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Terry O

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Everything posted by Terry O

  1. Terry O

    ATX Tech

    Soooooooooooo I ALMOST did not answer the phone this morning - - -it was a balmy 55 degrees at 9 :15 am (did I mention we live in BUFFALO!!!) - - Saw that it was an out of state number with no name - - -figured it was a telemarketer - - -but alas - - - -NOPE -- it was Travis - -calling to see if he could help me with my rollover issues. Well - -an hour later - - -of Travis tring every trick he knew ( and some he probably made up) -there were a few issues that still need to be sent to Developement - -but - -I AM able to rollover a return from 2011 that has depreciation, K-1 info and a few other issues - -and it ONLY takes - - -wait for it - - - 8 MINUTES to open up the return!!!! I do appreciate the fact that they saw my post on the "other" board and took the initiative to start contacting somewhat disgruntled customers. Really - -I DO appreciate it - - I just wish it never had to happen - - - I can't WAIT to see what next week brings - - - - -sigh
  2. Jack, I was trying to just roll over 3 - - -one at a time - - - - just to "play" with them. As is my practice for the past 30+ years, I open a few up early, play around with them to get used to any changes, then delete immediately.
  3. Yeah - -EVERY year a new issue - - -EVERY year we have to go through hoops trying to get this program to work - -EVERY year I keep coming back - - -WHY???? this eyar - -I could not load the program from the disk - -so I downloaded fromt he internet - -then religiously I have been updating - -yesterday I tried rolling over - - -the program freezes with returns that have dpereciation, Sched C or E or SE - - - -you know the ones that need to make ESTIMATED PAYMENTS this week!!!!! Sorry for venting - - -sorry for having to go throught this EVERY year!!!
  4. got mine today - - now if I can just get the software to work - - - maybe I'll try Janitor Bob's method - - -#@!%!#
  5. Hopefully, it will decrease the number of ammended returns -- -hopefully!!!!
  6. I staerted in 1982 - -using carbon paper, and - - -wait for it - - - - -a crank handle adding machine!!!! Boy did I go through a LOT of carbon paper!!! My first computer was a 1986 Hundai Blue Chip - - 20 mg hard drive - - cost $2500 - - more than I was making at the time, but still ran the tapes on that old adding machine for a few years. I even did the thermal fax paper thing. I just realized - -I am getting really, really REALLY old - - -OY!
  7. I just downloaded a free IPad app "Ask a Tax Preparer" There is also an "Ask a CPA". You know when you get these phone calls or emails asking the most basic of basic questions???? Well, this is not bad. Obvoiuusly, you get what you pay for, but this has some value. Just my humble opinion. :scratch_head:
  8. Terry O

    Happy

    Bring on 2013!!!!!!!
  9. "Dear John" - - -usually works for me. Actually had a client years ago - -that gave me a bad check - - -so, I gave up after 3 letters - - -then - -they actually had the NERVE to call for an appointment the following year - - -I made the appointment - - -never said a word - -prepared the tax return - -knowing they were getting a very large refund - -and then presented them with both bills - - told them I would only take CASH before releasing and filing the tax return. They were very indignant - - - -but - -after they actually WENT to H&R - -they came back with the cash. A few weeks after - -I sent them a "Dear John" letter -- -
  10. Prayers are going out for you!
  11. Mr. Clean magic eraser is MY choice - -took forever to try to get in here - -
  12. THANKS - -thought so, but I was second guessing myself!
  13. Is anyone else having difficulties loading the archive disk? I have tried 4 times - -keeps getting stuck at 38% - -(and I am SURE the disk drive is working) Thanks!
  14. MAS are you of the belief that they could be deducted under Medical Expenses????? PLEASE do NOT mention this to some of my clients! :spaz:
  15. My personal favorite - - -"the guys at the bar told me - - - -" sigh :scratch_head:
  16. Thank you ALL - -I have been periodically checking my IRS site - -and had been listed as Provisional - -also used the Platinum for 2012 - -just to get the requirements over & sent to the IRS. Lo and behold - -I checked after reading John & MCB - -I am now REGISTERED - -and ready for renewal - - -DONE until next year -- - -YAY!!!!!
  17. Every year I get something different - - - -sigh Client's son (24 - -has not been a dependent for 3 years) is returning to school and they want to cash in bonds to pay for the tuition. Most of the bonds were purchased after 1989 - -and I am pretty sure I already know the answer - - -but my questions are 3 fold: 1 - -can they claim him this year as a dependent - -thus taking the interest exclusion - -(kids earnings were under $5000 I believe)? 2 - - if someone claims the interest exclusion - - does that prevent them from taking the college credit ? 3 - - how do I get out of this business?? this call came at 6 pm last night (I work from home) and it is a relative - -so I thought there was a medical issue - - -sigh :angry:
  18. Please accept my sympathies - -you have been a rock through all this.
  19. KC - -please accept my prayers for you and Don also.
  20. In over 30 years - - had my first client NOT get the refund OR EIC on her daughter who had turned 25. The letter from the IRS came 2 weeks after her hugely reduced anticipated refund. After sending in all pertinent information and verification from the Dr. - - -it took 6 months to get the rest of the refund. Hopefully - - -this is a one shot deal, and the IRS will keep the information on file.
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