Nellie

Yes, I got one - efiled and accepted.

Hooray!! The dependent last name problem appears to be corrected! Now, I need the EIC fixed. I only have 1 child and the EIC Form shows that child in column 1 (with correct name) but, the year of birth is in column 3. And the figures being used by the program are still from 2011. Hope this is fixed soon as the earlier clients are normally the ones with EIC and I have a mess of them scheduled for Feb. 2. I must thank my doctor for increasing my blood pressure meds, it has been very helpful the past few weeks. Nellie

Okay - this is strange - I have the correct name now on the Dependent tab in Interview mode and on the Client Information Sheet - HOWEVER it has defaulted back to the taxpayer last name on the Return Information sheet as well as on the 1040 and the Sch EIC in Form Peek. So, I guess we are about half way there?? Nellie

Oh Cool - 12 is already here! I will go download it and let you know. Nellie

Doug, The EIC is being calculated based on the 2011 figures. If you will check the EIC Worksheet it clearly states 2011 and has the correct figures for 2011. BTW, I deleted the return and input it as new, still having a problem with the dependent last name. And YES, I have updated to V 11. Nellie

Thank You! Nellie

Doug, this is a return I did a proforma on a few days ago. I had to delete the existing dependent and add another. These clients are foster parents and I did notice that the previous dependent also had an incorrect last name after the proforma. I will try your way in the morning and let you know how it goes. I really don't want to input this as a new return - ughhh Thanks for the help. Nellie

Please add to the list: Program is not allowing a dependent last name to be different than the taxpayer. If overridden on interview mode it defaults back to taxpayer last name. If overridden in the input mode it gives a Error Rejection Code. Thanks, Nellie

Thank you Taxed - I will give that a go later today. Nellie

While in a return click on 'Form CustomLetter' at the bottom of the forms tree. Click on 'Print Custom Letter' under the additional text, then select which one you want from the drop down box. From there you can print preview, which brings up a .pdf of the letter. I have this part figured out. What I cannot do is adjust line spacing or font sizes. I sure hope that is fixed soon or my letters will look really nasty. If anyone is able to do this please let me know how. Nellie

I received a text document (notepad) when I downloaded the .05 - here is what it says: "ar[Ljava.lang.String;@1089de1" Makes sense to me..... maybe the screen shot will help ?? Nellie

Can this not be posted somewhere? Seems silly to send this one email at a time. And yes, I would like to know what each update does. I must say that, at this point, I have a ton of questions about this software. Thanks, Nellie

Is anyone else having problems viewing the most recent Release Notes? I have updated to Version 2011.6.61 and yet the Update screen only shows up to Version 2011.5.36 - I get the same (2011.5.36) when I go to View All Release Notes. I am waiting on some Puerto Rico forms and would like to be able to see when they are released. If anyone can figure out how to view the Releases since 2011.5.36 I would appreciate knowing how. Thanks, Nellie Walter Ocala, FL

I was a bit confused as to the difference between the Pro and the Premium so when I renewed I asked. It turns out that the difference is that with the Pro you can prepare the entity forms but you cannot efile them. I prepare about 30 partnership and corporate, several trust and several non profits along with the 250 or so individual returns. The Premium package was the better bet for me. I will check out the TRX program this summer also as it appears to be more forms based than the one from Red Gear. I look forward to hearing what the others have to say about it. Nellie Walter Fort Mc Coy, Florida

I would like very much to be able to see what the 'new upgrade' did to the program WHEN I install the upgrade. There are some times that I can't get the information til the next day and other times I can't see it at all and then there is another upgrade. I have mentioned this several times while talking to support but, nothing is happening to improve it. It is difficult to go through the clients return to see if what I need has been made availaable. Aside from that, I am a very happy ATX convert :-) Nellie

Art, Thank you so much for this. I have called TRX about 6 times and no one told me about this. I was told that I would receive an e-mail with instructions when the 1099/1096 forms were ready. To date I have not received anything. I logged in to the link you gave, used my e-file info for TRX and now I can catch up with the 1099's (whew). It was a bit confusing at first but I was able to print out the 1099's within about 10 minutes. Thanks again, Nellie (A new TRX user)