David1980

Generally the IRS will take whatever timestamp the file center puts on the return as the filed time, but it also seems to depend upon when the returns are "batched" by the file center. That's usually when a certain # of returns are on the file center or at a certain time before each drain. So if you transmitted at say 11PM and there weren't enough returns to batch until 10:30AM today that might be late. If you filed a return and that return was rejected you generally have 5 additional days to file and still be on time (either e-file or paper file.) So the 20th would be the final day to efile a rejected return and have it on time. Though you probably still have to transmit to ATX before sometime in the morning, so for all real purposes consider the 19th the final day. You can end up with a return being both IRS accepted and also deemed late. So just because it was not IRS rejected does not mean it was on time.

Having been in a simliar situation where support does two products what I encountered was prime support was for the flagship product and half-assed support provided for the older "considered obsolete" product. I hope that doesn't become the case with ATX because I do enjoy ATX much more than taxwise. It does give me concern though. I'm not going to change software this year, but depending what happens next year I may.

As far as why I have no idea. There are just some things the IRS won't accept (ever list a child as "stepson" or "stepdaughter"? Same problem.) As far as the error message, I agree with you 110%. E-file specific error messages should identify themselves as such, and it seems like they never do. You get an error and assume there's a calculation or a mistake on the return when in fact the return is fine, just can't be efiled. All you can really do is complain and hope enough complain to get it changed. :(

You're looking at an e-file error, not a tax prep error. If you have an IRC 1341 credit on the return you cannot efile that return. IRS issue, nobody can e-file that, so ATX support won't be able to help you get that one through electronically. The relevant IRS rejection code if you're interested is code 0426.

Issue is resolved. For those finding this post through the search what you need to do is uninstall & reinstall ATX. It will then function as it should.

Got a problem restoring some returns. Basically when I try to use backup/restore returns I get the normal ATX Backup window but a second window pops up as well with focus "Select Data Source". This window has two tabs, File Data Source and Machine Data Source. If I close that second window I get another window popping up that tells me "You are not connected, or do not have permission, to access the location of the Backup." Closing that window closes the backup/restore returns window. I'm still able to open/create/save returns. I can also still import & export returns. Does anyone know the fix so that I can restore my backed up returns?

8829 is only used to carry OIH to Schedule C, not a 2106 or F or anything else, so the first question would be do you have a Schedule C? Next, on top of the 8829 where it asks for the copy number of the schedule C do you have that? Then there's the asset center itself. Does it calculate a depreciation amount on the far right column? Do you have a copy number entered?

I wouldn't call that a glitch. What they're saying is if you used a bank product you won't get direct deposit. This has been known for months -- and was on one of the very first FAQ (if not the first) for the stimulus payments on the IRS website. The issue is that when you do a bank product the account and routing numbers are for the bank who then after they get the money put it in your account. So instead of putting taxpayers stimulus payments into the banks accounts and hoping they throw in a free service to forward the money the IRS made the right choice and is sending paper checks to those who used bank products. The payments are still on schedule. The schedule for stimulus checks. The article also covers the issue of some people not getting the $300 for child because the CTC box didn't get checked, but merely in passing.

If we so wanted, we could have a job for everyone willing to work. Just end minimum wage. At hourly rates in the pennies companies are going to be able to pay people to do things that would have cost more to do proper. For example, those parking lines in a parking lot? You don't need them if you can pay people to lay down and make "human lines" for you to park between. Photocopies? A thing of the past! Pay a sketch artist to make a duplicate for you. Okay, so we're not going to do that. Sadly as technology improves jobs that made sense at one point in time simply don't make sense today. Jobs will be eliminated. The question is who's jobs? If 50% of all labor needed in the US was eliminated what would the result be? Most jump to the scary thought of 50% unemployment rates. However, consider this: What if instead of using half as many people to do the remaining work you used the full amount of people and worked them half as hard. If the improvements made to allow this increase efficiency enough you could work a 20 hour week, and get the exact same pay you get working 40 hours now. The real problem for me then isn't unemployment or the loss of jobs, but rather how we allocate those remaining jobs. Done right at virtually no cost everyone gets free time to do what they enjoy. Done wrong standards of living suffer while unemployment sky rockets.

You have to wonder of that $39 how much represents actual postage though. It can't be that much.

On the 2106 click on the occupation and then the green circle. Check the applicable box, it'll carry to 1040 line 24 (I assume you want it to go to line 24.)

What checkbox are they talking about. The checkbox for CTC?

A 1065 is a completely different return than the 1040. Only thing for a 1065 in the individual 1040 return would be the worksheet for entering a K-1 from 1065. So, what I think you've got happening is you're in an individual return but want to be in a business return. When you click on "new" to create a new return you need to change the option from "1040 return" to "business" in order to create a business return. Then you check the box for 1065 on the business entity worksheet and it'll give you a 1065.

Make sure you're checking one of the boxes on the top of the 6252. If you're carrying to Sch. D you probably need to check "Check if Personal Asset". It then carries over to the D as either long term or short term based on the dates entered on the 6252.

Yeah, as far as I know it was just the $30-$60 credit that was going to be basically not questioned. The other method on the other hand I seem to recall the IRS even saying they had a lot of abuse and were going to audit a lot of them. I know personally I'd have people come in with their phone bills and want to write off the whole phone bill for 3 years. Or they had other taxes paid in addition to the federal excise tax. Or a variety of other situations where they thought they could include some amount that wasn't the right amount. I expect the IRS is going to audit a ton of these things and probably get a lot of money doing so.

Well, I have no idea what the numbers are but personally I prefer mixed case print. After all, I WOULDN'T WRITE LIKE THIS ON THE FORUM. Don't know why I'd want to do it on a tax return. I think it looks better when it's mixed case. All caps makes me think of the old days when it was required because low tech couldn't handle mixed case very well. Since we're talking about cool TRX tricks, you can actually see the efile image that gets sent to the server. Depending which service bureau you're using the location is named slightly different, but basically it's c:\intellitax\2007\intellitax\intellitransfer\ and the files end in something like .8000, .8001, .8002, etc... So when you get crazy rejections that make no sense you're actually able to look at the real efile image and see what is on that field. I think on TRX you simply replace the intellitax folders with TRX PRO.

For NY the "New York City flexible benefits program, IRC 125" is added back with a code A3. I discovered that the literal for this to carry to the NY return needs to be "IRC125S".

Those sound like system problems, I can do all of the above just fine. Which is to say perhaps you should have pushed those issues more to get someone in support capable of trouble shooting a system specific problem. That's because they require some funny entry to get those to carry. I know the 414H must be entered as 414HSUB in order for it to carry to NY return. I'm not sure what the literal is for IRC125's, but it's probably something you wouldn't think of like the 414HSUB thing. The main problem here is a lack of documentation as to program specific literal requirements. I'm curious on this one, since there is no DC non-resident tax return. Rather they file that non-resident request for refund thingie (D-40B) which TRX doesn't seem to have at all. So rather than it just having a wrong calculation, it's missing the whole form necessary. :)

I did discover another workaround for it though. If you enter an amount (Say $1) on the box and then go to detailed list you can enter the list and it will override the $1.

One potential advantage with speed that a worksheet based product has is that they can choose where to put whatever they want on the worksheets. So they can put things in more a more efficient layout than the IRS forms have. The disadvantage is that you have to find out where the item is on the worksheet. For the most part I think that will end up being a temporary problem as you learn the programs specific worksheets and where they tend to put everything. I'm thinking of trying Drake myself.

You should be able to do a detailed list almost anywhere that allows a direct entry that doesn't have a drill down. Note that this will not affect the printouts/efile transmission, it only will have that list on your system. Good for keeping records so that you can go back a few years and see "Where did that number come from?" Particularly for things like when you have a house bought and sold and adjustments for the property tax allocated to buyer or seller. However, I'm unable to do one for real estate taxes paid on personal residence (as a workaround you could enter the amount to the "notes"). That would appear to be a bug in the software. You can see how it should work by going to Sch. A, drill down on line 6 into the taxes paid worksheet, click on line 2, then click on the blue circle, finally click on detailed list. Note that you can leave the date or description (or both, but what would be the point of the list then?) blank. So good for when you need to keep records of dates something was paid or write in descriptions for your records.

I think the question was more relating to the pricing for a network setup. If I run an office with 8 desktops and 1 transmitting computer, am I able to install one copy of the software on all 9 computers and pay the same as if I only had it on one computer? Or do I need to buy 9 copies of the software?

It lets me use the comments like any other section. First have to select the business you want to enter a comment for. Then click the comments tab. Then on the bottom it displays two white boxes. A large white box and then a 1-line box below that. You type in the white box below. "Add Comment" will be grayed out until you type something there, at which point the button becomes active and you can push it to add the comment. It adds the comment to the larger white box and puts in date and time of comment.