B. Jani

There is a check mark in letter option to include sentence for IRA contribution in ATX letter.

Well, My take is that we do not have any official memo from IRS that we should stop ACA related calculation. I am worried about circular 230 problem. I will continue to follow the current rule at the time of filing. My ATX MAX does scream if box is not checked or 8965 or 8962 calculation.

Here is the checklist. safe attachment. Identity Theft Check List.pdf

Just got email from NYS about driver license requirement for 2016 tax return preparation. Having trouble viewing this email? View it as a Webpage. Tax Year 2016 NYS Driver License Requirement: Overview and FAQs The New York State Tax Department, in partnership and collaboration with the IRS and other states, continually assesses and improves its fraud deterrence systems for the mutual benefit of the State and its taxpayers, including the tax professional community. This year, we’ve taken the step of requiring an additional verification measure in personal income tax preparation software: the collection of driver license and state-issued ID information. Historically, our process of informing the tax preparation community about new requirements has been to communicate and work with tax preparation software developers; test for their compliance before approving; and then notify tax professionals upon issuing each year’s updated Publication 93, New York State Personal Income Tax Modernized e-File (MeF) Guide For Return Preparers For Tax Year 2016. This year, through the attention of the tax professional community, we’ve recognized an opportunity to enhance our communication with this group to provide accurate and consistent information about upcoming changes such as this requirement. The Driver License Requirement for Tax Year 2016 document, also available on the Tax Professionals landing page, is one of multiple communications steps we’re taking moving forward. Some of you will receive this email more than once, as you belong to multiple professional communities. Please pardon the duplication. Contact us Recent additions Online services

I would not advise him when to buy back. Let his broker dealer deal with it. I would just follow what on brokerage statement. Just my thoughts.

I have Brother Laser for tax return copy print duplex HL5370DW for 4 years now. Other Brother all in one is MFC J6720DW for printing color. But I use Dymo label printer for printing labels and stick to any size of envelope. It is very easy that way rather then passing different size of envelopes thru any printer.

If survey is asking for personal information, then something is not right. Generally, the survey ask all general info and at the end, probably age group and sex. But no personal info. Just my 2 cents. Did you go on DOL website and verify or call them and verify?

I got letter today from IRS to go eservice and complete identity proofing within 30 days with a special code in the letter. Letter says that I must complete within 30 days of letter and if not then my eservice account will be deactivated. It seems that your eservice account is deactivated and phone call needed to reactivate it. Just my guess.

Hello Friends: Can we efile 1040-X for year 2015 with ATX-MAX. I am trying to create efile and giving me error to mail the amended. Thanks,

can we not file amended 1040 with schedules?

I do not allow automatic window update. Once a week, go to update site, check which needs to be download and do it manually. Microsoft will push Windows-10 as important update soon.

Spending important day with family = PRICELESS!!!!!!!!!! Happy Belated Birthday.

I would still suggest to file 0 return as 1099 will be tracked by NY.

Hello Again: I did allocate on the back of 8962 and Efiled tax return. But got rejected by IRS with Code F8962-049 Federal 1040 If Form 8962, Line 2b 'TotalDependentsModifiedAGIAmt' has a non-zero value, then Form 1040 or Form 1040A, Line 6c(2) 'DependentSSN' must have a value. How do I fix this error. Because if I put junior on dependent, I do qualify for PTC but if not and allocate, then not. Seems like paper file the return.

Have you tried Pub 974 page 18 and 19 for worksheet and instructions?

Client husband, wife and junior (24years old) for first 9 months health insurance thru exchange for all 3 and qualified for APC. Junior got job with health benefit from employer so parent removed him from there health insurance through exchange for last 3 months of the year. Junior made more then 14k in 3 months so parent cannot claim him as child or relative due to income test and also he was not in college. Problem is due to 3 together for the first 9 months, parents qualified for APC $250 a month. Now Junior out on his own and filing his own return, parents income does not allow APC and have to return all APC. Any options or opinion on how to work with ATX MAX as junior's income create a loss of $3000 to parents. TIA

I upload to the portal and keep it there. They can print if they want it. Only client gets paper copy are non internet client.

I Use Efile Cabinet which provides Secure Drawer to upload download docs securely. Check them out.

I also use IDrive and it does have option for additional folder to include for back up.

I use EFile Cabinet with Secure Drawer for file upload and download.

I have client with me and called IRS. They looked into the file and advised that Client should write letter and request waiver. They will not do over the phone. I asked them if I should send a check with letter. They said no need to send anything for now. Just fax or mail the request letter. Once they review and approve or disapprove the abatement of penalty, they will send final bill to pay. I just faxed the letter to the fax number printed on the CP2000 and hoping for the best.

I have few clients with UK pension. Always put on line 21. Also UK pension issue Annual statement in April as year end and sometimes shows tax withheld and paid in UK. They have April year end and not December. If person is US citizen and live in US and get social security here, social security payment will be reduced by UK pension by some calculation.

I just updated it and so far good.

Taxpayer has 7 1099-R. Missed one. Tax return was filed in 2013 and now got CP2000 for not including 1099R with additional tax of $5833 + $ 1167 Understatement Penalty + $292 interest Totals to $7292. Taxpayer is happy to pay tax and interest but asked any way to request waiver of understatement penalty. How do you request to waive the penalty? (1) write a separate letter mailing full amount due or (2) send a letter with CP2000 with check of total less penalty and wait for answer from IRS? Any guidance is appreciated.

Voice mail on my cell phone says: " You have reached the old number of ______________ agency. Please call me at office number ________. If you leave message at this number, it is not monitored and returned. All my family know about this message so they do leave message if I am not available but NEVER return client message. They learned in few season. Still once in a while I get message.