B. Jani

You still need to do 15 CE before the end of 2012.

Would you please? I am planning to take end of the month. Thanks,

Hello OH friends:

I am a NY preparer filing OH non resident due to partnership share. I use ATX Max. Federal, PA, CA, NY all accepted but OH. Can you guide me please.

TIA.

One of my long time customer's return efiled. I received reject code MEFFDIND-510 which tells me that spouse SS number is used as primary number on other return. Does this have any thing to do with identity theft?

What are my options? and how do I solve this. Just paper file but what kind of guidence I should give to client or what steps I should recommend to the client.

Guidence please,

Thank you very much. I thought so but wasn't sure. It's a little trick ATX has always has it to fix it.

Have a nice weekend and once again Thank you.

I am a new york preparer working on PA resident tax.

Federal w-2 (66K) income and one 1099-misc for 27k. Federal forms are 1040 and C.

While finalizing PA, I see that 1099-misc is added to line 1 (Total 93k) in PA-40 with gross income and ALSO line 4 shows the PA Sch C (27k less 5k expenses Total of 22k) (copy from Federal Sch C minus expenses). So ATX does add 27k 1099-misc at line 1a and also Sch C brings 22k to line 4 create the PA income of 115k on line 9 and line 11 in PA-40.

Is this correct or I should remove 1099-misc income from line 1 for PA and keep the line 4 because Sch C is present for Federal as well as PA.

Can someone from PA please help.

TIA,

What about EO Insurance or Business insurance?

My prayers are with you and family.

I sent client to SS office to check out and guess what? The efficient SS office put DOD as 05/02/11 instead of 05/13/11. I have no idea how the number 13 become number 2. Finally client was able to convince SS people to correct the date about 10 days ago and as per SS office, now the correct DOD on the file. Now after a week when i efiled again, it was rejected for the same reason. So i have to wait and see when IRS computer will update from SS info. Really frustrating that error at one end creates problem at other and we as tax preparer have to be at the mercy of them.

No I did not. I tried all kind of steps but it does rejected almost 8 times. It seems that SS adminstration put the wrong DOD in the master file. I will print the return and advise client to mail it.

Thanks,

under the preference, EFile manager tab, mark State Efile Hold as ASK. This should fix it. I never had problem. My state return are on hold and when Federal is accepted, it always ask me to release.

Filing married joint as one spouse died on May 2011. Using ATX Max.

I am getting reject from federal efile with the following reject info:

MEFFDIND-035

"Primary Date of Death" in the return must match that in the e-file database.

I am looking at death certificate and it does matches with the date on top of 1040.

when i click on the error code in efile reject, it takes me to the SS field on efile form. I checked the SS and that is correct as per the W2 and last year tax return.

How do i fix this.

I see that there is a check mark box under the ERO PIN for POA or Personal Rep. Do I need to mark this box?

Help Please.

TIA.

I always create a backup folder in mydocument folder and divert my backup to mydocument folder instead of program default. This way I have only one folder to back up. I hope you find your backup online and save lots of headach.

One of my return is getting rejected for the mismatch of name and SS# of dependent.

Dependent name is printed on SS Card as " John Rosa King Martinez".

I tried to submit with (1) John King-Martinez (2) John K Martinez (3) J Martinez. all 3 got rejected.

I tried to abbreviate with 3 different combination and still getting rejected.

How do I fix this so I can efile. I tried to search but can not figure it out.

TIA.

I have couple who is getting pension from UK government direct deposit to their US bank account. I created 1099-R with the info from the letter and amount and selected UK as foreign country. But when try to create efile, gives me red error asking me Payer's Tax ID number.

How do I bypass this to efile the return or am i missing anything?

TIA.

Yes, I did see now for 201. From the begining of the season, only IT-150 was printing it. But I always efile, and print to PDF then choose what needs to be printed. A hassel but saves toner and paper.

I am in NY & have only one non resident CA efile due to K-1 allocation of CA income. Do i need to follow any registration formalities to efile or I can efile one without any problem? I am not CPA or EA, just a tax preparer. Any thing special about CA?

TIA

The client should have additional w-2 with just 1127 wages and withholding. i have few city of ny clients and always get two w-2.

Thanks ALL for confirmation.

I have a young client who went to Hair Dresser college. She got 1098T with the tution listed on box 1. All other criteria met so Can she be entitled to AOC or Life time learning?

What say you?

TIA

B Jani

I have $250,000/500,000 coverage from EZ solutions and price is $407. Price is usually going up little every year as it does cover me for prior act coverage which is important.

The following is received from NY Efile:

Subject: Changes to e-File Mandates for Tax Preparers

The following changes to the e-file mandates for professional tax preparers have been recently posted to our Web site. These changes are effective for returns beginning January 1, 2011.

-Clients can no longer opt-out of e-file.

-Form TR-800 Taxpayer Opt-Out and Reasonable Cause Record for Tax Return

Preparers has been eliminated.

-You cannot charge a separate fee for e-file.

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