for insufficient funds and then a fee is charged. Who's going to get blamed if there is a problem?

These are revocable. On one it was all an ego thing for the husband to separate his investments away from his wife's (which didn't do a 1041). I have a friend who's a doctor who does it because he heard in a seminar it would help keep lawyers from including it in a lawsuit - it won't.

I'm a little uncomfortable with what liability I have if the payment doesn't get made.

I have multiple people who have living trusts file their own tax returns while alive because their attorney set it up that way. It obviously isn't required but you can do it that way. There are fees that can be deducted by the trust which the individual can't deduct.