Catherine

I like that in the areas where we can enter details (such as the charitable gifts) we can delete as well as add new rows.

Client sold of principal residence with office in home. So we need to report depreciation for gain but there is NO gain on the overall sale of the home -- not just Section 121, but the house sold for an overall (small) loss -- so the ONLY reportable "gain" is the depreciation taken for the past several years. I need to adjust the basis for improvements needed as condition of sale (this puts the property from gain on sale to loss on sale). I can enter basis adjustment on fixed asset --> dispositions -->disposition info screen and the total properly recalculates for federal AMT and State, but does NOT recalculate for "normal" federal, NOR can that total be over-ridden and adjusted manually, NOR can it be fixed on the 4797 -- which is showing an imaginary, nasty, "gain" as taxable. Can anyone help here?

That's been happening with me on version 12.11, too. Closing the return & program, then re-opening, seems to fix it. Annoying but far better than the constant crashes we were all seeing in earlier rev's.

My cutoff date for promising to have returns done to file by 4/15 is March 20th -- and only holds true for those clients from whom I have EVERY piece of information! No dropping off half of it just to "get in the queue" and expect to be done when the other half is still missing on 4/5. Anyone now may go on extension -- and they all know it. Lots depends on the clients. Every year, I get 4/10 emails asking "when will they be done?!?!?!" to which the answer is "not until you get me items a, b, c, and d, which I first requested on March 5th -- at this point, you are going on extension."

If it is a qualified annuity -- which my client assured me this was. Turns out, on talking to the financial adviser who helped with the transaction, that it was a non-qualified annuity, and was not put into an IRA at all. So the whole question is moot (and another in the long list of good reasons to talk to the broker when your older clients make major financial moves).

Older client didn't like her annuity. Cashed it out (~$85K; basis ~$70K). Well _within_ the 60-day limit, put $50K into an IRA. 1099-R from annuity was coded 7, normal distribution. How do I enter the rolled over amount in ATX? TIA, Catherine

I don't sprecken no Deutsche. Italiano, si.

Six AP classes?!?! Jeezle Louizle the poor boy is going to be burned out before he ever gets there!! When you folks come east, PLEASE stop by and have dinner (lunch, coffee, whatever you can manage) with me and my husband. Bring your son; we can regale him with "tales of the 'Tute" until he either runs screaming back home or can't wait to get on-campus.

I didn't delete YOU -- I deleted a PM thread from a couple years ago that was no longer germane. Sheesh!! I was making it possible for YOU to send me something new! Silly wabbit.

PM or no PM, we all love all of you.

Yep; every return. I'm having to re-add a bunch of forms so this one just gets added to the list.

Because my quota was at 100% -- went and deleted a bunch of ancient stuff. Back in business now!

I exported all my returns (in blocks of 6 or 10 at a time) to an external hard drive. The export goes very fast; I only spent a couple minutes at it. The first set you choose the folder want to use, and after that it defaults there. That external hard drive then gets backed up to an online secure site every evening. Phew!

Does the manufacturer have a web site? I have found maps online that you can blow up bigger.

Margaret's advice is good -- no one should pay a dollar without that W-9. But we know our clients, who want the work done now and figure they'll get the W-9 later. Then they forget when the vendor wants their check (also now). For one client who just kept paying and paying and paying one contractor, I changed the "pay to" line in their QuickBooks file for that vendor to read, "No more checks until TIN is obtained!!" The office lady didn't know how to change that back. Tee hee. They got the TIN. For some folks, having your client tell them "we WILL file this 1099 and the IRS will come looking for you" gets them to comply.

File what you've got. If the missing SSN is less than 25% of the total, you can still e-file. Else you'll have to paper file. The penalty for NOT filing can get steep, fast. I've never seen it imposed on someone who did file (and one of my clients always lollygags on getting me info; I got his 2011 info in Nov 2012), but the possibility is there and gets worse the more time goes on. Get 'em filed. What the client should do is tell the stone-waller that s/he will get NO more payments until that TIN is received.

I just checked and a whole _slew_ of my backed up returns are 1 and 2 KB files. Yikes!! My assistant and I exported _everything_ to separate folders on an external hard drive and we will do that daily from here on out. Thank you SO much for the warning, Jack, and procedures, etc. Thank you SFA for posting the info from the tech support guy.

Too, too, TOO funny!!!!! I needed that one; thanks, KC.

We had 10" of snow Tuesday -- and then, after all was cleared away, at 10PM another fluffy inch just to tease and torment us. But the sun feels warmer and yesterday got close to 40F.

Ummm... what utility does one run to fix the "completed" checkbox issue? I just updated to 12.11 mainly because I was getting really tired of either sorting through returns or re-checking all the "completed" boxes. So I would love to run this utility except I don't know what utility it is. TIA, Catherine

Restore didn't bring my assets back. Now to decide: re-enter them, delete return and re-rollover, or just do in Drake? Sigh.

Program crashed while working in a return. When I re-opened, ALL my fixed assets were gone. Do I have to start over with a re-rolled return? Go back and add the missing assets from the 2011 data I have? Go straight to Drake; this one has bad ATX karma? Other suggestions? Catherine

I had that happen, too. Reboot didn't help (program or entire machine). I re-created the return in Drake and did it from there. It's happened to several returns and Drake has now paid for itself on getting those DONE. All I can suggest is renaming the return (if you can), re-rolling over the 2011, and starting again. Or start again in a different software program. Or delete the munged return (if you can) and then roll over the 2011. I have also noticed that this tends to happen about three minutes before the return is ready to print to pdf. Although it happened to one of my returns during printing. The print manager seized up, the program crashed -- and when I re-opened the program I could no longer open that return. Talk about frustrating!!

My younger girl, Gwen, turns 20 tomorrow (St. Patrick's Day indeed). Time does NOT fly -- it damned near evaporates on you!!

Eeww!