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About samingeorgia

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  • Birthday December 23

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  1. Check my thinking on AOTC please

    OK, I'm having a senior moment of some kind here. A client has a 1098-T for their kid in the local community college. Block 2 (Qualified Expenses) is around $ 900. Block 5 (Scholarships and Grants) is about $ 2,200. Kid is in third year of college and attends enough so that the "at least half time student" block is checked. I say no AOTC because the scholarships/grants is more than the expense. Am I right? These scholarship / grants are non-taxable. Thanks in advance.
  2. Scanners

    Abby, at this stage of my life, "dependable" is more important than "sexy"
  3. Scanners

    Update -- I ordered and installed the HP ScanJet Pro 3000 s3. I have used it some, and i'm very impressed. It's slightly larger bur feels very substantial. And lightning fast. Let's see how it holds up starting in January!
  4. Scanners

    We may be revising our processes anyway. We have been discussing having the front desk person do the scanning, so maybe that would allow them to put the material directly into Document Manager outside the "View" mode in the tax software. It sure would be easier on me! Notwithstanding the above, I still say I will never spend another penny on anything Epson. These scanners are just too flimsy, especially considering the price. If they were less than $ 100, I'd cheerfully use them for a few months and toss them out and go buy another. Well, not cheerfully, but you get the idea.
  5. Scanners

    Actually, the Twain issue is from Drake! I have spoken to them on two occasions and both times they said that I had to have Twain in order to scan in documents within the tax software into Document Manager. Maybe if I was scanning directly into Document Manager it wouldn't be a problem, but that would be one more step for me. I scan the documents into the software while I'm meeting with the client or working on the return. The few Creative Solutions clients I have are big, so I keep hard copies of documents in a file for each year and also scan in items into the clients' individual files in MS-Office. The CPA that I shared an office with passed away in January, and his successor is a big fan of Creative Solutions. We talked to their sales rep earlier this year, and they are hell-bent on pushing everything to the "cloud". That's another topic for another day. The HP scanner I ordered has not yet arrived. I will keep everybody posted. Thanks to all for the input. This board is invaluable.
  6. Turn around time when faxing 2848 or 8821

    Abby, that's what I used -- to no avail.
  7. Turn around time when faxing 2848 or 8821

    What about SS-4's? I have had two back-to-back "sorry we can't process your request" messages and now I'm waiting. And waiting....
  8. Scanners

    I'm going to try the HP just to see. Late last year in getting ready for the season, I paid big bucks for a Fujitsu (because everybody says it's the Cadillac), but it wasn't Twain-compliant, so no bueno for me. I sent it back and got a complete refund and got the new Epson. It lasted almost through extension season before falling apart. Sic transit gloria mundi.
  9. Scanners

    Three Epson scanners in two years. They do OK at first but then can't seem to feed multiple sheets and start clicking for no apparent reason. I did about an hour of research and decided that the rollers needed replacing. So I went to the Epson website -- out of stock! I called their support number and spoke to a representative who said that, yes, the rollers are out of stock. I asked if she knew when they might have some more - she said, "Maybe weeks, maybe months - who knows?" Then she suggested I call a place in Washington. They had the rollers in stock so I ordered them and had my computer guy install them. The scanner still clicks and won't feed properly. I'm switching to an HP scanner. The scanners for Drake and Creative Solutions have to be "Twain Compliant". What a 19th century humorist has to to do with data storage is beyond me. Rant over. That is all.
  10. PEOPLE

    I got a call yesterday from a client. Went like this: Client: Hey, I heard there's a new law that allows you to deduct everything you buy. Me: Everything? Client: Yeah, I got some emails that said they have passed some new law that nobody knows about. Me: Send me one of those emails. Client: This was some time ago, I probably can't find the email. Me: Oh, OK, let me know if you find anything on this. The kicker for this exchange is what the guy does for a living. He's an engineer in a really big power plant....
  11. Lawsuit Advance Payments

    Here in the Atlanta area there is a company that advertises to provide money to people who have lawsuits pending while they wait for their cases to grind through the courts and settlement to occur. The thing that piques my curiosity is this: they say that if you lose your lawsuit, you do not have to repay the funds. So I'm wondering if these people will be taxed on these funds as cancellation of debt income. I'm curious what you guys think.
  12. Kindle Recommendations?

    The Fire came in this morning and I have downloaded a preview of a book about Charlemagne. Looks like this will be a good purchase. Thanks to all for your input!
  13. Kindle Recommendations?

    How about if I just build a bigger pyramid?
  14. Kindle Recommendations?

    Catherine, you mention leaving behind a library -- that's another topic for discussion! The younger generation seems to have as much use for a printed book as they do for a butter churn. I plan to go through the books in my den and put some kind of sticker on the ones that they should be careful with after my journal has been posted to the great general ledger in the sky. I have some pretty rare and out-of-print books relating to history and collecting and these do not need to be discarded. I do plan to have my old "Package X" volumes buried with me, kind of like a Pharaoh.....
  15. Kindle Recommendations?

    Thanks to all that replied. I ordered a Fire ("Far" as some of my kinfolks would call it) because it's possible that I might want to do more than just read with it and the price was attractive.