Catherine

Go to a field. Right-click. Top choice is "Mark As Estimate". Then when you error-check, you get a list of all estimated values.

Usually there is a quarterly "maintenance fee" of which _part_ is RE taxes -- but frequently not spelled out as such. The "wear and tear" and management portions are nondeductible personal expenses -- but is you own/rent enough weeks, those would be rental expenses.

I shouldn't think it would affect us here. But some of us use Yahoo Groups, as well, so those would be affected. I'm going to have SO many Yahoo fiddle group posting to plod through after next week...... haven't even peeked at them since early February!

Sounds like, in that event, we'll have to seriously query the TaxWise users (and/or get demos for ourselves) and see who wants to use that format and who wants to jump to a product like Drake. I really _like_ the ATX forms-based format. Grrr! :angry:

Thank you for posting this, KC.

Thank you! It's hard to believe that there is even _one_ source of income that isn't taxed. When you have to report someone's raffle winnings of $25, to find a place where a couple of hundred gets ignored really makes you doubt that you're seeing it right. Catherine

Client has a timeshare that they rent out. Only one week per year, and only a small amount of income (management company takes 40% as a fee; nice gig if you can get it). How do I report this? It falls under the "seven days or less" for passive rental activities. Does that mean Line 21? Or is it still Sch. E? Catherine

Without my dear colleagues who help me so much, I think I'd end up taking up gardening instead. Because I surely couldn't do as good a job with taxes as I require of myself! Happy Birthday all of us, and thank you all!!!

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