Margaret CPA in OH

Thanks to all, indeed! We all needed a really good chuckle about this time and you folks came through big time. My heart still flutters a bit, though...

Drat and I was so hoping for the cookies! How about entering 0 or $1 (to see what happens) in the fields where actual contributions would go? How about deleting the 8582 and re adding it? If afraid, duplicate the return and try these and any other desperate measures in the duplicate. Is there anything at all at the bottom of the Ln 28 worksheet where partnerships are listed? If there are SE earnings, maybe it thinks you must want to have SE retirement contributions. I did override the SIMPLE employer matching contributions on my worksheet because there wasn't one - and I don't feel guilty about making the end result reflect reality. Sometimes, I think we have to do that.

Okay, the chocolate chip cookies got me. I don't think I have the answer and can't easily recreate your whole scenario but I looked at my own return. Have you just tried to enter the contribution to the IRA on the IRA/Roth Wkst form? I don't have any passive activities so adding the 8582 probably didn't really recreate your situation. But when I added the contribution on the IRA/Roth Wkst, it went to line 32 of page 1. Good luck and I hope I win the cookies...but likely not. This answer seems too obvious but you didn't mention having tried it so....

That just goes to show you how really great is this forum! We all help each other by just being here so that we can work through issues in many ways, for example, by typing and posting a problem. Voila! The answer is revealed. Sorry, Helow, just getting punchy.

Weelllll, since you put it like that, why, I suppose we could let it go this time. Sure got me a'goin', though.

Some folks sure know how to have, uh, fun! This was especially clever given the ugly history which brought about this community. I just couldn't/didn't want to believe it could possibly happen again. Please be kinder to those of us of a certain age, though. We tend to shock easily!

Shocked! The blood just drained from my face! Yes, barbecue, steaks, lobster (no, you get better lobster there), please don't toy with us!

Ah, HV Ken, we do the same thing. I always roll over the MFJ return the following year, too, because it often changes year to year. That way, too, I have a good record of the consequences should any questions arise. And with the duplication feature, it's really pretty quick and easy. Just be sure to label the returns so you know who's who!

Thanks for the advice. I went back to line 41 and, sure enough, it says right there everything you said. I like this way better!

What I do is look at the MFJ vs MFS federal worksheet and have created a mini-spreadsheet to input the F and S details to reflect the Ohio tax situation. At the bottom I input the federal tax for joint and see the total liabilities for federal and Ohio. Sometimes it may be better to split but not cost effective to pay for my time. To split, I duplicate the return and delete one of the spouses information and split deductions as appropriate (having coded everything F, S or J already). It doesn't take too much time for me for the few clients that actually benefit. I have used software in the past that made the split automatically but still had to go back and check everything.

Good for you! Who needs, uh, clients, like that. If they were so happy with H&R, why didn't they return there? Hmmph!

Shaking my head...What is it about paying for services provided that some folks don't understand? And if this was a long time client, I'm sure this isn't news to her. I do put into my engagement letter that payment must be made upon receiving the returns but admit I don't enforce it. Luckily I've been stiffed just twice in about 15 years. Good for you for holding that temper!

Beautiful creature! I can see it now, though. We'll all post our own fun things (I started to say addictions, then desire, then pleasures but thought better of it). Wait 'til you see me in my scuba gear!

It makes you wonder sometimes, doesn't it? Maybe my protocol of sending engagement letters and organizers out annually (at least to those I want to return!), has its merits! It otherwise would never occur to me that a client was waiting for me to ask for their tax information. Wonder just how long he would have waited...April 13, 14, 15?

Congratulations on the august achievement! I do wonder about the Happy Birthdays and other inane comments from many of us but we should get recognition just for being here and taking the time to support each other. It's not as if the "award" is worth big bucks - just the prestige it conveys. I yearn for prestige. Now that I've joined the brithday greetings group, someday I, too, will arrive...

Thanks so much! I learn at least 3 or 4 really neat things about this program every year; this is #2 for this year. I hope I know it all by the time they either discontinue it or I retire!

Client has home office deduction and depreciation on 8829. Several improvements that affect the basis (new furnace and a/c) apply to home office. How is that added? Just increase the depreciable basis on the 8829? I don't immediately see how it would flow in Asset Entry as Home Office or 8829 is not one of the options for the asset to be applied. Thanks!

Oh, geez, did you HAVE to do that? As someone once commented on Janitor Bob's avatar, that's scary!

We all have them from time to time, stupid questions, that is. And I even have more than my share of stupid answers. Oh, it must be getting close to 4.15...

Thanks for another cool site! I promptly added to My Favorites but dithered about which subfolder...Misc Support, that's it!

Love it! I guess I missed the cartoon or I would have known what to do.

Suddenly today all the boxes on the left column are checked (as in Mark All) if the completed boxes are checked. I didn't choose this and find it mildly annoying. Anyone else experiencing this? Sure, I can Unmark All, but I shouldn't have to and didn't use to have to.

Congratulations!

So glad to actually help someone. I'm usually the one asking but this is one I've worked on for several years. If the income is too high, check to see about carry back first. I don't know the credit you have but maybe they are all similar. I did for the client I mentioned and got back many thousands, but she still had carryover that, alas, can now never be used as she no longer has any income from the activity.

I had to badger them in February, called and emailed repeatedly, synch'ed multiple times, finally got them all. Get on their case.