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Found 34 results

  1. Philip

    MFS Filing status

    Have a client filing MFS. E-file error message says "SpouseClaimAsDependent" is not checked, then the Spouse SSN must not be the same as a Dependent SSN on another return. I get this message regardless of whether the "Box" is checked or not. ATX help desk I MUST Paper-file this return. This is Ridiculous! Spouse e-filed her ow return, she is no one's dependent. Is this an ATX Problem or a True IRS E-file problem? Must I paper-file this tax returns? Please advise, and Thanks.
  2. BKG

    E-file rejected

    My client's e-file has been rejected "because taxpayer's identity protection personal identification number (IP PIN) must match the e-File database." It is a year 2017 tax return and I entered client's pin only at one spot under "filers' Information" on Form 1040. Is there another spot where I need to enter it or what am I doing wrong? please help. Thanks.
  3. I am requesting that ATX make the E-file of Oregon Form 41 (Fiduciary Income Tax Return) available. I am tired of explaining to my clients why they are able to E-file the Federal Form 1041, but must paper file the Oregon Form 41. Oregon has made E-fling of this return available for several years now and ATX is behind the times.
  4. I just got a notice from a client who got a larger refund on her 1040 and the notice is saying because of a missed HSA deduction. Upon reviewing the 8889 it computed no additional deduction which is correct however an incorrect number on line 3, $8,900, double what it should be creates a balance on line 12 that should have moved to line 13 and then to 1040. The instructions clearly say a self only coverage over age 55 is $4,450 but $8,900 somehow comes over? I just got off the phone with ATX and they are not up yet so they cannot help. I am surprised the IRS computers allowed a number greater than her age allows to be used. If you get any calls about increased refunds and the person has an HSA, go right to that first.
  5. I have a weird situation. 1120S is accepted & IL's tax says transmitted to EFC since past 6 days with acknowledgement of acceptance. When I called ATX tech support today he says it is stuck & suggested me to duplicate tax return, re-transmit both Fed & state of course fed will be rejected & state will be accepted. I duplicated & then deleted for some reason I was feeling uncomfortable about this. I am sure there should be some way out not just re-submit already accepted tax return. Does anyone else went through or has some suggestions how to get over this.
  6. On all my returns I get a error stating that I have to create a fed e-file before i can e-file Mi. I have created the fed e-file correct fed e-file so there is nothing to fix.
  7. How long does it take to get acceptance. I transmitted my first for the season yesterday but no acceptance yet.
  8. The 2018 w2/1099 e-filing produces a separate AR.zip file for the client in addition to the .zip file to upload to SSA. This cannot be submitted to the SSA (as I tried and it rejected). In years past I have only sent the SSA the one zip file for the client with the understanding that the IRS sends the State of Arkansas the information and we weren't required to send paper forms to AR. But with the addition of this AR.zip file I am wondering if the procedure will be the same or do we have to make sure AR gets copies ourselves?
  9. Hi everyone- I am looking for a copy of New York State 1998 S Corp Tax software for a one time use by my accountant; I was recently served Notice by the State that I haven't filed a variety of years including 1998 (I assume lost somewhere in Albany); I have paper copies of the others in question ; can anyone help? Not sure what platform is possible either, but can solve that later thank you David Johnson archstudio.dj@gmail.com
  10. Hi All, Is anyone having an issue with the software giving you an error even after you input your CTEC number in steps 1-3 on the FTB EITC Due Diligence section? This is driving me bananas! I don't see a place to input on my firm setup, I have the number in front of me, and I am still getting an error that I know will prevent an efile!
  11. I transmitted 4 returns yesterday morning. Three have Fed and OH Acceptance...but one still shows "Transmitted to EFC"....not even "Transmitted to Agency" yet....Other returns that I have transmitted since then (yesterday afternoon and last evening) have IRS Acceptance as well....but the one return still shows only transmitted to EFC. I am not one to panic about getting ACKs this time of year, but I'm getting nervous about this one...in part, because it is my personal return.....I wish someone at ATX would check into it and advise.
  12. TAXPAYER RECEIVED REJECTION ERROR IND-517 INDICATING A DEPENDENT'S SSN (SON) WAS USED ON A FEDERAL RETURN WHERE THE DEPENDENT CLAIMED A DEPENDENCY DEDUCTION. NO DEPENDENCY EXEMPTION/DEDUCTION WAS CLAIMED ON THE SON'S RETURN AS FILED (LINE 6a WAS NOT CHECKED). THE SON'S FEDERAL RETURN HAS ALREADY BEEN ACCEPTED. HOW CAN THE REJECTION CODE BE CORRECTED ON THE FEDERAL RETURN WHERE THE DEPENDENT EXEMPTION IS CORRECTLY BEING TAKEN?
  13. So, I somehow created a duplicate application in September 2015 when I applied for my EFIN which caused me to have to delete both and start from scratch in November. I overnighted my fingerprint cards on Dec 17, 2015. As of last week, I saw that my EFIN status was valid/active so I submitted my first efile return. The next morning I discovered the return was rejected due to an invalid EFIN. I contacted the e-help line and was told that even though the status showed active, my application was still pending and "sitting on someone's desk". At this point, I have no way to eFile client returns, but a stack of returns which were already prepared. Is it legal for me to walk my clients through an online tax software and have them submit the returns themselves? In addition to this, my bank product relationships were already established and approved. Is it possible to still request bank products (ie, allowing them to pay with their refund through a refund transfer) if they e-file their own returns A.) through the bank product provider or B.) by doing a refund transfer directly to my practice?
  14. I notice this year's payroll program requires a Reporting Agent Control Number. Would this be the first characters of the Reporting Agents name (line 9 form 8655)?
  15. On Friday, July 24, 2015 I efiled a 2012 1040 for a client. The "Transmitted" status remains. I don't understand why a 10-day delay in processing by IRS. Any ideas. I was told IRS would accept 2012, so I assume that is not the problem. Thanks.
  16. JOINT FILERS TOOK FIRST-TIME HOMEBUYERS CREDIT IN 2008. SOLD HOUSE IN 2014 TO AN UNRELATED PARTY AT A LOSS IN EXCESS OF THE BALANCE OWED ON THE CREDIT. WHAT DO I NEED TO DO TO FIX THE RETURN WHICH KEEPS GETTING REJECTED FOR THE STATED REASON "E-FILE DATA BASE INDICATES A 1ST TIME HOME BUYER INSTALLMENT PAYMENT IS DUE FROM SPOUSE. I'M OF THE BELIEF THAT THERE IS RELIEF FROM THE BALANCE OF THE CREDIT OWING TO THE LOSS ON THE SALE.
  17. I've used ATX for years. I e-file several family members returns for no compensation. Since NYS is a mandatory efile state, I use my ERO to efile, but I don't enter anything in the Paid Preparer section - since I am not being paid. This year (for the first time) I am getting an error. It says: "NY will reject any return that does not have a Preparer Name and SSN/PTIN. If the Paid Preparer is also the ERO, enter the SSN or PTIN on the 'Preparer Manager' on 'Preparers' tab." Is there anyway around this?
  18. Wanting to change from sole prop to S-Corp, what is the process that has to be done with e-file center? I already have EIN for S-corp. I am ERO and have been for eleven years, if that makes any difference. I called the help desk and talked to a lady, but she confused me more than she helped me. Thanks.
  19. When I try to e-file Form 4868 for a partially completed tax return, I get an error message saying locked amount must be checked. The client is not making a payment as the return is not complete and the amount with the extension is incorrect. ATX will only allow one box to be checked so I cannot have all zeros on the 4868 and Lock Amount checked at the same time. How do I e-file the 4868?
  20. I can't believe TRX is still in business. For those of you who are new to their software, it is not reliable at all. Last year Tax Firms and Tax Preparers using TRX had a combined lost of hundred of thousand of dollars. Not only that but I doubt that the software issues caused by TRX may have affected return customes for this coming tax season. I dont advise to purchase TRX software since they were so irresponsable last year making changes to their software during the heaviest tax preparation times causing a tremendous loss for all of of us. Their business has not ever been in Tax Software Development. Their business has bee based in retail only...selling someone elses software and providing tech support at a lower price. IF YOU WANT TO HAVE A GREAT TAX SEASON, STRESS FREE, THEN DON'T PURCHASE TRX SOFTWARE. I highly recommend UTAX a reatailer for Crosslink software. UTAX will work out a great price for you. Good luck. Elsa
  21. Lion EA

    TN e-Filing

    New for 2012: The Tennessee Department of Revenue is now accepting Individual Income Tax returns for tax year 2012 through the IRS Modernized E-File program (MEF). This partnership between states and the Internal Revenue Service allows tax preparers to include the state tax return and any associated payment with its electronically filed federal return. The Department of Revenue will accept Individual Income Tax (INC250) and Application for Extension of Time to File (INC251). Click here for a list of current certified vendors. You must first select the certified software vendor from whom you will obtain the software that will be used to file the electronic return. Once a vendor has been selected, you must contact the vendor and arrange to use the vendor's software. You will also, at this time, determine if you will file your return and payment at the same time using the vendor's software or if you will file the return only and pay using the new income payment voucher form (INC253). If you have any questions, please contact the Electronic Commerce Unit: Statewide toll-free (866) 368-6374; Nashvile-area and out-of-state (615) 253-0704.
  22. Have several returns with the no tax due or refund box checked on the state e-file info. Return shows refund. Tried deleting and recreating state return, discard e-file info page, reboot computer AND server. Recreate e-file info page and comes back just as it was. Accepts direct deposit info etc. BUT shows 0.00 refund. Anybody see this?
  23. I have sent 1120 returns with direct debit scheduled on March 15. However, every single return I file with direct debit scheduled rejected with following code; Error Code : X0000-005 The XML data has failed schema validation. I checked my return and refiled but same rejection. Is anyone have any idea what is this about? Thank you.
  24. I have a return that Federal has been accepted. On e-file center the state shows rejected but no reject codes. On my e-file program the state is listed as held. I have gone into the return and re-created it with no errors but when I go to send it it still shows held. Can any one help> Thanks.
  25. Have had 2 instances....this doesn't happen every time however: Both Federal and State returns were created. After they were created, I even printed out the E-File Creation Results which does verify that BOTH returns were created. This is the screen you see within the return after the returns are created. However, when trying to transmit the returns from the "created" menu, ONLY the Federal return shows as being created, therefore, the State return can not be transmitted as the State return box can not be checked to indicate it needs to be transmitted. As it's impossible to reach the Customer Service line, hopefully, ATX will see this and call me. (Cathy @ 225-627-5140)
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