KEYWEST_RICKS

so we are supposed to pay the first estimate even though the return is not due until 5/15 and we can file an extension on 5/15. what if we didnt send anything in 4/15 but increased the payment sent in with the extension on 5/15 so that the final return has an overpayment that we apply to next year estimated pmts wouldn't this be considered a first qtr estimate still? thanks jeff

Is anyone else having tech problems? i cant seem to send efiles, login to the client portal system, or login to the atx support site anyone else having problems? jeff

for the first time my return is limiting this to $150 instead of $300 the number is $300 isnt it? or am i nuts here?

The Form release date is showing as 2/16. Am I crazy to think that is way late to have this form?

IRS.Gov says that both of the EIP payments have been sent. the client claims he didnt receive the second one. should we claim the credit or try to track down the check? which is correct thanks jeff

For partnership I found the Sec 199 additional info I think under special allocation tab.....down to line 20 has for w-2 info and basis of property

I cannot get the portal or the myatx web site to come up today. any others with issues? jeff

YES.... IRA BUT ANOTHER THING I BELIEVE HIS STUDENT LOAN INTEREST PAID WITH THIS TAXABLE MONEY IS GOING TO BE LIMITED

Client received a settlement as part of class action against a tech institute along the same lines as the case against Trump University. The majority of which was used to pay of his student loan dept. You all are with me correct that this is taxable income. He received a 1099 and I don't see that there is anything that lets me report this as non taxable income. jeff

as a heads up for anyone else..... this had nothing to do with they type of return filed. I think it was that my cr card on file was not checks as the default card?!?!!? at least that is what they told me. so I go into myatx and make it my default card and that lets my new efiles go through but any that had been rejected..... had to go in and delete the efile form add the efile form to the return again and the create and submit the file again. what an amazing waste of time. the efile denial came from the agency not efc..... there has to an easier way to take care of this situation I swear I think I am walking under a dark cloud these days

all of my returns now reject by the agency with something along the lines of "the header of the return doesn't match..... yadda yadda yadda when I looked this up it seems that this is mostly if you are trying to file say an 1120s when they are expecting a 1065 these rejects are all individual returns................am I the only one?????? jeff

low income taxpayer received an ira dist check dated and mailed 12/30/2016...... obviously didn't receive the check in the mail until 2017....1099 is a 2016 1099... along with withholding. probably not a huge deal except for advance premium tax credit..... now the taxpayer is over 400 percent of poverty.. entire aptc must be returned....which is a huge number. does anyone think I have a snowballs chance of trying to argue constructive receipt and report this on 2017 instead of 2016 I am assuming is would get a notice and deal with that issue when I receive it..... does anyone think I would win in the end?

PREMIUM TAX CREDIT ALT CALC FOR YEAR OF MARRIAGE man....it seems like I am just spinning my wheels!!!! does anyone understand the alt calc for year of mar. for the premium tax credit? I see the publication 962 schedule but this just seems to be sending me in around the block. I have a seriously 15 min return here.... two w-2 and no itemized deductions..... except they both had marketplace for part of the year and got married in july.

I always work through the 8853 which eventually puts it as non taxable. but also most of the ltc insurance policies I have seen reimburse on a per diem ......so just to be safe I put the 8853 in the return