MN dhawk

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.

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.

And is there any reason Windows 10 Pro is better than Home?

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.

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.  

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?

Seems right. The capital gains rate in the zero & 15% brackets is zero.

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.

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.

Thanks Jack. That worked. Hope your catching up.

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.

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

Thanks John. My feelings exactly.

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?

Another suggestion I got was to turn off automatic updates. It seems to have stopped the adds. Thanks.

Windows 10 solicitations no longer have an "x" to back out of the add. I can schedule the download into the future but not past April 4.

Is anyone else being abused like this. Has anyone been OK with an upgrade from 7 to 10?  Thanks.

This worked for me. Try:

Open CCH small firm services in the start menu.

Choose ATX 2015 and then ATX 2015 Admin Console, let it open and let it process. Close it and open ATX 2015. 

It works for me every time and also lets me open prior years programs without a hitch. I put a shortcut on the desktop next to ATX 2015 and run it every time. 

I have a very ill TP who should have a refund on her 2012 tax return. If it was due 4/15/13 then the must file date for a refund is by 4/15/16. If it was extended, does she get until 10/15/16?

My HP printer ground to a halt. Replaced it with a new Brother. The Brother is the default for Windows 7. I changed the ATX printer to the Brother in the return manager. When a return is rolled forward, it is set in the printing menu to use the broken HP. I have to choose the new Brother for both the client copy and the preparer copy when printing. It gets old after a while. Is a funeral required? Thanks for any thoughts. 

New retired post office client has medical insurance premiums in box 5 of the CSA 1099R. Would this be pre-tax or after tax (deductable on sch A). Thanks.

Thanks, so I was ok to e-file the 1099s with no client signature and when I e-file the 4868's soon I won't need the clients signature. Its all starting to make sense.

Do I understand this right? If I e-file the 7004 with an ERO entered PIN I have to get the 8879-S signed first but if I mail the 7004 no signature is necessary?

Margaret, I don't efile before I have the signed 8879 and usually payment too. If there is a balance due I mail them payment vouchers and envelopes with the client copy. There is a place to add a line for each return on the client instructions forms list to tell them to mail their check with the appropriate voucher. This saves me lots of phone calls. If you customize the form you can add a little text about reviewing, signing the 8879, paying me too and also check the box for will be efiled. I can't imagine efiling prior to giving the client a chance to review the returns. The biggest mistake I used to make was to allow clients to return to my office to sign. As they sign their check you hear: "just a quick question" and it burns up 20 minutes if you let it.

My answer this year is to use the client instructions instead of the letter. I wish it would load automatically. I did customize it to ask for the returned 8879 with payment and to say thanks. Every time there is a balance due I have to add a line about sending a check with the payment voucher. So far, no one has mentioned the lack of the letter. I think this the best we can hope for this year.

I vote yes for the AOC. If she completed four years she would now be a grad student. Should'nt she or her parents have taken a credit or deduction in the past. How about amending?