Margaret CPA in OH

:bday: and many more!

:bday: and many more!

:bday: and many more! And some hair, too!

I'm not arguing in any way that this should not be a "pro" board or that Tom was in the least out of place. I did use the word 'gracious' to describe his reply. I, too, thought he gave excellent advice. I was merely pointing out that it does not appear on the face to be a board for pros. It just says atxcommunity. I certainly do not make the decisions as to who becomes a member or not. And no, I would not like to have discussions such as those Tom listed. I was not aware that there are multiple other boards for non-pros, never having looked for them. Again, it might be worth considering adding something to the banner such as The Unofficial ATX Community for tax professionals. We have not been, fortunately, inundated by nonpros. I just thought it might spare someone, like the retired teacher, from even putting themselves in a potentially awkward position. But I don't make the rules. I was just making an observation and offering a suggestion.

Bulldog Tom, you were very gracious in your reply but it got me to looking over the site to see if it indicates anywhere that it is for or intended for tax pros only. I couldn't find that. We don't often have posters who are not in the business and maybe we don't want to bar all who "don't qualify." But it might spare some folks discomfort about not feeling welcome or out of place if they knew what the place was. Just a thought...

Uh oh, I think we might be on the same email list - I just got this the other day. And they are all true!

This is an interesting scenario for sure. More interesting to me is how, with no discernable income, this pastor lives. The housing allowance must be substantiated as the actual cost, more or less, so how does this person, say, eat or operate a vehicle? Just curious. I wish our pastor could survive on housing allowance only. It would surely help our budget!

:bday: and many more!

Indeed, that is gorgeous, too nice for rifle shooting only! I think I'm envious - I didn't get a new anything. Think I'll go pout a while although it's hard to do looking at the azaleas in full bloom right outside my window now. Psych 'em, Catherine!

:bday: and many more!

:bday: and many more!

:bday: and many more!

When you select Print, typically a screen comes up that gives options to print Filing, Client, and/or Preparer copies or to custom print maybe an extra schedule to go with a local return. The Filing copy usually defaults to print all the forms and schedules that you have in the return along with the appropriate statements. The Client copy includes all of that plus the worksheets so the client can see the data entry source, etc. and prints Client Copy on everything if you have selected that in the Preferences. The Preparer copy includes everything. You also can choose the State/Local returns. Worksheets typically are not included in the filing copy. You may want to print to pdf for the client and preparer copies then delete unwanted worksheets. I don't recall any unused worksheets being printed with the filing copy but maybe you are using forms and/or schedules I have not used.

Hmmm, you just might maybe perchance have noticed that I and one or two others on this board have been incorrect (aka wrong) on one or more occasions, too. I think we just hope to catch our errors or have them caught before any real damage (besides that to our egos) is done! Now be kind to yourself and those around you as we collectively begin to live and breathe again for a while.

Gene, you might be thinking that the extension to file has been shortened by a month to September. Maybe that's what you're thinking? Remembering?

I see the distinction between a mobile home which is moveable but has no motor and an RV which is moveable but has a motor and is also a vehicle. I find it interesting, though, that an RV can qualify for a mortgage as a second home if it has cooking and toilet facilities. Glad I don't make the rules!

I think you just won the prize for tax return/situation of the year! But yeah, amended returns have to be mailed. I think if it was me (not much thought, mind you), I would seriously consider having her not pay the tax due and file the amended return showing no tax paid. The safer thing would be pay and get the refund and I would guess she had the money and was expecting to pay. Hey, there might even be some interest on this to make it all worthwhile!

Say, Catherine, where is Booger these days? I have to wonder if he has been stepping out on you as there hasn't been much online from him lately. I'll bet those clients have been wooing him with lusty tax returns and money to pay him... Cad!

Hear, hear! Sometimes tact simply goes directly over (or through) the heads of some clients. Sublety is incomprehensible. And sometimes clients and others just need to hear specific words such as, "That treatment isn't according to tax law and I won't do that." I had to do that last March and dang if the client didn't immediately call my employee to ask if she would continue doing the bookkeeping.

Oh my, these are ALL great but 2,3,7, and 9 I own for real! Thanks, Rita, for coming through again.

Just make sure the states involved will allow filing different from federal. Ohio requires the same filing status as federal.

Thanks so much, Julie! I will follow up with the state office to see what they require/expect and advise the client. I won't audit what he does but do want to be informed correctly as to what should be done. Perhaps I might actually advise the other contractor, too, if in his benefit. Thanks again!

I have 2 small contractors who have really been hurt by the economic situation. They are each sole shareholders in their respective S-corps. One is going without pay and can do so because his father is helping financially. The other, however, has filed for unemployment benefits (I just found out) for himself and his son/employee while continuing to work. They just aren't bringing in enough money to keep up with the materials payments and also pay wages. (Of course, he has been generating losses for a couple of years.) Anyway, another contractor friend told him he files for unemployment every December to pay off his bills but continues to work. Apparently the state says it is acceptable (on hold for more details) but what about federal stuff? Does the unemployment income just go on his regular tax return? Any impact on the corporation? It's a 2010 issue for me but thought I would get a head start if anyone else has experienced this. Thanks!

Well, now, pardner, it depends on which Western you might be talkin' about. I'm in the midwest so maybe things have changed 'out thar thataways.' I think the chaps issue is a real concern nowadays - at least for me! Thanks Catherine, for needed chuckle!

Oh, just a reminder to mail to Ogden UT as usual.