schirallicpa

I have recently had a girl apply that had education as a bio-chemist and grew up in China and can speak Mandrian. (not sure if I'm spelling that right.) Really? Do you think you are going to stick around for tax season? .....no........................

I have all my tax returns from when I first got married. I was always going to put the AGIs and tax liab on a spreadsheet -oops -the accounting nerd in me is showing.

Years ago - the very first year I was efiling tax returns - one of my clients returned an error that said he was dead. We paper filed the return. the next year he was alive again. It was a strange fluke. Didn't think much of it then.

Basically - I just need to do everything myself, and then my old system of writing down the name when they come in works best:) I have never utilized the client # or job status within ATX return manager, other than to indicate it's an estimate or paper file, or something like that. I will sort on that column and any one that doesn't have an efile status should have a memo in the client # column. But maybe I can work something out like Abby Normal. hmmm. Thanks guys for the input.

So yesterday I was just going bonkers but I have 1 file in particular that I cannot create an efile for. I tried to recreate from the rejection on the efile tab. I got the error. I tried to delete the efile and create the efile from within the tax return like normal. Nope - same error. So the Federal return is efiled no problem. This is the NYS return I'm having problems with.

Used to - in the old days when I had a very attentive and organized office assistant - we would just write down each name as it came in/dropped off. And I would occasionally look at the book and say "crap (or something to that affect) I forgot about that guy - I better get him done/extended". We would go back on that same paper and mark when it was done. And then mark when it was picked up. Too cumbersome for the current feeble-minded staff. And as a result, one client was not put on extension, and one person's stuff never got off the front desk. Not end-of-world stuff here, but definitely client-losing stuff. So I'm trying to consider another method.

Taxpayer was 52% shareholder of a business who's assets were sold in 2021 and the final money will come thru in 2022. But he's still the owner (him and his sister) because NYS is sooooo sssslllloooooowwwwwww in transfering licensing (for a nursing home). So - can he still contribute to a SEP in 2022? The assets and operations are under a new company currently acting under the old company that is waiting for NYS. So technically, his company is still just holding a license and getting paid a monthly fee. If the license transfer come thru in 2022, does the SEP still fly as long as he makes it before the final transaction?

"The program has encountered an unexpected error and needs to close" If I hit "more info" I get all this that I don't understand. I have rebooted twice this morning and have not printed a thing. (I always thought this message was after I printed a lot.) Error: Value cannot be null. Session Summary Information: Date/Time: 06/28/2022 12:03:04 PM ApplicationVersion: 21.2.8136.27583 CommandLine: "C:\Program Files (x86)\Wolters Kluwer\ATX2021\ATX.exe" CurrentCultureName: en-US CurrentUICultureName: en-US DnsDomainName: Duration: 00:02:50.2033195 HostName: DESKTOP-G73V4SD MemoryMB: 8076 OSArchitecture: Amd64 OSCultureName: en-US OSFullNameWithServicePack: Windows 10 Professional OSVersion: 10.0.15063 ProcessorCores: 4 OSVersion: 10.0.15063 RuntimeVersion: 4.0.30319.42000 OSVersion: 10.0.15063 TerminalServer: False System.ArgumentNullException: Value cannot be null. at Sfs.Taxes.Efile.Storage.ZipCreator.AddZipEntry(String name, Byte[] data) at Sfs.Taxes.Efile.SubmissionPackage.<>c__DisplayClass34_0.<AddAttachmentsInternal>b__0(KeyValuePair`2 x) at System.Linq.EnumerableEx.ForEach[TSource](IEnumerable`1 source, Action`1 onNext) in D:\a\1\s\Ix.NET\Source\System.Interactive\ForEach.cs:line 31 at Sfs.Taxes.Efile.SubmissionPackage.AddAttachmentsInternal(ZipCreator zipCreator) at Sfs.Taxes.Efile.SubmissionPackage.CreateSubmissionPackage() at Sfs.Taxes.Efile.EfileService.FinalizeEfile(ISerializationResult etlResult, IFormset formset, EfileTarget target, IEnumerable`1 attachments, IEfileData requiredTargetResult) at Sfs.Taxes.Efile.EfileService.CreateEfile(FormsetLevelSourceConnector connector, IEtlSession session, EfileTarget target, IPreEfileCreationProcessor[] preProcessors, IPostEfileCreationProcessor[] postProcessors, IEfileData requiredTargetResult, Options serializationOptions) at Sfs.Taxes.Efile.EfileService.HandleRequiringTargets(IFormset formset, IPreEfileCreationProcessor[] preProcessors, IPostEfileCreationProcessor[] postProcessors, List`1 results, FormsetLevelSourceConnector connector, Queue`1 queue, EfileTarget target, TargetInclusion requiredTarget) at Sfs.Taxes.Efile.EfileService.CreateEfilesInternal(IFormset formset, EfileTarget[] targets, IPreEfileCreationProcessor[] preProcessors, IPostEfileCreationProcessor[] postProcessors) at Sfs.Taxes.Efile.EfileService.CreateEfiles(IFormset formset, IEnumerable`1 targets, IEnumerable`1 preProcessors, IEnumerable`1 postProcessors) at Sfs.Atx.Efile.CreateEfileCommand.CreateEfiles(Object param) at Sfs.Atx.Efile.CreateEfileCommand.Execute(Object parameter) at MS.Internal.Commands.CommandHelpers.CriticalExecuteCommandSource(ICommandSource commandSource, Boolean userInitiated) at System.Windows.Controls.Primitives.ButtonBase.OnClick() at System.Windows.Controls.Button.OnClick() at System.Windows.Controls.Primitives.ButtonBase.OnMouseLeftButtonUp(MouseButtonEventArgs e) at System.Windows.UIElement.OnMouseLeftButtonUpThunk(Object sender, MouseButtonEventArgs e) at System.Windows.Input.MouseButtonEventArgs.InvokeEventHandler(Delegate genericHandler, Object genericTarget) at System.Windows.RoutedEventArgs.InvokeHandler(Delegate handler, Object target) at System.Windows.RoutedEventHandlerInfo.InvokeHandler(Object target, RoutedEventArgs routedEventArgs) at System.Windows.EventRoute.InvokeHandlersImpl(Object source, RoutedEventArgs args, Boolean reRaised) at System.Windows.UIElement.ReRaiseEventAs(DependencyObject sender, RoutedEventArgs args, RoutedEvent newEvent) at System.Windows.UIElement.OnMouseUpThunk(Object sender, MouseButtonEventArgs e) at System.Windows.Input.MouseButtonEventArgs.InvokeEventHandler(Delegate genericHandler, Object genericTarget) at System.Windows.RoutedEventArgs.InvokeHandler(Delegate handler, Object target) at System.Windows.RoutedEventHandlerInfo.InvokeHandler(Object target, RoutedEventArgs routedEventArgs) at System.Windows.EventRoute.InvokeHandlersImpl(Object source, RoutedEventArgs args, Boolean reRaised) at System.Windows.UIElement.RaiseEventImpl(DependencyObject sender, RoutedEventArgs args) at System.Windows.UIElement.RaiseTrustedEvent(RoutedEventArgs args) at System.Windows.UIElement.RaiseEvent(RoutedEventArgs args, Boolean trusted) at System.Windows.Input.InputManager.ProcessStagingArea() at System.Windows.Input.InputManager.ProcessInput(InputEventArgs input) at System.Windows.Input.InputProviderSite.ReportInput(InputReport inputReport) at System.Windows.Interop.HwndMouseInputProvider.ReportInput(IntPtr hwnd, InputMode mode, Int32 timestamp, RawMouseActions actions, Int32 x, Int32 y, Int32 wheel) at System.Windows.Interop.HwndMouseInputProvider.FilterMessage(IntPtr hwnd, WindowMessage msg, IntPtr wParam, IntPtr lParam, Boolean& handled) at System.Windows.Interop.HwndSource.InputFilterMessage(IntPtr hwnd, Int32 msg, IntPtr wParam, IntPtr lParam, Boolean& handled) at MS.Win32.HwndWrapper.WndProc(IntPtr hwnd, Int32 msg, IntPtr wParam, IntPtr lParam, Boolean& handled) at MS.Win32.HwndSubclass.DispatcherCallbackOperation(Object o) at System.Windows.Threading.ExceptionWrapper.InternalRealCall(Delegate callback, Object args, Int32 numArgs) at System.Windows.Threading.ExceptionWrapper.TryCatchWhen(Object source, Delegate callback, Object args, Int32 numArgs, Delegate catchHandler)

Has anyone else worked thru this credit. I have a small client that may be eligible. But 2 initial questions: They are a cash basis taxpayer. I assume the amount included in his Schedule C cannot be included in the 6765 amounts - or we would be double dipping.(?) He missed the filing deadline and is filing late. I know he cannot take credit on payroll related expense, but can he still take credit on other expense incurred. Or is this credit lost with missing deadlines?

Sometimes I think I post on here just to bring stuff to my own attention.

ah-ha! Input error. My bad.....

The owner was a Fl resident and the estate is established in Fl. However, the personal rep is from NYS and the estate address is his address in NY. I am getting an error on the efile attempt that the shareholder's (estate) zip code (NY) doesn't correspond with the shareholder's (estate's ) residency code (Fl). How do I get around this? This is not a logical error - many times reps are residing in different states.

The corp - as it turns out - (a few posts ago I was trying to figure out what to do with the corp that kept operating after the sole owner died.....) continued operations until Feb 2022. I'm going to be stuck paper filing for short year Jan 1 2022 - Feb 28, 2022, aren't I? And - I'm past due. Ugh.

I too have had ATX for 20 some years. I actually tried out Drake and didn't like it. ATX is a good software for a small business. I like that I input from a screen that looks like the form. But I started out old school filing in the blanks on a tax return by pencil. So I feel comfortable using the forms and not relying on input prompts. I haven't had any complaints (since that little issue in 2012.....) (2012?) (The older users will know.....)

So the question is - who is getting paid.

Why isn't it reimbursement of expense like most insurance is?

Thank you guys for your help.

So.......do I need to do 2 bookkeepings? (is that a word?) Or just let an allocation roll.

awwwww....

I have a client that owned a window store here in NYS and lives in FL. He died last July 2021. The guy that was working at the store continued to carry on with the outstanding orders (windows ordered last summer were just coming in in December). So - I have lawyers telling me that there needs to be a tax return up until July 2021 and a second return for the remainder of the year. My understanding is the s-corp was done when he died, and the state allows a few weeks for the winding up of business to be included in the final return. (and this is grey because of the delays in inventory stretching the time frame from a few weeks to a few months.) There was not a second shareholder, and there was not a will. I prepared the tax return thru December and marked it as final. I have not efiled it. Am I not thinking right?

Some small business (my client is a farmer) received a first round of $1000 that does not have to be paid back. The additional money that he applied for thru SBA starts paying back in July. There has been a very big push to cancel this debt as well but I haven't heard confirmation of that.

Thank you.

I only have a deed "NY Deed -Warranty with Lien Covenant". And the only language of any significance says "Reserving to (person's name) a life use in the premises.

The document reads "life use of the premises" and then the property transfers at the date the premises is no longer used. Is the basis calculated at time of initial transfer in 2005, or at the time the premises is given up in 2022? The owner has not passed yet and is in the nursing home but the children want to sell the house.

HAHA - I almost didn't click on this cuz I was not in the mood for mushy hug stuff today. Now I understand hugging.