Janitor Bob Posted January 9, 2018 Report Share Posted January 9, 2018 For new clients, will we need the prior year AGI (2016) or is it 2015 AGI? I was thinking it was prior year (2016), but seem to recall reading somewhere that it was 2015. I'm assuming that the ATX software will auto-fill this number for repeat clients. Quote Link to comment Share on other sites More sharing options...
MDEA Posted January 9, 2018 Report Share Posted January 9, 2018 Use Practitioner Pin than you do not need AGI. 3 Quote Link to comment Share on other sites More sharing options...
Janitor Bob Posted January 9, 2018 Author Report Share Posted January 9, 2018 I have always used practitioner PIN...but things I've read made it sound like that alone was not sufficient any longer....also needed prior year AGI starting this year? Quote Link to comment Share on other sites More sharing options...
MDEA Posted January 9, 2018 Report Share Posted January 9, 2018 No not if you use the Practitioner Pin. Quote Link to comment Share on other sites More sharing options...
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