Lynn EA USTCP in Louisiana

I am more concerned with the fact that for 2016 and 2017 Ohio corporate returns were NOT filed. Guess should pull out my TaxBook ?all States edition and look there to see if the entity had an obligation to file Ohio after moving out of the state. They remain in good standing with OH SOS.

Yes. Ohio formed corporation now doing business in Louisiana . His income has declined since moving to La. and we discussed dissolution along with reserving the trade name.

Right click on the item, a list of options should come up including ,not junk’, and the ability to tell the system that the sender is approved.

Nexus is now in Louisiana. They moved from Ohio to La June 2015

New client moved to Louisiana from Ohio June 2015; they sold their OH residence and have been renting in LA. They continued to use their OH tax firm for 2015 2016 and 2017 returns, 1120S and 1040. For 2015 the 1120S filed Federal, OH and LA corporate returns. 2016 and 2017 only federal and LA were filed; none to OH. Does TP have a corporate filing obligation to OH for 2016 and 2017, and now 2018? Thank you,

you could file MFS without an ID number for him - it would be a paper/mailed return.

Bulldog Tom, I will report back. But, it will be a while before I receive this client’s tax info as this return contains LOTS of moving parts. Usually it is late March, early April before all info is in.

Margaret, I am going to report the 1099- misc income on sch c, back it out with the description, designated housing allowance, then make a ‘dummy w2’ in my system for the housing allowance. I do not think I can get the housing allowance to show up in ATX otherwise,

This clergy is a cantor that works for the congregation at Rosh Hashanah and Yom Kippur. You are right about the housing allowance - it’s not in the contract but stated in the congregation board minutes. Thanks ,

My understanding is that for the housing allowance to be 'nontaxable' it must be designated in the employing contract and BEFORE the first check is paid to the clergy. Further reading in Hammar's Church and Clergy Tax Guide did have one or two lines regarding contracts that cover more than one year. So, I think in the long run my client is ok with the contract covering 3 years. The other issue with this client is that the contract designated all of her remuneration to be housing allowance, and the congregation's 'bookkeeper' issued her a 1099-MISC with that amount in box 7 instead of the W2 with all boxes of -0- except Box 14, $xxxx.xx housing allowance.. My client wanted me to call the bookkeeper and I refused to do so. There's a workaround for this.

My clergy client has a contract that encompasses 3 tax years, with dates of service listed as: September 9 -10, 2018 September 18-19, 2018 September 29-30, 2019 October 8-9, 2019 September 18-19, 2020 September 27-28, 2020 For the clergy experts here, should the clergy go back to the congregation for a new contract in each of the next ensuing two years? Or will this one contract, covering 3 tax years, suffice? Thanks, Lynn

comparison is due to be released Monday 2/4

Are you printing ‘page’ or print packets. I found innthe payroll program that if I printed page the preparer header info was left off. Also, are you going to the second tab to mark what forms should be included on the instruction sheet?

Roberts, I know folks who have done all 3levels in one year. Level 1may be done online. Level II is in person, and could be done in the summer at NTPI Las Vegas. Level III at NTPQI Orlando in November. It ‘s doable .

Have you tried duplicating the return, deleting the 1040 in the second copy, and adding the 1120S?

Going through the NTPI program is very helpful to those who wish to, or already are, doing a lot of IRS representation work.

what about looking at the comparison pages, when they become available ?

While my printer 'will' duplex, in reality it tends to jam. So it's single sided printing for me.

Triple password system !!! ??? Explain, please.

Did the tax and payroll load into two separate modules ?

Margaret, I would go to the homes of my two elderly home bound clients , pick up their info, take it back to my office, prepare the returns, then deliver back to the client In a week or so. My ATX is stand alone too.

The deadline to petition Tax Court is FIRM - there are no extensions. If the deadline is missed, then it is not possible to petition Tax Court (and if the client does, the petition will be rejected as not being timely filed).

I have already added the questions regarding cryptocurrency to the tax organizer. I generally try to send them out after Christmas. Due to the postal rate increase scheduled for 1/27/19 I plan to mail them prior to that date.

As of 1/1/2019 alimony is not deductible by the payor and not included in taxable income by the payee.

I sat in the front row in colllege physics, professor similar attributes, and I regularly fell asleep.