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Marilyn, have her do the examples/homework on paper forms, preferably before prepping on any software, to see and feel the flow. As you say, once she understands the tax principles, the software is just another tool.

Been there, done that. Should be no problem. You'll be able to teach TaxWise by your second season.

To Jack and mcb, the difference may be that one location is a company store and the other a franchise store.

I think anyone can take the HRB course if they pay for it. They then hire the ones that do the best in the course.

The HRB software is their own proprietary software, so differs from all others. People are often most comfortable on their first software. So, if you have been using ATX, then using Taxwise will be a new experience but shouldn't created much confusion back in your office with ATX. And, if your assistant is already knowledgeable in ATX, then using HRB's software during a course shouldn't make her less efficient back at your office with ATX. However, if going back and forth, I'm sure there will be some confusion, sometimes on autopilot reaching for a Save key in a different place or trying to go to a worksheet that's in the "other" software. I have trouble going from my keyboard to my laptop to a client's desktop where the "reach" is different to reach a function key or whatever.

I'd only add that if the tenants are using a portion of the land for their livestock, I'd include that portion with the house on the rental expenses.

I doubt if there could be any MORE detail, Easy, but it certainly should take care of getting rid of EITC 'shoppers' .

Yes, that's what I would do, Deb. I use the county property tax appraisal to allocate basis, property tax, and interest. For example, if 2/3 of the total appraisal is assigned to land, I'd allocate 2/3 of those three to land. I frequently have farmers wanting to write off all their property tax on Sch F. I think it's called the Whole Ball of Wax Method - House and All. I look up the county property tax data and allocate the appropriate fraction to farm use. I think it's as good a way as any most of the time.

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Income retains the same character to the beneficiary as it would have been to the deceased. Worker's comp would not be taxable to the parent and therefore is not taxable to whomever receives it.