RDP efile redux

[joanmcq]

So on TaxAlmanac, I find a link to a discussion between the IRS and preparers regarding the new community property split which says the IRS can begin accepting these as efiles in mid-February. It also indicates Lacerte has already been updated to allow this.

So after looking for a new check box or something that would indicate this is being filed under the CCA and not finding anything, I call tech support to determine if:

1. there is a checkbox

2. there will be an update allowing the MFS worksheet to be used on a single return

3. If there is any other way of doing this.

After speaking to a nice guy that didn't know anything about the issue, I was transferred to 'a guy that knows everything about the program'. Well after going round and round that this wasn't a CA issue, but a Federal issue, and what it was (and complaining that I've had to work-around the ATX notion that the CA returns can't be efiled when they can), I tell him I have:

1. tried pasting a spreadsheet into the preparer notes

2. typing the info into the preparer notes...doesn't work

3. created my own master form, which won't efile

4. resigned myself to paper filing until I saw other software packages allow the efiling.

He suggested attaching a PDF. Bingo! So I go to the efile tab....and 'attach PDF' is grayed out. I say so. He says the return has to be ready to file. I say it is. So if this works, that would be great, since I can save an excel worksheet as a PDF.

After awhile, he says its something that might only be allowed on business returns. And will get back to me in 24-48 hours.

[Margaret CPA in OH]

Time for a stiff drink, I'd say, and a good night's sleep!

[JRS]

AND, I thought it was hard trying to explain Ca only has three estimated payments. I wish you luck.

[joanmcq]

Unfortunately I don't drink...and I seem to have come down with the flu. That call was the only constructive thing I've done all day. This is being typed on my laptop in bed.

Sigh. This season has me tearing my hair out!