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About 1040PRO

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  1. As most of us know by now the IRS is allowing taxpayers to spread the distribution of IRA/PENSION for PANDEMIC reason over 3 years. I am not concern about the IRS, but rather if any STATE have conformed to IRS handling (most specifically Arizona) and i have not been able to find any guidance. At first I was not too concern, then I had a client that was 100% AZ state for 2020, pick up there file and stated to me they were all pack up and moving to Colorado. It then dawned on me about the states handling over the next 2 years. 1) they would now have a split return in 2021 and would the inco
  2. thank you for 2014 by chance do you have 2013
  3. ALSO from PUB 504 Considered unmarried. You are considered unmarried on the last day of the tax year if you meet all the following tests. You file a separate return. A separate return includes a return claiming married filing separately, single, or head of household filing status. You paid more than half the cost of keeping up your home for the tax year. Your spouse did not live in your home during the last 6 months of the tax year. Your spouse is considered to live in your home even if he or she is temporarily absent due to special circumstances. See Temporary absences, later
  4. This came from PUB 504 Unmarried persons. You are unmarried for the whole year if either of the following applies. You have obtained a final decree of divorce or separate maintenance by the last day of your tax year. You must follow your state law to determine if you are divorced or legally separated. Exception. If you and your spouse obtain a divorce in one year for the sole purpose of filing tax returns as unmarried individuals, and at the time of divorce you intend to remarry each other and do so in the next tax year, you and your spouse must file as married individuals. You
  5. I did a return today and both TP were Deaf. took a while to get it done but i happily did it. Took alot of written notes, but i just dont feel they got the point on a few issues they had. I told them i would look into the Tax community to see if i could find someone who did taxes and could sign. They where very happy with what i did and i told them i am more then happy to continue helping them in the future. But i just feel that there were things that got lost in the translation. Both ways. And i would rather loose a tax client knowing that they get what they need. Cliff B
  6. so i take it the tech center has been closed down all month!!!!!! you must have missed the point!!!!!
  7. This letter was emailed to ATX president just before midnight on January 30th 2013: i hope some of you on the community can relate and add your comment to help better explain your frustrations to ATX to try and get there attention. IT WAS ALSO POST ON THE ATX WEBSITE COMMUNITY DEAR MR JEFF GRAMLICH, I understand that this is a trying time for all of us, and don’t place all the blame on ATX as many have on the forums (but many of us have been with ATX for some time and feel that ATX has reasonably priced product that serve our overall needs) and, I feel that many just are venting and u
  8. 1040PRO

    My ATX

    well ATX is to busy to send an email to tell there customers how to fix this problem (but they can find time to send email to try to sell us some thing) the fix to get it working is to go into tool in internet explorer and delete cookies browsing history and temporary files this worked for me if you dont understand please call ATX so they can walk you thru 800-638-8291 the rep at at said they cause the problem and this is how to clear the aftermass and as usually she gave the insincere "sorry for your trouble" dont mean to be so irate to every one but ATX should k
  9. Sorry for the delayed response The biggest problem I have had with Chase is customer getting their checks cashed We have many Chase branches locally (formerly Bank One) they are a different division than Chase Bank products (RALs) and in short it is like Chase Bank product division is the stepchild and Chase Banks doesn't like to accept those checks. To get a RAL you need drivers license/state Id and SS card, but Chase Bank requires 2 form of ID and one can not be a SS card. I have had several discussions with upper management at Chase Bank Products and have been told that tha
  10. I have been doing ral for over 15 yrs, (total 2008 tax season efiles 1200 and of those almost 200 RAL's) and like some of us we have become frustrated with ATX, I have been frustrated with CHASE BANK and there ral product so i have put an application in with REPUBLIC BANK. I would like to have any input of your experience good or bad about REPUBLIC BANK thanks in advance cliff 1040PRO in Arizona
  11. In most cases the only reason some one goes to a preparer is becuase they like the preparer or the preparer allows thing that some might not. with this in mind his business is worthless .. if I was to purchase I would only pay him a flat fee or a percentage of billed per client after the tax year was over. It my experience that most will still prepare return on the side with out letting you know (with or with out a non compete clause -- try to enforce one in court $/time) people will still find him if they realy want him. I would say that most of his clients might come to you th
  12. 1040PRO

    Server still down

    I am not a big supporter of ATX's communication to us but they have posted it on the lastest news section of the web site. this is what it says: updated 4-10-08 at 6pm-- If you are attempting to connect to the EFC to send returns or pick up acks, you may be experiencing difficulty connecting. We are making some changes in the EFC to alleviate this problem, but basically all of these errors are similar to "busy signals". You may see "server error", or "Unable to connect" or "Unable to receive". We expect to resolve these issues later tonight. updated 4-10-08 at 6pm--Some Returns m
  13. Their is no communcation from them on any problem. Since they have our email addresses, if they would use them by sending us notification (or post it on there web site) of problems we would at least know that they are aware of a problem and are handling it. and most of us would just wait, rather than calling tech support. I feel that they are trying to make us want to find another tax software company or something because they sure dont seem to care. they will post some thing tomorrow saying there was a problem. just a little late. cliff 1040PRO of AZ
  14. If you get past the issue of whether she should claim it or not i would never give any one my SS#, I have my clients get and EIN via SS4. Because I am sure most of you have heard about identity theft and one way to help stop it is reducing who you give it to. Just because you trust your family, freinds, doctor etc once you give it out, how well do these peolpe really protect it in the future. CLIFF 1040PRO of AZ
  15. I have never use 1040a or 1040ez, i have found that when the 1040a/ez forms are used, it does not catch forms that need to be added for other taxes, credits, deductions etc. i do efiles for preprepared returns and almost always find some thing that the 1040a/ez does not catch. i then am able to get the client more money and they think i am a miracle worker. think it would be great if they made a software with out 1040a/ez cliff 1040PRO of AZ
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