BulldogTom

Never thought about the written part. Of course, I have the client's permission, because they give me the lawyer name and delivery information, and they approve of the disclosure. I guess I should have thought of that. Thanks Mike. Tom Lodi, CA

Could someone remind me how we make sure we have the latest version of a form in the return? I thought they updated automatically, and we process updates every morning, so I should have the newest version in this return. In the past, there was a menu item that allowed you to replace the current form with the latest form. I think that went away? Did it? If that is the case, then I should assume that the form is still not working properly and the interest needs to go to line 48? Thanks for your help Tom Lodi, CA

Started happening to me a couple of days ago. If you still have PDF Factory installed, click change printer and select PDF Factory. It takes a couple more steps, but it gets you there. Don't forget to change your printer back. More wonderful improvement of the AXT program by CCH. Tom Lodi, CA

I thought this was fixed for the interest paid to banks on CC and such without a 1099. Was I mistaken? But I rolled this client over early in the season. I thought we could update form with new form, but I can't find that menu now. Please tell me I don't have to delete and re-enter the schedule C Tom Lodi, CA

This is where I send the schedule of division of income and deductions to the attorney for the other spouse. That way there is no question that the other party got notified. Then you have your audit trail showing you did what you were supposed to do. It is the same situation where one parent (unmarried) of a child will run down and file their tax return first to get a refund loan, and the other one is really qualified. You document your position, and then when the letter comes, send in your proof. These things are never easy. I bet if you prepare a schedule for the attorney, your client will come back and say that they will just file with their own information to make the proceedings go smoother. The lawyers don't want to get into this fight on both sides, so they will try to get the clients to back off. I have had it happen to me 3 times. Tom Lodi, CA

Unfortunately, when I went there, it was 2006 links. I still do not have my book either. The postman must not have crossed the Sierra Nevadas yet Tom Lodi, CA

No, that would be dislexia (sp?) As for the OP question, I think there may be an exception somewhere, but I am not certain. If the state has custody and severed parental rights, I believe you are correct. But if the parents still have custody, and the hospital stay is required medically, they may still be able to keep the deduction. Is everything for the child paid by the state? Tom Lodi, CA

It looks like the first bill has passed the house and is going to the senate. Future is uncertain, but the mechanism for the rebate is in the house bill. It is an advance on the 2008 Child Tax Credit. The clients will need to know the amount they get this year when they do there taxes next year so you can plug it into the worksheet on the 2008 tax return. Remember the last time? Hopefully, IRS will give us a website to get the payment amounts. Again, I realize this is not law yet, but the bill does show how the house intends to approach the subject. Tom Lodi, CA

I know what the instructions say, but I was also told by an IRS agent at a seminar that they don't like it because they cannot match the reporting documents (w2, 1099,K1) to the return. It is only those 9 states, but they cause problems. The agent told me that if a taxpayer files only their own information, the IRS will not question that as the basis for an audit. She also said that on the other hand, it was very likely that they would look closely at a return that kicked out for not matching up in the system. That is just what I heard. Tom Lodi, CA

I have not read that section in a couple of years, so I don't have a good feel for that. I don't think you can drop the info on the spouse on Oct. 15th, but I may be wrong. Sorry I can't be of more help. Tom Lodi, CA

There is a code section, and I THINK it is 60, that states that if the spouse is not timely notified of the income and expenses of the other spouse, they only have to use their own. Remember, they only have to split income and expenses during the time of community, not the whole year. And also remember that the IRS don't like you spliting income off from W2's and screwing with their matching. It will probably generate some ill will on their part. As a side note, you can use this to your clients advantage in the divorce procedings if your client has the higher wages (and you want to get involved). Prepare a schedule of income and expenses for the period of community for the other spouse's attorney. Send it along with a note requesting the information from their client so that the tax returns can be properly completed. Put the code section references in your letter. It leaves a nice audit trail when the IRS comes knocking. The trail leads to the other spouses attorney. SWEET. Tom Lodi, CA

Brilliant! I knew I was going about this the wrong way, but I just had a brain cramp. I have never had to correct a 1099 before. Thanks Chris. Tom Lodi, CA

I am sorry, bad joke. The firing statement was because of using the green paper, which is the color of HRB. I don't want the employees of our company to go to HRB. Tom Lodi, CA

We did not update a file for one of our 1099 contractors. They incorporated this year. I issued the 1099 in the owners SS#. They should be exempt as a corporation. What is the best way to correct? I think I should issue the correction in the name of the corp. I know that sending a corp a 1099 is not correct, but I think that is the only way to get the SS# replaced in the IRS computers? Your help is appreciated. Tom Lodi, CA

Today is payday. In my paycheck envelope is a new notice, required by the state of CA. It says I may be eligible for EIC. WOW, the state is pushing EIC. And the notice was printed on bright green paper. I am going to fire our payroll service. Tom Lodi, CA

Dawn is a southern girl with an accent as thick as can be. She is from North Carolina. Really nice person. Kinda new to software sales. We met at Super Seminar in Reno last year. I was so close to switching, but I believed all the CCH bull$h1p about nothing changing. Oh well. Tom Lodi, CA

I just got back my CA from TODAY!!!!! OK, maybe we can make some money this year. Tom Lodi, CA

Tom, It’s good to hear from you. I will be happy to see you in Reno again later in the year. I hate to hear you are having trouble with CCH. We have actually processed over 1.2 million returns thus far and CA was ready by Jan. 2. We are e-filing your S-Corps as well. I will have to say, we have been running real smooth. I hate you’re not with us this year, I’m sure we can work something out next season. Let me know if you have any further questions. I look forward to seeing you in Reno. Regards, Dawn Spivey Sales&SystemConsultant 800.890.9500 ext.4104 [email protected]

Well, I am starting to see my CA returns come back accepted. If the client is expecting a refund, I think I would tell them it is going to be late and then just wait. I think you may do more harm than good by reprocessing and "gumming up the works". I am sure that is not what you want to hear, but I think it is best for you. I share your frustration. Tom Lodi, CA

I like the prior year showing on the invoice, but I have a tiny problem with it populating the Sch. A. If the client has a Sch C, F or E, I am most likely going to take a portion of the prior year fees to those schedules. If I don't watch it, I will double deduct... Tom Lodi, CA

Nah, he was the black guy on the family show with the wife that was a knockout and the kids who were perfect. Sells jell-o pudding too! Tom Lodi, CA

We are manually checking. I don't have a better suggestion. You cannot risk a reject that you don't know about. Still early and no big problem yet, but this could get ugly if it does not get resolved soon. BTW, I got an e-mail from Drake salespers bragging that they have not had a problem with e-file (federal). So I sent back a reply asking about California. No reply yet. I had no problem telling them that CCH takever at ATX is a disaster, and that CA e-file is a joke. I will even allow them to use my name and quote me if they want. Tom Lodi, CA

Deb, I will. I was just thinking through the possibilities of which state would be most beneficial to take a credit. I will look at the CA form and the UT form tonight and see if there is a way to manipulate the credit to the advantage of the employee. Tom Lodi, CA

Thanks, I will. Tom Lodi, CA

I went online to My(worthless)ATX today and they still have my 2006 materials listed. You would think they could update to the most recent material? Tom Lodi, CA