jlewis

This is from ATX support site, don't know if it will solve your problem but it did mine. Re: PAPER CHECK E-FILING ReplyQuoteFavorites Thanks ATXMichelle. I will try that, but I found this on another forum, and it worked for me: I had this problem today. I looked at Fed 1040 pg 2, boxes for RTN & ACCT # were all "XXXXXXX"... I had checked the box in print preferences to "mask" sensitive client information on client copy. That will put "XXXXX" instead of the RTN and ACCT# when there is DD information.. But in my case it was a IRS check.. Worked fine last year.. not working right this year. So I closed return and went back to preferences and unchecked that box. (click Apply).. then reopened return. "XXXX"'s still on pg 2 of 1040.. So I printed the 1040 pg 1 & 2 and the filer's infor page. Then I deleted the 1040, (scarry I know but stay with me). Then I added the 1040 back to the return in Add forms. The 1040 was back and the "XXX"'s were gone. Had to re-input the clients Soc Sec amounts-- but surprisingly the names, address, DOB and SS#'s were back. (it was a rollover return). I had to do this same thing with 8 other returns. If the client was "new" not rolled over; then I had to re-input the names, address, soc sec #. Print what you might need before you delete!! I won't check that box again this year. Taxtrio Response from ATX 25 minutes ago 112085 in reply to 112061 ATXMichelle CCH Small Firm Services Posts 103 Re: PAPER CHECK E-FILING ReplyQuoteFavorites Good afternoon, To fix the fields for paper check printing: Select Print to open the Print Manager dialog, then close the Print Manager dialog. You do not have to print anything. That should fix the issue. We have a fix for this issue in the next update. Thank you, ATXMichelle

Yes, this started working for me yesterday and I have to use it to open every rollover, so far the first time I was able to do so since installing the program. Convenient to put it on desktop and keep praying.

Wondering if anyone knows if Taxwise experiencing anywhere near same problems as ATX.

I also am having same problems and believe from these posts, as well as those from My ATX community board, this is a widespread problem with ATX and their "new enhancements". Not something to be facing to begin season.

Please accept my sincerest regrets and sympathy for your loss and may your grief be short but your memories forever.

Some info that may help- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to Form S-4 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 M&T Bank Corporation This summary is from above filing, see last paragraph with reference to page number in S-4 SUMMARY This summary highlights selected information from this proxy statement/prospectus. It may not contain all the information that is important to you. We urge you to read carefully this entire document and the other documents we refer you to for a more complete understanding of the merger between M&T and Wilmington Trust. In addition, we incorporate by reference into this proxy statement/prospectus important business and financial information about M&T and Wilmington Trust. You may obtain the information incorporated by reference into this proxy statement/prospectus without charge by following the instructions in the section entitled “Where You Can Find More Information” on Page 82. Each item in this summary includes a page reference directing you to a more complete description of that item. Unless otherwise indicated in this proxy statement/prospectus or the context otherwise requires, all references in the proxy statement/prospectus to “M&T,” “we,” “our” or “us” refer to M&T Bank Corporation. All references to “the Company” or to “Wilmington Trust” refer to Wilmington Trust Corporation. We Propose a Merger of Wilmington Trust and Merger Sub (Page 53) We propose that Merger Sub, a wholly owned direct subsidiary of M&T, will merge with and into Wilmington Trust, with Wilmington Trust as the surviving corporation. Upon completion of the merger, Wilmington Trust will become a wholly owned subsidiary of M&T, and Wilmington Trust common stock will no longer be publicly traded. We currently expect to complete the merger by mid-year 2011, subject to the receipt of regulatory approvals and other customary closing conditions. In the Merger, Wilmington Trust Common Stockholders Will Have a Right to Receive 0.051372 of a Share of M&T Common Stock per Share of Wilmington Trust Common Stock (Page 53) Under the terms of the merger agreement, Wilmington Trust common stockholders will have the right to receive 0.051372 of a share of M&T common stock for each share of Wilmington Trust common stock held immediately prior to the merger. M&T will not issue any fractional shares of M&T common stock in the merger. Wilmington Trust common stockholders who would otherwise be entitled to a fractional share of M&T common stock will instead receive a payment of cash in lieu of such fractional share. What Holders of Wilmington Trust Stock Options and Stock Based Awards Will Receive (Page 53) Under the terms of the merger agreement, upon completion of the merger, all outstanding and unexercised employee and director options to purchase shares of Wilmington Trust common stock (whether vested or unvested) will, by virtue of the merger, be cancelled and cease to exist and no payment will be made on such options. Under the terms of the merger agreement, each share of restricted stock that is outstanding immediately prior to the merger and each other right of any kind to receive shares of Wilmington Trust common stock (other than stock options) granted under Wilmington Trust’s stock plans will, subject to applicable law and otherwise subject to the terms of the applicable stock award or plan, fully vest and, upon completion of the merger, be converted into the right to receive the merger consideration. The foregoing applies to shares issued under Wilmington Trust’s 1996 Long-Term Incentive Plan, 1999 Long-Term Incentive Plan, 1999 Executive Incentive Plan, Amended and Restated 2002 Long-Term Incentive Plan, 2001 Non-Employee Directors’ Stock Option Plan, 2004 Executive Incentive Plan, Amended and Restated 2005 Long-Term Incentive Plan, Amended and Restated Directors’ Deferred Fee Plan, 2009 Executive Incentive Plan, and 2009 Long-Term Incentive Plan. The Merger Is Intended to Be Taxable to Wilmington Trust Common Stockholders as to the Shares of M&T Common Stock They Receive (Page 67) The merger generally will be a taxable transaction to you, and you will generally recognize gain or loss in an amount equal to the difference, if any, between (i) the sum of the value of the M&T common stock plus the amount of any cash received in lieu of fractional shares of M&T common stock and (ii) your adjusted tax basis in the shares of Wilmington Trust common stock exchanged in the merger.

Thanks for the update, appreciate it a great deal!

Have a Fed/SC return to e-file in a couple of days, only SC prepared this year and remember earlier this year several states including SC were having problems with e-file and acks. Just wondering if the SC ones were working ok now since haven't seen any notices from ATX lately. Does this mean earlier problems solved? Any SC prepares having issues? Thanks

I efiled 1041 yesterday (2/22/12) since all forms were available, still shows as transmitted to EFC this morning. Checked status on ATX support which indicates it will be sent to IRS on 2/25/12. You think maybe IRS isn't ready to process these yet? 1040's & 1065's seem to go through immediately.

I created the efile and 8453 block ckecked to mail the 8949, submission number appears on 8879 and not on 8453. Only my EFIN number on the 8453, nothing in next block like it was last year. Is this a bug, something new, anyone else have this?

NC instructions for this form Line 1 says it should be the total from Fed 1065 Sch K lines 1 thru 11. It is only picking up from Line 1, response from ATX support was to "override" it until they get it straigntened out with NC Revenue, which doesn't appear a big priority currently. Anyone else experienced this problem? Thanks

Without letter of explanation from state, a simple explanation involves a situation I'm familiar with where company's sales (made to resellers) were assessed tax/penalties on sales to any of the resellers that they did not have a properly filled out state exemption certificate for each reseller in their files. Since they were missing quite a few, the amount was significant.

Thanks for the response, I feel better that IRS & ATX are on top of this (possibly a little sarcasm on my part). Another question-8606 instructions (pg 3) say when this occurs to attach a statement to the return explaining recharacterizations, which seems to indicate paper filing. I called ATX support, they weren't sure & didn't think the program included this requirement. If anyone else has had the situation I would appreciate their input. I did create the efile to see what error messages popped up and it was not mentioned and would create efile.

From Pub 590 - a)Later withdrawals from Roth IRA. If you include the taxable part of a 2010 conversion in equal amounts over the 2-year period (2011 and 2012) and in 2010 you withdraw from the Roth IRA any amount allocable to the taxable part of the conversion, you will generally have to include in income for 2010 the part of the withdrawal made during the year that is allocable to the taxable part of the conversion. Any amount allocable to the conversion that is included in income in 2010 because of the distribution from the Roth IRA first reduces the taxable amount that is reportable in income in 2012. The taxable amount that is reportable in income in 2011 is reduced next. The most that can be included in income because of the withdrawal of a conversion amount for any one year is the total amount required to be included in income for 2011 and 2012 minus the amounts included in income in all preceding years in the period. b)Example. In April of 2010, John, age 50, rolls over $20,000 from his traditional IRA to a Roth IRA. This is John's first contribution or rollover to a Roth IRA. There is no basis in the $20,000 rollover. In August of 2010, John withdraws $10,000 from the Roth IRA. When John completes Form 8606 for 2010, he enters $20,000 on lines 16 and 18 of Form 8606, and $10,000 on line 20a and $10,000 on line 20b. Since the $10,000 distribution John received from the Roth IRA is nonqualified, he completes Part IV of Form 8606 and has a taxable distribution of $10,000 on line 36. Question - according to example , 2010 taxable withdrawal is not reflected on 2010 form 8606 Part II line 20b, was wondering if anyone thought it should or would and how it will be?

Attached is article from NC State Board of CPA Examiners from April, 2011, that gives general info even though different states may operate differently. Subpoena Client Info.pdf

See Revenue Ruling 2009-13

Never mind, found it on IRS website after searching several places.

I need to amend efiled 2010 partnership (regular not LLC) and not sure if the amended return can be efiled, and if so any suggestions on how long to wait. Amended return doesn't affect partners' income, they failed to inform me at the time it should have been a final and show distribution of property. Thanks for any input.

I tried the info as presented and the 5,000 got reported in 2010 but 10,000 was split 50/50 on 8606, not 7,500 for 2011 and 2,500 for 2012. Don't know what I am doing wrong or if the form isn't working right. Thanks for any input

If you add "elections" form to return you will see a tab for dispositions & disaster that should handle the info for you.

In Pub 501, pg 5, you are considered married for the whole year if on the last day of the year you meet one of the following tests: (item no.2)living together in common law marriage recognized in the state now live or in the state where began. Just wondering since I don't live in one of these states- a)when does common law marriage begin, an "official same sex marriage ceremony" or an arbitrary selected date? b)is there a legal proceeding to end or dissolve it, or whenever one or both the parties decide? Since there are "official" documents for conventional marriage and divorce, curious as to what would satisfy IRS when common law marriage began and ends for filing status. Thanks

According to Notice 2010-51, new reporting requirements apply to payments made after Dec 31, 2011, so starting Jan 1, 2012 everyone start accumulating data to flood IRS. I intend to report all payments, regardless of amount, encourage all to do same. Be extra compliant.

Many thanks to all. Just got back from wonderful vacation at the coast (NC) with wife, kids and grandkids. While enjoying the family, recreation and lots of excellent seafood we all said a prayer for all the Gulf Coast people suffering from the terrible disaster they are having to deal with. Our hearts and prayers will continue to go out in hopes that this will end as soon as possible.

Not sure if this attachment is what you may be referring, I think I saved it as pdf file from an earlier post. USLU.TC Memo 1997-551.pdf