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Margaret, I will pay the $5; just was venting my frustration that they waited 2-1/2 years to bring it to my attention. Credit charge failures occur for me at least once a year (if not more often) due to generally an annual problem with someone trying to hack my credit card account. It is a chore to change the automatic debit arrangements when that happens. Thanks for your reply.

Based on your post, I would, yes. I tend to go with "work" being subject to self-employment tax, even if it's a one-time event. I believe "other income" is, well, income from something other than work, like a prize or debt cancellation. Lots of tax pros better than me would never subject income to SE tax for a one-time activity, like that week of hanging vinyl siding for the general contractor, but this is not that. Shoot, the real experts think practically nothing is subject to SE tax, Schedule SE should be seen less frequently than a Unicom, and I should just hang it up. I would of course ask him to provide legitimate expenses. I assume he has some if he's not looking to make a profit. Or do you mean he would do this work even if not compensated? I guess my answer is the same, either way.

My family used to make the rounds of all the relatives in winter/spring. Saturday with X, Sunday with Y, kids would play, moms would yak - and my dad and the other dad would get the taxes done. Dad would bring along the 30-pound solid iron adding machine - probably a Burroughs Portable, with the side-handle. I remember the adding machines where multiplication was sequential adding, and having to keep careful count! Also remember doing returns by hand when I first started out. I have always taught assistants on paper; as far as I'm concerned, they are not qualified to touch the software until they understand how the information flows from schedule to form.

I have a 1942 federal form, filled in - with Liberty Bond receipts attached! It was in my mother in law's files; my husband saved it for me. Gotta have it framed.

Did you "zoom" into the meeting since you could not attend in person?

First year doing taxes, 1979 tax season for 1978 tax year. Firm was top 10, just outside big 8. We used the IRS provided paper forms that were so flimsy, you ended up erasing holes in the paper, and had to use white tape to fill the holes. Reviewers used blue lead for tick marks because blue doesn't show on a photocopy. And, because I was the new guy, I got the 20 lbs adding machine. Smoking was common in the office. There was a blizzard that tax year. I lived 35 miles west of the office, and when I woke up, my tires were already buried, so I called and said I would not be in. It was a Monday and they always had a one hour staff meeting to start the week... in a windowless conference room. It was only flurries when the meeting started but when the meeting ended, there was so much snow, some people got stuck going home.

Health Insurance, Dental Insurance, Long Term care Insurance & all Medicare premiums. (Pub 535 )

Was that his only income with no other employer offering insurance through employment? If so, then yes. He is self employed and gets the deduction.

Thank you for making realize how fortunate I am that my practice is primarily small business write up, payroll and business entity tax preparation.. I just counted and I only have 6 non business 1040s that I do and 3 of those used to be business returns. Truly, I have not had a single one of these calls. Now I feel like I am sitting underneath a Double Rainbow !

I too am thankful for the new 15 July deadline, because my tax preparation is no where near what it would be by a normal 15 April. I'm still going to have lots of extensions. I love the clients who call to ask if I filed their returns yet when I'm waiting on them to give me the list of information needed that I emailed two weeks ago. No, when you give me your W-2 and NY driver's license and answer the virtual currency question and give me details on the $6,000 you gave to charity and confirm your banking information and..., I'll complete your returns and send them to you for signatures.

If her parents do not claim the student as a dependent, the student can claim the AOL but NOT the refundable part (also would NOT claim her own exemption when her parents qualify to claim her but do not). If the student qualifies to claim her own exemption (pays more than 50% of her own support, etc.) then she can use all the AOC including the refundable part when she claims her own exemption.