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SCL

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Posts posted by SCL

  1. OK...I humbly admit to knowing NOTHING about the OIC program...Never had reason. Before I dig into this at the request of a client, Can anybody tell me up front....is this something that can help a low income single taxpayer reduce their amount they owe IRS

    Client quit her job early in 2012 to run away with "Mr. Right" who was going to take care of her and treat her like a princess. Surprise! That did not work out so well....So to get by, now-unemployed client withdrew a bunch of money from her 401k to live on....so now my still unemployed client owes several thousand to IRS (as well as state and local).

    Is it worth looking into OIC for her?

    it maybe/but probably not worth it to her...it is definately not worth it to you.

  2. WOW. New computers arrived today and are up and working. What an amazing improvement. Now, hoping that tomorrow's ATX update doesn't mess it up! If ATX had worked this good on day one, I would have no complaints. My only problem now is to catch up on the backlog of work.

    WOW! color me cynical. sorry, charlie...you (15 posts) and fpjst (5 posts) don't pass my smell test.

  3. Jklcpa, first your old sales person is no longer working at ATX - that is a bad sign right there. (And frankly, if I were in sales, I wouldn't be working at ATX right now either). Second, the new sales rep is giving you a hard time about the refund and wants you to wait until the problem is fixed. When? After tax season?!? This kind of CCH/ATX "blame the customer and not us" attitude is going to kick CCH/ATX in the pants after tax season when it comes time for early renewals. What were they thinking? Don't they ever learn? It's like that situation a few years ago when CCH laid off the entire sales and technical support team in Caribou, ME a week before tax season, and the phone lines were jammed for nearly two weeks because they laid off the only person in Caribou, ME who could transfer the phone calls from Caribou, Me to Georgia! While we were all struggling with technical issues (not as bad as now), all the sales and technical support people we had come to depend on all these years were standing in the unemployment line in Maine, while we were struggling to do taxes. Again, I ask you, don't they ever learn? If you are going to buy a company to cater to the small accounting market, then treat your customer right - or just sell it to someone who will treat the customers right!

    hallelujah brother and amen!

    • Like 2
  4. Student/client just double checked with her father....he clarified that the bonds owner was listed as "Father OR student/client". It looks like it still does not qualify for tax free because although student can be a beneficiary, they cannot be listed as a owner (or co-owner) of the bonds.

    I am trying to be sure...because although the student/client trusts and believes me, the father knows just enough about taxes to be dangerous and he is just SURE that this is tax-free because his father that purchased the bonds told him so.

    i cannot get beyond establishing the initial facts...let alone a question of the taxable income/tax liability of the student/dep...or who claims the personal exemption and potential tuition tax credit.

    so, the ebond, fm1099int was issued in the name and soc sec number of the student/client...yet the hearsay crowd (the father) claims otherwise?

  5. How much does ATX charge to e-file 1099s if paying on a per return basis?

    i could have said it different/better...the following is how i did it in the past. you have to be an atx program user or the price is higher.

    (this year atx seems to say that i am enrolled in payroll and not pay per return...to be continued.)

    i buy a 5 unit pay per return add on ($120?) with my atx1040 program. i use 3 to efile 3 separate client 1099misc requirements (only one recipient per client...although i think you could file any number of recipients per client and have it count as only one pay per return). i have two in reserve to file a rare 4th state, 1065, 1041, etc.

    you can also buy additional 5 unit pay per returns...i think there is a price break involved.

  6. i think, current but empty 1099r's from 2011 rollover also screw up and crash...probably more.

    so far(?) with latest update, i think 2012 requires a clean scorecard from 2011 rollover.

    i think atx is working on correcting this...for update 12.?.

    12.9 is the best for me so far...i am a bare bones (no prior year, altered/rolled over forms) single station, w7, 6 gb system.

  7. i had a similar story...joint 2011 with a deceased husband...rolled over 2011 to 2012...changed everything i could in 2012, i thought...finally had to go to filer info, delete husband info, delete wife info, and move wife info to filer info (date of birth).

  8. TaxWorks is also having major problems.

    We did but we're working through them. Unfortunately our recovery was too little too late for some of our preparers, but we're making progress and returns are being completed and e-filed.

    link, please! LOLOLOL! i also hear you have a bridge for sale in brooklyn.

    from my own daily, personal observation, i know that atx is making progress...i have not heard that about taxworks.

  9. i only do 3 1099 misc (one person per employer) that i buy as a 5 unit, pay per return ($150?) add on to my atx1040 program.

    i charge each of them an additional, break even $30 to their billing...

    since i do their involved sch c/se tax return, i bill them accordingly (+) on the back end.

  10. so far, the X0000-005 efile error is a catch-all for (mainly) any form entry glitches.

    your specific error detail has not been available through atx's first level efile error request.

    you have had to go to the efile center and enter the taxpayer soc sec #...then you will get a specific clue/reference to the rejection.

    supposedly, in the current 12.9 update (or the next, next update), atx has adjusted their first level efile rejection reference to explain where the error came from.

  11. my #1 top ten, 1 cent educated guess...you have corrupted forms (that were rolled over from 2011).

    if this isn't your problem, then there are 9 other options for the atx mess.

    imo, corrupted forms that cause program crashes seem to be the main problem for high return, networked firms.

    there is a procedure to delete the corrupted form base and reinstall good forms. the method has been repeated many, many times on the reg atx board.

  12. As most of you probably understand, I don't know anything about taxes.

    I've used ATX software in the past, and now use TurboTax Home & Business (gasp) for my fairly simple return with a Sch C for the little bit of freelance work I do every year.

    This is our first year with kids in daycare, and my wife is taking classes toward her master's degree, but still, I can't help but feel like the refund amount is just way too much.

    Should I talk to someone about whether it really is far off, or should I just give in and let a professional take care of it?

    YES YES YES...you need to establish a local relationship with a tax preparer who knows what he is doing...

    and not necessarily a $600+? cpa...although there is eventually a trade off with what you pay and what you get.

    you will save WAY MORE in time, effort, and money than trying to do it yourself on the cheap.

    your comment: "my fairly simple return" indicates you haven't come to terms with the reality of your tax preparation needs.

    you do not have a simple tax return.

    would you say "my fairly simple"...

    attorney representation, medical procedure, or computer programming, etc?

  13. yes, i have 2 computers that i independently installed on one internet connection...the first computer, an xp experiment...worked quite well.

    so i moved onto the 2nd win7 install. it also seems to work quite well.

    i'm sorry that i can't adequately explain my situation...the best i can do is say...if you are a single install...simplify all your preference/options and move on.

    • Like 1
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