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Install software and download the authenticator app. Open the authenticator and use it to scan the QR. It should provide a code to pair it to your software as part of the setup. Once it is set up, you will log in and also open the authenticator app on your phone. A code will appear in the app that you enter in the software. That code is good for 30 secs and then expires. If you miss that time cutoff, you enter the new code that appears. These apps don't text you a code, it just appears in the app when you open it.

You are having trouble with setup or something else? Which authenticator?

To add: with my program I have an admin log-in as well as a user log-in, and I have a separate authenticator for each, and for each year too. I think those could be on separate phones, and that's why I asked about how many users your license allows.

I have Google authenticator for Drake. Reading the QR code is a one-time setup, and afaik, it links that particular phone to the user's log in. Does your ATX license allow more than one user log in? If so, it should allow more than one authenticator, but not being an ATX user can't be 100% sure. This isn't new to this year. Can you check last year's user manual?

It conjured the memory of that Twilight Zone episode "To Serve Man."

More information is needed to answer that: Who ran it wouldn't govern for estate purposes. Was it titled solely in husband's name for 100% of its inclusion in his estate, or 50-50 with spouse? Community property state?

I did not overindulge this time! Have a nice long weekend, and safety to those of you that will be traveling.

The information for compliance and reporting is clearly laid out with easily understandable explanations on the Alabama Dept of Revenue's site. Start here with the rules for Jan 1, 2024 through Sept.30, 2024: https://www.revenue.alabama.gov/individual-corporate/overtime-exemption/ And for the amended version from Oct 1, 2024 through June 30,.2025: https://www.revenue.alabama.gov/individual-corporate/overtime-pay-exemption-amended/

Answer 3, sort of: This answer may differ in community property states. I'm not in one or near one, so won't provide that here. In equitable distribution states- Decedent's share of property that is inherited gets stepped up, existing accumulated depreciation is wiped out, and depreciable life starts over at 27.5 years residential, or the 39 years for commercial. This also means there is no recapture. For the 50% portion of the property that already belonged to the survivor, that basis remains intact as does the 50% share of depreciation and its remaining depreciable life. This means that the overall depreciation of the entire property is calculated in two halves. It's like having two separate assets to depreciate. Other things about this situation: If the property has carryover losses, both halves are available for use in the year of death. In subsequent years, only the surviving party's share of the loss carryover will remain. In other words, the decedent's 50% share of the loss carryover dies with the death, but is available for use in the year of death, the same as how capital loss carryovers work for a married couple.

This is exactly what drew my attention where this newer member would regurgitate the OP question and facts, and then incorporate an answer. It seemed weird and robotic because the tone here and on many forums these days is more casual and conversational.

The IRS is required to process an original return filed by the taxpayer even after it's created an SFR. Here's some other information on SFRs that you may find useful: https://www.thetaxadviser.com/issues/2023/apr/is-a-substitute-for-return-a-return-understanding-the-statute-of-limitation-for-credits-and-refunds.html

One of our newer members may be doing this because wording of responses seems odd.

No, agree with Catherine, and it isn't something my clientele would ask for or need. Heck, some of them don't trust direct deposit and want to wait for that check in the mail.

I'm a C corp and filed mine last month. It was very easy and quick.

The cost of new preparer amending may not be all that different if the old preparer adds an "aggravation" fee to the bill. Also, this person shouldn't expect the former preparer's fees to be in the same range as it was before because all of our costs and pricing have increased since he left.

I agree with Lee and Marilyn. As a general rule, I almost never want to work with a former client again because one or both of us were unhappy enough to terminate the relationship. Of course, these decisions depend on the circumstances and what may have changed in the meantime. I would weigh all of that and also consider what the amendment involves and why this person's new preparer is declining to prepare the amendment.

In the event of prolonged internet outages, banks, credit unions, and investment houses may not be able to access information systems, investors accounts, or be able to transact business. That is something you should probably ask of your CU.

Vanguard's MMA currently has a yield of 4.66%

If she is executor or trustee, isn't she required to administer those entities and satisfy any debts, including tax debts, of the estate before any inheritance payouts? The last thing she would want to happen is to have IRS create a SFR later on and come knocking.

Please revisit Patrick Michael's explanation above and complete a support worksheet. "Support" includes items not paid or having a direct association with the mother's bills so you can't just add up some bills that were paid. The FMV of housing is one such example, and the support worksheet will guide you in its calculation and allocation to the mother because the number of people n the household are factored in.

Support worksheet from Pub 501, page 14 should help you. Sorry, I tried to post with an attachment but the forum wouldn't accept the pdf. Support Worksheet from pub 501.pdf Link to pub 501. The support worksheet is in it. https://www.irs.gov/forms-pubs/about-publication-501

FAQs from FINCen's site has a FAQs page that is extensive. Section C answers who must file https://www.fincen.gov/boi-faqs#C_1

I'd already come to the same conclusions as Dan. Whoever the seller is, the heir or the estate, will have a small loss from the house sale when selling expenses are factored in. Either way, at this point I'm out of the picture unless engaged to prepare a 1041 for the estate. The heir and wife have never been my clients and I intend to keep it that way.