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Unless of course, it was something he was dying to give...

Most of my clients who are divorcing have court orders to file jointly. I've even had some who have court orders to file jointly even when the divorce is final by the end of the year! Love to have to explain to them that federal law trumps civil.

Yes, filing the 3115 is definitely the right way to handle these issues.

It's probably referring to a newer USB 3.0 port instead of an older USB 2.0 port which your computer probably has.

Exactly. I know they did this to prevent dishonest people from abusing the tax laws, but this ends up hurting people who are divorcing but can't file jointly, or as HOH or single.

There are several lucrative adjustments and tax credits that are not available to MFS, e.g., EITC, AOC and Lifetime Learning Credits, child and dependent care credit, student loan interest. You really have to run the returns both ways to be sure.

Makes good sense. Thanks. Any conveyance of property thus becomes an "inheritance" instead of a "gift."

No, all decedent's assets go into estate on date of death.

Decedents can't do anything and that includes giving gifts. In fact, I believe there's a claw back for gifts made close to the date of death.

I've only fired a few over the years and did it by a telephone call telling them I think they would be better served by someone else. I also let them know that I will be available to their new preparer if needed. I like to leave on good terms, but it feels so good getting rid of the PITAs, usually people that call all year for every petty nonsense reason you can think of. I've raised their prices but the money is still not worth it. Lucky for me I like most of my clients and am more than happy to give them added value with answering their questions during the year, as long as they don't abuse my good nature, or else they get the call.

I want to congratulate all that have put their foot down and fired clients, I fired two clients via letter about 2 years ago and my stress level went down from 100% to 0%.