Tax Prep by Deb

Is the grey permanent or temporary? I almost shut down my computer thinking it was doing funny things until I saw this post!

Deb!

Same here,

I have several schedule C's that include other interest. I've never had a problem transmsitting. But why can't you just move the interest to the other expense sheet, list it as credit card or business loan interest and deduct it there?

Deb!

I actually I had this come up a few years back. My client took the builder to court (small claims) won judgement and when the amount was refunded they were issued a 1099 coded (yes) 7. I had client send by certified mail a letter indicating the error and that either they get it corrected or the case would go back to court. Builder corrected the 1099 and all was well.

Later on I had an opportunity to work with this builder and it became clear to me that the main problem is that when they paid this out that didn't really know how to classify the payment so therefore the 1099 was issued in error. To make a long story short all was resolved in a couple of weeks.

Just my 2 cents worth!

Deb!

As to why Atx program has that box to check I think goes back to info that relates to prior 1985 divorce decree. I do believe from 1986 forward Fed's rules (I.R.S.) favors non-custodial parent, where as prior to 1985 it was whatever was stated in the decree. I'm not 100% sure on this as I started preparing taxes in the early 90's.

Deb!

What is really stupid about that is that if they had had any business sense at all, they would have kept the Caribou team at least until Feb, to handle the Jan rush of support calls. I doubt if they saved a penny, but they sure destroyed a lot of customer loyalty. Had they waited just a month or so, until the early problems were solved, most of the users would not have even known about it when they later laid off the folks in Maine.

Amen!

Deb!

All my old ones have now come back accepted. I think by the end of today everyone should be pretty much caught up. Can you believe it? It's exactly what the support person told me earlier today!

Deb!

GLORY BE!! My 1st 5 out of 9 CA Efiles came back through ATX today as Accepted!!!! DO WE HAVE A MOVEMENT??

Howard

Got my first ones back as well! I guess the gal I talked to today was correct! Looks like we are in business!!!!!!

Deb!

>>which state would be most beneficial to take a credit<<

Sorry, you don't get a choice. In most cases you take the other state credit on the resident return, but Deb is correct that for Oregon you take it on the non-resident return. My mistake.

Thanks Jainen,

It really helps to bounce ideas off each other like this. That's why no matter what happens to ATX this site will always be of extreme importance to me. I respect your opinions and others. It's comforting to know that after you do the research you can always learn more and share with others!

Deb!

Has anyone received any acknowledgements from California?

I called customer (no) support this morning and was told that it's just a matter of them being back logged on sending us the acknowledgements, but I don't believe that is correct.

Accordig to FTB site most of mine have been accepted since last Thursday which according to the person I spoke to said was when they were turned on to California. She told me to be patient. Problem is I have transmitted several since then and they too are still in validated status. I fear something is wrong and I hate the idea of having to check FTB site everytime I send an e-file out.

Just wanted to update you all who are still waiting.....................................!

Deb!

BulldogTom,

I just did some quick research and it appears that this form is used if the other state doesn't allow a credit for the double taxed income. Oregon does so I'm going to request it from Oregon. Perhaps you should check on Utah. The way I read the instructions for this form is that it's only if the other state doesn't allow a credit.

If you get a chance to review it, please let me know what you think?

Thanks,

Deb!

Jainen might be confusing OR with UT. UT has a schedule S for non-residents to figure the credits I think. Just happened to run into this the other day with a client who worked in UT for part of the year.

The fact set is similar to yours except in UT. I am filing as a CA resident and a PY UT resident. Not sure that helps, I may be wrong, but that is how I am treating this client.

Tom

Lodi, CA

Actually BulldogTom,

I found the schedule Jainen was referring me to. It is a California form that allows me to take a credit against the taxes my client pays to Oregon for the same income taxed by California. It is California Schedule S

Take a look maybe it will help your client as well.

Deb!

Jainen,

You mentioned a schedule S. I've tried to pull this up on CA side and I don't get anything. I also tried Oregon and I still don't see it. Can you be a little more specific?

Thanks!

Deb!

>>His intent was to check things out in Oregon and if it didn't work out to move back to California<<

I don't see any way to exclude the Oregon income from California taxation. Clearly he did not sever his California ties to establish a permanent residence in Oregon. There's lots of rulings about that. Technically Oregon could ALSO treat him as a resident for those four months, since he was in the state for an indefinite (as opposed to temporary) period. It wouldn't change the taxable income, though, so they won't bother with it. File CA resident and OR non-resident. Don't forget Schedule S.

Thanks Jainen,

That was how I was leaning as well. Tax consequence isn't significant, I just wanted to make sure I was thinking in the right direction. I would rather do it right the first time.l

Thanks again,

Deb!

I have a client who has lived in California for the past four years. In July of 2007 he moved to Oregon and accepted a job. His intent was to check things out in Oregon and if it didn't work out to move back to California which he did in November. He was in Oregon for 4 months. Do I file him has part year residence for California and part year residence for Oregon? Or I'm thinking that because of the short time he was gone that maybe I should just leave him a full year resident, treat his 4 months in Oregon as a temporary abscence, and therefor file his Oregon return as a non resident? Any ideas?

In case it makes a difference he did leave his job in California, worked at three different places in Oregon and then ended up coming back to California and was rehired at his old job. It just seems like to me that I should leave him as a full time resident in CA!

Thanks in advance,

Deb!

Thanks KC &Suntaxman!

It worked like a charm!

Deb!

I have the 1040 package and have three states. I already chose California but held off on the other two until I knew which ones I would need. I now have a couple of clients in need of Oregon. How do I install this state?

Instructions say to re-install program, due I have to un-install first? If I un-install what happens to the returns I have already prepared?

Any help would be greatly appreciated. I would like very much to get this one return done today as my dad has been very ill and each day has it's own set of anxieties. Please share you comments, experience on how to do this.

Thanks,

Deb!

Have you tried running the netsetup again on the workstation, after the update? Not that this would be a permanent solution, but if it helps until you get the problem diagnosed and fixed, it would be a step in the right direction.

Yep! I tried that when I first noticed the problem. I even removed the program from the workstation and started from scratch, but to no avail.

Tomarrow I'm thinking I will try to network my lap top and see if it will network properly. If so then I have to assume it's something in the workstation. If not then I know there is something that needs to be tweaked and will have to rely on the mercy of ATX.

Thanks again KC!

Deb!

I only update the programs on Server and it automatically pulls newer forms on my work station.

As a Note when I update on the Server, I ensure that the program is not running on Workstation. I hope it does the same for you.

Good Luck.

DevM

That is exactly the way it is suppose to work, and has worked for me for the past several years. This year however I cannot get the workstation to recognize any of the updated forms unless I first open them on the server. I have been complaining about this until I'm blue in the face, but so far ATX Support is just waiting until I turn blue! (I'm just about there)

I had a similar problem last year and tech walked me through changing some permissions. I can not figure out what is causing my problem now. When the program updates it appears that the workstation also is updated at least the version ect.. changes after an update. But the forms do not update causing a error everytime I try to open a return that has an updated form in it.

Deb!

Helo! again Californians.

Are you still waiting for news on your CA. transmissions? Exactly a week ago I sent the first CA. transmission and still showing Verified by EFC". I don't know what to believe from what ATX says.

Thank you.

Yes! I've been waiting for over a week also. I have contacted support but not getting anywhere with them.

Deb!

Just a note on this subject; I switched from Tax Wise to ATX because the CA program was usually available until the end of January; Based on this I guess we can expect CA to be "really" ready by the end of the month.

Than they should not have released the forms. In the past they didn't until they were ready, and yes sometimes it took even into February, however we didn't get the forms either. When it says it's available as of 1/14/2008 one would assume that it means its available.

What is really bugging me is that there has been no communication. Not even a posting on the MYATX website. At least last year we had that resource to go to and see what the problem was, but nooooooooo! not this year!!

Deb!

Deb, The network will work the way you want it to. I can't tell you how to do it because I don't know how to do it. I called a guy who sets up networks because I wanted it to work with no problems. He asked me how I would use the network and many other questions and then set it up. That was in the year 2000. I have him come in each year at the start to review my computers and system. In 2007 his time cost me $130.00, well worth the money. This way I can do what I need to do and not stress about the network.

I know it will work the way I need it to. That's the point. I'm not a new comer to the network set up. I've been using it for years. The problem is something has changed. I didn't make any changes, add any new software, ect.... to my computer. I have other programs that are networked and work beautifully. The only problem I have and ever have had is with this particular problem. In the past it was always a very simple fix that I could be walked over the phone with. The problem is that nobody at customer support know this program therefore I'm getting no help.

This program comes with Tech Support (after all every piece of info, e-mail ect.. I have received from ATX assured me of the same quality of support that I have had in the past. What is ticking me off is that fact that I do not have any support! I have said it before and I will say it again, I honestly believe that it something very simple if I can speak with someone who knows what they are doing!

Deb!

You should be able to navigate to the location of last years database when you select rollover. There is a browse for last years file option there. If your last years program was installed in the :Program" files it may not let you share the file. You could install the program in another location and copy the database into it then share the new location. That said I've found that it's generally just best to do roll overs from the server. Also need to open new/revised forms first in server before they will work on work stations.

But the point is that is not how the program is suppose to work. I have been using a workstation for the past 4 years and everything with the exception of minor problems has worked as designed. In the past I did have issues after updates with a misatched form however tech support last year walked me through the process of resetting my sharing permissions which took care of the problem.

This year I don't have the mismatch form error I just have the error that the return I'm trying to open has newer forms in it than what is currently installed on my workstation computer.

If I have to roll over on the server, open the returns each time I update I am waisting valuable time. I have over two hundred clients per year. I have a person who does all the preliminary work for me on the workstation then I review the return for accuracy create the e-file and print the return. I paid for the ability to network this program. If it can't be done correctly then they should adjust the price or at least tell me it's not going to work. Customer Support in the past could easily fix this problem, however when the only support we have are educated (which I really doubt is true) on the TaxWise Program then we are left in the dark.

Problem is that nobody at CCH cares about us ATX users. If they did they would start showing it.

Deb!

Nena,

I have the same problem and have contacted tech support regarding this issue. That was on Friday of last week and as of this evening I have not heard anything back from them even though they promised they would call me back. If I do hear of any fix I will certainly pass it on.

Deb!

I have been in contact with support regarding this. Originially I was told that California wasn't accepting them, however a very reliable source told me that there is a communication problem between servers. That was on Monday and he assurred me that they were aware of it and working with FTB.

I hope it will start flowing soon! If I hear anything I also will post. I also e-mailed tech support today and specifically asked for an update, so hopeful we will know something tomarrow.

Deb!

KC,

I wish it was that simple. I have e-mail William twice and received one reply back with a promise that someone would call me back. That was Monday and I still have not heard anything. The program this year may be technically the same but the support is absolutely awful! I think that those of us who are having a serious probelm that cannot be address by the knowledge base or by someone on this board is left with absolutely no help.

William is a wonderful person, don't get me wrong. I believe he is doing all he can to personally take care of us however he abscence this year is just another blow that we have been dealt.

Deb!