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If you are scanning docs in, you may find that it's easier to enlarge on your screen.

I'm in CT but have NY commuters, so I subscribe to NYS e-newsletters, check the NYS website, belong to the NY/CT-ATP which has state updates during our 2-day December seminar as well as lots of networking with NYS colleagues during each dinner meeting and seminar, subscribe to CCH's e-newsletters including their State Tax Review and Tracker News - State Tax News, and read everything I can, not to mention having NY colleagues that I can question when needed. I already had copies of both DLs from my Singapore couple (US citizens) with a NYS rental two months ago. This wasn't a big surprise. For 2015 taxes, I had to get DLs from my VA (? one of those southern states) clients. I started warning my northern clients last year that DL information might be a state or even federal requirement in the near future. We knew this was coming. NYS isn't the only state requiring DL information for 2016. Expect even more next year. As an EA, I do NOT receive CEs for state education toward my license renewal or even for NAEA membership, but I consider state education very important to my career so take courses re CT, NY, PA, MA, multi-state returns, etc.

I thought it was just me!

Every time is see this thread I see 1098 Tissue

Correction - it appears that even the 3468 isn't attached to the S corp return in certain circumstances. From the 3468 instructions: Also see the section that follows that entitled "Shareholders of S Corporations, Partners of Partnerships, and Beneficiaries of Estates and Trusts" on the second page of the 3468's instructions for the details required to be provided to the shareholder if this is the case for the return you are working on.

Just a bit of info that may help. The IRS only looks at the first four characters of the last name. So, if you have a hyphenated name try shrinking that name down to the first four characters of what would seem to be the last name. This situation is true for a lot of Hispanic folks. JMHO.

Proving my point that the main effect of new rules & regulations is merely to change the details on how to get around them....

I downloaded the free program callled MouseJiggle (56KB size on computer after installation) in December and have been using it to defeat the annoying 30 minute log-off rule that IRS has imposed on all tax software distributors. It works great and has no adverse effects on startup time, computer stability, etc. What it does is constantly move the mouse pointer about 1/16 inch back and forth on a 45 degree diagonal, which does not greatly affect mouse usage even if the program is left on 24/7. Last night I left my 2016 tax program (ProSeries) open with a client loaded and left MouseJiggle open also. This morning the tax return was still open and I had not been logged off. I assume it will also work in all of the other tax software. I won't be running the program 24/7, but I do intend to run it during the hours I would be working on returns and not have to worry about breaking for meals, tc and getting shut down.

Client sold a piece of land with a house and a store to the state of TN for a new road. she had been in negotiation with the state for almost three years for the price. During that time, she spent over $20,000 on the house to "Increase the market value, so they would pay more" They finally settled in 2016. They did not pay any more than first offered. so during that time, she put on a new roof, new carpeting, $7,000 carpentry... all for a house that will be torn down? She and her brother had inherited the property from Daddy in 1984. Of course, she has no records of value of any of it back then. (she is working on it) Brother gave her his half some years back when he was going through a divorce. So now she gets to pay tax on the entire gain (she is already in the 35% tax bracket before this) and then she will gift him his half of the proceeds. Family had lived in the house off an on over the years. No one was living in it at the time, so no real need to keep the house inhabitable... Yikes! Why didn't she just sell it to TN when they first asked instead of putting all of that money and time into it!!! Rant over....

Well, she got to dream about the anticipated big payday for 3 years. Not much different than spending $2,650/ year on lottery tickets, and roughly just as sensible.

This has been the biggest benefit of scanning records first and entering from the scan. Even W2s can have tiny bold-faced numbers that are hard to read. I'm always zoomed in. I can also keep the lights in my office lower.

AZ sent out 2015 1099G forms showing 2014 tax refund information to taxpayers. They caught the error before submitting the 1099G forms to the IRS. AZ Is mailing corrected 1099G forms out this week.

Yep! I have a client who moved to Arizona 2 years ago who sent me his stuff and actually questioned it, but before I could get back to him he called me. I guess it was all over the news. I am so impressed that he would catch it!

I roll over as they come in too, and I also use my tax program to track progress like others here do. I do still have a master spreadsheet for all clients' work and ones by month that I still use to indicate projects' final completion dates.

We stopped using our spreadsheet and just use ATX. We assign sequential client number as they come in and sort on that column. Also have three user defined columns: Date In, Date Done, Year End.

Catherine, you are positively correct on that observation! The idea that they are "educational institutions" intimidates them to the point to where they get what they want...how in the world are they to argue or disagree with them without the educated beings making them look like the people they really are (not that bright)?

Is there anything on the K-1 line 13? Code P perhaps that would have the details on a supplemental schedule? I think Margaret is correct that the 3800 isn't used for an S corp, only the 3468.

I haven't done S-corps for a while but Form 3800 is in the 1040 program. Is 3468 the entity level form which then flows through to the shareholder with data going to the individual's 3800? Check the K-1 to see if the data from 3468 has gone there - or wait until someone here who is current replies.

I wouldn't worry too much about IRS throwing together a stop-gap measure to nix this fix. Last year I was looking at IRS' TIGTA website and came across a comments section where people sent in suggestions to improve operations. An IRS employee replied to one that her idea was very good, but to be patient since the average time between submission, review, acceptance, and implementation was currently two years.

When I used ATX I did something similar for every DE client that had credit for taxes paid to other states. ATX never got to the correct credit without overriding, so I'd link the lines for those overrides to the appropriate lines on the other states' returns in case there was a subsequent change to the returns, I wouldn't have to manually recalculate those credits again, it was automatic.

Agree with Jack. The IRS computer takes info from the SSA computer, so your client has to start with the SSA to discover the mismatch between what the SS card says and what the computer stores. Only after the SSA updates information can you really start with the IRS. Paper file. Are you sure your client didn't have a name change? Did you e-file them last year? Do they have one of those ID theft PINs?

Nope. Long and arduous path to get this corrected. It will take months and lots of documents being sent. This is a very strange situation to me. I have never seen the Service have the wrong number. Be certain of the source of all your information, lest you have egg on your face.

I don't think you have to worry. They won't be back. And you are right.

Bahahahahahaha. That may be the same calendar that my guy who left a message yesterday uses: "I had health insurance for four months, so only three are unaccounted for." I hope schools here start doing that. The school refused for my guy who "can prove they live with me, no problem." Of course, there is no telling what he told them when he asked for it. LOL. "Hey, can you swear to IRS that I'm entitled to that there unearned income tax thingy? The penalty is only $510 times three." Uh, no.

SWEET. Please don't post this on the other ATX board. I don't want ATX to know about it. They might pass the info on to the IRS. Tom Newark, CA