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Forewarn the client that if state filing is required, the IRS Wage & Income transcript does not capture the state withholding. The client will have to either contact the employer for a duplicate W2, contact the state for one (if your state provides that - mine does not) or a final paycheck stub with all the withholding details. Lynn

The Fire came in this morning and I have downloaded a preview of a book about Charlemagne. Looks like this will be a good purchase. Thanks to all for your input!

I just ran the NEVER 10 and when I did, I found over 1700 files for Win10. Last week I got the screen saying "Welcome to Windows 10", and I was able to decline it and return to Win 7. THANKS, Normal.

I do the same thing, but I suspect that once you've run Never10, installing those 'recommended' updates from windows won't actually do anything. But I'm always in the "better safe than sorry" camp.

I found this thread from 2009 and enjoyed reading it very much. Might be helpful somewhere along the line for someone. And like Tom said in the thread, "the fact that IRS has to work harder is not my issue."

The information for 2014 should be available from e-services. Just be sure to pull a Wage and Income transcript rather than a tax transcript. Or whatever they are called.

I agree that IRS originally most likely did not want an amended return, just a response, but since the taxpayer has been messing around with it herself for years (we know this because she's afraid to file 2013, 2014, and 2015), and I can amend a return faster than I can call and be on hold and explain and discuss and prepare an answer, preparing an amended return seems far easier to me. I believe they'll take it and eventually the situation will be resolved without further aggravation to me. And I'll be honest, aggravation to me is a consideration.

Don't forget to check out your library. I can borrow most any ebook I want for 3 weeks. I don't own it, but that does give me the incentive to read what I borrow, rather then buy a ton of books that I never get around to reading. And I can always buy it later if I decide I want to own it.

I love the sample book feature; I have avoided purchasing a load of turkeys that way and also took a chance on something out of my ordinary that turned out to be great. There are also lots of free books - but sometimes it's better to pay a small amount for a version with better e-formatting. I got Dante's "Divine Comedy" and opted for a paid version with reviews that lauded the formatting, as the reviews on the freebie version said navigating was hard due to the lack of e-formatting.

First I installed Never 10, which disabled the exe program. Second I installed the GWX Control Panel. Despite that, my system keeps prompting me to install an optional update "KB3123862" which according to the MS website prepares your computer to upgraded to to Win 10. So now before I install any MS updates of any kind I go to the MS website to see what it does.

Sorry for the late response--just saw this. Just to establish my credentials in this area: non-profits are the bulk of my biz. Depending on a) when the entity was organized and b ) if it plans to apply for exempt status), it might not have to file an 1120. To request IRS recognition of tax-exempt status a non-profit has to file Form 1023 (or Form 1024, depending on what type of exemption it is requesting). The filing deadline is the last day of the 27th month after it is legally formed (i.e., after its charter date). The filing fee is either $400 or $850, depending on the entity's expected level of income. Some entities qualify to file the super-simple Form 1023-EZ; its filing fee is a flat $400. If its 1023/1024 is approved it will receive what is called a determination letter (it's important they keep it in a safe place as they will likely be asked for copies of it by banks and various others in the future). In such cases, the determination letter will (almost always) state that the entity's exempt status is recognized retroactive to the date it was formed. If that is the case, no 1120 is required for those prior periods. On the other hand, if the IRS determines the entity does not qualify for exemption it will receive an adverse determination letter. In such cases, the entity must file an 1120 for prior (and future) periods. If your client's 1023/1024 filing deadline has not passed (and assuming it plans to file prior to the deadline) the IRS allows it to operate under the presumption of exemption if it reasonably expects routine approval of its 1023/1024. However, it is required to file the iteration of Form 990 appropriate to its circumstances during the interim period. Which flavor of Form 990 the entity files is dependent on what type of exempt organization it is and the level of its income and net assets. 990s are due by the 15th day of the fifth month after the entity's fiscal year ends (May 15 for calendar year filers). Failure to file Form 990 for three consecutive years results in the automatic revocation of exempt status. The only way to get it reinstated is to reapply (and pay a new filing fee). If the entity files Form 1023/1024 after the filing deadline it can still request recognition of its exempt status; however, if granted, such recognition will be retroactive only to the date the Form 1023/1024 is received by the IRS. In such cases, the entity must file an 1120 for prior periods. Hope this helps.

Or take a calculated guess at it. I have found that Massachusetts will NOT give out withholding information -- but if you put something reasonable down and file, hey presto like magic they find the un-findable info, correct the tax due or refund amount, and send a letter. Since we are a flat-tax state, I simply calculate 5.15% of the wages over the exemption. It ends up being remarkably close most of the time.

Using GWX and N10 has relieved me of all the work in tracking down these updates before updating. Abby Normal told us about one early on (I had it memorized but now don't need it) that I kept getting. Thanks for the extra free time.

I have never read the Divine Comedy entirely, in English or Italian, but Larry Niven and Jerry Pournelle did an excellent fantasy version of the story entitled Inferno. Nominated for both Hugo and Nebula awards in 1976, it is highly entertaining and borrows the geography of Dante's Hell. If you want something a bit lighter than the original, I highly recommend this book. i know we have some science fiction aficionados on this board.

Our leader recommended that we use the Mandelbaum translations which have the original Italian on one page, the English on the facing page. He often reads the Italian and explains some nuances that even the translator couldn't quite manage. I haven't a clue about the Italian, personally, but enjoy his reading of it. I commend you on this undertaking and wish you to get as much out of it as I am.

Catherine, my book group is just winding up "Divine Comedy" half way through Paradiso. We began in January and won't finish until next month. What an amazing book! Our leader has taught it in university several times and is just full of insights and thought provoking questions. It's such a challenging spiritual journey...

Thanks for the in-depth review. I would just add that as of July 1, if an organization qualifies to apply using the 1023EZ, the user fee has been reduced to $275.00. And it seems to me that I recall reading somewhere that if the gross receipt are less than $5000 per year, they do not have to file for approval but should file the 990N. In order to get set up to file the 990N, they would have to call and request registration for that purpose.

This forum is awesome once again and always. I almost forgot about my Surface 3 Pro, but got that handled yesterday. We really do live in our own little wonderful world.

My general procedure is to drown them in paperwork and assume I am explaining the situation to a 8th-grader who doesn't give a flip (make it simple, make it easy to agree with your position, give them all the backup they need if their supervisor asks questions). As a result, I have a high percentage of requests granted.

I agree 100% with Rita. If tax is owed on any year, an amended return can be filed.

I think I'd prepare an amended return if you can get a copy of her original 2011 and the letter showing how IRS adjusted her 2011 return. The deadline to claim a refund has passed, but you're not doing that. I don't think there is a deadline to correct an incorrect return. I would correct the IRS adjustment. I would do whatever I would have done if I had dealt with the situation on the original return. Meaning, complete the Schedule / Form IRS wants to see (is it Sch C?), enter the income amount reported on the 1099 (is it 1099-Misc, box 7?). Then, subtract the amount with an explanation. Obviously get a POA in the meantime. Sometimes it's all about the paperwork. Give them some paperwork. I realize answering the notice would have been the thing to do, but I'd just do the amended return at this point.

I love my (now ancient) Kindle Keyboard; wireless only. You can't beat the e-ink for reading even in bright light. It is *just* an e-reader; in theory it has a rudimentary browser in it but it is abysmally slow trying to do anything online. It does download books quickly. As it ages I have found the wireless gets flaky at times and forgets the password to our wireless network which I find annoying. I also wish there was an easier way (say, via the desktop application) to put books into collections. However, for reading I love it. You can still get them, and you can get the Kindle Unlimited which is like an online subscription library: read a book, return it, get another -- and unlimited means what it says. Then you have the option to purchase any book you want to keep, also to loan books you have purchased to others. They also have a discount program to buy paper copies of books you have on Kindle, should you wish. You can share Kindle books with all your electronic devices (computers, tablets, phones) should you wish. But Amazon retains ownership; once you are gone there is no library left behind for your family. That I don't like.