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HV Ken

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Posts posted by HV Ken

  1. CCH 1040 manuals

    in General Chat

    Posted

    Wow - there is nobody on this forum who could benefit from these extra copies????!!!!

    Hi community,

    I have one extra copy of each of these manuals available:

    1040 Express Answers - 2009 Tax Year (retail $52)

    http://onlinestore.cch.com/productdetail.asp?productid=5578

    1040 Tax Prep Partner Series - 2 volumes - Regular Publication and Quick Reference Guide (retail $175)

    http://onlinestore.cch.com/productdetail.asp?productid=7200

    If interested, please message me on this site - please do not post to this thread.

  3. CCH 1040 manuals

    in General Chat

    Posted

    Hi community,

    I have one extra copy of each of these manuals available:

    1040 Express Answers - 2009 Tax Year (retail $52)

    http://onlinestore.cch.com/productdetail.asp?productid=5578

    1040 Tax Prep Partner Series - 2 volumes - Regular Publication and Quick Reference Guide (retail $175)

    http://onlinestore.cch.com/productdetail.asp?productid=7200

    If interested, please message me on this site - please do not post to this thread.

  6. Making Work Pay Credit FAQ ?

    in General Chat

    Posted

    Thanks JB, but that is not very satisfying to the client sitting across from you with the old "what the *^$%happened to my refund" look (or even worse "what the #@&* do you mean I owe").... LOL

    Maybe it's my personality - I would want to explain what happened.... And it appears there are a few scenarios where the what happened explanation can be replicated. Thus a FAQ....

  7. Making Work Pay Credit FAQ ?

    in General Chat

    Posted

    Thanks - I am aware of the FAQs on the IRS site. What I am seeking (and going to create if an existing one cannot already be located) is a USEFUL list of questions/answers on common problems that are going to require an explanation to clients.

    For example:

    College students who are dependents

    Multiple W-2s

    MFJ and both has W-2s

    etc.

    Scenarios that are resulting in a lower refund this year than last year and requiring an explanation for the average uninformed TP and SP who are now wondering "what happened??"

  8. Making Work Pay Credit FAQ ?

    in General Chat

    Posted

    Just a few returns into tax season, we are already having to explain the wonderful Making Work Pay Tax Credit to clients. Before I reinvent the wheel (i.e. write my own), has anyone already found or created a USEFUL FAQ that explains in plain English the problem areas in terms a client can understand ?

  9. e-file 1096

    in General Chat

    Posted

    Thanks for your reply, E. I did eventually find some ATX instructions in the 1096 - Filing Info tab. These instructions match your experience, including the 6847; as well as addressing the 4419 question.

  10. Dependency question

    in General Chat

    Posted

    Thanks to all who have read and commented. I appreciate your time!

    In regards to the recent discussion, I thought I was pretty clear on the scenario ("woman makes zero income" and "TP provides 100% support" - does that combination not communicate "which parent pays the housing costs" ?). jainen is correct I neglected to mention the HOH filing status, and that the mother who has zero income will not be filing a return to claim the child as her dependent. I can see from jainen's post how adding that information would be helpful. I can see how most of us, including myself, made certain assumptions, but jainen's questions/thoughts clarify those even further and remove ambiguity. Maybe I represent the minority, but I value reading jainen's responses on this board as I learn a lot from them.

  11. Dependency question

    in General Chat

    Posted

    Just looking for confirmation or the response "what are you thinking??"....

    TP and woman have child.

    TP and woman are not married.

    TP, woman, child all live in TP's home for entire year.

    Woman makes zero income.

    TP provides 100% support for woman and child.

    Given above, woman (and child) can be claimed as dependent for TP.

  12. e-file 1096

    in General Chat

    Posted

    We are interested in e-filing the 1096 this year.

    ATX appears to generate the e-file, but there is no signature page (e.g. 8879 for 1040) ?

    If we are already approved for e-filing personal and corporate returns, are we also then approved for e-filing 1096 returns ? Or is there an additional application required ? Form 4419 seems to be specific to the organization on the 1096 and not to the ERO...?

    I guess basically I am asking how does this process work ? What are the steps ?

    Thanks for any assistance!

  14. NYTPRIN

    in General Chat

    Posted

    I thought about modifying the IT-201 master form, but I am very hesitant to modify such a prevalent form.

    Maybe all the NY preparers can send in a suggestion that ATX makes an update....

  15. NYTPRIN

    in General Chat

    Posted

    NY preparers,

    Has anyone figured out how to have the "Preparer's NYTPRIN" field automatically added to your IT-201 forms ? Right now it is a blue field and looks like it needs to be entered manually to each return.

  16. Scan & Fill HELP!

    in General Chat

    Posted

    I purchased Scan & Fill new for this year. Installed the software, set up my directories, etc. However, all the options are greyed out. I cannot scan into the program. I am able to use my scanner for other purposes, so I am guessing somehow Scan & Fill doesn't think I have a scanner.

    Any ideas what I need to do to fix this ?

  17. Getting Ready for Filing Season

    in General Chat

    Posted

    Internal Revenue Service Live Broadcast for Tax Professionals

    Getting Ready for Filing Season:

    Individuals and Businesses

    Presented by IRS

    Small Business and Self Employed and Wage and Investment Division

    Date: January 20, 2010 (archived* for later viewing)

    Time: 2 p.m. Eastern

    This FREE broadcast is for:

    • Tax Professionals

    • Tax Practitioners

    • Enrolled Agents

    • CPAs

    Learn about issues affecting filing 2009 tax returns:

    • Tax Law Updates

    • Changes to tax forms

    • Common errors

    • Where to file & e-filing

    Earn Continuing Professional Education credit

    • Enrolled agents receive two CPE credits for participating from the start of the 100 minute broadcast.

    • Enrolled agents receive one CPE credit for participating for a minimum of 50 minutes from the start of the broadcast.

    • Other tax professionals may receive credit if the broadcast meets your organization’s or state’s CPE requirements.

    • To receive credit, you must attend the presentation offered on January 20, 2010. Register for the broadcast using your e-mail address. After you register, you will receive a confirmation e-mail with a link with your personal identifier. Use that link to log in to attend. This will confirm your attendance and generate your Certificate of Completion.

    • *Only January 20, 2010 participants will receive certificates. If you do not need a certificate to obtain CPE credit, you may choose to view the archived version of the broadcast after

    January 20, 2010.

    • Look for your Certificate of Completion by e-mail approximately one week after the broadcast. If you have met all requirements, you will receive your certificate automatically.

    How to register for the session:

    REGISTER

    (Click on the link to register for the session)

    http://www.visualwebcaster.com/event.asp?id=65270

    EASTERN

    2 p.m. standard time

    Note: Once you register, you will get a confirmation e-mail. Use the link in this e-mail to attend the session. This link has a personal identifier so you will get credit for attending the session (as long as you meet the time requirements). If you access the event from a different computer, you must enter your email address.

    Sponsored by: IRS Small Business and Self Employed and Wage and Investment Division

  21. Tax Office Organization Ideas?

    in General Chat

    Posted

    I use the status field on the Return Manager.

    I have the following categories:

    I rollover the return when I receive it, and enter the date in the status field. If I have several appointments that day, I will batch rollover first thing in the morning, but not put anything in the status field until I have the documents. Entering the date in the status field allows me to process them in a somewhat FIFO fashion.

    Then there are the following status terms that are entered/updated after the item is done:

    entered

    need info (when entered and waiting for more info)

    printed

    assembled

    mailed (for those that will not be picked up)

    e-file / e-file;Chase (for Bank Products)

    complete (and check the box; I do not move to complete until the e-file has been accepted

    This is from memory as I am remote today, but I think this is all the stages I capture. I have never lost track of a return with this simple system!

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