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My kids had no problem setting up parent logins so we could pay the bill.

Let me grumble some more - When will they take away the university's roll in determining net amounts billed and paid for college?!?!?!?!? What a disaster - year after year. And since the billing account is under the child's name - god forbid the parent have access to it - it is a tail-chasing run-around to get the info from the student.

I just love when I try to get financial statement and parent tells me kid has no clue. Same with getting a kids 1099G, kid lost all forms of verification, we’re doomed.

And this "shifting" is only allowed if the terms of the scholarship or grant allow it. Scholarships that are restricted to paying only tuition and other qualified expenses cannot be shifted to income. (Pell grants are unrestricted - many scholarships are not). Even though the income goes on line 1, it is considered unearned for most purposes and could result in the student being subject to the kiddie tax. But for purposes of the filing requirement, the scholarship is considered earned income, and if the student's income is less that the filing requirement, you needn't report it at all.

You need to see if your state also honors this approach. NY does not!

the choice to include scholarship in income is done on the student's tax return, not the parents. click on the arrow on the wages line and a worksheet should come up. input the $ amount on the scholarship line. when you close that tab "SCH" should show on that line next to the $ amount. And yes, the scholarship amount (on the parent's return) is reduced by the amount included in income on the studen'ts tax return.

They do have different phone numbers already. I read posts all the time about EAs calling PPS to ask about their client's stimulus payments. This is one reason why EAs with real problems can't get through.

Copied from Accounting Today: "You hear from taxpayers and congressional offices all the time, but my understanding is that there have been days where if you calculated by looking at the number of calls that were answered and divide it by the number of calls that came in, the level of service was 2 to 3 percent,” said Nina Olson, executive director of the Center for Taxpayer Rights and the former National Taxpayer Advocate, during a webinar last week hosted by the Urban-Brookings Tax Policy Center. “Even by the IRS’s own calculation, where it does the number of calls that are answered, divided by the number of calls that aren’t routed automatically, it’s at 15 percent. With all the attention on enforcement, you can’t have that level of customer service and think that in any way, you’re having a successful filing season."

Thank you all, I'm error free now.

Life lessons are fun!

PINs are per individual. I've already gotten my PIN for 2021.

They need to implement several different phone numbers so all the people calling about when they'll get their refund can tie up the main number, but those with actual tax or account problems can call different numbers. Just like with software support, there are those that call at the drop of a hat about things that could be better handled by email and people who actually need immediate support are left to wait on hold.

Wish I had seen this 10 days ago.

The complete box in the return manager.

Mine went through with yes on 2a; uncheck 2b - leave blank.

I think so. If you open return and change something it lets you know

The one I efiled in February was just like mwrightea. I think the problem is the OP stated way back in the beginning that the daughter was a court appointed rep. If that is the fact, then it seems one must follow whatever the rules are. Don't complete Part II and attach the certificate. Out of curiosity, I looked at the instructions. It seems odd the for Line B, that should be checked only if claiming a refund for decedent on Form 1040X or Form 843. So maybe add Form 843? The instructions seem to support this.

Just had a 1040 return accepted with a 1310with Direct Depost! Boxes Checked as follows: C X 1 Yes X'd 2 A & B No X'd 3 Yes X Make sure you enter the date signed in part III. on form 1310.

Catherine uses Drake so her experience with this won't be helpful. I'd say that if the deceased had a will then the court won't be needed to appoint a representative b/c the will should have specified an executor. I think the way you've answer the top questions B & C are a mismatch for the answers in the next section. If you check box 'C', then I'd answer as follows and see if that clears your errors: line 1 - yes line 2a - no line 2b - no line 3 - yes I haven't checked the instructions, but with this fact pattern I believe the instructions say to not attach any documentation to the return but to keep the will on hand if IRS requests it. I've never had that request to date for any I've filed this way, YMMV.

Yes, after I e file a return I check the completed box in return manager.

I efiled one that was accepted on 3 April. Please don't cry. I think the most important thing is checking yes on Box 3. Did you scan letters testamentary in as a .pdf before efiling? I assume you left the second box (2b) blank?

Doesn't it depend upon sate law? I thought that was why it's important to know if you're in a "recourse" or "non-recourse" state with issues like this. Also, it's possible the borrower may have been "upside down" at the time the car was purchased due to an unpaid balance from a prior auto loan being rolled into the new loan (or more appropriately, piled onto the new loan). Next to divorce, auto financing is the biggest drain on personal net worth in this country, IMO.

He may not have kept copies, but he had the information to input into his software. He should be able to give you names of payors, EIN's, and addresses from his electronic records. In ATX, you could print copies of the input screens.

No, the 5-month rule is applied for the purpose of determining whether the person is considered a "student" for the age test. For the residency test, the person must live in the taxpayer's home for at least 1/2 of the year. The 5 months before graduation is a temporary absence from the taxpayer's home, but it isn't long enough to meet the "at least 1/2 year" of residency part of the dependency requirements.

If she was under 24 and was a full-time student for any part of five months, she's a dependent: https://www.irs.gov/help/ita/whom-may-i-claim-as-a-dependent The deal breaker can be the support test: did the child pay for more than half of her own support?