Catherine

Hmmmm -- great question. Haven't tried it. Will give it a shot and post the results! Catherine

Happy Birthday!! :bday:

Happy Birthday wonderful forum!! And thank you to Eric for setting it up!! Catherine

KC -- I hope you have an absolutely WONDERFUL birthday -- with many more wonderful birthdays still to come! Thank you so much for all you do for us here; your kindness, vast knowledge, and wisdom are so very much appreciated! Catherine

An interesting and appropriate essay for this weekend: http://cruciality.wordpress.com/2008/05/21...last-judgement/ I was fortunate enough to have been introduced to the works of Fr. Capon years ago. His "The Supper of the Lamb" is a book on cooking, theology, life, the universe, and everything. I recommend it to _everyone_. I'm just starting to investigate his theology books now, almost three decades later. Catherine

Once we get past the 15th we can take another look at it if you'd like 9and if ATX tech support doesn't solve the issue for you). Good luck! Catherine

Hi all -- Whenever I have any questions as I'm doing a return, I mark the item as estimated. That way, when I do my error checks, it lists any that I've forgotten. Twice today I noted a new twist: a couple of clients had interest income and dividend income entries for last year that were missing this year. So I put $1 in the fields noted those amounts as estimates while I was getting info from the clients as to whether those accounts were closed or information was missing. Got word back that accounts had indeed been closed, so I could delete those items. When I deleted ONE item, ALL items in the detail and input screens that had been marked as estimates were no longer marked as such. Not good!! It makes me wonder if there are other instances of items that were estimates that escaped my review because the tags were gone. So be warned -- your estimates might not be tagged as such if you have deleted any other items. Catherine

If it's a "regular" grantor-type trust (like "John Smith Revocable Trust, John Smith TTee") that is disregarded for Federal purposes, ignore it and just file the Mass Form 1. Every year ATX has a major problem with Mass returns. The stuff that is supposed to flow does NOT. And they have never found the problem when I went to them, so I stopped bothering and just override. If you over-ride on the worksheets the info will then flow to the forms and you can still e-file. But this is a big issue with them, and a recurring one. No solution has been presented to me except for overrides. Sasha -- let 'em know!! Catherine

Happy Easter to all. And a good Passover as well.

In the "post new topic" (and the reply as well), at the bottom, on the right hand side, UNDER the box where you type there is a "manage current attachments" box, and under that is a BLANK box with a "browse" box next to it. Use the browse to find the picture, and then upload. Eric has given us lots of storage space (thanks, Eric), but you might still want to double check the picture file size first; some programs (and some pictures) make huge files that can be made smaller by reducing color numbers and other ways. Catherine

I've had a Brother MFC-8840DN for about three years now. Auto doc feeder, scans quickly (but not duplex; at least that I've found) and easily. ADF doesn't like real flimsy paper like you get with some 1099-MISC's, so those we (=Gwen, usually) do singly. It also copies (and scales larger/smaller), faxes, and prints duplex. It's been a very good workhorse. Prior to that I had an Epson with ADF; the ADF was very slow and the scanner mechanism itself broke. First time I fixed it (but got the Brother), this last time I think I'll just have to junk it; now that it's (WAY!!!) past warranty, it won't be worth the expense. Don't bother with any scanner that's not meant for office use; it'll drive you nuts until it breaks. Catherine

Noticed something odd in an e-file ack's (I print out the e-file acknowledgment history; one copy in my files, one copy to client). This client owed some money. As usual, the left column showed the negative "refund" amount. But the middle block ("Current Ack Detail") showed this same amount as an actual refund amount. Since someone cannot both owe $250 and be expecting $250 back on the same return, I wonder if there is a glitch in this middle box reporting. Has anyone else noticed this? Of course, in my copious free time, I went back to look at some of my other returns where the folks owed and indeed this is more widespread than just this return. It's like they don't have a way to show negative numbers. This particular client is an engineer, and he'll notice it and want details. I just know it. Catherine

There's another instance when the pdf file will be empty. If you print a return to pdf and the realize you've included a form you meant to not print (or neglected one you wanted), and you re-print, and try to give the same file name. You can go through the "this file already exists! do you want to over-write it" question and say "yes" -- but the over-written file will be empty. It is necessary to first delete the existing file and then re-print to pdf using the name again. Catherine

excerpted from The TaxBook, 13-31: "A cafeteria plan is a written plan that allows employees to choose between receiving a taxable compensation or a qualified benefit for which the law provides an exclusion from wages." So, FIT, yes, but I'm not sure offhand about SS or Medi.

On the order of, "I can neither confirm nor deny the rumor that CCH will be supporting ATX for only two more years"? (Please note, this is a rumor I just made up as an example here!!)

Gee, thanks. :wacko:

LOVED the stories and I definitely worked for more than a few of those doofuses (doofi?), LOL! And I sent the EB story on to some friends... Catherine

My 16-year-old does all my document scanning for me. She does a GREAT job, too. I pay her well for the work and get every penny's worth and more. Catherine

HAPPY BIRTHDAY!!!! It insists on adding that frou-frou at the end; I just wanted to bump up the font size. :rolleyes:

Yardley CPA -- Sasha probably can't answer your last question. But if she could AND did, then she'd have to kill us all afterwards. ;)

Thursday, April 9th. The last Thursday before 4/15; many places will be closed tomorrow for Good Friday. I get a MARKETING call from CCH/ATX wanting to talk to me about "my business and training needs". HE-LLOOOOOO!!!! Just a wee bit BUSY here, folks! I think TRX just confirmed a sale. Thanks to all for letting me vent. Catherine

Happy Birthday!!!!

I don't know the answer to your question. However, I think it's going to depend on how the trust was written, and that in turn will depend on the will it was set up under and the attention paid to the set-up by whoever wrote the trust doc's. The attorney who set up the documents may be able to help with this one; certainly -some- attorney will be able to read the documents and give an opinion. Was exempt status ever applied for? Do the trust documents support the establishment of a private foundation? "Intended to do" and "actually did" can be quite different, after all. Extend, talk to the attorney, go from there. If it does qualify as a private foundation, perhaps you can amend any/all open years, too, as the filings would have been incorrect. Catherine

Client has family in Canada without ITIN's. Should I e-file his extension as Single? Can't e-file married as there is no ITIN for spouse. Or is this one that should just be sent in on paper? Hope to get it all straight and filed properly within a few weeks (sooner than a nastygram could come in, we hope), but thought I'd run it by folks here first. TIA, Catherine

I had trouble connecting to the server earlier today, but it seems to be fine now. Catherine