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I swear, if that outfit calls me one more time I'm gonna, gonna, ....hmmm.... uh... answer it I guess. They've lightened up lately - no more than three calls daily instead of the previously normal six. Since they already own everything in internet-land (and probably a telephone company or two to boot), I don't suppose there's any chance of them runnin' out of cash any time in the next century or so. At first they were calling on the up-and-up (ID said "out of region"); that didn't work so they bought up all our local three-digit prefix numbers so I'd think it might be a legit local customer, but the salesman's spiel gave that away pretty quick and we hung up immediately. They quit that and started using strange out-of-the-way towns for caller ID (lucky for me that Horseshoe Bend, AR isn't strange 'cause I've already been to Possum Grape and Oil Trough). The latest gimmick is they're using random names: now I've got to figure out who the heck is R. Hicks (no address listed). Sure wish I had my party line back - two long rings followed by three short. 'Course I guess faxin' would be a little more complicated and then there's those dadgum confidentiality rules to rassle with. P. S. Ran into a (socially-distanced) old friend the other day and right in the middle of my complaints she said "Bart - Prozac is not the answer!

The Sale of Home worksheet has a place for the depreciation taken on line 9. On Taxwise, the Sale of Your home worksheet is Sched D worksheet 2 If they only lived in it for 15 months, they would qualify for a partial exclusion. Which may be enough depending upon the amount of the gain. In so many cases all of the gain is because of the depreciation, so there is no gain to exclude. How long have they owned it? If they had lived in it prior to the five years, those months can possibly count. For military, the five years can be suspended for up to ten years. You only need to look at this if the partial exclusion is not enough to exclude their actual gain.

You should share stories here on a regular basis. I would so look forward to reading them!

For a married coupe, their exclusion is $312,400 since they lived in the home for 15 months (5000,000*15/24).

Check your local laws, our state and city has something: https://www.chicagotribune.com/coronavirus/ct-cb-worker-protections-coronavirus-20200327-gm4b6vf3cbearh5yqn5jhc646y-story.html

It may be because a scammer attempted to use the taxpayer's SSN to file a fraudulent return to claim a refund.

I started my own part time practice in 1997 using Intuit Pro Series; I hated it. Then out of the blue in fall of 2000 an ATX demo show up in the mail! I have been using it ever since. I can't remember the last time I had to call support.

I worked in my dad's office in the 1980's and remember when he upgraded to computer software from working by hand. The first software he used was Digitax. Ugh, it was my job to align the dot matrix print out with the transparency and make the copies. The first computer we had was an AT&T 6300 with floppy drives which we soon upgraded to a 20MB hard drive. In 1993, we switched from Lacerte to Taxwise.

I have used 7-Zip to handle rar files.

I have a ScanSnap that is very quick and scans both sides for documents client provide, and my fax machine is actually another computer on a separate line that receives faxes which I save to the appropriate client file on the main computer. And any documents now received in my Verifyle portal go to the client file as appropriate. I can actually find just about anything pretty quickly.

It seems a good percentage of people didn't watch the news or forgot when their preparer told them "your tax situation from 2017 to 2018 will be different and you are slowing getting your refund in your payroll etc...") Now as for technology, as we get older we will continue to keep the clients that are not computer savvy, but I can picture the young whipper snappers doing their own returns using their smartphones.

I assume ATX (and other programs) will be on top of this. It would seem fairly easy compared to the 1040 changes we've had recently. Ha.

The amended return may not be processed yet, but it could be logged into the system, in which case an Efiled return would be rejected. If it were to be accepted, it could cause some problem, as Tom says. In normal times, it takes 4 months for an amended return to be processed, it would probably take, at least, an additional 2 or 3 months.