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The only thing I can think of is whether or not he really is itemizing, and how will she know when he isn't? At some point the mortgage may be paid off, and then will the real estate taxes, other taxes and other deductions continue to be enough for him to itemize?

Rabbit stew is delicious, as is squirrel. Uh, lamb fries, I'll pass tyvm.

http://www.slate.com/articles/life/food/2014/03/united_steaks_of_america_map_if_each_state_could_have_only_one_meat_what.html Delaware - scrapple. Yeah, you don't want to know. It could have been chicken. We have tons of chicken processed here downstate thanks to Perdue.

I'm very sorry for all of your losses. I, too, wish I could help.

Oh yes, I had one last year that showed up beet red in the face and with a high fever. I didn't let him through the door. Shoved the returns in an envelope and told him to call if he didn't understand anything. Lysol on the door knobs and the chair he started to touch and in the air.

I feel lucky! One of the few times I'm glad a client cancels is when they call and say they are turning back toward home because husband became ill on the way and actually had to stop at a gas station to throw up. The wife made a second great decision when she agreed to let me mail them the returns.

Agree 100% but these people don't want anything mailed. They want to pick them up, and that's why I'm going to suggest paper filing right from the start, to avoid the possibility of one or both of them rejecting.

I have 2 returns in right now with spouse's that passed during 2013. They both come from quite a distance and I'm contemplating recommending that they each paper file the returns. I'll leave the final decision up to them, but tell them that they could have this problem and might have to come back for a paper return.

I don't think this is anything new with ATX because it would happen in my returns prepared with ATX at least once or twice a season. I always assumed it was something on the keyboard that I was pressing since the 1040 form opens with the cursor on the field for the taxpayer's first name, would happen on other forms too, or sometimes I'd start to type in numbers there.

After being with ATX since the beginning, I switched to Drake last February and have found it to be very reliable and fast, much faster than ATX and especially the functions of creating and transmitting efiles. Drake produces reports when efiles are created and another report when transmitted that appear instantly on the user's screen. Did you get those? Drake also immediately shows those transmitted returns awaiting acks with a "P" for pending right in the Personal Client Manager screen. Did you see those? Are you sure you didn't click on "Ack Only" since it is located right below the send button? We have a few Drake users here and none have mentioned this problem. I have never had this happen and don't remember seeing any posts about this issue on the Drake forum either. Are you a current Drake user and on their forum, or are you with ATX now?

Found my answer in pub 969. For anyone else that's interested - Deducting an excess contribution in a later year. You may be able to deduct excess contributions for previous years that are still in your HSA. The excess contribution you can deduct for the current year is the lesser of the following two amounts. Your maximum HSA contribution limit for the year minus any amounts contributed to your HSA for the year. The total excess contributions in your HSA at the beginning of the year. Amounts contributed for the year include contributions by you, your employer, and any other person. They also include any qualified HSA funding distribution made to your HSA. Any excess contribution remaining at the end of a tax year is subject to the excise tax. See Form 5329.

Would someone please check me on this scenario below. Young single guy contributes too much to his HSA in 2012 by $587, properly reported on 2012 form 5329 and pays the little penalty. His HSA contribution limit for 2013 is $3,250. He makes no contributions into it and he has no unreimbursed medical expenses. Form 5329, line 42 shows the excess contrib from LY of $587 First question - lines 43 and 45 show $3,250? (the excess of CY contrib limit over contribs paid in to the HSA). Is this the correct entry? Then on form 8889, line 2 is blank or -0- because no CY contribs, the limit of $3,250 fills in the appropriate lines (3,5,6,8,and 12). Here's my second question - instructions for the 5329, line 43 say: Also include on your 2013 Form 8889, line 13, the smaller of: Form 5329, line 43, or The excess, if any, of Form 5329, line 42, over Form 5329, line 44. The excess of line 42 over 44 would be the $587. Does this person actually get to deduct the $587 in 2013 that is the 2012 excess contribution because he didn't make any contributions into his HSA for 2013?

Check the daugher's input again and make sure that box stayed checked. Last year in ATX, users would check that box and exit out of that form without moving to another field on that form, and that cause the checkmark in the box to not be there. Check the box and move to another field before exiting that screen.

Check your ending balances from last year with his opening balances. He could have changed some things from 2012 after he gave you the file, or could have inadvertently used 2012 when doing his entries early in the 2013 year. I have one client that, even with a closing date set or the warning about a transaction being more than 90 days in the past, will still proceed and enter things with the wrong dates so that they end up in the wrong year.

You would have a dissolution of the C corp. Here is a link to a very good article from the AICPA entitled "Now Is the Time - Converting a C Corporation to an S Corporation" that explains the issues: http://www.aicpa.org/publications/taxadviser/2012/august/pages/lynch_august2012.aspx The title makes it sound like it only covers C to S corps, but the pertinent discussion of C to LLC that would apply to your situation starts on page 6 of the file and in the document is labeled page 7 because the file created a blank page at the start that I deleted.

Does your printer allow adding effects like a watermark? Mine does if I click on Properties and then Effects. It allows me to put any watermark I want, and I can choose the font, its size, color, shading. If you can't do it in your printer's settings, possibly you have a pdf editor that allows those effects where you could print a set to a pdf and then add in any watermark you want.

So I made a pot of 100% non-decaf coffee this morning:

Latest post was 2/18, but he's been checking in periodically, last being 3/5. Perhaps his lack of participation is only that he is extremely busy.

^^ Yep, we were typing at the same time. It's the same for partnerships too.

Have you actually checked the math on the spreadsheet. Some people use excel like it is a word document, typing in the totals and not letting excel do the totals. Or maybe she missed some decimal points? I had one of those a couple of weeks ago where my client entered $101.94 for payment of his unemployment tax without the decimal point.

I miss his input too.

Frequently clients don't bring us the 1099Gs for the state refunds and we are held up waiting to get the EINs and addresses that would appear on the 1099Gs. I'd like to compile a listing of that information that anyone here could access to get on with their work. If you respond in this topic, I'll update this alphabetized list to incorporate your entries. I started with the 4 states filled in that I most commonly work with: Alabama #63-6000619 Alabama Department of Revenue, 50 Ripley Street, Mongomery, AL 36132-7410 Arizona #86-6004791 Arizona Dept of Revenue 1600 W Monroe Phoenix Az 85007 Arkansas #71-6006690 PO BOX 2981, LITTLE ROCK, AR 72203-2981 California - for inc tax refunds: #68-0204061 Franchise Tax Board, PO Box 942840, Sacramento, CA 94240-0010 California - for unemployment: #94-2650401 Employment Development Department, Unemployment Insurance Integrity and Accounting Division MIC 16A, PO Box 2408 Rancho Cordova, CA 95741-2408 California - Info for both the state refund and unemployment is available through the client's account at http://www.ftb.ca.gov/ Colorado #84-0644739 Colorado Department of Revenue, Denver CO 80261-0005 http://www.colorado.gov/cs/Satellite/Revenue/REVX/1176842266433 Connecticut - (CT does NOT mail) What's My 2013 1099-G Amount? updated link that allows simply to enter SSN without registering: http://www.ct.gov/drs/cwp/view.asp?a=1433&q=493900 Delaware - #51-6000279 State of Delaware, P O Box 8763, Wilmington, DE 19899 Georgia - 58-6002015 -Georgia Dept. of Revenue, 1800 Century Center Blvd., Atlanta, GA 30345 Hawaii - # 99-0277227 State of Hawaii, Department of Taxation, PO BOX 259, Honolulu, HI 96809-0259 Idaho #82-0418478 Idaho State Tax Commission PO Box 36 Boise ID 83722-0410 Illinois http://tax.illinois.gov/#t=tab1&panel1-1 For Illinois inc tax retunds - #37-6002057. P.O. Box 19044, Springfield, IL 62794-9044 For Illinois Department of Employment Security - #36-3042127. P.O. Box 802551, Chicago, IL 60680-2551 Indiana- #35-6000158 INDIANA DEPARTMENT OF WORKFORCE DEVELOPMENT, 10 SENATE AVE, INDIANAPOLIS, IN 46204-2277 Iowa # 42-6004574 Iowa Department of Revenue, Compliance Services - Individual, PO Box 10456, Des Moines, IA 50306-0456 Kansas #48-1124839 Kansas Department of Revenue, Robert Docking State Office Building,915 SW Harrison Street, Topeka, KS 66612 Kansas City, MO - #44-6000201 The City of Kansas City, MO, 414 East 12th Street, Kansas City, MO 64106 Kentucky - #61-0600439 Kentucky Department of Revenue Louisiana - #72-6000805; LA Dept of Revenue, P O Box 3440, Baton Rouge LA 70821 Maine Maryland - # 52-6002033 State of Maryland, Comptroller of Maryland, 110 Carroll Street, Annapolis, MD 21411-0001 Massachusetts MassDOR #04-6002284 same # for MassDUA http://www.mass.gov/dor/ Michigan - #38-6000134 Michigan Dept of Treas, PO Box 30757 Lansing, MI 48909 Minnesota Minnesota #9000001, Mn. Revenue, 658 Cedar St., St. Paul, Mn. 55155, Fed ID: #41-6007162 Mississippi - MS Dept of Revenue = 64-6000832 , MS Dept of Employment Security = 64-6000765 Missouri #43-1283723 Missouri Department of Revenue, P O Box 2200, Jefferson City, MO 65105 Montana Nebraska For income taxes - #47-0491233 State of Nebraska, Department of Revenue, P.O. Box 94818, Lincoln, NE 68509-4818 For Unemployment - #36-3045902 Nebraska Department of Labor, 550 South Sixteenth Street, P.O. Box 94600, Lincoln, NE 68509-4600 New Hampshire New Jersey - #21-6000928 State of New Jersey, Division of Taxation, P O Box 019, Trenton, NJ 08695-0019 https://www1.state.nj.us/TYTR_Saver/jsp/TGI_1099/NJ1099Login.jsp /// New Jersey - #22-2488181 New Jersey Department of Labor, Unemployment Insurance, P O Box 916, Trenton NJ 08625-0916 New Mexico New York - (NY does not mail 1099G) available online at: https://www8.tax.ny.gov/PIGI/pigiHome refunds: #14-6013200, New York State Dept. of Taxation and Finance, WA Harriman Campus, Albany, NY 12227 unemployment: #27-0293117, NYS Dept. of Labor, Payment Unit, Bldg 12, POB 621, Albany, NY 12201 North Carolina - #56-1611838 NC Dept of Revenue, PO Box 25000, Raleigh NC 27640 North Dakota - #45-0309764 State of North Dakota 600 E Boulevard Ave Bismark ND 58505-0599 Ohio - # 31-6402047 State of Ohio, Department of Taxation, PO BOX 2476 , COLUMBUS, OH 43216-2476 Oklahoma - # 73-6017987 Oregon - # 93-6001960 Pennsylvania - # 23-6003112 State of Pennsylvania, P O Box 280508, Harrisburg, PA 17128-0508. 1099Gs no longer mailed, avail online: http://www.revenue.state.pa.us/portal/server.pt/community/1099-g_information___access/20636, Rhode Island - #05-6000522 State of Rhode Island and Providence Plantations, Division of Taxation, One Capital Hill, Providence RI 02908-5800 South Carolina #45-3695561 State of South Carolina, Dept of Revenue, PO Box 125, Columbia, SC 29214 Tennessee Texas #74-2764775, Texas Workforce Commission, 101 E 15th Street, Austin, TX 78778-0001 Utah - # 87-6000545 Vermont (as provided by a Guest): EIN 03-0350860 , 133 State Street, Montpelier, VT 05633 Virginia For tax refunds: #54-6001734 Department of Taxation, PO Box 1115, Richmond, VA 23218-1115 Virginia For unemployment comp: #54-6001795 Commonwealth of Virginia, Virginia Employment Commission, PO Box 2249, Richmond, VA 23218-2249 West Virginia - # 55-6000816, WV State Tax Dept, P OBox 2389, Charleston WV 25328 Wisconsin #39-6006491 1099G available online at: http://www.dor.state.wi.us/eserv/Form1099G/index.html

I posted over on the Drake forum to see if anyone there can provide HI and WI for you.

I agree with jasdlm on this one. MAS, you didn't say how much the distribution was, but since it wasn't a direct trustee-to-trustee transfer, then what she really has is a taxable distribution and a contribution into an IRA caused by an improper rollover, and she could possibly even have an excess contribution that is subject to the 6% penalty.

I'm going to have a forced break starting in about an hour. My BFF is coming over to have her return prepared while she goes over to town to pick up some supplements for her horse. This is the one return I do as a waiter. I only see my BFF about twice a year now and told her no time for a visit. That means she'll only stay about 2 hours. I think I'll go make some chocolate muffins and put on a fresh pot of coffee for us.