Discussion:Proseries Transfer

1. On the Federal I found a nine digit number, 999,999,999 in the block to the left of Line 13. The source is two Forms 8814 we file for his daughters (don't ask, it is cheaper when AMT is involved, and two years ago when he had an NOLD it swallowed their income). On the 8814s I found the offending number on Lines 8 & 10. I create a supporting statement for my purposes for their dividends and CG dividends that carries from year to year. At this point these statements showed 0. It was only by eliminating these supporting statements that I got rid of the 9s are wild number on lines 8 and 10 and on the Schedule D.

2. I transferred New York and found the software had made my client a New York resident. That's nice.

3. He has an allocation of wages for New York and NJ, or did last year, so there are two states listed on that line. I do not have the allocation yet this year, but left one state line blank and the other showing the 250K. But when I open MA, I find two non-resident salaries to allocate, each of 250K making a total salary of 500K. I am beginning to think I am working with a Beta version.

4. On the plus side, it did not also have his wife, himself and children living in MA or CA.

5. I like the fact we can transfer from state to state without going through the Federal. Believe it or not, this is a great time saver.

Finally, I love the screen we see when we ask a question now. Nice going, Tim.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 16:09, 13 January 2007 (CST)