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Can wife sign a return for husband and attach a general POA? Husband is in alzheimer's unit and could possibly sign return, but with great difficulty. I haven't seen the POA yet, but I'd guess it isn't so specific as to cover signatures on tax returns.

Yes, here too. Several clients passed, a husband of long-time client/friends now in an alzheimer's unit, another elderly lady failing fast both mentally & physically. It's very sad talking with these people. One older lady keeps talking about her recently deceased husband as if he's still here.

Now that I've just read the email and highlights of the phone conversation, it is just funnier than ever. I can just picture it. It's even better that it came from Kyle back at Eric, instead of from KC and Tom. Something about a pink t-shirt and magic wand comes to mind.... Thanks for the laugh.

Yeah, I got a return in last night that received $328 stimulus check based on 2007 return (his tax was only $328). He held the check too long, then tried to deposit it. Bank bounced it back as too old & charged him $15 to boot. He's MFS and qualifies for the $600 based on the 2008 return, but I think he can only get the $272 difference. Do you think there's any chance that he could get the full $600 because he was too lazy to put a check in the bank?

No, they hadn't been shopping around. They were referred in after being charged a fairly high fee for their multi-state return last year. Wife had dropped off info, then later I talked to both them on the telephone. They were on their speaker phone & husband made the comment in the background while the wife tried to smooth it over and say I shouldn't be offended. I was just stunned to hear it considering they gave me incomplete information and I was only calling to get what was missing. Had I completed the return with what I was initially given, they would have owned a couple thousand instead of getting that much back. I stewed all evening until the wife came back the next morning. That's when the package was given back. Too bad I didn't get the satisfaction of telling the pompous husband off to his face. I liked the wife, and she seemed like a genuinely nice person and was totally mortified.

Very cute Corgi Peggy. If you're interested in agility, I'm on a dog forum that has lots of people involved in agility, obedience, training, general dog care. We all enjoy seeing lots of pix & video too. The woman that owns the site is a canine nutritionist. Check it out after the work slows down, it's free with lots of helpful advice on health, nutrition, supplements, training, general topics too. It's a fun group, much like this forum, with very nice & helpful folks (and no flaming). Our Dogs Online can be found at http://www.ourdogsonline.com/ubbthreads.php/forum_summary You can lurk without signing in, but must sign in to post or see all the forums. The General, Photo/Video and Non-Dog topics are member only. The moderator's main website for her nutrition area is at www.betterdogcare.com and has a lot of interesting information on dog food. KC, I hope it's ok to post those links. If not, please just delete this post.

I threw out a new client last week. They brought incomplete data, then husband didn't like the result and made a comment that they never had trouble like this with H&R. Then they brought more info, wanted me to work it up to see if they would get a refund like last year, and maybe they'd let me continue working on it. LET ME! REALLY! BTW, their income was substantially higher than LY, adding to an already bad situation, and causing add'l phase outs over that of LY. GGGGRRRRRR.

I don't want to hijack the thread, but I have a similar question. Couple are getting divorced now. Wife is my client for '08 & MFS. After the '07 stimulus payment was applied, they still owe for '04 on unreported income of the husband. They also owe for '06 because they filed that return without any payment. Wife is paying both prior yr bals this week. How long does is usually take for IRS to apply checks for back tax years? I haven't worked up wife's '08 return yet, but if she has a refund, should I put it on extension?

Congrats, Taxbilly. Yeah, just tell 'em get in line. That's what I'm telling everyone.

Client has a rental condo & used it 56.25% for personal (also more than 14 days/10%) I've already entered the days on the vacation tab of Sch E. That rental % of 43.75% is not being applied to the basis on the 4562. ATX is calc'g the full depreciation using 100% of cost basis. Do I need to enter that % on the asset entry tab? I thought this was automatic. On the vacation expense summary, the program is limiting every other expense based on use %, but the deprec is at 100% and then being disallowed because all the expenses exceed income.

I had one transmitted to ATX on 3/14 that took 5 days for ATX to send on to Martinsburg. I emailed ATX but they had no explanation for the delay, only that they were aware of the problem. I just got the ack back yesterday.

I have a client that is a teacher at a private school. Each year he brings me 2 form w-2s from that one school. He said the reason is that the one is for his main contract, the other one is for additional programs outside the contract that he does during the summer months. I think the school does this so that their auditors can tie in the payments to the contracts. I always enter them as 2 separate w-2s in the ATX program. I just let the system do the math.

No I don't ask her or want her to interrupt the family dinner. I can't stop her from knocking on my mother's door uninvited. She just stops by unannounced and leaves the folder without having a discussion with me. But I still think it's pretty rude.

I visit my mom each day for a few minutes, and she lives just around the corner. It gives me a small break. Brother lives next door to her. His wife brings their tax info over there, or she has also interrupted Sunday dinner with it also. Clueless!

Thanks for that tip about turning off the warning. I only use the ATX depreciation for my very small business clients. All those blue warning messages are just plain annoying. I use Thomson Creative Solutions DSII for my depreciation. It's a great program, lots of flexibility and comprehensive reports.

This is hysterical. You have to try this. It is absolutely true. I guess there are some things that the brain cannot handle. HOW SMART IS YOUR RIGHT FOOT? You have to try this please, it takes 2 seconds. I could not believe this!!! It is from an orthopaedic surgeon............ This will boggle your mind and you will keep you trying over and over again to see if you can outsmart your foot, but, you can't. It's pre-programmed in your brain! 1. Without anyone watching you (they will think you are GOOFY......) and while sitting at your desk in front of your computer, lift your right foot off the floor and make clockwise circles. 2. Now, while doing this, draw the number '6' in the air with your right hand. Your foot will change direction. I told you so!!! And there's nothing you can do about it! You and I both know how stupid it is, but before the day is done you are going to try it again, if you've not already done so.

Well it's snowing here now, and we seem to be in the area predicted to have the most snow at 8-12" tonight, and another 1-2" tomorrow with blowing winds. Earlier this week it was warm here, I think at least mid 50's or more. Tomorrow night is supposed to be a low of 12. Ugh! I've just come in from shoveling a place for the little dogs to potty. I'm planning a 2-3am trip to Mom's to do the same for her little dog, then again after breakfast, but that will be hiking on foot. Husband is taking my 4-wh drive to work. Luckily, she only lives down & around the corner, but about 1/3 mile each way. Lots of fun for me tomorrow. I also expect to have power blips because of the winds. Must be a branch or some loose connection down the line from me. It happens every time we have strong gusting winds.

Yes, in general A/R can be part of a 351 transfer. It's just part of the consideration in exchange for the stock. Then, just thinking out loud: The part that is interesting here is that the A/R was booked by the LLC, but the LLC's tax reporting is on the cash basis. In that case you should have adjustments on the LLC's Sch M-1 reconciling book to tax income. That also means that the balance of A/R hasn't been taxed yet. If you include the A/R's value as basis of stock, then it would be is as if the owner's received a step-up in basis of the stock of the corporation received. I think you'd be OK including its value in the basis of stock received in the 351 exchange, as long as the corporation is also reporting on cash basis for tax purposes. That way, some entity has recognized the $182K A/R collections in taxable income at some point. But if the corporation is reporting on the accrual basis for tax purposes and starting out with that $182K on it's books, then I don't think you can include that in the 351 transfer. I hope that makes some sense.

Well, what a relief to know I'm not the only one with yellow highlighter in hand. I also attach any document that has withholding reported on it.

I had trouble with my own 1120S (the only business return I've tried as yet). I contacted support by email on 2/3, which was kicked to a higher level. IRS rep did tell me it was some sort of problem on the software providers part. I've yet to receive any further answer or resolution to the problem. I've already paper-filed the return. Very disappointing to say the least. So anyone reading this - has anyone here been able to file a business return through ATX yet?

Yes, the Pa nonresident returns can be e-filed, but I think that PA must be attached as a piggyback to the Federal to go through, at least it was in past years. If I recall correctly, I couldn't get NR PA's to go through as state-only, so I piggied with the Fed & filed the Del resident return as the state-only filing. Maybe one of the PA preparers here will provide more insight.

B Jani, thank you for telling me that the ATX returns are going through. This is a new client, referred by and existing one. They've come quite a distance to see me, so I don't want to just try it & see if it works.

How much longer in time will it take you compared to the last couple of years? Maybe 4-5 times as much? I'll take a stab at it. Could you charge in the $300+ range and still get paid? At a minimum, you have 4 times as many state returns, each with their own set of rules. And the client will probably balk at the fee, but you still have to summarize the business expenses in that notebook. Like you said, it's still less that HRB would charge.

I'd like to e-file in NJ. I see that NJ no longer required separate registration and just verifies the ERO # with IRS. That's great. When I checked the NJ website for approved software vendors, I saw that ATX is only listed for business returns. There's a separate listing for Universal Tax System. So 2 questions: Can I file an individual NJ-1040-NR using ATX software? and Since NJ8879 is no longer required, are you NJ preparers out there still using it as documentation that the client gave you permission, or are you just not preparing it at all? Thanks, Judy

Hey, my dad talked about that a/c unit, but I don't remember it first-hand. I was born in '60, but I still qualified as 'dirt' too. Grandparents had a farm with party line, wringer washer, milk delivery, b/w tv with only 3 channels. Terry D was right, those were the good ole days for sure.