Jump to content
ATX Community

mcbreck

Members
  • Posts

    304
  • Joined

  • Last visited

  • Days Won

    10

Posts posted by mcbreck

  1. 17 hours ago, G2R said:

    I finally got the 2021 refund, but 2020 (the return that actually had fraud) still, 1.5 years later is in limbo.

    How much is the 2020 refund you are expecting? Who is trying to have their ID verified? I can't imagine how it's possible it could take that long.

  2. 5 minutes ago, artp said:

    If price is your concern you might want to take a look at Sigma Tax Pro. They are a reseller of Drake as well as other major tax software providers. Current pricing for Drake for 2024 is $999. You may want to look at postings under the Drake Forum for more comments.

    If you are a Drake customer, can move to a reseller like that? I don't know how Drake does it but ATX flagged your EFIN and wouldn't allow it years ago. You could go from the reseller to working directly with ATX but you couldn't go the other way.

  3. 19 minutes ago, artp said:

    Just took a look at their site and the offerings I see range from $295 to $695. Just curious what are you getting for $999? 

    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.

    • Like 1
  4. 11 hours ago, Catherine said:

    An office support place like Staples or Kinkos, or a local stationer, can make those for you in whatever format you want. Talk to a local shop to see what format they want you to provide, and about options. 

    Hubby needed some specific type of scorebooks that were commercially available 30+ years ago but not for a long time. He took an old one to a local place, asked "can you make me more of these?" and they could not only make them, they gave him the choice of glue-bound or spiral-bound, paper color, page count per book, quantity, etc - all for what he considered to be a VERY reasonable price.

     

    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.

    • Like 3
  5. 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.

    • Like 1
  6. 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.

    • Like 1
    • Thanks 1
  7. 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.

    • Like 1
  8. 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.

  9. 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.

  10. 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.

    • Haha 1
  11. 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.

    • Like 3
  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.

  13. 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?

    • Like 1
  14. 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.

    • Like 1
  15. On 4/7/2024 at 2:36 AM, Corduroy Frog said:

    Never had a problem with Drake.  In fact, I endorse direct debits for estimated taxes instead of relying on voucher coupons for that purpose.  My experience with the coupons has been very bad due to the clients.  When reviewing for the succeeding year, the conversations go something like this:

     

    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.

    • Like 2
    • Haha 1
×
×
  • Create New...