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Well, I haven't had my say completely so I'm going to waste a little more of my time and answer SCL again. SCL, you don't get to question KC here. She is the moderator that Eric chose at the very inception of this forum to lead the group, and she is a big part of why many people stay. Eric recognized that she is a kind, generous, and level headed person, and a knowledgeable professional willing to help anyone here that is in need. She has shown that time and time again, including during the extended periods of personal struggle first with her husband's illness and passing and then with her own medical issues, that she is here for us any time one of us asks. Some of the newer folks may not have been aware of some of that, but that proves that there is no one more dedicated to this forum than KC has been and continues to be. I have personally benefited from her advice when no one else had answered, and she also patiently answered me during a time when we were actively disagreeing on issues. To me, that exemplifies the kind and generous person that she is, that she can put personal feelings aside to help a fellow practitioner. KC and a handful of others, and of course Eric, are the core group that holds this forum together year round that have my respect and my thanks. You joined a few days after the forum was created too, so this information shouldn't be anything new to you. I do wonder why anyone would continue to come here for years when one finds the slant or tone of this forum to be so distasteful, and since that is clearly the case with you, I really wish you would leave. We don't need your continual antagonistic posts that add nothing of value.

You should apply for an EIN so you can file form 1041 and report this income properly and allocate the withholding to your client. That is how the IRS will have a trail of the withholding from the 1099R that was issued, and then that withholding will be shown on the K-1 in your client's name that then can be properly claimed on the 1040 individual return. This form 1041 will probably be the first and final return. If you don't have the EIN by 4/15, file the form 1041 with "applied for" in that block.

Yes, I agree with you. No moving expense.

Your latest post "ATX issues" says a lot though about wasted time during the busiest part of the year. The one-time conversion might take some doing, but how much aggravation would it have saved you, and how much more productive would you have been when it mattered most? I could use a vacation about now. For a fee, I'll come down to GA (?) and do your conversions. Will you renew with ATX for next year too?

I "like" all the posts. You are all making me feel better. Yes, we all make stupid mistakes because we are human and are overworked. My former boss said if we never make a mistake, we aren't working fast enough. Make too many, we are working too fast. Like the 3 little bears, find the consistent speed that is right for you. I don't know of my mistakes yet. Something will surely make itself known in the next month or so.

None here. I've never asked.

OK, that actually made me laugh out loud. That is really dense! Still laughing....

SCL, no one was talking about politics in this thread until YOU brought it up. When purely political posts are made here in general chat, or when topics here turn into political discussions, they are being moved. KC posted this in general chat for the humanitarian aspects of the case and it was clearly marked N/T. If you don't like that, feel free to skip over it, but please stop your personal attacks on KC. They are not welcome here. Anyone care to get back to the topic of Justine Pelletier?

I had one picked up today that had a Roth open for more than 5 years, 1099R came through with "T" also. Cambridge Investments. My husband had one last year from Vanguard that was reported correctly with code "Q". Account had been open about 15 years.

See Old Jack's answer's from this topic:

The family resemblance is very strong.

First call of the day - TP exercised a stock option that added $107K to his W-2 and has AGI of about $430K. This couple owes $13K with the return and he can't understand it or that the company only withheld 25%. He's in the 33% bracket, hitting the AMT, exemptions completely phased out, Sch A deductions are limited.... He's going to dig through his pay stubs this weekend to figure out what went wrong.

'?do=embed' frameborder='0' data-embedContent>> In that topic, Tom said "Have you gone into the Sch E and clicked on the box for "Complete Disposition of a Passive Activity"? I think that is your problem. It is a two step process to dispose of a rental activity in ATX. You have to do the sale in the Asset Entry form and then click the box on the Sch. E."

There's a worksheet for line 17 of the NJ1040.

The average tax rate on the ATX Tax Summary sheet was nothing more than simple division as far as what I saw in past years. That page takes the total tax and divides it by the taxable income to arrive at the figure shown as the average tax rate.

No, Tom. It's a case where parents have 2 daughters that have a rare disease and they took the younger one to a hospital because she had the flu, and the doctors then said this teenager didn't have the rare disease but instead had mental illness, took her off her medications leaving her in serious pain, and turned her over to child protective services. That was about 14 months ago. The daughter hasn't been out of that hospital, the parents are only allowed supervised visitation, and she hasn't been to school either. She was thriving before she went in, and now is wheelchair-bound and deteriorating under the state's "care". The family is from CT, but the state of MA has her. As KC said, it is horrifying that this could happen.

I've got crocus, and the daffodils are almost ready to open. I'm also seeing the start of growth on the roses and my weeping cherry tree has buds. Last night I was very pleased to see grass turning green and earthworms. Sounds silly or corny, I know, but I love this time of year and to see all the things growing after the winter.

form 8948

For the blue ones pictured on top, is that Siberian Squill?

http://cs.thomsonreuters.com/ua/ut/2012_cs_us_en/utwapp/kb/k42161315.htm

On their returns, are the boxes on Form 1040, page 1, line 6a and 6b blank, or are the boxes checked?

Why not do it directly on the IRS site though? Click the link "Apply Online Now" on the bottom of this page at the IRS: http://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Apply-for-an-Employer-Identification-Number-%28EIN%29-Online

Terry, any days that a property is rented to family for less than fair market value of rent are considered days of personal use. Enter the days of use properly and you should arrive at the correct result.

Wouldn't he have to associate the EIN with his ERO # for e-filing though since the EIN will replace his SSN on the returns that are being filed? It's been too long ago that I can't remember a place on the ERO application if a person goes from having only a SSN to then obtaining an EIN. I've always been a corporation, so I started out with an EIN from the beginning.

OP said the foreign taxes withheld were greater than $300 for this single taxpayer, so the 1116 is required. David, look for the foreign sourced income in the supplemental information as Margaret has suggested.