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I filed my father's returns years ago when he was in LTC. If the LTC totally pays for medical expenses or LTC, I do not believe it is taxable, but you have to subtract it from any medical expenses you've paid as itemized deductions.

WE all know that the IRS has been woefully underfunded until recently. This isn't to disparage mcb39 and GR2's comments, but you've got to give them time to hire and train people.

Does not matter. Broken means higher approved budget requests. There is zero incentive to streamline (thus no free efile of 94x forms yet).

For my client who has not gotten his 2022 return yet and no word other than that it still being processed: I tried the Taxpayer Advocates; received no reply; After 46 minutes on hold with the PPS, I was told that they couldn't talk to me because "check the box" had expired. Client has finally sent in paperwork to State Senator. Will see if that goes anywhere. The IRS is so badly broken that I wonder how we can continue to move forward.

Yes, they have priority access to the TAS

Pat Dimmitt over at the NAEA site in February commented that the rules remain in proposed form and therefore sticks with a previous opinion:

Or, your client's Congressperson.

Working on an extension for a young couple, both self employed. I asked if they had health insurance and he said they were part of a Health Sharing Ministry. I did some research and appeared to get conflicting answers as to whether they could take this as the Self Employed Health Insurance deduction. I know it is not technically insurance although it did qualify as an alternative to Obamacare but saw various opinions and code section references on both sides of either yes of no on the deduction. One post I saw mentioned a proposed regulation which would definitely allow this but not sue it it ever became law. Any help would be appreciated. Thank you

It appears that is only available on some reports, not all. This article lists the applicable ones: https://quickbooks.intuit.com/learn-support/en-us/help-article/report-management/use-custom-fields-reports-quickbooks-online/L9kOaeiC2_US_en_US#:~:text=Add custom fields as columns to a report&text=Select the gear icon at,right side of the report.

Perhaps you should try the Taxpayer Advocate Service https://www.irs.gov/advocate/the-taxpayer-advocate-service-is-your-voice-at-the-irs

That is not it. On every report, there is a gear icon on the report itself that allows you to customize the report. It is how you can add columns (in my case, a customized field that I created) that are not included in the standard report. That gear icon does not have the tools showing anymore. Just the display density This is what I see.... This is what I should see..... Tom Longview, TX

I had an estate return (only filed to get refund for one of the pandemic credits) take more than two years to get processed and the funds received. There was no fraud or other issues and was timely filed. Even after about 4 years, still dealing with estate issues, such as trying to get native oil/gas dividends/settlements transferred (the folks who manage these have zero incentive to actually help).

I'm in the never ending merry-go-round with the IRS. Client had a fraudulant 2020 return filed mere days after she passed away. We didn't know at the time, but when we went to file the returns 2020 & 2021 rtn (yes, 2020 was late) in Sept 2022, obviously it was discovered a few months later when the refunds weren't issued. I have been through ID verification 7 times for the 2020 & 2021 returns. I finally got the 2021 refund, but 2020 (the return that actually had fraud) still, 1.5 years later is in limbo. Strangely I got another letter that they needed me to ID verify 2021 again and soon after a copy of the cleint's tax transcript for 2020 that said I requested it, but I didn't. Of course, I have called the ID verification number at least 50 times, and it says, you "due to high call volume, we cannot take your call at this time." Adding insult to injury, the main IRS reps cannot field any calls regarding the still outstanding 2020 refund until I ID verification, for the 8th time, has been completed. And the true cherry on top. They said processing after ID verification is taking upwards of 650 days!! (This is much worse than the 430 days number I got 6 months ago.) WTH. I don't even know who to go to for help. Can't the gov't be held accountable in some way for this nightmare of disorganization. It has got to be criminal the way the IRS is being managed these days.

None of the QB versions are great about customizing. Are you saying that if you start with one of the standard reports the customize bubble is not showing? You may need to scroll up from where the report loads to see it.

I can save a few hundred per year by changing charge card processors, but the work on my end would be weeks of time/$. I am facing porting code to a different compiler, and it will take a couple of years to complete, but it has to be done at some point to keep value in the company when I am gone (to something more people use, rather than a specialized compiler not many use). One should always be prepared for their tools of income to disappear at a moments notice, including a plan in place to recover. This also includes a threshold/plan/budget/timeline for changing tools.

Intuit's CEO has openly said that they plan to expand to take 25 % of the small business accounting/payroll/tax market. I wonder if cutting services to boost profits will help them

for Federal--from IRS tax topic no. 602: Facts and circumstances...

I cannot customize my reports anymore in QBO. I went to the little gear icon and the boxes that you need to customize the report are not there anymore. So I get on QBO chat support and after 30 minutes, the chat "expert" ended the session after only verifying my account. Who do you think has worse customer support? IRS or QBO? Any QBO experts out there who know what I am talking about and know how to fix it? Thanks Tom Longview, TX

Changing to Sigma Tax Pro to save $400 isn't worth it to me. I can make that up with one tax return.

Can be state specific. So much depends on how many hours in 24 the person is deemed to need care, and what activities are counted. If the family is not up to speed on the rules, then there is likely a state specific disability rights group of some sort which can give the family some tips, and likely you as well. I come at this as the person with the needs should have income, at least SSI, and to be able to pay for some of their care. For over and above, folks can give to an Able account, to avoid benefit issues.

Personally, I'm a very cheap person.

Taxpayer's 13 year old son has ADHD severe learning disability. He attends regular classes, but also has special classes to help with his ADHD. Anyone have experience on this? Specific qualifications and documentation? Thanks

I wonder if dentists and veterinarians have these kind of discussions? They don't hesitate to raise their prices--maybe they don't hear the kind of feedback we get from our clients?

If you are a Drake customer, can move to a reseller like that? I don't know how Drake does it but ATX flagged your EFIN and wouldn't allow it years ago. You could go from the reseller to working directly with ATX but you couldn't go the other way.

If price is your concern you might want to take a look at Sigma Tax Pro. They are a reseller of Drake as well as other major tax software providers. Current pricing for Drake for 2024 is $999. You may want to look at postings under the Drake Forum for more comments.