Tax Bird

Mine went throough as well. I hope it at least stays up long enough to get this last corporate (with it's 5 State) returns out. I'm so spoiled now that the thought of paper filing anything is almost hive-inducing!

I'm getting the same error. I haven't renewed for 2012 yet so let's see how they do tomorrow.

I have ATX 2008, 2009 & 2010 on my machine and they run without problems. Based on my one months experience with Win7, it's running all my old XP apps just fine. The Win7 version I bought includes a feature called "XP Mode" that theoretically allows you to run any Windows XP apps that don't run well in Win7. I've not had to use it but I'm glad I have it just in case. In any case, if you're like me, you'll be very glad you switched over. Good Luck!

I would like to take this opportunity to thank everone who weighed in on my Windows 7 posting a couple of months back. As luck would have it, I did need to convert over my system. But as luck would also have it, I was able to bring everything over into Windows 7 relatively quickly and painlessly. Thanks to everyone who weighed in and shortened my learning curve. It really helped. I love Windows 7, by the way. Everything is running smoothly, ATX, my billing software, basically all my critical apps are running like a charm. It's so neat I now wonder why I waited so long!

Thanks for the replies everyone! Glad to hear this isn't so unusual. Still annoying but at least I understand.

I have a client who had two stock redemptions in 2010. They received no cost basis information with their 1099 B despite the fact that a note on the back of the 1099B said the average cost basis information had been provided. When I called for the information, I was told that they would have to send out the account transcript (too large to fax) and I would have to figure that out. Plus, the soonest I could receive it is 3-5 business days. Has anyone ever heard of this? I haven't done that many stock redemptions but usually cost information is provided, if not automatically, then when requested. Can anyone provide any insight into why it might be that the fund manager wouldn't want to provide average cost information on a fund?

Good idea. Thank you! As an aside, thankfully, I have all my current client up to QB 2010. Still, I like the idea of preserving the older versions to work on new clients until they upgrade.

Yes, it helps a lot. I can see where this way will save me quite a bit of time. Very logical. Thank you!

Thank you. That's good to know. On a related note, do you (or anyone) have any tips or recommendations on smoothly migrating prior years over?

Oh excellent! This is my most likely set up. I run ATX PRS and was worried about not being able to roll over files (to a new machine from prior years) should the need arise. This really puts my mind a ease. Thanks again to everyone who has contributed.

That's even better to know. I was worried about my QuickBooks compatibility as well. Good to know there's a way older versions will work. The way my machine is acting these days, this really will have to be my last tax season. I just hope it doesn't bug out on me before I'm ready.

Me too. But it's good to know that I could probably switch out fairly quickly (& painlessly) if I have to. Thanks for the input!

That is *so* good to know! I'm trying to squeeze one more tax season out of my old machine but if it fails, it;s good to know I can switch into a new machine running Win7. So do you even have to run it in XP mode?

Has anyone tried using ATX in Windows 7 (either using XP mode or not)? I really need to update my hardware but hesitate if my ATX stuff isn't going to run right. Any input would be greatly appreciated.

Thank you!