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Longish wait but more likely you'll talk to someone with a clue. Only if you are looking for an excuse to tear your hair out. Or give a @RitaB style hug to the know-nothing drone who answers, IF you get answered and not cut off.

No, but I have a workaround. Append the name of the current file to include "ext only" Rollover the 2014 return and use it to complete and e-file. I have done it several times.

TAX HUMOR Tax Quotes I'm proud to be paying taxes in the United States. The only thing is, I could be just as proud for half the money. - Arthur Godfrey The trouble with the profession of tax collecting is that 90% of its members give the rest a bad name. - anonymous Day in and day out, your tax accountant can make or lose you more money than any single person in your life, with the possible exception of your kids. - Harvey Mackay What's the difference between a tax auditor and a rottweiler? A rottweiler eventually lets go. - anonymous What is the difference between a taxidermist and a tax collector? The taxidermist takes only your skin. -- Mark Twain People who complain about paying their income tax can be divided into two types: men and women. - anonymous If Patrick Henry thought that taxation without representation was bad, he should see how bad it is with representation.- Farmer's Almanac For every tax problem there is a solution which is straightforward, uncomplicated-and wrong. - anonymous The art of taxation consists in so plucking the goose as to obtain the largest possible amount of feathers, with the smallest possible amount of hissing. - Jean-Baptiste Colbert Why does a slight tax increase cost you two hundred dollars and a substantial tax cut save you thirty cents? - Peg Bracken The Taxpayer's prayer: Oh Mighty Internal Revenue Service, who turneth the labor of man to ashes, we thank thee for the multitude of thy forms which thou hast set before us and for the infinite confusion of thy commandments, which mulitplyth the fortunes of lawyer and accountant alike. - Russell Baker I owe the government $3,400 in taxes. So I sent them two hammers and a toilet seat. - Michael McShane Unquestionably, there is progress. The average American now pays out twice as much in taxes as he formerly got in wages. - Henry Louis Mencken (1880-1956) How can you tell when a tax auditor is trying to trap you into a confession? Answer: When his lips are moving. - anonymous The hardest thing in the world to understand is the income tax. -Albert Einstein The Government that robs Peter to pay Paul can always depend upon the support of Paul. -George Bernard Shaw Copied from the OSEA Newsletter

When in doubt, hug it out.

Thank you. Those are tedious worksheets.

I think that I like Rita's line better, hugs are for measuring for the size of the hole you need in the back pasture. Tom Newark, CA

It's my understanding that the RRB computer system like SS's is tied in with the IRS', that's probably how RRB picked up the 1099 before filing. Depending on Casey Jones' circumstances, ie. disability pension, early retirement, early age there is probably a reason why they will adjust retirement benefit for 2015 due to the income, possibly over a certain limit.

Thanks, Lion. Daughter has no additional investments to sell and has nearly exhausted savings which led to the sale of stock in 2015. I am certain that future will always be dependent on mother. Her SSI is fairly low and not taxable. She will have no taxable income in the future to offset the remaining losses. In 2015 she had about $1800 in dividends but that will be zero in the future as there are no holdings to provide divs. I am aware of payments directly to health care providers which mother has done and does take as deduction. Yes, getting advice before acting is a good thing but their previous preparer (who may not have been much help anyway), suddenly retired in January so they came to me - after the fact. Now if only someone could help with the Bermuda investment mother inherited from her mother.....What a mess! Forms 926 and 8621 all for less than $3 income! She claims she can't sell it as she keeps getting the runaround from her advisor. Sheesh!

Daughter can preserve her carryover losses while filing as a dependent. If daughter paid more than half her own support, she is not a dependent child. If mother did not pay more than half her daughter's support (plus meeting other qualifications), then daughter is not a dependent relative. Redo the worksheet next year to test. And, if mother is paying anything for daughter, have it be medical expenses directly to the healthcare providers so mother can deduct even when she does not have the dependency. Get mother/daughter to call you before selling daughter's investments, so you can calculate how much to sell in a year to preserve the dependency deduction -- if that is the goal. Or to pay the least tax for the two of them -- if that is the goal. Remind them that you could have helped them BEFORE they made financial moves but that options are much more limited afterwards.

Glad my software does the math and iterations, but going through them line by line to make sure.... By the way, discovered sometime along the way, the box for full-year healthcare coverage unchecked itself so changed some things. Fixing that helped the outcome.

Is the $47,000+ that daughter spent on her own support all in one year, and is it more than half her support for the year(s) in which she spent it? You may have to fill out a support worksheet with them. Probably want to, to keep in your files no matter which way it works out. (Here in pricey Fairfield County, CT, especially with any medical costs for the daughter paid by the mother, $47,000+ could well be less than half the support.) Even if daughter is not dependent for a year or more, mother can deduct medical payments mother makes to healthcare providers on daughter's behalf, yes?

Extremely tedious IMO

..............FuNnY.......

http://s893.photobucket.com/user/Aglaiacallia/media/tumblr_loep3yHDhU1qb5odro1_500.gif.html

Step 2b is the most crucial to follow - yet the most tempting to succumb to.

I wish there was an artificial intelligence that I could ask tax questions.