Hahn1040

year's ago when my daughter was in middle school, she knew when she answered the phone (land line- no one had a cell phone back then) she had to listen for the fax sound and wait until it picked up. what she didn't know was that the person on the other end could hear her. one time, she was waiting for the fax sound and being silly, she screamed some gibberish in the phone. She was so embarrassed when my client responded to her.

If he did not use the income for his support, but rather put it in savings, them it would not be part of his calculation. If he did use it for his support and what he paid was more than half of his support, then he must claim himself and he gets all of the credits If he did not use it for support and he did not provide more than half of his support, then the parents can choose not to claim him. He cannot claim himself, but he can get the nonrefundable portion of the AOC. There is a box to check on the form that shows that he can be claimed by another but is not claimed.

my experience is that you create the federal efile but not transmit it. only transmit the state (after you have unlinked it as Abby instructed)

I have had a 6200 for about three years. It works great for me. My first Brother was in 1998 when I first went out on my own it was a HL1040. When I saw the model number, i knew that is the one for me. It didn't print duplicate, but I did not know at the time that i wanted/needed that/

Judy, Thank you for the input and the article. that is a great help!

yes they do receive Soc Sec. ... so if she used $5,000 of their own money, then that part would not be a gift. very good idea.

My client contributed $20,000 each to her two son's 529 plans. They are ages 12 and 17. Dad is deceased. I explained that we need to file a Gift Tax return and so i need the total of all gifts made during the year. I feel that it is a gray area of what is a gift vs. support for dependents. Certainly, if you give your 26 year old son a car, it is a gift. But when you give your 16 year old dependent a car is it support or a gift? Does anyone have a source that addresses this issue? Thank you for your help

That is very interesting to me to see. About two years ago, my brother realized that his record for 1992 was missing a W-2. He sent them a copy of the W-2 and it has been added to his record. This matters a lot to him because he was worked overseas most of his adult life and has not paid into Social Security so a W-2 for $20,000 in 1992 makes a significant difference in his record. I wonder what the difference is?

Thank you so much! I am also VA I transmitted and it is accepted. I'll tell her that she will get a letter from VA if IRS does not give her the exemption.

return rejected because some one had claimed dependent (probably non-custodial parent) she is the custodial parent, she will paper file with documentation to support her claim What do I do about the state? She owes... so can't just wait until the federal is resolved which we know will be many months. I have not tired to electronically file... not sure what to do?? any suggestions will be greatly appreciated!

when did she make the contribution? If made in 2022, she can apply the excess for 2021 to her 2022 contribution

I cannot get the Dependent care from federal 2441 to flow to line 21 of the DC form. I must be doing something wrong! Please help!!

the daughter cannot take any credits if she is a dependent. All credits go to the person claiming the student. If the tuition to the university is over $4,000, that maxes out the AO credit. Community college tuition does not need to be considered. Parent can take only one education credit per year for the same student.

If the contribution was made in 2022, then he can just apply the rest to the 2022 contribution.

I have not been able to access it for the past several days