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MN dhawk

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  1. Trust has numerous pages of stock sales. I understand the IRS wants one entry for each sale date. There doesn't seem to be an 8453 for a trust. Two years ago I built a spreadsheet to import and couldn't due to memory issues. Wondering too how many entries the 8949 can take. Am leaning toward combining sales and seeing if the IRS really cares. Any thoughts.
  2. Client's wife is full time student for her fourth AOC year. The 1098-E shows about $800 as tuition paid. Client said there is $6000 more and that he has records to prove these loan proceeds got to the college mid-January of 2019. The college told him to live with it. I'm thinking I could change the amount for tuition paid on the 1098-E input or just add the $6000 as books & supplies. Thanks for any thoughts.
  3. And is there any reason Windows 10 Pro is better than Home?
  4. I can't seem to avoid Windows 10 any longer. Have some shopping questions: Looking at 16 for memory. Would more be of any use? Is a touch screen of any use for ATX? How many past years can ATX run with Windows 10? Have already learned that SSD and UBS 3 are great. Thanks.
  5. I used this feature last year but was disappointed to see that SSN's still showed on a few forms. The ones I remember were 1040-V, 4868 and various state payment vouchers.
  6. A client gives me two IRS notices at once for the same 2015 missing dividend income. The IRS tax calculation did not take into account that the dividend was qualified. Should I respond to both notices or just the latter one? Is there any chance of avoiding the substantial tax understatement penalty due to lots of business travel and never having had it before? Any thoughts?
  7. Seems right. The capital gains rate in the zero & 15% brackets is zero.
  8. I figured it out. Choose Forms, Client Letter. Open the engagement letter & attach it. Why I have to do this for some clients is the mystery.
  9. I am using the ATX big organizer and the engagement letter that comes with it. But about 10% of the time no engagement letter shows up. I can't find it either in the forms menu. Any suggestions?? Thanks in advance.
  10. Thanks Jack. That worked. Hope your catching up.
  11. In the past I could print 1040-ES in PDF format and email it to a client. This year I cannot. Is it just me or am I doing something wrong? Thanks.
  12. According to this article I saw on Yahoo, a Windows & upgrade can lock up certain ASUS motherboards. https://www.yahoo.com/tech/nasty-surprise-certain-asus-pcs-191148123.html
  13. Thanks John. My feelings exactly.
  14. On clients return I was given an incorrect address for a rental piece of land somewhere in Kansas. The lender sees it and wants my signature in his file. Why would he care? The rent was around $500 and the refinance has nothing to do with this property. Is this suspicious?
  15. Another suggestion I got was to turn off automatic updates. It seems to have stopped the adds. Thanks.
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