ajuroff

What happens when you open the program with no clients opened and you pull down the menu and select update program?

I've done this a few times. A box pops up that says it has been updated. But I'm finding out that

it is NOT updating. I don't choose manual (because it doesn't give me the choice to "choose" what I would like to update) I choose the automatic (first one) so everything would update. It just isn't updating. So I go to the web and download from there. I've purchased ATX for 6 years and have never

had this problem.

How many rejected efiles are we talking about? If more than one, you are doing something wrong. Nothing wrong with the program. We all have efiled with no problems.

As of this morning, it was 9 returns. I've been efiling for many, many years and am not doing

anything different. I'm updating the program through the web and will try again before I have

to go back to work in an hour. I have some returns that have went through with no problem, trying

to find something in common with the ones that have been rejected. Also on hold with tech support. Always a joy.

I can't remember how to see which program version you are running. I'm running an udate through

the website again. (what is wrong with my update through the program itself????) Getting very

frustrated. Maybe it will help with my rejections???

ughhhh! Nothing helped. All were rejected again. Checked this am! Any ideas??????

Don't have time to wait on hold with support for ever. Have to go to work!

I'm only guessing here, but I think the error means that the amount on the 1040 for the credit must match the amount on Sch M. If you did an override on the 1040, or the amount from the Sch M isn't flowing, then you could get this error. Maybe?

Nope, no override and the amount is flowing correctly. That's why I'm scratching my head here. I updated the status of the situation below. (guess that would be above now) Hopefully I have solved the problem. (except the problem of the forms not updating directly through the program and having to go to the website and download them) ughhh...

I replied to this post but don't know where it went.

No, none of the returns had anything to do with Social Security or Pension.

Anyway, after giving up from waiting on hold with support for half an hour, I found

this on the website. This is what the error is "supposed" to mean:

(quote)

When Making Work Pay/Government Retiree Credit is significant, must equal

making work pay and government retiree credits of Schedule M. (/quote)

I have no idea what that means.

So, I updated all my forms again from the website (I really don't think my

update is working thru the program itself) and saved the returns again. All the

returns I efiled had the same rejection error. I have efiled them again and am

hoping it had to do with a form update.

UPDATE: Well, all were Transmitted to ECF and are now in Transmitted to Agency Status.

That's a good sign. Keeping my fingers crossed.

I replied to this post but don't know where it went.

No, none of the returns had anything to do with Social Security or Pension.

Anyway, after giving up from waiting on hold with support for half an hour, I found

this on the website. This is what the error is "supposed" to mean:

(quote)

When Making Work Pay/Government Retiree Credit is significant, must equal

making work pay and government retiree credits of Schedule M. (/quote)

I have no idea what that means.

So, I updated all my forms again from the website (I really don't think my

update is working thru the program itself) and saved the returns again. All the

returns I efiled had the same rejection error. I have efiled them again and am

hoping it had to do with a form update.

I'm getting the error:

1040FD1136

Form Ret 1040 Occurance:1 Seq: 1175 Reserved

Anyone know what this means?

didnt know the ATX 1040 had unlimited efiling. Ive had 1040 program since I started with ATX, and Im paying 3.00 per transmission.

By the way--all the forms (except a few) are ready for efile.

Larry

Thanks for your replies. These forms would NOT download from the program itself. I had to go to the website and download them there. Support didn't know why????? You can get unlimited efiling for $200 more. I questioned them about the 3.00 per transmission and didn't want each 3.00 charged to my credit card. (I was told it could not be taken directly from my bank account) All is working ok now.

As the subject states, I'm scaling back and purchased the 1040 program and paid for unlimited

e-filing. For some reason, I can not download the e-file forms needed (8453, info form..etc. - this

includes State also) I keep getting the error that they aren't available yet. (which they are)

Anyone have this problem?

I guess I'm the one losing it. I read your original post wrong. I could have sworn you said it computed a $1500 credit. Obviously you didn't. So yes, that would be correct - and if you input the amount they have already received, then they would

get the $300 credit for the new child.

I'm done...I have got to get out of here. It's raining outside, but I don't care.

none.

He moves out of house in July. Divorce is final in Sept. Wife had to pay him $31,000 (1/2 value of home to buy him out) This is not considered alimony. Would I report this as a sale of the home with him getting half the cost? He would be able to exclude any gain.

Yep, and I knew that. Been reading too much and have done a lot of "ugly" returns this year. Lots of factories closing in this

area....etc.

Thanks for setting my mind straight.

Clients have been "buying" home on land contract. Home was in mother's name until this year...factory client worked at closed and

client took out 401K and paid off land contract with mother. House is now in client's name.

Exception to the 10% penalty? I'm thinking no.

Nope, you're not. :scratch_head:

Sorry, delayed response here. Try to "bunny hop" from line 5 to the worksheet. Check line 1 and 5 on the worksheet. See what's there.

How did you enter the information from the w-2? (the one from NY) make sure you put NY in for the state. I believe it will automatically enter MI if it's a MI address on the return. Was there some type of local tax for NY? It might be caculating this as a MI "city tax" and giving the credit on the sch. 2 if MI is entered on the w-2 instead of NY.

(hope this make sense)

When completing the NR, did you complete the dates the husband was a part year resident? Also, make sure the income is

allocated there between Michigan income and other states income.

It is his first home - but - I'm questioning the "date of acquisition".

Pub 509 states:

First-time homebuyer. Generally, you are a first-time homebuyer if you had no present interest in a main home during the 2-year period ending on the date of acquisition of the home which the distribution is being used to buy, build, or rebuild. If you are married, your spouse must also meet this no-ownership requirement.

Date of acquisition. The date of acquisition is the date that:

You enter into a binding contract to buy the main home for which the distribution is being used, or

The building or rebuilding of the main home for which the distribution is being used begins.

He has owned this home for many years, therefor had an interest in the home during the 2 year period ending on the date

of acquisition. (which would be the date the "rebuilding" began..in Feb of 08)

Am I understanding this correctly?

This is from my earlier post -

After talking to one of my three situations today - the guy tells me that he took out the IRA ($13,500) to rebuild his home. He said his ex-wife left the state and left him with the children so he had to add additions on to his home, which was originally a small one bedroom home. He says he has all the receipts to back it up...we'll see.

So, I'm checking out the "exceptions" to the 10% penalty. Instructions to the 5329 say "IRA distributions made for purchase of a first time home, up to $10,000". Publication 17 says "You use the distributions to buy, build, or rebuild a first home". What would be your idea of "rebuilding" a home? (with his wording, I'm thinking he's reading something or someone is telling him something)

Thanks Taxbilly - So the paper the mother signed would be considered the "decree". I wasn't even thinking that way. I need to get out of here. Two more returns and I'll leave. Hubby is snoring on the couch anyway.

I'm in an area that is famous for all the factories closing. (Elkhart, IN, which is 20 min. or so from me has an unemployment rate of something like 15%) All the factories but one in the town I live in have closed. Alot of people are living in MI and working in IN and now are unemployed. (lots of RV factories)

I guess I keep second guessing myself because the sentence "WHY WOULD THEY DO THAT" keeps running in my head. Probably because of what you said kc - "It's too bad they don't talk to us first"

So...now after talking to one of my three situations today - the guy tells me that he took out the IRA ($13,500) to rebuild his home. He said his ex-wife left the state and left him with the children so he had to add additions on to his home, which was originally a small one bedroom home. He says he has all the receipts to back it up...we'll see.

So, I'm checking out the "exceptions" to the 10% penalty. Instructions to the 5329 say "IRA distributions made for purchase of a first time home, up to $10,000". Publication 17 says "You use the distributions to buy, build, or rebuild a first home". What would be your idea of "rebuilding" a home? (with his wording, I'm thinking he's reading something or someone is telling him something)

I have a home office also. Yep, gotta love em anyway.

I thought to be considered a foster child, the child had to be placed with the individual by an agency, etc.

The appointed legal guardian sounds more like it, thus allowing the friend to claim the child. Maybe I'm making it more

complicated that it needs to be.