PaulH

If I'm not ready to create the efile, my final check is typically to try to create the efile without filling in the signature date, and look at any errors other than the missing date error.

Don't know if e-services will allow this, but when that happened to my bank account several times, I changed my username to a random string (basically a second password), and it hasn't happened since.

I have used 7-Zip to handle rar files.

And you can print them all by checking the Notes Report box in the Client Documents section of the print dialog.

The regs (page 198) say "deductions such as the deductible portion of the tax on self-employment income under section 164(f), the self-employed health insurance deduction under section 162(l), and the deduction for contributions to qualified retirement plans under section 404 are considered attributable to a trade or business to the extent that the individual’s gross income from the trade or business is taken into account in calculating the allowable deduction, on a proportionate basis to the gross income received from the trade or business."  So if Schedule C is the only earned income, then its gross income is taken into account in calculating the IRA deduction, and it sounds to me like the traditional IRA deduction is "attributable to the trade or business".  Having said that, I probably won't be subtracting IRA deductions from QBI if the commercial software developers don't do it.  So far I haven't had to file one, and I'm hoping for more clarification before I need to decide.

I'm not convinced anybody really knows.  I read the regs to say that if Schedule C is the only source of earned income that makes an IRA deduction possible, it should be subtracted from QBI.  But I see lots of opinions on the net that say don't subtract an IRA, and workpapers from Drake and Turbotax that apparently don't subtract an IRA.  The IRS says (1040 instructions and Pub 535) subtractions from QBI include but are not limited to SEP, SIMPLE, 401K, but doesn't address traditional IRAs.  ATX seems to be stalling, and I won't be surprised if the worksheet that finally comes out (if it ever does) doesn't address the issue, but instead makes you list the subtractions with no help from them. 

There are many posts on the official board about what should and shouldn't be included on lines 4a and 4b, including ATX's defense of their handling. I've been too lazy to try to figure out who is right until I run into a problem, but it's probably a lot faster to search the board than to get an answer from support.

It's still much harder than last year.  If you only want to print 1 of your 10K, you have to uncheck 9,999 boxes -- there is no Select All/Unselect All button.  Hopefully, this is a hypothetical 10K subcontractors.

You can still check (or in this case uncheck) the contractors to print, but only on the Detail tab, all the way to the right.  The PDF trick only works for a single contractor if you print your 1099s on the UniForm, which I guess is allowed, but looks strange to me.  All the traditional 1099 Copy A, B, C, 1, 2 forms print two contractors per page.

Thanks.  I don't understand it.  When I fill out the Individual Info sheet, I have to select a filing status or else I get a red error and cannot create an efile.  Not the end of the world, I will just select Single as the status, which apparently doesn't get reported anywhere, but does let me create the efile.

I am using the ATX Payroll Compliance program.  FDNY, did you have any payers without an EIN, so you had to use their SSN?  Those are what we are talking about.  If you had no problem with those, did you use the Company Info sheet or the Individual Info sheet?  I cannot create an efile if I use the Company Info sheet (because "The EIN is not valid").  If I use the Individual Info sheet, I need to pick a filing status (for no good reason that I can see).  Marie, I agree it is wrong. 

Supposedly available either yesterday or today, but I haven't tried yet.

I can enter the SSN this way on the Company Info Info sheet, but it generates a red error in the payroll program and won't let me create an efile.  As Marie states, if I use the Individual Info sheet, I can enter an SSN for the payer, but ATX then demands a filing status (and spouse info if I pick MFJ or MFS).  I think my plan for these (payers without an EIN) is to use the Individual Info sheet, and select Single for the filing status.  The paper 1099-MISC does not show filing status anywhere, there is no mention of filing status in the 1099-Misc instructions, and I'd be shocked to learn that filing status is included in the efile, though I can't prove it.  The 1040 filing status is not even necessarily known by the deadline for the 1099-MISC.

Lots of people.  Here is ATXKristin's proposed kludge.  Hopefully the next release, due out soon, will fix this.

You roll over each client's first quarter file and then rename it (e.g , add Q2 to the end). There is a separate tab for monthly/quarterly roll overs. You'll use the annual roll over tab to roll the third quarter over to the fourth quarter (which must be done in next year's software).

So what's the problem?  My grandmother used to say, "It's a poor scorekeeper who can't win."  She was talking about bridge, but still.

I could complain about RITA all day, and also the way ATX messed up the form to make it efileable, but I guess I should work on another tax return instead.

3 hours ago, Margaret CPA in OH said:

And to efile Ohio, there is now a User Consent box: "By using a computer system and software to prepare and transmit my client's return electronically, I consent to the disclosure of all information pertaining to my use of the system and software to create my client's return and to the electronic transmission of my client's tax return to the Ohio Department of Taxation, as applicable by law." ARRRGGGGHHH

I modified the master to check that box.  And a bunch of others.  What bugs me are the increasing number of input sheets that won't let you create links, so every time Schedule C changes, you have to remember to change the Ohio Bus form, and the RITA 37 tax form.  My kludge there is to mark them as estimates, so if I forget, at least I get an error on my final check.  But I shouldn't have to enter Schedule C profit anywhere else--that's what I pay ATX to do.

ATX also has the IL Sch SA form.

I don't have any cites handy, but I'm pretty sure the company match and profit sharing have to be pre-tax, not Roth. I don't think the employee has to make an elective deferral in order to get profit sharing, but only an elective deferral can be Roth.

Panda was someone's (maybe PCWorld's) top rated free AV program 2 or 3 years ago, and I've been using it ever since with no problems.  Last time I checked there was another rated higher, but I don't remember which.  Panda's free version was hard to find on their website--they make it made easier to download one of the paid versions.

ATX just said they are publishing a fix around 6 PM today.  Thanks again.

Thanks to both of you.  I just updated and tried again, but have the same problem.  And I thought about typing the withholding numbers into the ASCII file, but don't want to do the necessary research into the required file structure to be confident there are no other problems, like a checksum or something else.  There are fewer than 25 W-2s, so if I have to I'll paper file them, but I'm having a hard time giving up on finding the problem.  Probably a personality defect on my part.

ATX Payroll is producing a MD W-2 upload file that does not contain the state income tax withheld for the individual records.  This results in error V00150 RV TOT-TAX-W2S-L3 DOES NOT MATCH SUM RS STATE-TAX-WH when testing the file on MD’s website.  I also verified visually that the ASCII file produced does not contain the withholding data.  Federal W-2’s are fine, and do contain the state withholding data.  I have filled out the MD MW508 form, checked for errors and latest form updates, deleted the MD MW508 form and added it back, but no joy.  Any ideas?

I think it's still there (it is in Max 2016, anyway). There is just a really annoying advertisement tab for the upgrade that you have to click to close every time you want to use fixed assets.