Lucho

I found out that the amount in that W-2 (Box14) for my client is a contribution to an annuity. (no tax effect) Thank you Mr. Pencil Lucho

How do you report an amount in box 14 which my client says is a retirement contribution. My client work for a school district in Santa Clara County Box 14 has lots of codes but I can not find the right one for government employee in CA. Thank you Lucho

I always wait for the federal to be accepted and them I sent the state. This year when creating the e-files I get exactly the same Id number for both federal and state. As I said in my original post, After ATX reject the state, I am able to recreate the state (then getting a different ID) and retransmit with no problem. I have the program in another computer which I'll use only in case the primary computer I am using fails; both computers are stand alone and the dcn sequence is different. Thank you again, Lucho

Simple question, but I need help. My mind is already burned after trying to learn how to use windows 8.1. How are we suppose to create the E-files this year so I do not get the same submission id for federal and state? The whole weekend I have being waiting for the Federal to be accepted first, then send the state and wait for ATX to reject the state (because the duplicate submission id) and again recreate the state (getting at this time the different id submission), and transmitting again (the state). Watching those videos in the library does not help me with this question. Thank Lucho

Thank you for your help jack. Lucho

Client has 2 W-2s, one with ITIN (for part of the year) and one with his SS# issued by immigration (taxpayer became legal resident in the middle of 2013). It looks as employer terminated him the day he presented his valid SS# and at the same time rehired him. My thought is as follows: File as before including only the w-2 with ITIN and transmit the return. Wait for him to get a small refund from that return. Give a couple of weeks after he got that refund and then, Amend that return to include the second W-2 explaining the changes. If anyone has already gone through this kind of situation and has something that shows me a better way to do it, I am willing to listen. Thank you in advance. May God bless this forum. Lucho

Thank you for all your help to everybody. Merry Christmas and happy New Year Lucho

Thank you very much. Here is the Specs. HP 20-k127C Windows 8 Intel core i5-4200U 4GB SDRAM 1TBHYBRID SSD Built in battery 802.11a//b/g/n/ac wireless Blue Tooth 4.0 and widi Beats Audio USB 3.0 Plus wireless keyboard and mouse. Lucho

Your right. I am triyng to set my mind on what to do. this is what happens: there are two computers with windows 8 in the market, one is practically a lap top without cd and dvd drives (it has to be bought separate), the other is a tower only (I need to buy the monitor and keyboard separate too. Out of the two options I prefer the first one; my big concern is that it can be easily stolen from my little home office as I live alone, I have a full time job and I do my practice during evenings and keekends only. Thank you again. Lucho

My computer with Windows Vista has 2GB memory and the instruction tells me that can support 4GB; and it's exactly ATX's recommendation for 2013 program. The question: What do I do first? Install the extra 2GB memory and then upgrade to Windows 7? or the other way around. I heard that adding memory sometimes may cause troubles. Thank you for your help. Lucho

I will upgrade. Thank you for your post. Lucho

The recommemdation from ATX does not mention "Windows Vista", however, I was told by ATX support that Wndows Vista and Windows 7 are the same OS. I have a desk top work station with Windows Vista where I have transferred (imprteded) prior years returns from the old XP computer and also have a lap top with windows 7 I was trying to buy a new computer with Windows 8 but after hearing some news about it I decided to wait until maybe the middle of 2014 Any feedback will be appreciated Lucho

Thank you again to everyone. I found the files and the option to delete/uninstall but reading the new posts, I have decided not to delete them. May God bless this forum and its members. Lucho

Thank to everyone. The short cuts are still there and I can also open all those return. I will follow KC's instructions tonight when I come back from work. Have a blessed Thanksgiving day. Lucho.

I will appreciate if someone guides me on how to find them so I can remove them from the computer. Thank you in advance. Wish happy holidays to averyone in this forum. Lucho

Thank you. I'll check it out during this weekend Lucho

Could anyone give the names of companies which prepare studying material for the CPEs. I have being buying from PES but I already took most of their courses, so I need to look for another company that may have different ones. I prefer to read an open book and answer the quiz questions (I attended the IRS seminars 3 years in a row but I did not learn that much like I do reading the actual book. I wish all of you in this forum are having a good time after those miserable days that some experienced with the program during the season. Thank you. lucho

Good to know that. thank you.

I don’t know how the SS #s mixed up in the tax return of one of my couple clients. The spouse SS number ended listed as the taxpayer’s, and the taxpayer SS number went to the spouse. The transmission was accepted. How could that happen if the names and SS#s did not match? I feel lucky that the taxpayer went to the SS Administration to apply for his benefit (he is over 65) and the employee taking his case found out the mistake (his self-employment tax for 2012 is being credited to his wife). I will amend this return this weekend. Has anybody run into a situation like this? Do I have an argument in my favor that can give a little relief from this mistake? Thank you in advance Lucho

Thank you to everyone who wrote a comment, it is really appreciated Lucho

We were reviewing the “ObamaCare” this past Saturday and an attendee asked the following question: If one of my children younger than 26, still in college but already employed, Can she (the student) refuse her medical coverage through her employer and continue in my insurance until she reaches 26. He was promised a research on the issue for the answer. The only Q&A I know is the following: Q. I just graduated from college and don't have a job yet. How will I get insurance? A. Adult children can now remain on their parents' insurance policy and be covered until they turn 26 years old. But this does not give an answer to the original question from the attendee. I will appreciate comments. Thank you, Lucho

"If any line 10a “Property Description” on Form 6781 has a value, then (StraddlesAndComponentsSchedule) must be present in the return." Reject error F6781-025 Where or how can I get that Sch.? because I don’t see it either in the form itself or in the program. I am entering the Info. Exactly the same way I did it last year but now the return is being rejected with this message. Reading (Form 6781) “Part II Section A” says: “Attach a separate statement listing each straddle and its components” , Which I believe is the information already in line 10 (6781) Losses From Straddles' worksheet. I will appreciate the generosity of anyone who can lead me to find the solution. As always, Thank you in advance. Lucho

You're right. That's what I am looking for. I will continue trying and see if I find the solution so my client can be fully happy. Wish all of you make a good profit during this weekend. Lucho

Exactly, but I want that info to flow to 4562's "Use of Vehicle" worksheet. when opening form 4562 we can see 11tabs; one of them is called "use of vehicle"; that's the one worksheet that is blank. It is not a big deal but client (as you may have one of those too) wants to see that report printed as years before. Thank you again

How can I find the way this 2012 program to make the “Use of vehicle information” ( miles driven for business and commuting) populate to the 4562’s Use of Vehicle worksheet as years before?. My client deducts the actual expenses, but he still wants to see in the return the report of the miles driven as years before. Thank you in advance. Lucho