PaulH

So RITA has no problem accepting the General form? How about CCA? That would simplify things a lot. It would be even better if the general form would pick the residence and work cities from the W-2s, and the city tax rates, credit rates, and credit limits from a table. It's always annoyed me that the RITA form forces you to enter the W-2 information again. I guess ATX is trying to sell its city tax add-on software.

I've seen it a few times. I've always been able to start and finish the link from the edit menu in those cases. Shouldn't be necessary, but it works.

If there are only a few wash sales, I have entered them on the 8949, then calculated the eligible aggregated long and short term totals by subtraction, and entered those 4 numbers directly on Sch D.

If you click on a column, the option becomes available.

I'm with Lion on this. I find it's easier to delete the 1099-G and type the refund directly into the Line 10 worksheet (jump to from Line 10) field in ATX. No EIN needed, and never had a problem with this. It would be even easier if ATX didn't insist on adding the 1099-G form every year.

In the 1099-INT detail screen, you can click on a column heading to sort on that column.

The 1099R instructions say "Generally, do not report a transfer between trustees or issuers that involves no payment or distribution of funds to the participant, including a trustee-to-trustee transfer from one IRA to another IRA,". I'm pretty sure I've seen 1099Rs in this situation in the past, but Fidelity told a client that they are not issuing them now.

ATX decided not to do Ohio city forms for those cities that accept the General Cities form this year. There are hundreds of them. There is a list of discontinued forms somewhere (maybe their blog) and the Ohio list goes on for many pages.

There's now a tab for it on Form 8949.

Actually, I think it is still wrong. Line 7 of Form 8960 is still deducting the deductible part of SE tax (1040 line 27) from investment income. That can't be right, can it?

Up until yesterday or today, ATX was incorrectly including schedule C income in investment income for the additional 3.8% tax on Form 8960. It appears to be fixed now, but you might need to check any that you've already sent to a client for review, or worse, efiled already.

Me too. Thank you very much. [email protected]

Finally updated from 12.10 to 12.11 about 3 hours ago. So far nothing new has gone wrong. It might be a little faster (but not much), the completed box now sticks. So far, I'm glad I updated, but obviously your mileage may vary.

I've had clients put their files in their Dropbox, and send me a link. Requires you both to have Dropbox accounts, but they are free. I've also had clients zip all their files using the password feature of their zip application, then email me the zip file and somehow convey the password to me (phone or something I would know).

Does anyone know how to import Schedule D transactions with a Date Acquired of Various? The import process apparently only accepts real dates, and if I change a date to Various after importing, the transaction doesn't show up on Schedule D at all.

Thanks. That is a better idea. I hate to override efiled returns, because I'm not always sure that something in the efile is not being pulled from an earlier source (like the D-1, which is why Margaret's suggestion has some appeal). Seems to be working though - I overrode on Sched D and created the efile with no errors. Paul

I have a client-prepared paper D-1 that I want to attach to Form 8453 and mail (but efile the return). I don't see how in ATX to get the D-1 totals into lines 2 and 9, where they belong, without overriding the software. Unless someone has a better idea, I will just enter the short term and long term summary totals (with a notation to see the D-1), and they will flow to lines 1 and 8, instead of 2 and 9. So my question is, is there a better way? Thanks, Paul

Is there a way in ATX to get the schedule D-1 Totals in lines 2 and 9 (without overrides) that I am missing? Or do we have to enter a summary total in lines 1 and 8? Thanks, Paul

jasdlm, It works for me. You do need a properly formatted CSV file, and to follow the 3 steps carefully. For example, which field did you map your quantities to? I mapped quantities to "Omit Column" (in the column header dropdown box), since they aren't very useful as "Description".

ATX responded to my email to customer services, saying it is no longer be possible to copy from Excel and paste to Schedule D. However, a soon-to-be-released update will allow us to import a CSV file (which can be easily created from an Excel file) to Schedule D. Paul

When I try to paste a column of transactions (e.g., Sales Prices) from Excel to the Schedule D Detail sheet, only every other transaction is pasted. If I unprotect the form, every other row is hidden. I assume the missing transactions are going into the hidden rows, but they don't show up in the totals either. This worked fine last year, and I use it a lot. Am I missing something? Also, is there a way to report bugs to ATX other than an email to customer service? I seem to remember a bug reporting process in previous years that I can no longer find. Paul

You need to "send it" to Schedule C from the drop-down box below the 1099 Box 6, rather than "pull it" from the Schedule C.

Thanks KC, I do seem to have fewer problems after a fresh reboot with nothing else running, but they don't go away completely (2 files imported on the first try, 1 on the second). I have lots of memory (at least 3GB on each machine), free disk space (at least 100GB on each machine). One is running XP Pro, the other 64bit Vista Home Premium. I have the problem importing to both machines, but it seems to happen more when importing to the Vista machine. And many more problems later in the day, even if I close everything except ATX before trying the import. Seems like some sort of memory leak, but I would think other should be experiencing it too in that case. Paul

I do a few returns on one computer, export them, then import them to another computer. This year when trying the import, I am almost always getting the error message "Error: Error while writing file." and the import fails. If I try the import enough times (often 10-20), eventually it successfully imports the exported file (the same file it refused to import 19 previous times - I only do the export one time), but it is driving me crazy. Anyone else having this problem, or have any idea what is causing it? Paul

Catherine, Regarding the transaction type and Filer/Spouse/Joint columns, I usually create a column of 1's and a column of J's in Excel, then copy each column, just like the other data. (That does assume they are all the same type and same owner.) I usually do a single column at a time, so I don't have to unprotect the Detail tab first. Paul