Discussion:ProSeries Warning
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| February 8, 2007 | |
| The kind of thing that makes your heart go pitty pat, and not in a good way. I just had a transfer from last year drop off one of the kids. No reason that I can see. I've been losing some DOB's it seems, but that just might be my imagination. But to lose a kid? And she's 15...so there is no reason for her to vanish. I hate this crap. When I begin to doubt...it takes a lot of time to check stuff that you shouldn't have to. | |
Death&Taxes (talk|edits) said: | 8 February 2007 |
| You are right; the type of thing you take for granted, especially when returns are efiled. | |
CTurner555 (talk|edits) said: | 8 February 2007 |
| The DOB is missing for all ProSeries returns when the child's birth year was the only item entered in the previous year. Thanks for the heads up about losing a child completely when transferred. Never thought I'd have to worry about that, and will have to check more carefully. Should we put out an amber alert?
It sure would be nice to be able complete business returns with state and city estimates, or any city returns for that matter. I could prepare the return manually if the large print "Not final" didn't print. This tax season is turning into a major nightmare! | |
Inagpurwala (talk|edits) said: | 8 February 2007 |
| Thanks JR1. I had the same problem and thought that was just me.
Also I noticed that Estimated tax payments were not transferred from 2005 to 2006. I am using ProSeries Basic. Called help desk but they did not help.Inagpurwala 14:12, 8 February 2007 (CST) | |
| 8 February 2007 | |
| and still form 2210 is not final? wow we need to wait until 2/27/07. I agree with CTurner statement "This tax season is turning into a major nightmare" as all the prior onces. | |
| February 8, 2007 | |
| This is about as bad as I can recall. Can't imagine the 2210 problem. So anyone with a penalty I have two choices: wait, or check the box so that they get mail. Beauty. The 8606 is gold in two days, which is good news. Holding one of those. And Inagpurwala, estimates do NOT flow over from year to year. Many aren't made, aren't made on time, or made for different amounts. You don't want those to automatically flow. Oh, and the new charitable stuff worksheet...argh. Not horrendous, but another few steps in the process. If we had time, we could march on Congress... | |
| February 8, 2007 | |
| The new charitable worksheet isn't so bad. In fact, you can enter Various in both fields for date purchased and date contributed.
I've been missing some DOBs for several children when I think I had previously entered the full birthdates entered in 2005. I'm having to look back at prior returns to get the full birthdates from my worksheets. I don't think I would have had this many that I didn't type in the full birthdates (when I had them written on my worksheets), but I guess it could be. I'm looking forward to when Intuit fixes all of the delay bugs and the other bugs...and April 17th. Mauro - the date is 02/22 for several of the forms and not 2/27. | |
Death&Taxes (talk|edits) said: | 8 February 2007 |
| Know what is bugging me now that returns are coming in? The button on the toolbar EF Now. I hit it and first it tells me to save the return which I do, then a box pops up asking me which returns to efile and there is almost a copy of the EF center line with Federal/State on it in one block, and two other blocks, EFile Type, which is again Federal/State and next Status where it says Ready......and this is after I declared that the return was ready to efile. So I choose Federal/state in the first block and it outlines it. I hit the button and up pops 'You must select returns for efiling' After a few times of this I go to the efile center, like last year, and it works every time. I am sure I did not read something or listen to the tutorial or some other mistakes which had brought the wrath of the Intuits gods down on me, but this is frustrating. | |
| 8 February 2007 | |
| correct Deb also this Pro-series site will recap all the forms and those still pending. | |
| 8 February 2007 | |
| I have had the same problem with DOBs with some returns too. Can't see why some transfer and some don't. Haven't lost a kid so far but sometimes when they come in with their parents I do kinda want to chunk them off the balconey. Does that count? lol. | |
| February 8, 2007 | |
| LOL! No. That's why I have folks mail in their packages, or slip 'em under the door. I do remember one guy brought his four kids along one time, without his wife! Man...made me work fast. | |
| 9 February 2007 | |
| Like the soup nazi says on Seinfeld: No soup for you.....come back next year. | |
| February 9, 2007 | |
| Mauro - Yea, thanks. I printed that out three weeks ago. It appears in the update window every time I update the program. | |
| February 9, 2007 | |
| D&T - I'm not having that problem with the EF button. Do you have the box in Options/Electronic Filing toggled off to "transmit returns when status is set to 'Return Ready to EF'"? | |
Death&Taxes (talk|edits) said: | 9 February 2007 |
| Thank you, I just unchecked it. Actually I think I like filing from the E-file center; there are so many times when the warning comes up about this is your last chance that I think to check something, and maybe once every 25 I catch something I forgot. | |
| 9 February 2007 | |
| I forgot to mark the at risk box on Schedule C that had a loss. Wouldn't you think the error check would find that? Well it didn't. Luckily I seen it during assembly and could correct and reprint. Also noticed some depreciation not quite right. Off by $10. | |
| February 9, 2007 | |
| I work from the EF Center all the time, except for a few clients who only efiled state property tax credits last year. But those clients are efiling the Federal this year to get their $30 or $40 telephone tax, so next year, I'll never leave the EF Center to open clients' files. | |
Death&Taxes (talk|edits) said: | 9 February 2007 |
| In my question I was talking about when I finish the return marked for efile and do reviews and checking, using that tool bar feature....when it did not work, I closed the file and went to the e-file center. | |
| 9 February 2007 | |
| I have had it with the social security numbers dropping off for the kids. I know I had month , date and year in prior years and the program is STILL not picking up! As a Pro Series user for over 15 years , this is one of the worst years!!! | |
Death&Taxes (talk|edits) said: | 9 February 2007 |
| And this issue is not something to blame on Congress......how many times have I forgotten to drop dependents only to learn later of the problem from the IRS. Maybe Proseries thought they'd help me. | |
| February 9, 2007 | |
| Your comment reminds me of what I try to do every time this situation occurs (remove or add dependents, that is, or when there is a different address, phone number, last name change, etc.) While the client is sitting here, at the beginning of the appt, I'll make the changes in their file immediately after they inform me of the changes and before I start going through their papers. If I don't do it that way, there's a much better chance that I'll forget to make these changes when I'm inputting the tax return info. | |
Death&Taxes (talk|edits) said: | 9 February 2007 |
| With my mail clients, I love the ones who lay out their status for me: names, relationships, birthdates or ages. Then there are those who send one yellow sheet of paper with a couple of W-2s and a 1098. I called a guy in Maine this week when I noticed Billy was now 19. Is he in college? I could tell I was listening to Kevin's 'stare at the ceiling for the right answer' as the silence went past five seconds. Half the time you find out the kid was in the Marines or something like that. | |
| February 9, 2007 | |
| There are many frustrating things we all have to go through during tax season. One of the most frustrating things to me is when people tell me what's on each of their documents. "These are my W-2s." "This is my interest received from the bank." "These are my property taxes." "Don't forget that I get the property tax credit."
A guy just left, who was a back-seat driver during the entire time I prepared his taxes, and he always has little yellow stickies on each stack of documents with written totals, etc. Most of the stacks I didn't even need for his returns. I could go on and on, as I'm sure all of you could. I know one thing. I'm not staying up until 1 am tonight preparing tax returns. The 60 or so returns sitting here to do will have to wait until tomorrow after 5 pm and Sunday. | |
Death&Taxes (talk|edits) said: | 9 February 2007 |
| Slacker!!!!!!
| |
| February 9, 2007 | |
| Don't you have a letter opener?
Yea, can't tell you how many times the spouses and I have exchanged glances or winks regarding the weird ways of their husbands. I just had a lady who didn't want the telephone tax credit, said she doesn't have long-distance service and has only paid about $10 in the last four years for a phone card from Wal-Mart. She said it wasn't "worth the extra time." So I told her I had to uncheck the box and that I wouldn't charge her for the extra time to uncheck the box. | |
Bottom Line (talk|edits) said: | 10 February 2007 |
| I love the ones that went to some "how to save money on taxes" seminar and proceed to tell me all the amazing "secrets" they learned like Section 179! The ones that give me fits are "How much do you charge to do taxes?" Of course they never tell you what's involved in their situation. | |
| February 10, 2007 | |
| I hate when people call and ask me that. I'm curious what others say in response to the "How much do you charge to do taxes?" question.
(David - I lied. I'm still working tonight and probably will for another couple of hours. So, I'm not a slacker!!! :) ) | |
Bottom Line (talk|edits) said: | 10 February 2007 |
| I try to get them to bring their stuff in without a dollar amount. If I can't do that, I ask some questions - Marital status, kids, how many W-2's, any 1099's, own a house, any stock sales. Then I give a range "based on what you've said, it sounds like $X-$XX. Of course if there's anything else, the price would need to be adjusted. Bring your papers in and I can give you more exact quote." I write down what they've said they had and what I quoted for future reference. | |
Rgtaxservice (talk|edits) said: | 10 February 2007 |
| One of my favorites are those clients that don't even bother to open the envelopes.
I opened it and read it. I had the pleasure of phoning this client to inform him that his auto insurance had been cancelled back in February. | |
| February 10, 2007 | |
| Sounds similar to what I do, except for your first sentence. Ask questions to try to get an idea of the forms they need filled out and give them a range for the estimated fee. I usually don't write anything down when people call who aren't current clients. | |
| February 10, 2007 | |
| I guess I've never found a car insurance cancellation, but I've found dividend checks a few times over the years. | |
Rgtaxservice (talk|edits) said: | 10 February 2007 |
| I do the same. I ask a few questions to get an idea of the forms involved. Once they are here, I let them know if they have something that will cause a significant increase.
My personal observations: 1) Client referals will always call to ask for an appointment and then, maybe, for a rough idea of the fee. 2) Those with tax issues will explain their situation, then request an appointment. 3) Those EX- HRB/JH people will ask about fee, be happy that it's cheaper than what they paid last year (but not by much) and schedule the appointment. 4) Those that just 'need my taxes done' - Price Weasels - will always ask about the fee first. Then they have to talk to the husband/wife and get back to you...which they never do. | |
Death&Taxes (talk|edits) said: | 10 February 2007 |
| "Don't you have a letter opener?" said Deb. No, Deb, they keep sharp objects away from me.
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