jasdlm

That has happened to me before. I had to shut the software down completely, reopen it, and re-pdf the return. It was not empty after that. It has happened more than once.

Client has a property in MA that she can't sell. Received $6337 in net rent. I can't get the MA 1 NR/PY to make any sense. Have added MA Sch NTS L NR. Can't use R/NR (I don't think) because she wasn't a resident at all during 2008. The calculation is coming out to $261 5.3% tax due on page 3, but then nothing shows on line 51 on page 4 and the voucher says $0. What am I doing wrong? Thanks.

Thanks, Tom. Going to try it now.

Thanks, KC. I couldn't figure out how to do that, but I finally did. I have some real 'delayed brain' issues going on.

One sales transaction, long-term. $2,142 loss. $100 wash sale. I can't figure out how to input the partial wash sale. Aaargh. If anyone can help me out of my stupor, I would really appreciate it.

Thanks for the info, Margaret. I'm afraid I came along after "The Cisco Kid". This is the first I've heard of him.

Thanks, KC. I thought I was crazy. I have all my old CDs, and I do have a new computer this year. I'll try to find it. Thanks again.

Thanks, Mel! Lion and KC, what in the world are you two talking about?

Devm - That just might work. Thanks so much.

I can't figure out how to select the pdfFactory as my printer. The only option it gives me (when I use change printer) is adobe pdf. This lets me choose k1, but it is k1s for all the partners insead of just 1 partners k1. Aaargh!

I'm not as sophisticated as KC. I stack up returns and pay a college student $8/hour to copy (yes, backup docs also), assemble return, etc. She is fast and efficient. It's worth it to me. I also have needed to refer to that backup more than once when clients have questions down the road. I have a colleague who scans the way KC does, and he swears by it, but I'm not that sophisticated yet.

1065 - 4 partners. I want to email K1's individually. I can't figure out how to pdf just 1 K1 (as opposed to all 4 in one file). Any ideas? Thanks.

Taxbilly, you are amazing! I think you should offer to help those of us who are less fortunate . My Aunt & Uncle live in Merritt Island. We're headed down there the end of May to see them and take my 3 year old to the House of Mouse.

Thanks to all of you. 5 years it is.

I assume 2 'Cisco Switches' that cost $5,399.99 each are computer gadgets? Thanks to anyone who can help.

This is the first year I feel like I might not be able to get it all done. Anyone else in that boat? I'm always tired now, but I feel like I have more than ever before. Aaargh.

Thanks, KC. I really appreciate that.

Client is away for the academic year doing a fellowship at another University. Client is receiving salary from the University he is visiting. He and his family moved to a different state for the academic year, rented their home here, etc. He sent me an article entitled 'Tax Planning for Professorial Sabbaticals' by Hulen, Kenny and Christensen. Basically, article talks about deducting living expenses for being on temporary assignment. University 1 did not require client to go, but of course, it is good for promotion and tenure, etc., so definitely furthers his business purpose. He is basically on unpaid leave from University 1. It seems like a deduction in this case for housing and meals (which taxpayer wants to take) would really be a windfall. It will also happen next year given that the academic year spans two tax years. Obviously, I want to take this deduction for the client if it is legitimate. I guess I'm having a hard time seeing this as a 'temporary assignment' rather than a choice to work in another State for a year. Please advise.

Professional Bull Riding . . . 24 April at the Qwest Center in Omaha. Well worth the 3 hour drive. I can't wait. (I'm a spectator, of course.)

Client called yesterday to say he was going to be out of town the second week of April and he was concerned. He didn't mind being on extension, but he wanted to make sure that he paid in enough not to owe a penalty. Me: (after a pause, because I'm thinking I've totally lost my mind) "Well, are you going to drop your stuff by?" Him: "You haven't asked for it yet." Me: (again, after a pause, because I'm totally speechless) "I'm sorry." Him: "That's okay. I know you've been busy." This is a true story.

Was the deed by any chance a transfer on death deed?

No Kansas early withdrawal penalty.

Okay . . . maybe I'm having a brain collapse. I would say that the 401(k) income is Kansas income (I assume it was from some sort of portable mutual fund based stock account). I would not consider it California source income. I usually think of 401(k)/IRA income as taxable in the State where the recipient lives when the withdrawal is taken. Somebody please straighten me out, here.

What type of retirement plan is the 1099 from?

Hello again. You only need to complete line 18 if your client owes compensating use tax (purchased items from outside the state on which he/she did not pay sales tax). Not sure how old your client is . . . KS also gives an adjustment to FAGI for Qualified LTC insurance premiums. SS is exempt up to a certain income level (software calculates automatically if you are using ATX . . . modification to AGI shown on schedule S, page 1)