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Form 8801 rollover errors


JJStephens

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I was part of the TRX debacle. This year I came back to ATX (had used it for 15 yrs prior to departing to get a better price). ATX was kind enough to send me a copy of the 2011 software so that I could convert all my clients last fall.

When I converted my clients from the previous software package to ATX 2011 there was apparently a glitch. Virtually every client I have rolled to 2012 has a substantial--but bogus--Form 8801 credit.

Do any of you have any idea how to suppress Form 8801 being included in rollovers from 2011? In the last three years I've only had two clients who got caught by the AMT--I can just manually add the 8801 for those. None of the others should have any kind of AMT credit for 2012.

Thanks for any assistance you can offer.

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