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NY is pretty tough on residents trying to establish a new state as their residence. You have to move and "stick the landing," prove you have closer ties to the new state. Not selling the first home hurts their case. If they can show it's for "vacation," such as on the LI shore or in the mountains/ski areas of upstate NY or a tiny apartment in Manhattan for the theatre or.... They need to show they actually live in FL: doctors, church, friends, hobbies, recreation, part-time job, etc. Have them keep a log. Read the NY residency and domicile definitions in the instructions and in the code.

I love it when people try to reason with animals. My wife sits and has entire conversations with her dog. And the dog is like, just feed me; that's all I care about. Actually, I've heard that some smarter dog breeds understand a vocabulary about equal to a 2 year old. That would make them a little smarter and a lot more attentive than the same kid when (s)he turns 16!

If they established FL as the residence, then yes. They should try to document more than half the year in FL in case NY comes sniffing. http://www.stateofflorida.com/residency.aspx I'm surprised states haven't gone after 2nd home owners (or multiple home owners), especially retirees, to prorate their income as a part year resident. They're using the states services, but not paying anything towards them. Maybe the states have and I've just never heard about it.

"Testing the waters" may not qualify as a NYC nonresident. Read the NY code and apply your clients' situation to see if they are residents or nonresidents. Have them document, document, document. NY's usual response to a resident moving to CT is to request a copy of the CT resident tax return. For a state like FL, they will demand proof and more proof.

Had to go back and read about when they update and what they update - because when I checked, they had only about 3/4 the number of my e-filed 1040's. But they update monthly (so likely the April rush is missing) and only with returns processed (ditto, plus possibly late March returns still un-processed). And none of my non-1040 returns would be listed. So don't worry, folks, if the number looks LOW.

KC that's out of line and making assumptions that weren't stated. The question is are any partners liable for this and if so is it just the managing partner. Imagine a partnership with 100 partners and you own .005 percent, not the State is coming after you for 100% of the late filing penalties. That is the current situation. The State agent said he is going after the bank accounts of any partner that has the resources and I was just wondering if he was blowing smoke or can really do that. This isn't about anyone getting write offs but not wanting to pay their liabilities. Heck some of my clients have over 70 K-1's in their return.

If you're planning on downloading the free win10 upgrade, and you currently have a 32 bit version of windows installed, you might want to consider upgrading to a 64 bit version of windows, so you will get the 64 bit version of windows 10.

I remember how much I hated the change from MS-DOS to Windows. It took me forever to get used to Icons instead of .bat files. For a long time, I would go into the DOS emulator instead of actually using Windows. Now I would not want to go back even if I could. Sooner or later, I will get on board for touch screen pc's.

​Somewhat, but not exactly.  They've changed the Start Menu.  It was full screen in Windows 8, but in Windows 10 it's like a cross between 7 and 8, and not full-screen. Windows 8 has a bunch of settings and stuff that are all touch optimized.. things like changing wallpaper, networking, and other control panel functions.  But the Windows 7 Control Panel is still there if you know how to get at it.  I still use the oldschool control panel for everything... can't stand most of the new settings stuff.  Windows 10 refines a bunch of those things, so I'm willing to take another look and see if it's grown on me at all.  But I'm guessing for anything more complicated than connecting to Wifi, I'll be back to the old control panel. So in that sense, once you adjust to finding the Windows 7 style control panel, and adjust to a few other things, it should mostly be business as usual, but with a bunch of new features to explore.  Unified notification area, new views for currently running programs, stuff like that.

​The course outline has a few items that need to be addressed. 1. A POA is Not needed to request transcripts. Form 8821 will do, which our secretaries use. 2. The hours are listed as 7AM to 7PM. Is this a recent change? It was always 8 to 8. 3. Under the menu options, No.2 - to order record of account - the voice message says it is for accounts Not in collections. Besides, Record of Account only goes back 3 years. We have found that using option 3 will get access to all of the account information, whether in collections or not and whether business or not. When using this option say that you are doing a compliance check. You can order any transcript - Account, Wage & Income (these go back to 2005), Tax return (Record of Account is the Account Transcript and Return Transcript combined, but, again, they only go back 3 years.

​10 is probably more like 8.5 than a new os, so you should be fine, but wait until October-November to see how the roll out goes.

If you're primarily worried about bugs and glitches, then you don't have much to worry about in Windows 8.1 or 10.  Windows 7, 8, and 10 are all incremental updates to Windows Vista.  Vista was the buggy release, the last big platform change after Windows XP.  Performance/stability has only improved since then, starting with Windows 7, getting better in 8, and presumably better again in 10. If you're worried about the touch-optimized interface, well, I think you're screwed.  You'll have to learn to use it or learn to avoid it at some point, and whether you figure it out in Windows 8 or Windows 10 doesn't really matter much.  The harsh reality is that touch devices are killing PC sales, and Microsoft is in the business of staying in business.

ATX is now offering something called ATX Advantage. I'm not sure what you get for the additional $1400, yes that's right. They say something about advanced calculations and dedicated support. I can't imagine this giving ATX any more speed. It sounds like a transition to establishing a two tier program. One low end program, one higher end program. I renewed the Total Tax package but I'll see how this goes in the future.

Taking into account that the upgrade to Windows 8.1 caused lots of users recurring glitches and quite a few problems, why would you want to upgrade,unless you like the exploring the unknown.

The PA DOR is so far behind (supposedly due to a conversion to a different computer system) that they are sending out delinquent notices for unpaid taxes that have been paid and processed by the taxpayer's bank months ago. I offer that simply to enlighten you as to what you are dealing with. If you prepared and signed the return, call 717-787-1064. I have never had to supply PA a POA for returns I have prepared and signed. That number is to the PA DOR Business Taxes department. If you are prompted to leave a message, do so and they will return the call. If you did not prepare and sign the return in question, call them anyway and see how far you get. My bet, if your are trying to resolve an issue and are nice, they will talk to you. That is the number to the Harrisburg office. You could also try the local field office closest to where you are at. Sometimes they are easier to get ahold of and just as helpful. You will have to google to find that office. Hope that helps! Good luck!

OMG....seriously? I do know how to use "where's my refund". And when I checked there over a month ago it said he'd be getting a letter within 30 days and he'd have 30 days to respond. Over 30 days later...it still had the same message. But he still didn't get the letter. I do hope this satisfies everyone.

The attached is from CT's IRS liaison as handed out at a NY/CT-ATP dinner meeting. Go to pages 3-5, especially points 5-7. 2014-05 IRS Small Business Outline & Handouts.docx

Priority Line-1-866-860-4259 Only preparers can use it. The one you have is for everyone.

Adorable, *slothful* cats, specifically. http://fellowshipoftheminds.com/2015/05/30/cats-who-have-never-worked-a-day-in-their-lives/

They were all pretty darned cute.

More funny stuff. This must be some tasty medicine!

Bank of America = Worst Bank in America. I pity your client because you have to call and go through 100 menus to get a real person, who tells you to call back tomorrow, and then you go through 100 menus again. If you go to a branch and find someone to help you, they too have to call and go through 100 menus ("press one for English"). When we sold our last house the title search revealed BofA had a lien on our property, although we had never had a loan with them and carried no mortgage with anyone. It took them weeks to release the lien, and they only did it after I pulled my last card and threatened to call the state Banking Commissioner. This is definitely a bank problem and your client has to put it squarely in their lap. With gov't deposits of any kind they have an obligation to check these things, but gee that might require hiring an additional employee who understands English.

Haha, I'm a sucker for pleading dog eyes and with these two, they'd be eye level with the table!

​For 2015, Fixed Asset Manager is being deleted and its features brought directly back into the program. If you had FAM for 2014, the renewal cost is $ 179. If you didn't have FAM, then cost is $ 279. For 2015 it's called: ATX Enhanced Asset Management Functionality ATX Enhanced Asset Management Functionality

while I am almost totally paperless, for me its more for storage than working files. I pdf everything but keep the paper for the 3 open years then shred. as an old timer I just like paper for working. My offsite storage is almost empty but my current files are nice and full. Every 10/15 they get purged of the oldest year.