Terry O

Submitted 10 returns yesterday at 11:15 - -woke up this am all were accepted - - - ready to submit the States - - YAY!!!

Ok - -so - -I (fingers crossed) just updated the forms - - ten 1040's with Sched A & Educators deduction went through - -now - -the waiting for "ACCEPTED" - -

:spaz:

OK - -not sure what happened - -but suddenly - -like magic - - - the DE returns were ACCEPTED - - -YIPPEEEEEEEEEEEEEEEEEEE !!! It's the little things in life - - - -like this and NOT having to shovel for a day or so!

Found it - - in the past - -the error sent you to the CORRECT form - -now - -if it's a w-2 - -it sent me to the first one - - NOT the 4th one that had the problem. Now, I have tried unsuccessfully to efile the DE return - -2nd rejection - -but no code - -just rejected by agency - -any suggestions?

I have attempted to efile a DE tax return - -it has been "Rejected by Agency" - -but there is NO rejection code? I thought that DE was ready to go a few weeks ago, but I have no idea what the problem is. Has anyone else experienced this situation? Thanks!

I received an error for Efiling that the 04101 zip code for Portland ME zip was not accepted. The has gone through for 4 years. Has anyone else encountered this?

OK - -I can tell by some of these posts - - -it's gonna be a LOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOONG and interesting season guys!!!

Ahhhhhhhhhhhhhhhhhhhh - -the fun of SNOW - -which, by the way, IS a 4-letter word. Let an expert from BUFFALO tell you what it is like doing business during the WORST TIME OF THE YEAR!!!! I have always worked out of my home - -and have tried to keep the driveway & stairs as cleared as possible - - -scheduling every hr so that I can get clients out - -shovel or snow blow and get inside before the next one arrives. About 10 years ago - - I had processed 630 tax returns - -all - -by - - -myself. Fortunately - - nobody slipped, got stuck or hurt. But many a time I would either get the call or make the call to re-schedule. 12/11/09 I slipped snow-blowing and wound up with a broken back - -BUT - - -we were pretty fortunate that it actually didn't snow after Feb 15th. This year - -FINALLY other places are getting the snow - -you know what - -KEEP it there please! After 30 yrs in business - -I am getting WAY too old to keep this up! I have had to move my car out of the driveway & let a couple of "special" clients drive into the garage & come in through the laundry room - - -now - -we just reschedule for a nicer day. GOOD LUCK!

I set the preference to "HOLD" for the state - - -then after the Fed is accepted - - I get an immediate prompt asking if I would like to release the held return. And - -yes - - -sadly - -I can remember the day of "dial-up" modems - -when I held my breath every time a tax return was transmitted - - a few were lost in mid transmission - - - - 30 years and the first every year is always a heart stopper - - - -OY!

YIPPEEEEEEEEEEEEEEEEEEEEEEE !!! The above return was ACCEPTED by the IRS !!! We will have to wait until 3/1 to see if they actually take the money from the checking, and thank heavens the program prompts to release the held NYS - - One down - - a couple of hundred to go - - - -

Thanks MCB39 ( and I DO love the vanity plate!), I re-imputed the info, and the client letter was changed - -YAY!!! Personally - -I enjoy the 4/1 APRIL FOOL day as my preference for withdrawals - - kinda give everyone a couple of days to make sure all goes through on time. Soooooooooooooooooooooooooooo here goes!!! Every year an adventure!

Thanks, I checked the new disclosures, put the information in, but I still have the same outcome - - -no info on the 1040, and client letter still shows paper check. I find the new disclosures a tad confusing, since they are suing the term "Debit Card" and it is a direct debit from a checking account. Looks like I may have to break down and call support this morning.

I am not sure WHAT I am missing - - -have my first SUPER easy tax return yesterday - -1 W-2 - - - YAY!!! I rolled over the client from last year, and checked ALL the boxes for direct debit out of a checking account - -but it does NOT appear on the 1040 and client letter indicates that a check is to be mailed in. I have been e filing since 1990 - -so I am not new at this - - - - it has to be something "hiding in plain sight". Can anyone tell me what I am missing this year?? Thank you!

Randall, that's what I have been doing for years - - saves a TON of unneeded and sometime confusing paperwork.

Just a heads up, there's a new version today.

Is it better to back-up and transfer or export the client files?

I have had this happen in the past - - I print up a copy of the form that was supposed to have been transmitted - -mail it back to NYS along with a letter apologizing for any mis -communication that may have occurred - -and it has always been accepted. I never did find out if it was erroneously omitted by me or ATX. Good luck!

Thank you for the site - -glad to see I was listed - - but - -does this mean that the PTIN is good also? I registered, they took my money (just like Vegas!) - -no reply - -I called back in Nov after 5 tries I finally got through - - they said if I had the old number on my receipt - -it was OK - - -I requested verification - - still no reply. I am assuming that I am good to go - - - 30 years and this could definitely be my last!

Just breezed right through - -they even showed my old PTIN - - -AND - -just like Vegas - -they took my $$$$.

Thank you!

I have a client who retired from a state job and maxed out his 457 (including the over 50 catch-up allowance) he is 56. Now, he is starting another job and wants to participate in their 401 (they actually match up to 5%). Since he already hit the max $$on the first job for 2010, is he allowed to participate in the new job's plan for this year? Thank you in advance!

I agree with paying for interest & penalties on any mistake that I make. That has been my position for the past 29 years - -it's a wake up call to ME to be more diligent and responsible. That being said, we are human - -and make mistakes - - -I learned that you earn a lot more respect when you "woman or man up". By putting yourself in their shoes, the right thing to do should be obvious.

I got 11 and 1/2 - -could NOT remember the name Freddy the Freeloader - -remember the character though! Not sure who the finger pupet guy was - -but I do miss Topo Gigio - -with his "Give us a leetle kess Eddie"

Ok - -I figured - -what the heck - -I'll give em a call - -I never got over to TRX last year - -and have been with ATX - -for - - -EVER - -and after waiting on hold for a few minutes - -I inquired as to the discounts that were being offered - - -told in NO UNCERTAIN TERMS - -that NOBODY was getting anything other than the 10% discount - - put in my place I was - - - Soooooooooooooo - - -hmmmmmmmmmmmmmm gotta think about this for a bit. Hope others have better luck!