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This is another strange season, for sure. Many more of my clients dropped off their information earlier than ever this year but no one is in any hurry to pick up the completed returns, even those that have nice refunds or tiny balances owed.

Sometimes just closing down the program and reopening is useful. If you've been at it continuously, you both probably need a bit of a breather and restart.

If the 1099R is in the name of the estate, you must report on the estate. If you try to report it directly on the 1040, you'll never get that $300 of tax withheld back. I usually just let the estate get the refund, for simplicity. If you choose a fiscal year and mark it final, all the income will pass out to the bene's. It doesn't matter that the distributions were not made yet. And there probably won't be enough income between 1/31/22 and now to even have to file a 1041 next year. Just make sure the source of the 1099R is switched to bene's ASAP so no more distributions are made to the estate.

If his parents (or anyone else) do NOT QUALIFY to claim him as a dependent for 2021, and he meets the other requirements, he can claim the $1,400 Recovery Rebate Credit #3 on his 2021 return. If his parents DO QUALIFY to claim him but DO NOT CLAIM him, he DOES NOT QUALIFY to receive the $1,400 RRC. Was he a student for any part of any five months in 2021?

It's insane. The same thing is happening here. I have a huge pile to do. and a huge pile done that need picked up.

I’m noticing something similar. Did more returns in February than in previous years but my revenue is behind last year’s.

I restarted my computer. Seems to have done the trick.

I feel your pain. We have the easiest secure email I've ever used and we still get people saying, "It doesn't work." I so badly want to tell them they're stupid, but that's why we have these forums to rant in.

NYS doesn't like the bonus depreciation so I almost always elect out and then use Sec 179 so the deprecation stays the same on the Fed and State.

I think these 2 just can't figure out that part. I'll send them the link. Thanks, Abby!

They can still use Direct Pay to make a payment. They'll need to use 2020 1040 for verification since 2021 isn't processed yet. Trust me, the IRS wants to take their money. https://www.irs.gov/payments/direct-pay

Why does no one know how to do short year rollovers in ATX? Here are my notes: 1) Go to Rollover Manager and click on the Last Month/Quarter tab. 2) Select the return. 3) Click Rollover. 4) Once you go back to the Return Manager, the return will contain (Rolled Over) in the Name. The return will roll over the data as if you were rolling over from the prior year.

Randall, I do not intend to add the K2K3 if not required. I am adding a 8275 disclosure form stating the entity meets the reporting exclusion requirements.

Sorry. 50% under 179 and depreciate the remainder. Poor word structure on my part.

Will his tax home be CA?

Bonnie, I have never had a client who was a transportation worker, so I am not familiar with those rules. You son will still be domiciled in Colorado. Working in CA temporarily does not change that. He will file a 540NR next year for the time he was "based" in CA. What I have always done (right or wrong) is follow the W2 for state wages if the client is a non-resident CA taxpayer. It is a powerful third party document for either side if there is a dispute. Never had an issue using that method. If audited, the State would have to prove that the employer improperly completed the forms, and that the taxpayer knew or should have known that the employer document was incorrect. Pretty tough hurdle for the FTB to get over. Make sure he keeps track of all his unreimbursed expenses. CA never conformed to the 2017 Tax Act (something about never agreeing with anything a certain former POTUS advocated). Those 2106 expenses are deductible on the CA return. You will show them on the "state only" portion of the 2106 and they will be applied on the Schedule CA (California Adjustments). Reach out if you have any specific questions. Tom Longview TX (56 prior years in CA)

Taxable SS at 25K/32K have been that way my entire career. And I've been at this since '88. And just to stay "on topic", I have a kid living off of an inheritance who has this FTC problem for a couple of years. Reporting the c/o is a pain, and will (probably) never benefit him.

I'm sure we won't need to print every page. Right? RIGHT?!?!