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Terry O

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Everything posted by Terry O

  1. Terry O

    New CEO at CCH

    I got it - -and since I had a LOT of time waiting for the program to attempt to boot up - -I sent him an email - -which - -apparently was read last night. Somehow, I don't see how "visiting with as many of you as possible after tax season" will help us - -he SHOULD be visiting people while we are experiencing - - -"issues" OY! :wall:
  2. OK - -I THINK I made this mistake last year - -in the process of rolling over information (for the scant 5 days I could do it a few weeks back) I had ERO info but NO EIN # . I would like to efile a n already prepared 1065 & 1120 S - - but it will not allow me to delete the ERO info. I went in - -changed the preferences - - - -deleted the form - -restarted the program - -and added the efiling form - -alas - - -back to square one. The BIG issue - - -I have paid for only 5 business returns ( I only do 4) and I do not want to attempt to delete and restart the return. In my heart - -I know the answer - -paper file, but I am hoping someone knows how to "fix" this.
  3. You're BAAAAAAAAAAAAAAAAACK!!! Thanks KC!!!!!!
  4. I had one accepted right off the bat - - only to have the credit deleted from the deposited refund - -now we wait for the correspondance One small step for preparer-kind - - -sigh
  5. My first client with the pin came in on Sat. Thanks for the heads up on a different number each year.
  6. Got it - -too little - -too late
  7. I am a stand alone - - single preparer - -that had nightmares in the beginning. Multiple hrs on hold - - multiple "fixes" with customer support and tech - -and a one on one with one of the programers. I figured that just like taking a car to the mechanic or going to the Dr office, the program would act fine for him - -but halleluiah- - it kept crashing for him. He had NO IDEA what was going on - - -but I realize that I just have to deal with no rollovers of any complex returns, and have to start from scratch. I am learning to deal with the "lag" on input, and now taking at least 2-3 times as long to get a return prepared, checked, printed and efiled. A few returns yielded a whopping $2/hr!!!!!! And - - I believe that a beta testing of 75 prepares is nowhere large enough for the number of subscribers. My 2 cents!
  8. c: 50 If memory serves - -you do the X and / first - -then + and - If memory serves
  9. My 2 cents - - - -I can rollover the simplest of returns - -basically ANY return that has depreciation will crash & not rollover. Sooooooooooooo here I sit - -Sun since 7 am - -imputing returns - -inputting all asset information for 5 large tax returns - - I believe I am now working for $2/ hr. My 2 cents
  10. 30+ years in the business - -I NEVER tire of the "I was talking to the guys in the bar/barbershop/mall/convenience store etc, and THEY told me - - - - -" I usually smile & tell the client - "-well then - -let THEM prepare the return for you!" My FAVORITE ever deduction was for a "girdle, whistle, tights "- - -?????? YEP - -a hockey referee that free-lanced - -and his term for a girdle was the back support that was mandatory at the time.
  11. After multiple hrs with customer Service, tech & programer talks (YES they really do exist!) - -I am throwing in the towel on rolling any further returns over. From today forward - -I shall treat EVERY client as a new client - - giving me priceless quality time of reviewing their information before they actually show up at the office. Did I mention -- this is usually done at 6 am????
  12. Are you sure there is not an additional college that may have rolled over from 2012??? I had that happen ( on one fo the few that I could rollover) and I had to change the # of institutions to "2" to bring up the outdated college. Maybe this is the error?
  13. Me too - - it appears to be any return with Sched E, depreciation - -and a few DID open before 12.9. Again - -I sadly am left hanging with VISTA - -and have to resort to re-inputing EVERYTHING for the returns that of course, have the most info. :wall: :wall:
  14. I had this problem on Sat. Apparently - -in 2011 the student attended 2 different schools - -the return actually rolled over (not having so much success this week) and when I put down 1 institution - -it "hid" the second one. Hmmmmmmmmmm 4 tries to efile - -but then the light bulb wen off - -I changed it to 2 - -THEN I could see the other one to delete it. Problem solved - -total time lost - -1 + hr.
  15. Terry O

    NY Efile

    Best guess - - do a hard reboot - - walk away - - -come back & try again - - -my 2 cents Good Luck!
  16. Terry O

    NY Efile

    FINALLY ACCEPTED!!!!!!!!! Took me 3 weeks - - doing all the changes - - - -but they were accepted last night!!!! I am going to buy a lottery ticket - - -
  17. After 10 years of apparently having the wrong address (193 Main St vs ACTUAL 195 Main St) a client called because he received a letter from the IRS his refund was undeliverable! The mail carrier just automatically put it in my clients mailbox for 10 years - - nobody ever caught the mistake, until a new carrier came along. He refused to give it to the client. I understand that I made a mistake - -I understand that nobody ever caught it. What the client who is mentally challenged did NOT understand - -where was his money!!!! Lesson learned.
  18. Dear heavens - - I know I am going to hear this one - -because I usually get a few "I was talking to the guys at the bar/mall/senior center - - - -"
  19. Eric, Don't delete the thread!! As everyone has expressed our sincere THANKS to all you - -let someone help you. We are all professionals, and we all will look over a friend's computations & let them know if there were any errors. I agree that you pick someone who is possibly in Maine - - -send them a pm - - if friends can't help friends - - then there is no point in having friends! I am in NY - - but would be more than happy to lend my 30+ years of tax help to you.
  20. Appears that the Feds will accept "preparer" - -but NOT NYS. Soooooooooooo, I put it on the every growing checkilist of things I have to check in the new software. sigh
  21. Terry O

    NY Efile

    Yeah - -THANKS ATX!!!! I am in the process of re-opening - -adding my name - -resending NYS efiles - - WHY???? BECAUSE - - I FINALLY got the darn things to roll over!!! The only ones I did NOT get rejected - -were the new ones. YEP - -yet more hours spent correcting the software - - now I have to go back & correct ALL the ones that are done waiting the acceptance of form 8863 - - I think I am now working for $2/ hr. :wall:
  22. LOL KC!!!!! And or the record - -FINALLY someone other that Buffalo NY made the news!!!Snow levels from 5 -18 inches - - -VERY few schools closed - -only roads closed were due to cars sliding into ditches - -looking at blacktop streets today. We were lucky - -but we DO know snow!!! Stay safe everyone!
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