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About Cathy

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    ATXaholics Anonymous

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  1. Cathy

    OT: heart valve surgery

    Cred65, I agree with everyone about listening to your doc's orders. How quickly we forget the horrendous stress we go through during the season which will be on top of us before we know it! Take care, Cathy
  2. Cathy

    NT Storage

    That's why I love living in the "boonies". I have a yearly paper bonfire. Tried my shredder but too many staples. The fire is beautiful also especially when the weather cools down.
  3. MFJ couple (client for 25 years) just got a letter from IRS in regard to their Amended 1040X they filed (NOT)! IRS said they will either send them a refund or a bill. I called the number given in the letter and it's the same lady's voice who answers every IRS phone if you know what I mean. Anyway, they're not open today so we'll have to call back tomorrow. In the interim, have any of you had a similar circumstance? This particular client recently retired from their self employment and have been one of my best, if not the best client one could hope for. Insofar as either one of them filing an amended return, no way, no how! The return is under lock and key along with the other 24 returns I've done for them over the years. The more I think about this, the more I think it's got to be an error. The letter sent was a form letter. I'm willing to bet someone typed in the wrong form number. Anyone have any ideas? Thanks! Cathy
  4. UPDATE: A huge "THANK YOU" to John with ATX who just got my files restored!!!!!!!! If I had time, I would write a book about him, however, I'm so far behind because of my foolishness! Again, thank you, John! Take care, Cathy
  5. Thanks, Jack. You're about 5 minutes too late. I found the files and now I think I have deleted them. Thanks anyway!
  6. Well, it finally happened. I paid my $129 to Carbonite and had a warm and fuzzy feeling everything would be o'kay if my computer died....NOT!!!!!!! The power supply went out but rather than get a new power supply, I got a new computer....it was time. I had my hard drive put into an external drive and now need to get my 2017 clients' tax returns off of my hard drive and can't seem to locate them. I've heard they are hidden somewhere. Does anyone know the path? Thanks! Cathy P.S. IF ANY OF YOU USE CARBONITE AS A BACKUP FOR ATX, DON'T.....GET AN ALTERNATIVE PLAN ASAP!!!!!!!!
  7. Cathy

    EFC Rejection 84

  8. Cathy

    EFC Rejection 84

    Hi, I went to the knowledge base and looked up the EFC Rejection 84 and what to do. Basically, I'm filing a brand new 2016 return. It's happened before, but I forget how to change the year within the submission ID. The knowledge base was a video which told how to get rid of the Error Code 84....Just Great....I learned how to discard the EF Filing Info, but the wrong year still pops up when I recreated the return which causes it to reject again on the EFC level. I cannot believe ATX put out such a video without a real solution to the problem.....the wrong year in the Submission ID. Any ideas? Thanks!
  9. Aside from the other requirements for the Donee of contributions in excess of $250 (at one time), a problem I am having is getting a signature on the written acknowledgement. I might be too picky, however, with a word processor being in everyone's possession these days, it would be too easy to duplicate the letterhead I am seeing from churches in our area. It appears that no one wants to actually sign the written acknowledgment. It's my theory that if a Treasurer gets paid to handle the church's finances, then that Treasurer needs to sign such a document in lieu of a pastor or priest signing it should neither of the two want to sign themselves. If it was my church and said Treasurer refused to sign the acknowledgment, I think I would be looking for a new Treasurer. I have gone over Publication 1771 and realize an email (which is o'kay in the pub.) from the donee (churches in these instances) cannot show a signature unless the church has special computer equipment and most do not. However, as an email can actually be traced back to the sender, then that can be proof the acknowledgment came from the church and not just fabricated. I'm not saying original signatures must appear on the documents as plenty of the larger organizations uses a signature stamp such as St. Jude. In Publication 1771 (Charitable Contributions), nowhere or anywhere else as far as I can see makes reference to signatures, however, the words "written acknowledgement" to me means a signature, plain and simple. Am I being too picky or does anyone agree with me? Thanks! Cathy
  10. Cathy

    Mortgage insurance premium not on 1098

    The original dates IRS put out there were all estimates. The actual date of the "Extender bill" was signed on 2/9/18. Then it was several days after that when IRS acknowledged the PMI was deductible for 2017. I immediately started using the PMI when the client brought in a statement from the bank (or called the bank from my office) giving accurate figures. The few returns that were filed prior to the Extenders bill will be amended after April 17, 2017. Am I concerned that IRS might be confused as to why the PMI was included on a return so soon after they announced the inclusion of it...?..no, and I see no need to worry as they of all people should understand this rollercoaster tax season. We once had the same thing happen, and I followed the same procedure with the PMI and haven't heard a word nor do I expect to. And, to answer your last question, Judy, nothing was attached to my returns in regard to the PMI. I wouldn't dare write anything myself as I'm too afraid I would go off on a tangent for Congress signing retroactive laws AFTER TAX SEASON HAS STARTED! Whatever happened to the good ole days when the laws were passed much earlier in the year thur IRS had time to digest them and issue their rules and regulations BEFORE tax season and not DURING it! Hope everyone has a joyous and blessed Easter! Cathy
  11. Cathy

    Who's correct H&R Block or me

    mrichman333, As others have said, you are correct and H & R is H & R.....enuf said! I know how you feel though. You can't imagine anyone making the mistakes you see coming out of H & R's offices, and a little part (very tiny part) of you wonders if you are wrong and H & R is right! Have no fear...it will happen again and again and again until you get used to it and no more have to go through the shock part of it! Take care, Cathy
  12. Cathy

    Retroactive appraisals

    It sounds like the client has sold and/or wants to sell property that was inherited and said property was given a low appraised value for probate. Evidently, the lower value helped the taxpayer at the time, or the attorney thought so anyway. Also sounds like the client wants to sell the property now and wants the "true" value of the property. How wonderful of the client that wants to do things the "truthful" way now!!!!! I'd say he is stuck with the appraisal that was given to the property at the time of the succession or probate. Cathy
  13. I've about had it trying to get into my account online. It told me that I was not an authorized user. Well, we are going to find this "authorized user" and get either him or her to pay for this software next year!!!! Is Form 5695 approved for E-Filing yet? Thanks!
  14. Cathy

    It's one of those days

    JKL, You took the words right out of my mouth..."She's one that won't be invited back next year." Life is too short for such nonsense, and you can count on the fact that she's a tad bit smarter than she lets on. Not too big of a tad, but a tad anyway! With all of the changes that have come and gone and will come again next year, if you don't give it your all, you don't come back! You may even be told to go somewhere else before next year! Take care, Cathy
  15. Cathy

    It's one of those days

    Robert, Robert, I think your answer to "How is that possible?" is in the prior sentence (same paragraph). It's the wife...the husband is a single wage earner for the family and the wife is a stay at home shopaholic and may have found a nice little place to gamble too. I have seen couples like this and God forbid, something tragic happens with the wife. After, the widower trucks on and always has plenty enough to pay me without asking me to hold his check. I can say this outloud because I'm a female too! Not one who would live way beyond my means....but nevertheless I have seen it happen too many times over the years.