David1980

Is the non-custodial parent trying to claim the SSN on 2441?

Bottom of the 1040 near the signatures.

Exactly. There's a lot of information that you enter when doing a tax return that doesn't get transmitted to the IRS. Another example of when the DOB does get transmitted, when you have kids on Schedule EIC the year of birth is present on the form. So you could get a reject if that year is wrong. Normally though the DOB doesn't get transmitted (but is used by the program to calculate correctly.)

With no qualifying child, there's three rejects I can think of. The reject text would look something like: 1. If Form 1040, Line 64a 'EarnedIncomeCreditAmt' has a non-zero value and Schedule EIC (Form 1040) is not present in the return, then the Primary Taxpayer and/or the Spouse Taxpayer in the Return Header must be at least 25 years old but not be older than 64. 2. Form 8862 must be present in the return. e-File database indicates the taxpayer must file Form 8862 to Claim Earned Income Credit after disallowance. 3. Form 1040, Line 64a 'EarnedIncomeCreditAmt' must have a zero value if an amount is entered. e-File database indicates the taxpayer is not allowed to claim Earned Income Credit for the tax year. The only one that mentions Schedule EIC is the first. If that's the reject, the issue is the IRS believes the taxpayer is either under age 25 or over age 64. Note that they're looking at the age in their database - doesn't matter what DOB you enter. Seems to me they were issuing this reject in error earlier in January.

The IRS has released the form? http://www.irs.gov/pub/irs-pdf/f4562.pdf There's a difference between not releasing a form and not processing it. Like the 8863. So the form and instructions are released, you could calculate the expected returns now. You just can't file them yet. Problem would be that their computers aren't setup to process the forms, but the forms are complete.

Hmm, interesting. Haven't seen an IRS e-alert talking about rejecting returns with 8863, but wouldn't surprise me (software/industry often gets info before they publicly make it available). I know they have been accepting returns during the test period with 8863. Perhaps they've been getting too many returns with 8863. IE, lots of 8863 fraud? Wonder if they're going to require documentation like they did the adoption credit or something?

Well, rather, they're not "processing" the returns until Jan 30th, whatever that means. The test return is a "real" return in that if you have an acknowledged return from their controlled launch / early filing program it's a real acknowledged return and all that. Just means that getting it accepted before the 30th isn't going to speed up the refund than getting it accepted on the 30th.

Well that's assuming the IRS doesn't win an appeal and/or congress doesn't give the IRS the authority to enforce it. My prediction is the IRS will get what they need to continue on, one way or another.

http://www.irs.gov/uac/IRS-Statement-on-Court-Ruling-Related-to-Return-Preparers

It seems like taxpayers want "step child" to mean something other than what it means. I don't see anyway for him to get them as qualifying children.

Not sure on all the competitor software, but Drake has downloadable conversions for most products. You download their converter run it on your computer and it converts basic taxpayer information into Drake. So you could buy and then same-day setup and convert, no need to send your data to them.

Worst case, were I a fraudulent preparer I'd just tell people to buy a copy of Turbotax before seeing me. "I'll do your taxes, you provide the Turbotax" sort of arrangement.

No W-2 needed since they're not filing a tax return. Not when you're applying for their advance product.

I would love to see the tax code simplified to the point paying someone to do your taxes, or even filing a tax return becomes the exception rather than the rule. Wouldn't be good for me, I'd have to find something else to do I imagine, but I would like to see it happen all the same. Of course, that is never going to happen so I'll keep dreaming. I don't like doing the standard deduction W-2 tax return. Feels like a waste of my time and my skills to be working on something that could be done by a simple computer program.

Unless there's new assets the 4562 issue might not be so much an issue with rental. Since you'd only need it the first year for the asset, so if nothing's added that probably wouldn't stop the return. The 8582 would though, so the rentals get delayed anyway.

Seems the early test filing is something like January 14th - January 17th, so some returns would be acknowledged earlier than the 18th. I don't know if ATX is participating in early e-file.

If they're like most chains advertising that sort of thing, you could probably just direct people to the rip off reports site / BBB so they can read what others think of the chain.

H&R Block has run commercials in years past that could be misinterpretted (possibly intentionally) to suggest you don't need your W-2. I think it was the same year they did the "I got people" campaign. Of course, what they were actually advertising is they were able to load W-2's off one of the large payroll companies systems and Walmart and some others. They were just getting the W-2 directly (with taxpayer permission) not preparing a return without a W-2. Could be a similar situation here? Would be easy enough to call the local office of whatever chain and ask for more info.

Or are working on a non-individual return? (1065, 1120S, etc.)

Should be 4 characters, letters. I think location on the checkstock varies based on the layout?

I took a look through Publication 1346 (reject codes) and couldn't find anything that would reject for vehicle year on line 1. There's reject 1271 which indicates that line 18 less line 19 cannot be less than $0. That is, there must be some tax left after personal credits to reduce with the 8910 credit. And there's reject 1274 which indicates the date placed in service must be later than 12/31/2009 and before 01/01/2011. What reject code are you getting?

IN does allow the non-resident forms to be efiled. However, only with MeF, which of course doesn't accept everything. So basically, since a lot of software doesn't support MeF yet, and a lot of forms cannot be sent through MeF anyway, most people cannot efile the NR Indiana forms. It's a confusing state since at first glance at their documentation you would think it could be done, until you realize they only allow it through the EF system that handles a very small number of returns.

Sure. Details are in Pub 1345. Note that you will need the EIN to efile.

ERC 0190 o Schedule SE – Total Net Earnings / Loss (SEQ 0070) must equal the total of the following fields: Net Farm Profit / Loss (SEQ 0030), TP Received SS Retirement / Disability Benefits (SEQ 0035) and Net Non-Farm Profit / Loss (SEQ 0040) minus Self-Employed Health Insurance Ded (SEQ 0670) of Form 1040. o Exception: This check is not performed if return is MFJ and more than 1 Schedule SE is present or if Self-Employed Health Insurance DED (SEQ 0670) of Form 1040 is not significant. I think I read that the IRS was erroneously rejecting some returns for this code. Quick alert issued 3/25?

So what would allow them to qualify as "unmarried" in allowing them to claim single, but not HOH? Is Jainen correct in that you're referring to legal decree of divorce/separations?