jrollo

Have the 1040 Package with 3 states. With a new simple return (Federal 1040 with Ohio IT 1040) after return is closed I cannot re-open it. The program tells me I can only open the return by purchasing PERS for this return. Thank you, Jeff

Having the same problem. Running Windows Vista with 3 G of RAM. Talked to teck support, and they stated it is a software issue.

ATXaholics. Thank you so much for the reply and information. Jeff

Client's tax return for 2010 was amended due to a late 1099 DIV. He received additional infomation which will change the return, and the return will have to be amended for a second time. The return was E-filed and the 1st amendment has been processed I have looked and cannot find any information on amending a return for the second time. My question is this: what is the correct process for amending the return for the second time? Do I mail the oriiginal return with the 1st 1040X with a notation that the return is being amended for a second time. Thank you, Jeff

Lion: Thank you for the information. Well take the $1,500 loss on both return. Jeff

Taxpayers in 2009 had over $7,000 in capital loss (sell of stock). The loss was an account owned by the husband. In 2009 and 2010 the couple filed MFS with the husband taking the maxiimum loss each year. He still has a carryover amount remaining on this tax year. In addition, the couple had a capital loss in 2011 of approximately $6000 (sell of stock); however, this account is jointly owned. My question is this: If they filed MFS this year may the wife take the loss on the joint account on her return? Thank you, Jeff

Received a rejected on a Ohio State return Code MEFOHOHCOM-036. You provided state or school district wages but did not provide the state name or school district number. Please correct and retransmit. This is a simple return with the information rollover from last year. I cannot not found the problem with this return is something different from last year. Thank you, Jeff

Received a rejected on a Ohio State return Code MEFOHOHCOM-036. You provided state or school district wages but did not provide the state name or school district number. Please correct and retransmit. This is a simple return with the information rollover from last year. I cannot not found the problem with this return is something different from last year. Thank you, Jeff

Question: Cannot found the form for an individual who do not wish to E-File an Ohio return. Found it on the Ohio web site, but unable to find it on the ATX software. Thank you, Jeff

Deb: Same here in the The Buckeye State Jeff

KC: Thank you all for the information Jeff

Gail: Yes to both. If he had became an LLC he would have filed as a sole proprietor and used schedule C.

TP received an EIN for a new business started in 2010 and planned on becoming a Limited Liability Company, However, he never completed the correct paperwork, and decided to operate as a sole proprietor. My question is may I use the EIN number on his Schedule C? Thank you, Jeff

Taxpayer is covered by a High Deductible Health Plan through his employer. He has started an HSA family account that includes himself and his spouse, and both are over age 55. The husband will start Medicare coverage in November. First, can we take the deduction for the family plan that they are covered under for the months of January through October? Next, can the wife be on a self-only plan for the remaining 2 months of the year? She is only covered by her husband's health insurance plan. All the funds going into the account are from the taxpayer, and are post-tax dollars. Did the work sheet in Pub. 969. The amounts calculated are listed below. Family plan limitation $5,958.33 Self-plan spouse 675.00 Total limitation 6633.33 Would appreciate any help one may have on HSA. Thank you, Jeff