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Thanks, that was all I could find, too. I was hoping since IRS announced a date that NY would have one by now. Guess we can wait at least another week. I think she only needs a copy of her federal return which she will have.

I used to argue that jerks go high increases so that I was okay putting up with their jerkiness. About 3 years ago I fired all the jerks (only a few really) and oh my goodness life is more enjoyable. I can't think of a single client I wouldn't want to sit down and have a beer with. Have a client who did freak out that I had a 1099 on his tax return for a dividend. It was a mutual fund he insisted he didn't own and had no clue where it came from. About a month later he called to apologize, he'd found it. How does one forget a $50k account?

I want to shrink my client base at my age and think that clients moving, passing away, and not itemizing will accomplish that. But, I remain wrong. Just had another client ask me if I can take on a new client, her fiance (they've been engaged forever, so it'll never end up one MFJ return). I continue to add at least as many as I lose. Family members. Clients opening businesses/separate entities. And, I like almost all of my clients, so I'm not looking at firing anyone this year. Maybe a couple of healthy price increases...

If your client base is the person who's return takes 15 minutes and it's Schedule A and B - you might be in trouble. If your client base is schedule C, E, F and 1041s, 1120S, 1065s..... you'll always have a client base. It's like accounting, for many small businesses doing the books is ultra easy and you don't really need a professional. When it gets complicated at all, they likely will need help. Just got the books on a long term client and I'm reminded about this. His revenue is a negative expense account and he deducted his principal loan payments as an expense. This guy is EXCEPTIONALLY bright.

Being an ERO you can e-file the 1099s through the ATX software. For W-2s, you must have a user id from SSA that is obtained by creating an account the BSO (Business Services Online) section on the SSA site. Once you have registered with SSA and have that number, you can create the W-2s in ATX and use the ATX e-file function to convert that into a data file. That data file must be uploaded directly through the SSA site. Alternately, W-2s can be created and filed directly on the SSA site, but this isn't going to have the roll forward features that your tax software does.

Abby Normal post 1/9/2020:

Yeah, I was so glad to hear about the new kiddie tax. They needed to just tweak it instead of going back to the bad old way.

Back to trying to deal with divorced parents, getting personal financial information from their tax returns. I have grandparents who manage their grandchildren's investments; I don't even know the parents. It's so awkward asking questions about the parents' tax returns.

Wait, the new kiddie tax was repealed? So we're back to the old kiddie tax. And one more reason to amend 2018. The SECURE Act repeals the change to the Kiddie Tax, reverting to the rules that were in effect before 2018. This change is effective for tax years that begin after December 31, 2019. However, the legislation allows taxpayers to elect to have the change apply retroactively to the 2018 and/or 2019 tax years. Taxpayers will probably have to file amended federal income tax returns to claim a refund of the excess tax. https://www.savingforcollege.com/article/congress-passes-kiddie-tax-fix

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A complete summary of all the resurrected Extenders follows: "Message from our 2018 Spring Fling speakers Mary and David Mellem. Tax Change – Extenders Have Been Extended Again There were a few tax issues included in the budget act that President Trump signed December 20, 2019. This email includes the items commonly known as “extenders”. The following “extenders” have been extended retroactive to January 1, 2018 (yes, we said January 1, 2018) and now have an expiration date of December 31, 2020. We are not providing explanations of these individual items since they have existed for many years and the only change is to make them available for a longer period of time. - The medical base remains at 7.5% instead of 10% (§213). (This was already 7.5% for 2018 returns.) - Deduction for mortgage insurance premiums as qualified residence interest (§163(h)(3)). - Deduction for tuition and related expenses (§222). - Nonbusiness Energy Property Credit (i.e., insulation, storm doors/windows, etc.) (§25C). - Exclusion from income of the debt cancellation that is acquisition indebtedness on the taxpayer’s principal residence of up to $2,000,000 (§108(a)(1)(E)). - Depreciable life of certain race horses as 3-year property (§168(e)). - Depreciable life for motorsports entertainment complexes of 7-year property (§168(i)). - Accelerated Depreciation for business property on Indian Reservations (§168(j)). - Energy Efficient Homes Credit (aka Builders Credit) (§45L). - Qualified Fuel Cell Motor Vehicles Credit (§30B). - Alternative Fuel Refueling Property Credit (§30C). - 2-Wheeled Plug-in Electric Vehicle Credit (§30D). - Black Lung Disability Trust Fund Excise Tax (§4121). - Indian Employment Credit (§45A). - Railroad Track Maintenance Credit (§45G). - Mine Rescue Team Training Credit (§45N). - Expensing under §181(g) for certain productions. - Various incentives for Empowerment Zone Activities (§1391). - Economic Development Credit for American Samoa (§119). - Biodiesel and Renewable Diesel Credit (§40A). - Second Generation Biofuel Producer Credit (§40). - Electricity Produced from Certain Renewable Resource Credit (§45). - Indian Coal Facilities Credit (45(e)). - Special Allowance for Second Generation Biofuel Plant Property (§168(l)). - Energy Efficient Commercial Buildings Deduction (§79D). - Special Rule for Sales or Dispositions to Implement Ferc or State Electric Restructuring Policy for Qualified Electric Utilities. - Extension and Clarification of Excise Tax Credits relating to alternative fuels (§6426 and §6426). - Oil Spill Liability Trust Fund Rate (§4611). The following “extenders” were scheduled to expire at the end of 2019 and have now been extended through 2020. - New Markets Credit (§45D). - Employer Credit for Paid Family & Medical Leave (§45S). - Work Opportunity Credit (§51). - Certain Provisions Related to Beer, Wine, and Distilled Spirits. - Look-thru Rule for Related Controlled Foreign Corporations (§954). - Credit for health insurance costs of Eligible Individuals (§35(b)). Although some of these extenders may help some taxpayers, we feel Congress acted irresponsible in retroactively extending many of the “extenders”. The purpose of many of these “extenders” is to give taxpayers a tax incentive to do something. Reinstating extenders retroactively to January 1, 2018, doesn’t seem like a great way to “incentivize” anyone to do something in 2018 or most of 2019. It could cause a person to wonder if these “extenders” were passed to reward friends of our elected Congress. On the government side, IRS is now required to revise all applicable forms and schedules (& programming) to take into account the items that were extended for 2019. We would not be surprised if IRS delays the ability to file tax returns due to this late action by Congress. Further, IRS is required to revise forms and schedules (& programming) for 2018 to take these into account. On the taxpayer side, taxpayers will have to decide if it is worth it to amend their 2018 returns including digging out their documentation for the applicable items. Most taxpayer use a tax professional to prepare their returns and these tax professionals probably won’t prepare the amended returns for free. In fairness, these “extenders” now run through December 31, 2020, which means taxpayers will have an incentive to do something during 202."