Ray in Ohio

Now I'm really worried. My office is not at home and there are two other tax preparers and a secretary here too.

(I think I better put them back on now) :unsure:

What are some good EA study materials? I will probably try to take the exam too.

I took my shoes off and pushed em under my desk. It feels good. Any reason I should not do this?

(I've heard that if it feels good, it is either bad for you or illegal) :dunno:

:scratch_head:

Exporting the list to excel makes it easier to add the total "charges" etc from the "Accounts Recievable" tab of the Return manager. After exporting the list to excel, you can use "Auto Sum" and total is right there.

But who's interested in those figures anyway!!!

I really do need another tax preparer in the office. We were pretty well maxed out last year and the amount of new clients we have gotten so far this year will be putting us into some seriously long(er) days to get them all done by April 15th. My stack is bigger than it has ever been and I am already working 80 to 100 hours per week. Startin to get burned out and we aren't even close to the 15th yet. I hope to find someone by next tax season.

I'd accept your application! How soon can you be here?

I e-filed 135 clients yesterday. ALL rejected for this reason. I have 400+ in que ready to be submitted that will ALL have to be recreated!!

Gotta Love the IRS!!

Holy Smokes!!!!!!! :spaz:

I spent at least 20 minutes trying to figure it out too. And to make things worse.... that was just after I had gotten about 30 efile rejects for that stupid third party designee box. I had to fix and re-create and transmitt all those files. Then the very next file I work on I spent all that time trying to find that frikken little box to check.

Lets just say I wasn't in the greatest mood last evening.

But its all better today now, and tomorrow is FRIDAY!!!!!!!!!!

ATX has now added a warning and won't let the efile be created unless all the required fields are filled in. As of now the fields are not automatically populated when the "yes" box is checked. But now we have something to look foward to. :D

Thanks guys! I knew there was a "spouse" box to be checked somewhere. I thought I had looked EVERYWHERE.

Got it to work now. Thanks again!!

Both spouses have distributions from their HSA. Each got a 1099SA. On Form 8889 Part II it states that if filing jointly and both spouses have HSA distributions to fill out a separate Part II for each spouse.

Well I have been trying to figure out where that separate part II is. I have opened a separate Form 8889 but there is no way of marking the second one as the spouse's 8889. On the 8889 worksheet there are two columns. If I enter the spouses info on the second column, it automatically reduces the amount on the first column.

What am I missing?

(or have I finally lost "it" totally?) :wacko:

What is the update to the program expected to do? Automatically enter the required info if the "yes" box is checked? I hope, cause right now that is just another step to do in the return. And right now I need less steps, not more.

What can be used as a PIN number? Same as the ERO pin on the 1040 Efile info? Does it have to be the preparer's SSN or PTIN?

Why now!!????????

What can be used as a PIN number? Same as the ERO pin on the 1040 Efile info? Does it have to be the preparer's SSN or PTIN?

Why now!!????????

GGGGGRRRRRRRRRRRRR!!!!!!!!!!!!!!!!!!!!

I transmitted around 30 returns today and all got rejected, now I have to go into all of them and FIX THE STUPID THINGS!!!!

(I feel a little better now)

This is why I stick to bananas! (bananas don't come with cheese) :)

It's probably a good thing that I don't have a few bottles around here. This has been a Monday at its finest!! :dunno:

Thanks MAS.

It doesn't specifically address my situation. The taxpayers moved into the home in July. The IRS classifies that date as the "purchase" date. They meet all the other requirements, other than the land was purchased from a relative and I don't know if that also disqualifies the cost of building the house.

Any others?

Taxpayers bought vacant land from spouse's parents. They then proceeded to built a new home on this land. They moved into this new house in July 2009. I am unable to find anything on the IRS website regarding this type of situation. Wouldn't the cost of the construction of the new house qualify for the First Time Home buyers credit? I would not include the cost of the land, but I am thinking the cost of the new house would/should qualify.

If anyone knows anything further on this, I would appreciate any input. Thanks!

>>How? <<

Oh, well, I can think of a number of ways to "get the money" without filing a return. Amending the prior year is so obvious it doesn't even count as thinking. By how about taking a lesson from the IRS itself: reduce withholding by the credit amount so one gets the money in the paycheck? Or why not let a co-buyer claim 100% of the credit on an early return, and then share? (That method is suggested by the IRS itself.) Or, in the normal course of events one would calculate the credit at the time of filing an extension, and so could pay oneself the $8500 that would otherwise be sent to the IRS. There might also be non-tax methods to financially benefit from the credit, such as in a loan app or other transaction using cash expectations.

Of course, no one could use all of these techniques without considering other factors. But with appropriate planning for the credit, the money is indeed available separately from the actual tax return filing.

OK.... answers make sense. Guess I wasn't thinking out of the box enough.

(but, how do you "amend a prior year's return" without "FILING" an Amended Return?? )

>>Is it possible to get the money for the first time homebuyer credit without filing a tax return?<<

Yes.

How?

Faygo aint got da frikken banana flavored drink. :unsure:

Banana filling with chocolate frosting!!! Fresh Coffee!! Wooohooo... life is good!!!!!!!!! B)

I have never e-filed the partnership Form 1065. What signature form is required? Do most of you e-file these returns? I used to only do a few, but every year I pick up some more and it would be so much easier just to e-file them. Any suggestions or experiences would be appreciated.

Thank you!

(Going on vacation tomorrow!!! wooohooo) Yeah, I'll have to make up for lost time when we get back in 10 days. :blink: