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Showing content with the highest reputation on 03/21/2012 in all areas

  1. I wish I had a nickel for everytime a client stopped while signing Form 8879 to ask what middle initial I had. Well, let's see, the same one I've had for 100 years now. Take a gander at your return one of these days when you have time. Just sign however the mood strikes you, or with your actual middle initial, and get outta here.
    1 point
  2. Anyone know how to do this? (Under the heading of "it should be easy BUT NNNOOO, the programmers couldn't do TTHHAATT.") Client has 74 Schedule D transactions. Was able to get an Excel file, saved it as csv type, imported it to Schedule D/Form 8949. For a whole _slew_ of transactions, the term is wrong. Whenever date purchased is "various" the program FORCES short term. I have the list; I know which are short term and which are long term. BUT there is NOWHERE to make this correction on the import sheet; nothing is on the detail or input pages (where you CAN select the term), and of course CCH is closed. Am I going to have to go line by line and invent a purchase date more than one year before sale for all the long-term transactions? Can I hit somebody in the programming department? At least make THEM sit here and fix my transactions (that's actually better; it will hurt more and last longer and TEACH them something)? Anyone have any magic for me? <-- Up to you to decide if this is me, or what I want for the program/programmers. TIA, Catherine
    1 point
  3. OW!!! That made me grimace when I read that!!
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  4. Do they think it's comforting to say... "I bet it's a busy time of year for you"???? (No SH**)!!!!!!!!! I like your odds on that bet!!
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  5. I had a client misspell her own name in a signature before. Florence vs Florance. Granted sometimes I misspell my own name but that usually involved leaving out letter or maybe a transposition.
    1 point
  6. I like round numbers. I respond with an extension form, also in round numbers. That'll do until after Apr 15.
    1 point
  7. It's March, and we all gave up sleep for Lent, or for tax season! One of my clients just wrote (in the same email where she gave me her rental expenses in very round numbers) that it's "almost over for you." Yeah, if doing 3/4 of my returns, my biggest returns, my returns with the Forms 1099-B in the hundreds of pages, feels like "almost." I don't see it as almost over; I see it as buried and no light at the end of the tunnel, just a cave in. I realize that I'm being very glass-half-empty here. And I promised myself that my new motto is "Blessed are the flexible, for they shall not get bent out of shape." - Betsy Shirley (Buck Brannaman's foster Mom in the great film Buck).
    1 point
  8. Wow - somebody is getting a little testy. :)
    1 point
  9. It was started by satan, trying to push me over the edge. These are the same people who give me interest expense for personal loans, and try to deduct "aid" to their grown kids. But, somehow, it is of utmost importance to get this middle initial right.
    1 point
  10. I have always amended if I change a return, even if it is before the due date. If I need to change a return and file a second 1040, can it be efiled now with MeF? Can an amended return be efiled?
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  11. Just file a regular 1040 and don't ask to have the money credited for 2012 taxes. Mail it before the due date and send any money owed.
    1 point
  12. Thank you!! I _had_ scrolled down -- but not far enough, apparently. I love this board. Catherine
    1 point
  13. There is! Go to the detail sheet SCROLL down (there is nothing at the top) then you will see your imported transactions if you move over several columns you will have the long/short column that is blue so that you can edit it You have to edit the form 8949 box to tell it a, b, or c- so you can do the term at the same time
    1 point
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