Tags: intuit

12/08/12

  04:13:00 pm, by The Dreamer   , 429 words  
Categories: General, Software, Home, VirtualBox, Quicken/TurboTax

TD Ameritrade, IRS, Turbo Tax and Audit Protection

In what turned into the continuing saga of Finally rolled my retirement to new job... I get notice from IRS that I owned them taxes for my IRA rollover plus interest and that unless I provide document to the contrary, I was to send them payment or arrange a payment plan....

At first I wondered what the heck was up... and why would TD Ameritrade report to the IRS differently than what they had reported to me, and that I had filed in my return. TD Ameritrade reported the distribution from my Rollover IRA, but not that it went to a qualified retirement account. And, reviewing my Turbo Tax data, no other documentation was needed for to document such. And, checking with TIAA-CREF, they said no tax form was needed from them and that they had nothing to issue for it.

I then struggled with how I would file an appeal, when I remembered that I get the Audit Protection service every year I've been filing with Turbo Tax. So, I open up a case with the Audit Protection company (Tax Resources). They then ask me to send some forms giving them permission to access my return data with the IRS, along with the TurboTax data file, and granting them power to represent me on this matter. Plus copies of the forms I had gotten from TD Ameritrade. Later they ask if there's some kind of confirmation letter when TIAA-CREF received the rollover, which TIAA-CREF was able to send me a new copy to forward on.

After many months....I get a call that the matter has been resolved and that I'll get an official letter from the IRS in a couple of weeks. But, we're done and hopefully we'll never have to talk to each other again. &#59;D

Pages: 1· 2

06/11/09

  08:07:27 am, by The Dreamer   , 227 words  
Categories: Hardware, Software, Computer, Healthcare

Microsoft is pulling the plug on Money

Link: http://www.channelregister.co.uk/2009/06/11/microsoft_money_cancelled/

Its personal finance and small business software package.

The software will no longer be available to buy after 30 June and anyone who has bought MS Money needs to activate it before 31 January 2011.


My copy expires in March 2010. Hopefully Intuit will have a painless way for us to migrate to the Mac version :?:

Though there are other reasons to still run Windows at home....Money was always on the top of the list for reasons why I was hesitant to make the full leap to running something other than Windows as my main desktop system. I have been playing with some of the stuff that needs windows with XP installed in VirtualBox. Like while EncoreViewer will run in the VM, it can take up to 5 tries to successfully read the smartcard. While I've almost never had trouble reading the card into my circa 1993 Windows XP Desktop.

Wonder when I'll get serious about making the switch. I suppose one option would be to start new in 2010. But, there have been many times that I've searched all the way back to 1998 when I first started using Money.

Full story »

Now instead of subjecting some poor random forum to a long rambling thought, I will try to consolidate those things into this blog where they can be more easily ignored profess to be collected thoughts from my mind.

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