Jump to content
ATX Community

windmill

Members
  • Posts

    157
  • Joined

  • Last visited

  • Days Won

    3

Everything posted by windmill

  1. yes. I have filed 2014 and 2015 so far this year.
  2. I filed a 2014 today. It rejected because of the year in the ID was supposed to 2017. Just recreate and file again. Got ACK.
  3. Looks at the county tax rolls for the tax value in 1984. This establishes the basis when inherited.
  4. Client came in with 2016 information for the 1099s. He says I'll be back with 2014 and 2015 information. What happens when the IRS gets these?
  5. windmill

    CEU's

    Terry D, same thing happened to me. Call CEU vendor and got the same answer as you, i.e. IRS updating their systems. Told not to worry yet.
  6. What does the 1099-R show? The insurance would issue one if applicable. Otherwise, return of investment.
  7. I just ran the NEVER 10 and when I did, I found over 1700 files for Win10. Last week I got the screen saying "Welcome to Windows 10", and I was able to decline it and return to Win 7. THANKS, Normal.
  8. While I have not posted much since joining in 2007, I look everyday, during tax season, for items of interest and found often viewpoints I haven't thought of. Thanks to all the frequent posters for your thoughts.
  9. Let the 1041 preparer prepare the 1040. Back off. Too many red flags and concerns.
  10. I use the social security admin website and it's free and it prints all the W2s and W3 and files with them directly.
  11. I use the Social Security administration web site. It checks the SSN with the last name(first 4 letters) It prints the W3, and W2s and tells you that you upload is successful.
  12. Thank you, Eric. A very valuable tool for tax season.
  13. I got a call from CCH at 10am this morning. Do you know what day this is? Yes. and I am sorry, but.... Call me later. Hung up.
  14. Can I efile a non-resident Indiana tax return?
  15. windmill

    ACA Chart

    Been looking for this matrix. Thanks for sharing.
  16. Mary Wilson of Aungier & Wilson PC did my revocable trust. However, her office is in Albuquerque. 505-881-6136
  17. windmill

    ATX 2014

    I downloaded last week. Yesterday I tried to rollover a return. ATX could not find 2013 returns. A notification about this situation talked about a Avast Anitveris software that would not alow the rollover to occur. I do not have Avast. I have Mcafee. I emailed ATX Support and the return email said to call support. The second level person corrected the rollover error. Back up and running.
  18. windmill

    ATX 2014

    I downloaded Wed nights and had no problems.
  19. I also seldom post, but read nearly every day during tax season, looking for the hot topics and answers to tax questions
  20. I thought in the year of death, the decedent could/would file an individual Form 1040 for the year ending Dec 31, 2013 and the Estate Form 1041 would then have a calendar year, Jan-Dec 2014. That's how I handle this type of case.
×
×
  • Create New...