IRS and Tax Filing Issues

Thank you account... my husband finally got it installed today—I’m going to test out the tax software tomorrow, so fingers crossed everything runs smoothly! 🙂

So, I decided to fix things up the other day. I downloaded a new version of Java, and suddenly my Chase app stopped working entirely. I called them, obviously, and after sitting on hold for half an hour, they just told me to wipe out all the old Java versions and reinstall the new one from scratch.

Once I did that, Chase started working fine, but then Bank of America went totally dead on me. I spent another thirty minutes waiting on the phone with them, though the fix wasn't even that complicated—it kept throwing an error about an "unknown authority" certificate or something like that. I just had to click "OK," and now it’s running.

And don't even get me started on the fact that I access Bank of America using my Finance card. It took them a full week to figure out how to renew certificates at Bank of America; I actually had to drive down there twice with my card just for them to tell me: "You don't need a separate Bank of America card since you're already logging into Bank of America online using your Finance card."

Honestly, those IT people drive me crazy, acting like this stuff is child's play for those of us who aren't tech experts.

I had the exact same nightmare trying to get into my Bank of America online account—it just kept throwing errors saying the site wouldn't load. So, they told me I needed to download a fresh version of Java because apparently that was causing all the lag, and finally, I managed to get in. But then, get this: the very next day, I'm locked out again! This time, the support folks suggested I try using Google Chrome instead. It turns out that ever since I updated Java, my online banking won't work at all on Mozilla (supposedly Mozilla doesn't play nice with the new Java version), though it seems to run just fine through Chrome. 🤷

Ethan Mitchell4 said:So, I decided to fix things up the other day. I downloaded a new version of Java, and suddenly my Chase app stopped working entirely. I called them, obviously, and after sitting on hold for half an hour, they just told me to wipe out all the old Java versions and reinstall the new one from scratch.

Once I did that, Chase started working fine, but then Bank of America went totally dead on me. I spent another thirty minutes waiting on the phone with them, though the fix wasn't even that complicated—it kept throwing an error about an "unknown authority" certificate or something like that. I just had to click "OK," and now it’s running.

And don't even get me started on the fact that I access Bank of America using my Finance card. It took them a full week to figure out how to renew certificates at Bank of America; I actually had to drive down there twice with my card just for them to tell me: "You don't need a separate Bank of America card since you're already logging into Bank of America online using your Finance card."

Honestly, those IT people drive me crazy, acting like this stuff is child's play for those of us who aren't tech experts.

Nicole Lee6 said:I had the exact same nightmare trying to get into my Bank of America online account—it just kept throwing errors saying the site wouldn't load. So, they told me I needed to download a fresh version of Java because apparently that was causing all the lag, and finally, I managed to get in. But then, get this: the very next day, I'm locked out again! This time, the support folks suggested I try using Google Chrome instead. It turns out that ever since I updated Java, my online banking won't work at all on Mozilla (supposedly Mozilla doesn't play nice with the new Java version), though it seems to run just fine through Chrome. 🤷

I accidentally downloaded the new version and nearly lost my mind 🙂, so my husband just wiped everything and reinstalled version 21—and boom, both the IRS site and my bank worked instantly. I'm running Windows 8 and Chrome...

But seriously, like you said, they make it way more complicated than it needs to be—you'd think they were working for the NASDAQ or trying to launch a satellite.🤣

Carol Price4 said:I accidentally downloaded the new version and nearly lost my mind 🙂, so my husband just wiped everything and reinstalled version 21—and boom, both the IRS site and my bank worked instantly. I'm running Windows 8 and Chrome...

But seriously, like you said, they make it way more complicated than it needs to be—you'd think they were working for the NASDAQ or trying to launch a satellite.🤣

I was absolutely floored when I read this on the Chase website

http://com.chase.com/faq.html

Most existing SmartCard readers can be used with Chase cards. It doesn't matter whether you use our specific reader or one you received from another bank. The simplest way is to insert our card into the reader you already have installed and launch our service.

There is a possibility that the cards you use for online banking with another bank may have different technical specifications than those used by Chase, which could lead to driver compatibility issues. In such cases, you might not be able to use both services from the same computer.

That is the answer to question number 13.
Driver issues??? Seriously? Just coordinate with each other instead of making everyone else deal with the fallout. What am I supposed to do, buy a whole separate computer just in case? Am I expected to own a different PC for every single bank because these big shots can't agree on a standard??

Ethan Mitchell4 said:I was absolutely floored when I read this on the Chase website

http://com.chase.com/faq.html

Most existing SmartCard readers can be used with Chase cards. It doesn't matter whether you use our specific reader or one you received from another bank. The simplest way is to insert our card into the reader you already have installed and launch our service.

There is a possibility that the cards you use for online banking with another bank may have different technical specifications than those used by Chase, which could lead to driver compatibility issues. In such cases, you might not be able to use both services from the same computer.

That is the answer to question number 13.
Driver issues??? Seriously? Just coordinate with each other instead of making everyone else deal with the fallout. What am I supposed to do, buy a whole separate computer just in case? Am I expected to own a different PC for every single bank because these big shots can't agree on a standard??

Exactly what I'm dealing with. I can't access both Chase and Bank of America online banking from the same PC. First, I installed the software and reader for Chase. But then, I try to set up BofA, and it fails because they demand a different version of the card client. If you tweak the settings to make one work, the other breaks... When I talked to someone at BofA, they told me the issue is that I'm trying to use a card reader for both services. Their "solution" was to just buy a USB stick instead, since that doesn't require a specific card client. That would solve my problem on one machine, but that little convenience is going to cost me a decent chunk of change, if you ask me.$133. 🤣

I’m honestly lost here.
Look, I can actually 😁
One reader (this ancient thing that’s probably older than I am, came with my Zelle account) handles multiple cards without skipping a beat. To be fair, I have zero clue which version of the Activision cardholder software I’m even running, but hey, if it works, it works.
Mind you, I’m still rocking Windows XP Professional on this machine. One single reader takes cards from Chase, Bank of America, Wells Fargo, and Citibank—everything just works perfectly.
Is it just that I’ve got a genius IT guy 😍 or what? 🤔

ruggedmaker2 said:I’m honestly lost here.
Look, I can actually 😁
One reader (this ancient thing that’s probably older than I am, came with my Zelle account) handles multiple cards without skipping a beat. To be fair, I have zero clue which version of the Activision cardholder software I’m even running, but hey, if it works, it works.
Mind you, I’m still rocking Windows XP Professional on this machine. One single reader takes cards from Chase, Bank of America, Wells Fargo, and Citibank—everything just works perfectly.
Is it just that I’ve got a genius IT guy 😍 or what? 🤔

I'd say you're just lucky. 🙂
Everything seems to be breaking on my end constantly; I fix one thing, then something else stops working, and it just goes on in circles.

$133 for something they should have built right the first time instead of acting like they aren't gifted???

Hey everyone, I wanted to ask you something else—are you guys still filing those quarterly IRS statistical reports?
I’ve just been submitting them like I always have. It’s honestly not even a hassle since my software handles all the formatting automatically, so it doesn't take much effort. The only reason I bother is because the IRS website explicitly states this:

IMPORTANT! Since the U.S. Census Bureau discontinued the quarterly statistical survey for entrepreneurs and financial institutions, this group of business entities hasn't been required to submit quarterly statistical reports using forms TSI-POD, TSI-BAN, or TSI-OS-RE since 2013.

To facilitate the creation of creditworthiness reports—Bond1—which include data from quarterly periods, entrepreneurs may submit quarterly reports via the iPod form; these will then be incorporated into the Bond1 credit report. There are no set deadlines for these submissions; entrepreneurs can simply file them immediately before requesting the issuance of a Bond1 credit report.

My logic was that it would be easier to stay on top of everything and file them regularly rather than scrambling to catch up on all the paperwork right when I actually need a Bond1.

But today, a colleague called the IRS, and they told her that the quarterly statistical data isn't even necessary for issuing a Bond1 anymore.

So now what? Am I just wasting my time filing these for nothing? 🙂

Look, we aren’t handing over a single thing unless the law says we have to. 😁
We’ve got lines of credit open at a few different banks, and honestly? They take every single 1099-MISC we throw at them.
I mean, if you ask me, I don't even think they look at them. They demand the 1099-MISC, we hand it over, and then the bank just sends back some mountain of their own paperwork for us to fill out anyway.
It really feels like these banks don't even use the forms for anything useful—it’s just some bureaucratic ritual they perform because they can.

ruggedmaker2 said:Look, we aren’t handing over a single thing unless the law says we have to. 😁
We’ve got lines of credit open at a few different banks, and honestly? They take every single 1099-MISC we throw at them.
I mean, if you ask me, I don't even think they look at them. They demand the 1099-MISC, we hand it over, and then the bank just sends back some mountain of their own paperwork for us to fill out anyway.
It really feels like these banks don't even use the forms for anything useful—it’s just some bureaucratic ritual they perform because they can.

For us, bonus 1 is mostly needed for bidding processes. But I have no idea what kind of data they actually input if they aren't using statistical reports—you know, the ones from Goldman Sachs?

Does anyone know how to fix the ID for September? It’s the final one. Has anyone dealt with this before?

Jose Turner57 said:Does anyone know how to fix the ID for September? It’s the final one. Has anyone dealt with this before?

Just send over the correct one, give your caseworker a call, and let them know what's up.

Thanks!

I really need some help here,

I just picked up a new PC running a 32-bit Windows 8 system, and I am hitting a massive wall with the IRS website. Everything works perfectly fine in Internet Explorer 10 right up until the moment I try to sign a form, and then I just get hit with an error saying the form isn't signed.

I’ve already tried installing Java 7.21 and then upgrading to Java 7.45, plus I have done a complete, clean reinstall of ActivClient multiple times now.
I can't even get the reader to load at all in Firefox.
Even when I actually manage to force the DLL to load in Firefox, things just break again—either Chrome tells me there is "no active reader" or Firefox claims "no certificate selected."

The IRS keeps insisting the issue is my certificate and telling me to call the Treasury, but I honestly don't buy it because this exact same card works flawlessly on my old Windows 7 machine using Java versions 7.45, 7.21, or 7.17. Now the Treasury is blaming the IRS application and Java, and they're just passing the buck back and forth.

Personally, I'm starting to think that their DLL just isn't compatible with Windows 8, or at least not fully.

Is anyone else actually getting the IRS site to work on Windows 8? Does anyone have a clue where I should even start looking for a fix?

Give Internet Explorer a shot. I’m a total amateur when it comes to this kind of tech stuff, but for some reason, everything seems to work fine through Internet Explorer for me. 🤷

Brenda Gomez89 said:I really need some help here,

I just picked up a new PC running a 32-bit Windows 8 system, and I am hitting a massive wall with the IRS website. Everything works perfectly fine in Internet Explorer 10 right up until the moment I try to sign a form, and then I just get hit with an error saying the form isn't signed.

I’ve already tried installing Java 7.21 and then upgrading to Java 7.45, plus I have done a complete, clean reinstall of ActivClient multiple times now.
I can't even get the reader to load at all in Firefox.
Even when I actually manage to force the DLL to load in Firefox, things just break again—either Chrome tells me there is "no active reader" or Firefox claims "no certificate selected."

The IRS keeps insisting the issue is my certificate and telling me to call the Treasury, but I honestly don't buy it because this exact same card works flawlessly on my old Windows 7 machine using Java versions 7.45, 7.21, or 7.17. Now the Treasury is blaming the IRS application and Java, and they're just passing the buck back and forth.

Personally, I'm starting to think that their DLL just isn't compatible with Windows 8, or at least not fully.

Is anyone else actually getting the IRS site to work on Windows 8? Does anyone have a clue where I should even start looking for a fix?

So, a coworker was just telling me about that whole Windows 8 headache—someone from her firm actually hopped on via TeamViewer and spent like six hours straight trying to fix it... Apparently, the issue is that their specific software won't run on Windows 8, so this guy ended up hunting down compatible versions from all over the banking sector until he finally found one that works for the IRS site... I didn't really have much to add, but honestly, maybe just give her firm's tech support a call and lay it out for them? They might realize the glitch is actually on their end... 🤷

I’m looking for some insight from anyone who regularly uses the online healthcare portal. Is there a specific way to register someone who is currently covered under unemployment benefits? I'm wondering if they need to be officially de-registered from their unemployment status first before we can successfully enroll them through the system. In the past, when we used to handle everything in person at the local Medicare office, the clerk would simply process the de-registration for unemployment and the new employment enrollment simultaneously. However, now that I'm trying to do this digitally, as soon as I enter their Social Security number, the system flags them as already being insured—which I know is true, given their unemployment coverage—and then blocks me from completing the enrollment. In a situation like this, should I just give Medicare a call to sort it out, or is there a better way to handle it?

Brenda Gomez89 said:I really need some help here,

I just picked up a new PC running a 32-bit Windows 8 system, and I am hitting a massive wall with the IRS website. Everything works perfectly fine in Internet Explorer 10 right up until the moment I try to sign a form, and then I just get hit with an error saying the form isn't signed.

I’ve already tried installing Java 7.21 and then upgrading to Java 7.45, plus I have done a complete, clean reinstall of ActivClient multiple times now.
I can't even get the reader to load at all in Firefox.
Even when I actually manage to force the DLL to load in Firefox, things just break again—either Chrome tells me there is "no active reader" or Firefox claims "no certificate selected."

The IRS keeps insisting the issue is my certificate and telling me to call the Treasury, but I honestly don't buy it because this exact same card works flawlessly on my old Windows 7 machine using Java versions 7.45, 7.21, or 7.17. Now the Treasury is blaming the IRS application and Java, and they're just passing the buck back and forth.

Personally, I'm starting to think that their DLL just isn't compatible with Windows 8, or at least not fully.

Is anyone else actually getting the IRS site to work on Windows 8? Does anyone have a clue where I should even start looking for a fix?

I ran into this exact same thing once—I had Windows 8, downloaded the Java 7.45 update, and suddenly the tax site quit on me. I ended up wiping Java entirely, installed version 7.21 instead, and everything's working smoothly now...

Brenda Chase3 said:I’m looking for some insight from anyone who regularly uses the online healthcare portal. Is there a specific way to register someone who is currently covered under unemployment benefits? I'm wondering if they need to be officially de-registered from their unemployment status first before we can successfully enroll them through the system. In the past, when we used to handle everything in person at the local Medicare office, the clerk would simply process the de-registration for unemployment and the new employment enrollment simultaneously. However, now that I'm trying to do this digitally, as soon as I enter their Social Security number, the system flags them as already being insured—which I know is true, given their unemployment coverage—and then blocks me from completing the enrollment. In a situation like this, should I just give Medicare a call to sort it out, or is there a better way to handle it?

I managed to figure out the protocol in case anyone else runs into this:
just send an email to registration@medicare.gov including the individual's details (full name and SSN). Their department will then process the de-registration from the unemployment status and notify you via email, after which we can proceed with the standard registration steps.