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Yes, normally through e-service, but this portion from pub 3112 has the phone # to call. Also, you just update your existing EFIN number with the new address, not a new EFIN afaik.

EFTPS allows for scheduling up to all 4 quarterly payments ahead, and can be changed or cancelled if the taxpayer's situation changes.

My season wasn't as bad as I expected other than the lost time to being really very sick. I really dislike the new 1040 and that was a time suck to explain it to each client with the schedules having multiple items combined into one number and looking like memo items stuck off to the side in the text instead of in the column of other figures. It's like a giant stop sign that slows the preparer down in multiple ways. I have some extensions, and except for two, all owe me information. I had to yell at one this morning to stop calling me multiple times a day every d@mned day, and told her that I am so frustrated by the calls that I'm on the verge of telling her to come pick up her pile of and take it elsewhere. If not, she will get a termination letter this summer.

I got $17K+ taxable SS using your figures, if I entered properly, and the figure I came up with is exactly 85% of the $20,904 you said was attributable to 2018. Here are the printouts, using a practice return and 2018 planner: Lump sum SSA.pdf

Another first for me, I actually had someone get a very small credit on the 8801 for the AMT credit.

I've been following too. Very sad.

Haha, I'm more tired than I realized. I completely read that question wrong. Thanks, Jack.

Yes, and I'm moving this to its own topic so that any answers you receive there will be on topic.

I hope you all are feeling and doing well going into the last day! For me, the last of the extensions are filed and only one client coming tomorrow. It was another wild week and I've been working into the wee hours each night to make up as much of the time lost to the flu as I could, and I'm just so relieved to have completed all that I did! I have more extensions than I'd like, but about 1/2 of those do still owe me information so I'm not complaining.

Hmm, is it IRS or ATX that is down? IRS MeF status page is reporting as "operational"

Clarification for calculating state refunds received in 2019 using the tax benefit rule for taxpayers affected by the SALT limitation:

Putting this here so it will come up in the searches and for a link into the pinned topic on TCJA: https://www.journalofaccountancy.com/news/2019/mar/tax-treatment-state-local-refunds-201920934.html?utm_source=mnl:cpald&utm_medium=email&utm_campaign=01Apr2019 Whole article for those that don't click links:

Correct. No recapture of depreciation for years that the simplified method is used.

Yes, it is reported as you described. 1099-R, code 1, and subject to the penalty. The plan documents will govern when the loan actually goes into default, and whether it is a deemed distribution (not eligible for rollover) or if there is a plan offset, in which case IS eligible for rollover. Here's a Q&A from the IRS that may be helpful to you as a start: https://www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-loans#5

Yes, that is correct.

I love this idea and am donating this evening because of a recent post that helped me out and another older post, coincidentally started by Possi, where I found my answer to a different issue through the search function.

Pacun, thanks for confirming. I defer to those of you that do these EIC returns regularly and I was really doubting myself. I think I'm on the right track with this family now!

I can't answer what might be making your software do that. PA-40 has a box to mark as full year nonresident, and your software may be working from that input, or lack of. If the W-2 doesn't specifically break out PA wages, or if the PA wages are incorrect, then a nonresident would use the NRH to allocate.

New law eliminated like-kind transactions on anything other than real estate. For cars and other tangible property traded in, you would report this as a sale using the trade-in allowance as the sale proceeds. Record the new asset as a purchase separate from the trade-in.

No, use the PA-40, and it has a residency box where you'd enter code "N" for nonresident.

Not true. If he claims himself then his std deduction is $12,000. If he is a dependent of another, standard deduction is earnings + $350 and he has a small amount of tax that reduces his refund. For the other son that I didn't ask about, I think this older son meets all the tests to claim the EIC. I only do a couple of EIC returns and always look up the rules so I don't fall into a trap of missing a piece of documentation. Older of the two sons: Single, a citizen, has a SSN, no children, no disability, lived in U.S. all year no investment income Age eliminates this taxpayer from being anyone's qualifying child, and income too high to be anyone's qualifying relative. His brother is younger but can't be his qualifying child because over age 19 and not a student, not disabled (lazy) and can't be a qualifying relative because support test is not met. Earnings and AGI are ~ $10,000 What disqualifies the older of the two sons from claiming the EIC? What am I missing?

Are you using PA Form NRH to allocate?

Mom has coverage through her employer and I have no idea how she/they answered the questions for his coverage. It's one of the items on my list to discuss with her.