Teri2414

Just wondering if anyone has received any WI Acks yet - mine still all read "IRS Cleared" and one was transmitted on last Friday.

If you're not using a bank product there shouldn't be a fee of any kind from SBBT

I also noticed the new personalized avenue ads they're showing - the couple above a room of preparers they're trying to find the right one. I highly doubt that service is immediately available to customers. Meaning if you want a specific person you'll have make an appointment and wait - many customers like their walk-in service.

I'm still having problems with a 1041 but I did manage to get 2 1040's through

The trust itself has been filed before - just not by me. I'm having trouble transmitting a regular 1040 also now...might just be another server problem

Is there a trick to e-filing the 1041's I have never tried to e-file one before. I was using the 8879-F and the EFC wouldn't accept it. No real details as to why. Thanks

Actually, this year it appears you can. I know, I was in shock also. I just did one with part year CO and WI - went through just fine.

This has been discussed before. Make sure there are no extra spaces in the field (clear and retype); check the state abbreviation, etc.

Cannot file Single; no legal separation or divorce; if cannot file HOH, then MFS is the only option. MFS isn't as bad as it used to be.

I had the same error trying to transmit. After doing an update, I had no problem. Maybe it was just the timing and things are fine now - or maybe you just need to update and try again.

exactly! Minnesota, Maine, Michigan, Montana......

My question is the difference between 'qualifying' and actually being due a credit. Many 'qualify' to take the CTC but due to income deductions do not use the credit nor get it back in the ACTC. I have not found answers about this discrepancy either. As well as, Social Security Disability qualifying. And that one hits home because my ex and his wife receive Social Security Disability and do not have to file anymore - he lets me claim all the kids now when we used to split. Are they at least eligible for $300 a piece?

The first FeeCollect I did took until the following Monday before I received my deposit - but the taxpayer received theirs on the proper Friday. This week the taxpayer deposits were made to their accounts and I received my fees on Friday. There was an announcement made by SBBT that some deposits were not received in time this week. You can also go to the SBBT website and run various reports about FeeCollect and other bank products you may have through them. If it's your first year you need the number they sent you in a mailing after acceptance in the program - otherwise just use the same info as last year. I would also recheck the ACK info for that return and make sure there was no debt code and/or the acceptance date warranted a Friday deposit...and hour later than required and it kicks to the next Friday.

You need the address to efile. Check the state abbreviation. When this happens to me I usually find that I have the wrong state abbreviation not the wrong zip code.

I had 2 more FeeCollects go through today. I checked my account, the SBBT reports, MyATX info, and even the e-file info on My ATX. Everything I see only shows the $15.00 fee. I have no listing of any other fees from anywhere. I even checked the credit card I used to purchase my software - nothing so far. Keep me posted on what they tell you (if you actually get a response from them); a seemingly simple operation is getting more and more complicated. Good Luck to you.

I had posted about this possiblity earlier in the season. At first the support person I talked to said there was an additional charge for the FeeCollect of $10.00 - of which $6 was supposed to go to CCH and $4 to us the preparer for 'upgraded software'. After I did finally get the FeeCollect to work, my first one went through fine - no extra charge. I have not had a chance to check the ones scheduled for tomorrow/Monday. I use Max with unlimited efile. It makes me wonder what's going on. Some people are making it sound like it's going to treated just like any other bank product. Last year we were told although it went through a bank it was not a true bank product. It will be interesting to see how this all works out.

I do love these. Just like the phone call I just received wondering if a man can claim HOH for his girlfriend living with him all year. No one else - just the girlfriend. While some may try to justify this position I don't really think it's what was intended when the uniform definitions were created, IMHO.

All of the education and energy credit returns I sent this morning have been acccepted. Yay!!

I agree with you completely. I have wondered if part of the reason the original community was taken down wasn't because alot of it was complaining and slurring. I too have rarely had to call support. I sincerely hope that ATX as the product we enjoy continues to exist.

Look at the 'State Tax Refund' tab on the 1040. The worksheet will have all the info there.

Just wanted to let others know that I finally did receive my first FeeCollect deposit today. Called the client and they had their expected refund and my fee was deposited in full. So, whoever I talked to earlier in the season was mistaken or CCH changed their minds. The only other amount taken out was the $15 SBBT charge. I also doublechecked at MyATX billing and there were no charges either. Not sure why it took so long to get the FeeCollect going to start with, but it is working properly now - and at the original stated cost. Hope the info helps someone.

That simply means there is both a debt owed to FMS and the IRS - hence, 'B' for 'both'.

We don't have a Liberty Tax in Manitowoc...yet...saw one in nearby Appleton last year. They were after me when it was only $5K to get a franchise. I actually sat in on one of the telephone seminars and really didn't like it when the guy explained that me role would change from preparer to advertiser...Uhmm wouldn't I have trained in advertising then...LOL.

Just saying sometimes you have no choice but to paper file. I had a client last year that could e-file non-res/ptyr res in 2 out of 3 states.

First I had a 10 yr client call me and say 'I have to change my appt to such and such a day at noon. I jokingly say, 'Noon! When do I eat lunch?!' He says - non-jokingly - that's your problem. Then I have a neighbor who's son goes to school with mine - and I mean walks to school with him everyday. Still, she insists her out-of-state ex husband is claiming HOH, Dep..etc...She ends up owing every year...then I have an out-of-town referral come late (7pm) they have only W2's and rent and are not happy with the refund amount I told them. Literally, as soon as I've finished my final check of info (which includes entering 6 W2's worth of info as it not in the Payer Manager) the phone rings...they want to know if they can have their info back to see if they can't get more back! 8879 signed - FeeCollect (which is working properly now) signed!..Arghhhhh. I swaer, if anyone gets them more back..it's fraud...just venting a bit