Marie

My client will not owe SE tax because of insurance deduct. the amount of profit on Sch C shows on Sch SE (before deducting insurance), so line 29 shows health deduct minus 1/2 of what would be SE tax. Put in insurance, no SE tax, but line 29 is still short 1/2 of what would have been SE tax. So, TP still pays income tax on a little SE income, but no SE tax on income. Is this correct? Now, will it efile this way? One guy said to delete SE form, but it changed the amount on line 29 to the full amount of the SE income ( no subtraction for 1/2 of SE tax that isn't there.....) It shouldn't be this difficult. How are others working it. Line 29 same as SE profit, or with subtraction?

Just checked and another program update. I have had problems with K-1, ptshp deprec and 179 deductions flowing correctly to Sch E. They appear correct on the Sch SE. Now the asset entry screen, used with global settings - when I choose an alt deprec and mark the box, it is affecting prior years and changing that years method also, when it should be leaving it as put in the prev year. I've email support, but other times I have asked support, no results, no explanations.

I do manual updates every morning, and for the last few days there have been program updates. Why so many now? And it doesn't prompt me to restart my computer after program updates like it used to. Is everything all right, and is this happening to everyone with ATX? Just curious and want to make sure I'm ok.

I just spent an hour with tech support, and the girl admitted she didn't know taxes, so explaining what wasn't flowing right was difficult, but in the end it sounded like her report was accurate. I had problems with prev year deprec. It was subtracting a UPE 179 deduct from my prev deprec and shorting the TP $$. If you didn't know what you were looking for, it would be an easy miss. I did an override so at least I know the numbers are right, and there was an efile exclusion anyway. I told the tech, if they had left it alone from last year, it worked! Just more frustration in the evening when I'm trying to catch up. Thanks for answering.

I'm still having trouble with the flow from K-1 to Sch E, and no flow of unreib. ptsh exp of depreciation to sch E. I put numbers on k-1 imput sheet, but different numbers show up on the Sch E. I'm missing something, but can't figure it out. Very frustrating. Any one else having a "flow" problem, or am I doing something wrong?

I can add the depreciation to the unreimbursed ptnsp exp, which I probably will have to do. It's just another step that wasn't there last year and another to watch for. What's the point of having the 4562 - 1065 if it doesn't flow to the K-1 and then to the Sch E. It worked last year!!

Bringing back to the top. Is this just my problem or is it a program problem. Just looking for some suggestions.

I have unreimbursed partnership expenses, depreciation that I have under K-1, but it won't flow to the Sch E page 2. It shows up on the K-1 input sheet as misc exp, but doesn't flow to the Sch E. I know it worked that way last year. Am I missing a box or something to check or put in. Frustrating, it shows up on the K-1, but not the Sch E. Anyone else notice the problem?

It worked for a while, but now USA is back in the foreign country box. It is not in my preparer manager. I can get it out, but just an extra step shouldn't have to do.

I had the same problem on a Sch F in an individual return. Others years it was not a problem.

This afternoon, USA is popping up on the paid preparer part of the federal efile form. This morning I created and had no problem, didn't change anything, and this afternoon all the efiles have to get the USA in the foreign country box taken out. I didn't change anything, and I don't know how to fix. Any suggestions???

I have ptshp income. TP has misc UPE and depreciation, and section 179. I have always imput on the sheet and it would flow to the sch E, pg 2. I've compared to last year and the numbers just won't work. Has anyone else had a problem with these worksheets. Is there a check or something I'm missing?

FYI: I found above the imput screen a place to mark "military" and if flowed right to the MO-A. I knew I had to be missing something.

Thanks, asset was put into service in December. I had elected out of all bonus deprec, but still the 100% shows up in the program. Just wondered why, appreciate the answer.

I marked public pension and on MO-A, it gives the public pension deduction, but farther down on the page is the military only deduction, and it doesn't flow to that because I can't find a place to mark military. Public pension can be state, teacher, hwy patrol, not all is military. There is a bunny hop on the line but is just sends me to the 1099R detail. I will override, but I like for things to flow if possible.

New to MO, a military pension calculation MO-A Section d I can't get it to flow from Federal to MO. MO line bunny hops to the 1099R imput, but I can't find anywhere to mark military. Does this need to be an override? or am I wrong?

In the assets entry part of the 4562, I have an item pop up as a 100% special allowance. Other assets are showing 50%. I thought I heard something about a 100% special allow, but can't seem to find any literature, or I'm not looking in the right place. Why is one 100% and others 50%?

Client was granted Soc Sec disability back into 2009. 2010 drew out lots of IRA's. One 1099 put exemption 3, another 2, and one had a "1". Because of the disability, can I fill out the 5329 and use exemption 3. If TP is diabled, does it make any difference why or how much IRA he takes out? I know it is still taxable, but I'm wondering about the 10% penalty.

I am having to adjust the print alignment on these info forms otherwise my printer prints one extra page with the bottom writing (which should be on the bottom of the first page). I figured out how to align the print on each individual 1099, but is there a place to make it a default so I don't have to go in and change each one?

Thanks, it worked, said I was ready to go.

How do I test?

Does everyone run a test efile before starting their efiling season? How do you do it, and how long to find out if you're ok?

I like having my depreciation sheet print out on 1 page. I include the detail report because it shows items deprec out. I have tried at least 4 times to customize the master form. I decrease margins, eliminate columns, save, go out, and then print a sheet out of a return, and it is always the same as it was before. None of the margins are decreased like I thought I put in. Can anyone give me a little guidance. The instruction book has been no help.

How are these numbers working this year? Does each return Federal and Missouri have their own number? not piggybacked with the Federal number? Should they go in order? My counter has seemed to skip a few numbers. How do you fix? I haven't efiled anything yet.

I can't find 2003 or 2004 archive CD. Is there a reason to move those? I'm keeping my old computer, should I leave those years on it? Would that mess up anything? In 2003 and 2004, did they send out an archive CD? So, as I understand, I should load the archive program CD first, then load the data file, oldest year first, test, then proceed? In previous years, I did not network, and now I want to. Can I load the old programs as a network instead of a stand alone computer now?