Leaderboard

I still use my trusty copy of QuickBooks pro 2003. I have my reminders set up to show me my outstanding invoices when I log into it. Keeps a nice set of books for my business when I do my own tax return. Print it out and put it in the file with my Tax Return docs. Tom Modesto, CA

FDNY, do NOT give your work away! You spent time with the client, talking with the husband, being threatened by the son in law, and on this board trying to figure out what to do. A consultation fee concerning marital filing status is in order. You better believe we are charging a representation fee to our client who was so lucky to be selected for the NPR. She initially tried to handle this herself and had the auditor at her home office for an entire day (where said auditor also used her microwave). That got too intimidating so we were hired to take over. I don't think we'll add the cost of the Keurig cups, but we have spent a lot of time putting things in the order of the three-page list of documentation requested. I also did research contesting some things the auditor doesn't seem to know (like amortizing points on a refinanced mortgage), complete with legal citations. Yes indeed, we will charge. Anyone ever been through one of these audits? They are awful. Every single number is questioned and has to be documented. Our client keeps good records, but there are a lot of things we'll have to concede. She takes standard mileage, for example, which the auditor is not questioning, but is questioning the total mileage driven during the year. Only difference it makes is the ratio of property taxes that go on the A and C. It's not much money, so put it all on the A if you want. Geez.

Correcting Your 1099-R Retirees and annuitants with questions and concerns regarding incorrect tax information may contact the DFAS Customer Care Center at 800-321-1080, submit your inquiry online on our website, or write/fax to: Retirees: Defense Finance and Accounting Service U.S. Military Retired Pay 8899 E 56th Street Indianapolis IN 46249-1200