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JRS

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Posts posted by JRS

  4. Any former Drake users? Had Efile problems??

    in E-File

    Posted

    Does anyone have any war stories to share about any Drake Software EFile problems? One of their main weakness's is an archaic EFile system. Did anyone ever have any problems sending Drake an EFiled tax return that was never received by Drake? And had them say when you called to inquire that their software shows it was never sent? When you know you did?

    Never had a problem.

  7. Oh...I forgot to tell you...I got married this past September

    in General Chat

    Posted

    >>but the darn brokerage companies had until Feb 18th to get out the 1099s.<<

    A couple of my clients, including my self, received this from Fidelity today: *Fidelity has received a mailing deadline extension from the IRS. Mailing some original forms by this date will mitigate sending a similar number of corrected forms. We apologize for any inconvenience that you might experience.

    The NEW estimated time is Feb 28. (Hopefully they mean 2014.)

    • Like 1

  8. Switched back to ATX from Drake for 2013

    in Drake

    Posted

    >>No wonder everyone on the Drake forum is so happy and helpful!<< I have a very small practice and moving towards retirement. Every year I attend a seminar where Drake has a booth and they have worked to convert me. I should have listened sooner. Tax software is a tool for me to use to aid in my profession. When a tool is broken, you throw it away and buy a new one. I am over joyed "it broke."

    • Like 2

  10. Hi-Jacked Threads

    in General Chat

    Posted

    "

    :wall: The real reason for this thread got lost in the mud pages ago. An ATX client was having the same problem with rollovers on a NEW computer that I had. Since Jack fixed my problem, I referred that post to Jack. I believe Jack contacted the poster directly and helped him. From then on bedlam ensued. I thought this was supposed to be a tax board wherein we could help each other with program and tax issues. In addition, there are friendly and conversational threads clearly marked; between some of us who have "known" each other for a long time. I don't care how you resolve these jump-in posts that clearly lead the thread astray. But, please do try to put an end to them. I am getting a headache."

    I thought before I commented on this thread, that maybe it would be better to start a new, more clearly labeled thread. Quite often, as this board is conversational in tone, the subject of the thread winds up far astray from the original posting. I expected that to lessen once we had a separate forum for political posts, but since the tone is conversational I don't think it will ever completely go away. Most of the time I don't have a problem with that, and I think that friendly tone is what makes it hard for newcomers and the moderators to judge what and when to shut down these random offshoots from the original thread. Many times, all that is necessary is to ignore the off-topic posts and make a post that gets the thread back on topic. I really don't want this board to lose the informality we have had in the past, but I also don't want to see it degenerate into just a few posters arguing back and forth over everything that is said. Sometimes the best thing to say is nothing at all.

    I am shouting...THANK YOU GAIL!!!!

  14. De facto seizure of probate estates

    in General Chat

    Posted

    Oregon had the same problem, "The Oregon Health Authority, which oversees the plan, said last week it would change its asset-recovery policy. Starting Oct. 1, anyone applying for coverage under the plan won't be subject to asset recovery rules meant for those receiving long-term care, the agency said.

    The agency also plans to remove the alarming fine print in Cover Oregon's application.

    "We are not going to be implementing the state recovery for people receiving just the Oregon Health Plan," said health authority spokeswoman Patty Wentz. "(Recovery) will remain in effect for long-term care services and connected medical costs."

  15. pricing atx

    in General Chat

    Posted

    My client base has been reducing itself by "natural causes" for the last few years. Two or three years ago I went to " pay per return." After "the add ons" my renewal was $100 more than last year AND I was told, via email, no early discount was available on the PRS system. I never have been contacted to renew. I went with Drake.

  17. PTIN Renewal open

    in General Chat

    Posted

    IRS Tax Professional PTIN System

    Sign-up and manage your Preparer Tax Identification Number (PTIN)

    All paid federal tax return preparers must obtain a PTIN and renew it annually or penalties may apply.
    Renewal and registration for 2014 are now available.

  20. IRS Tax Season Delay!!!

    in General Chat

    Posted

    WASHINGTON–The Internal Revenue Service today announced a delay of approximately one to two weeks to the start of the 2014 filing season to allow adequate time to program and test tax processing systems following the 16-day federal government closure.

  25. The Republic of CA Latest Rip Off

    in General Chat

    Posted

    That's a lot worse than the monthly letter we get from the Board of Equalization telling us we need to audit ALL our clients' records to make sure they are paying sales (use) tax. The bureaucratic agenda is doing its best to drive all business from California and now the rural residents with the wonderful "fire tax" get added to that agenda.

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