elabre

Has anyone received an accepted acknowledgement from California for a partnership return? Federal has accepted return but California rejected same return after almost 2 weeks. (remained in the infamous validated by EFC status) Error message was "Your submission manifest does not match latest published FTB schema or is not well formed".

FYI- I update daily.

Gene

I did something similar to what you did. I had been preparing a tax return for the spouse (female) for several years and she is self-employed. When she got married I continued to prepare her taxes. In the year she got married, I changed her name to the spouse's spot on the return but I neglected to chance the schedule C to indicate that she was now the spouse---needless to say, the social security was reported under the husband's name for two years until I realized the mistake tha I had made. I contacted several people at the IRS and the social security administration with no straight answers. The last time that I contacted the IRS they adviced me to prepare amended tax returns to correct the error --- I did and the problem was resolved. I asked the taxpayer to look at her yearly summary that the social security administration provides and it ws corrected. When I prepared the amended returns, I attached a note to the front of the return explaining why I was amending the return eventhough the explanation was also included on page 2 of the amended return.

Thanks for your reply Gloria. I didn't want to spend my time spinning my wheels this time of the year by calling. My only concern is that the problem began in 2002.

Has anyone ever reported S/E tax using the wrong social security number? If so, how did you resolve it?

My problem is so boneheaded. Spouse has a small business with a small yearly net profit of around 3-4,000 (no W-2). Since 2002, I have actually had the husband as the business owner (major oops!!). The self employment tax has been recorded under his name. Client came in with earnings report that shows zero earnings since 2002.

Anyone have any suggestions?

Found the answer. There is a spot on the 1040 line 44 calculation to enter the recapture. Duh...........

Does any one know how to handle a recapture of a lifetime education credit in Max?

The recapture is for a spouse per a 1098T for a tuition adjustment. Tuition paid in 2006 and adjusted in 2007. This year the husband has a hope credit so Form 8863 has to be filed again. The form instructions say to enter the amount of recapture on line 44 with "ECR".

I put the recapture on the 1040EdEp form as a negative number which nets it against husbands hope credit. It gives the proper net education credit but doesn't seem quite right.

Any one have any suggestions?

Gene

I am trying to create a custom spreadsheet in ATX for a California comparison of last year vs this year. I followed the quick tutorials and the instructions per ATX. The spreadsheet (one provided in the program) has been linked prooperly to this year's 540. All I have to do is input prior year data and it will calculate the differences. While this is not something I would do for every return, it is nice to have the capablity to pull the spreadsheeet into a return from the master sheets - especially when there are big differences between years.

After following all the instructions on saving spreadsheets as master forms, it does not appear in the select forms list. Has anyone had any success adding spreadsheets as master forms.

Gene

I have just printed my first return, and noticed that in the billing invoice the options page prints, in the client letter both federal and state the options page and other pages that I don't want print. How do I stop them from printing. I went into preferences but not there.

The only way I know to correct the situation is in the Print Manager on a per return basis. Press the expand button and uncheck the items you don't wish to print. I've used the program for a number of years and have never figured out how change this on a global basis.

Gene

TP is divorced and remarried. From the first marriage he has two children under 17. They live with their mother who has custody. TP is still paying child support. By court decision they are TP's dependents.

Do the TP qualify for CHILD TAX CREDIT? I know that one requirement is RESIDENCE TEST. But ATX software at line 6(dependents) has a column titled "Check if the child did not live with you because o divorce or separation" And if you check that of course the refund is changed accordingly.

Please anybody give me an answer/Thank you/gc

George,

Your client's dependents satisfies two of the three requirements under the uniform definition of a child - age and relationship. However, the third requirement is not met. To pass the residency test, the child must have the same principal place of abode as the taxpayer for more than half of the tax year.

In order to qualify for the child tax credit, the child must meet all three requirements. This became effective for years after 2004.

Gene

I received my 1040 Express Answers today. But has any one that purchased the Max package received the Kleinrock 1040 guide (formerly known as the Total Tax Guide). It is part of the reference material included with Max.

Gene

What JPDF program are you using?

If you have been using ATX for a few years there is a program called PDF factory, this usualy works better than the current one.

Thanks George. Just changed my printer to the PDF factory and it worked like a charm. Guess it's just another work around I'll have to get used to. Just seems a shame we spend more for the program and are getting less.

Gene

Has anyone had any problems creating PDF files for the preparer copy? I have created files for a couple of small returns with no problems. The program hangs up when trying to create a PDF file for a slightly larger return. I have run error check and created the e-files for this particular return with no problems. Also printed the client copy with no problem. I searched the knowledge base and found nothing. Is ATX even posting anything to the knowledge base this year?

Gene

My CA returns still show in my system "validated..."; however California's web site shows them as accepted as of 1-24-08. CA returns seem to be moving now.

Thanks for the information J R. The status of my returns were the same as yours. For those who may not know the website it is

www.ftb.ca.gov. Click on the individuals tab and scroll down to the "View Your Account" section. You will find a link to e-file status. You will need the client social security number and the Declaration Control Number (DCN) to obtain the status within the FTB system.

Gene

Has anyone received any acceptance acknowldgements for California from ATX? As of 7:00AM, 1/25/08, I have yet to get any. People who are using Cal-File (free service) are having no problems.

Gene