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From everything that I have read or learned in classes, you should probably send the potential client to an attorney that is experienced in these dealings. If they are delinquent, there are large penalties. I have in my engagement letter that if my client's know or think that they have FABAR or FATCA reporting, that they should contact an attorney that is experienced in these matters. The attorney can then hire me, if necessary. It's just too much liability for me to want to take on.

Don't agree with 100% of what this guy saysbut I thought it might be useful to the Win7 users here.

From pub 537 - Transfer due to death. The transfer of an installment obligation (other than to a buyer) as a result of the death of the seller is not a disposition. Any unreported gain from the installment obligation is not treated as gross income to the decedent. No income is reported on the decedent's return due to the transfer. Whoever receives the installment obligation as a result of the seller's death is taxed on the installment payments the same as the seller would have been had the seller lived to receive the payments. However, if an installment obligation is canceled, becomes unenforceable, or is transferred to the buyer because of the death of the holder of the obligation, it is a disposition. The estate must figure its gain or loss on the disposition. If the holder and the buyer were related, the FMV of the installment obligation is considered to be no less than its full face value.

I downloaded Foxit PhantonPDF Standard and ran Form Field Recognition and it did a fabulous job making the organizer fillable! Each organizer will have to be opened and converted separately, but I can have an intern type do this. A big organizer took about 20 seconds and a small one took less than 1 seconds to convert.

COPIES FROM HOW TO GEEK: Windows Update on Windows 10 Windows Update has seen a lot of changes on Windows 10. The biggest is a more aggressive approach to getting everyone up-to-date, but Windows 10 will also use BitTorrent-style peer-to-peer downloads for updates. Many of the included applications on Windows 10 — the Microsoft Edge browser and all those other “universal apps” — will be automatically updated through the Windows Store, which is separate from Windows Update. The Control Panel Interface is GoneWindows 8 offered dual interfaces for Windows Update — one in the PC Settings app, and one in the older Control Panel. Windows 10 retains most of the old Control Panel, but the Windows Update interface has been removed. Instead, you’ll find Windows Update in the new Settings app under Update & security. This is the only interface for Windows Update in Windows 10. Updates Install Automatically, and You Can’t Choose WhichVisit the Windows Update interface and you’ll just find a single button — “Check for updates.” Click this button and WIndows will check for available updates. If it finds any, it will automatically download and install them. Windows will also check for updates in the background and automatically download and install them. Unlike on previous versions of Windows, there’s no way to select individual updates you want to download. All updates — from security updates and Windows Defender definition updates to optional updates and driver updates — will be installed automatically. The only option you can control is to select the “Advanced options” link and uncheck “Give me updates for other MIcrosoft products when I update Windows.” This will allow you to disable updates for Microsoft Office and other Microsoft programs. Windows Won’t Download Updates on Metered ConnectionsWindows won’t download updates on connections you mark as “metered.” This ensures Windows won’t waste valuable tethering data or other mobile data on updates that can wait until it reaches a solid, unrestricted Wi-Fi network. To prevent Windows from downloading updates on a specific connection, first connect to that WI-Fi network. Next, open the WI-Fi settings panel and select “Network settings,” or open the Settings app and select “Network & Internet.” Scroll down in the list of Wi-Fi networks and select “Advanced options.” Activate the “Set as metered connection” option here. Note that this only affects the current WI-FI network you’re connected to, but Windows will remember the setting for this specific network in the future. Professional Editions of Windows 10 Can Delay Feature UpdatesHome users can’t delay upgrades at all, but Professional editions of Windows 10 get a “Defer upgrades” option in the Advanced options interface. If you enable this, you’ll still receive security updates automatically. Windows 10 will put off downloading feature updates for several months until they’ve had plenty of time to be tested on home PCs. This is designed to make business PCs a bit more stable and allow system administrators to test new feature updates before they reach their users. If you upgrade to Windows 10 Professional, you could enable this option yourself. But, either way, you’ll get those feature updates — it will just happen a few months later. You Can Choose When to RebootClick the “Advanced options” link in the Windows Update interface and you’ll only find two “Choose how updates are installed” options. You can pick “Automatic,” which is the default — WIndows will automatically download updates, install them, and schedule a reboot for a time when you aren’t using your PC. You can also choose “Notify to schedule restart,” which will prevent your PC from automatically rebooting without your confirmation. But, either way, those updates will be automatically downloaded and installed. Peer-to-Peer Downloads for Updates are Enabled, Even Over the InternetTo speed up updating, Windows now uses peer-to-peer downloads for updates. For example, if you have several Windows PCs at home, you don’t necessarily have to download the same update several times. Instead, the first PC to update would download it and the other PCs could download it from the first PC. You can control whether peer-to-peer downloads are enabled from the “Choose how updates are delivered” link under “Advanced options” here. By default, Windows 10 enables peer-to-peer downloads over the Internet as well, and your PC will use some of your upload bandwidth sending those Windows updates to other PCs. You can disable this by selecting only “PCs on my local network” here. If you run Disk Cleanup and clean up the Windows Update files lying around on your PC to free up space, your PC won’t be able to provide peer-to-peer downloads because the files won’t be available. You Can View Your Update History and Uninstall UpdatesIf there is a problem with your PC, you can uninstall problematic updates afterwards. To view your update history, open the Windows Update interface, select “Advanced options,” and select “View your update history.” You’ll see a list of updates, and you can select “Uninstall updates” to view a list of updates you can uninstall. Microsoft will probably continue rolling out major updates to Windows 10 in the form of “builds” that contain all previous updates. This means that you’ll be unavailable to avoid updates forever, just as you’d have to accept an update when it appeared in a service pack on previous versions of Windows — assuming you wanted to upgrade to that service pack. Windows Won’t Have to Update Again After You Reset Your PCWhen you use the “PC Reset” feature found in Windows 10 to restore your PC, you won’t have to re-download every single Windows update that’s ever been released. Instead, the new PC Reset feature will give you a fresh, up-to-date Windows system. You won’t need to spend hours updating and rebooting over and over, which is a huge improvement from Windows 8’s Refresh and Reset features and the manufacturer-provided recovery partitions on Windows 10. Microsoft also likely plans on making more use of the “build” system going forward. While small security updates will arrive as individual updates, major upgrades to Windows 10 that include new features will likely arrive as “builds.” A Windows 10 PC can upgrade directly to a new build, which means that old cycle of downloading updates and rebooting four or five times to ensure you have all the old updates on an out-of-date PC won’t be necessary

Unless you feel very comfortable as a computer tech person, do not attempt what is listed in this article. Most tax accountants will do more harm to their system and network trying to upgrade. My recommendation is: 'Do not upgrade to anything higher than WIN7 Pro. "If it ain't broke, don't fix it." "A word to the wise is sufficient."

Not sure I understand your questions, but ATX creates the organizer in the prior year's software and populates it from that year, putting the prior year numbers in the appropriate column. Pretty much like every other software I've ever used... and I've used a few.

Yes

Tom, there is no step-up, and no recalculation of the GP % or other figures used to report the installment sale. The recipient "steps into the shoes" of the decedent and continues to report the installment sale in the same manner.

Wasn't there a cable company (Adelphia?) that the founders looted the company for personal items. High dollar artwork, yachts, houses, planes all on the books but used personally. If I remember correctly, the whole family was employed but few of them actually worked. Some one help me out on this one. Tom Newark, CA

Nor even by the standards then. Former presidents had done other things just as heinous, but got away with them because they had a majority in congress, or had the FBi cover up their deeds, which BTW NIxon tried, but was Unable to do.. Nixon didn't profit from Watergate and with his misguided loyalty ended up getting impeached. Had he had a majority in congress, as some of his predecessors did, there would not have been an impeachment. There were many dems that wanted to get even with Nixon for his senatorial campaign in 1950, where he defeated Helen Gahagen Douglas (Wife of Paul Douglas), The Claim was that he used the "red scare" to paint Douglas as por-communist. The fact is that she just was not a good speaker, candidate, and did not have the support of major dems, including Pres. Truman, who call her a pain in the butt. Even JFK supported Nixon in that election.