Jack from Ohio

Use the restore function under return manager. If you have not made any changes using the admin panel, the backups are being made. If you HAVE made changes, good luck!!! Going to the backup file will not help. Use the restore function.

Get a HUGE retainer up front!!! Lots of red flags in that story. The IRS auditor will thoroughly pound on the question "Did you think all these things were normal and correct?"

Be sure to input the W-2 income on the worksheet as well.

Try adding the client instructions form. See if the instruction page is what you are looking for? I also and the Federal Cover sheet from the client letter options.

"Bring me all the expenses and items you mentioned. I will account for them appropriately on your tax return." it is a line that is accepted 99.99% of the time. And it is totally truthful.

I am charging for more than the time I spend. I am charging for what I know, more than what I do.

E-file of 1040X is not in the foreseeable future. This per a consultant at the IRS efile department. At least 5 years.

Update all video drivers for both monitors with the latest drivers that are WCL approved. Then reboot. Then in monitor setup, drag the monitors around to the configuration you want. Windows should handle transitioning the mouse appropriately.

Is the third monitor in the middle and long side vertical? That is the setup my son, software engineer, has his workstation. Contemplating a third myself. The vertical monitor allow a whole page to be seen at once.

Skype?

I tell people to use the amount the item would sell for in a garage sale. Most people will take the high amount on the information out there for valuation. I stick to my "garage sale" value. It is the closest to reality.

I work hard to convince many of my clients to go vote. It is astounding to me how many people believe their vote won't matter.

Pub 523 Reporting the Sale Do not report the 2013 sale of your main home on your tax return unless: You have a gain and do not qualify to exclude all of it, You have a gain and choose not to exclude it, or You received Form 1099-S.

Second year client. Their return will be prepared in the next two days. Here is the e-mail we just received... "Hope all is well! I wanted to touch base and see how things were coming with our tax return. I spoke with one of your awesome secretary gals and explained to her that L_ _ _ _ _ and I are trying to purchase a new home. However, our lender is wanting to see our tax return before we move forward. He has also requested that he gets to see the taxes before they are actually filed with the IRS in case any "adjustments need to be made." Is there some sort of work sheet or something that he can look at once you're done, but before we file??"

You are kidding right? What reason did you have for thinking I needed this reminder? You sure do know how to ASSUME a lot of things. No pay, no signed 8879. I can think more than 10 minutes ahead. No pay, no copies given. No pay none of my work leaves the office. How difficult is that concept to grasp? Besides, where are the reports of the IRS enforcing this? I don't remember the incidents being reported. With all the e-file complications the IRS has been having, I remember them relaxing this standard in 2011 and in 2012.

It's not about the e-file. It is about the integrity of the information in the file AFTER the e-file has been created or sent. You can make changes in the file, and then it would be different that what was e-filed. If you are saving 20 times in each return while you are processing, you are exercising overkill. The autosave function is working. Set it to 5 minutes. It IS a safety function.

(from) stem to stern completely - We overhauled the car from stem to stern. Related vocabulary: from top to bottom Etymology: based on the literal meaning of from the stem to the stern ( from the front end to the back end of a ship)

Just suggest that the client not sell to him.

I do not transmit any returns until payment is received. Solves the problem of people "forgetting." How many other businesses allow you to pay "when I get the money" or "hold the check for x number of days." I will bet those people have money for their "luxury" and/or "comfort" items every week. My services happen the same time every year. I don't accept the excuses.

Put the corrected W-2 in their file. IRS will not issue a notice for $25 difference in tax. No amendment is needed.

Doesn't address my question. I have searched Pub 590 stem to stern.

Discussion among my co-workers and a client. She wants to contribute to a traditional IRA for 2013. She does not yet have the IRA established. I know the deadline for contribution for credit to 2013 is Apr. 15. Question is: Can she establish the IRA now and still credit the contribution for 2013 or does the IRA have to be established by Dec. 31, 2013? Any thoughts? I cannot find any clear definition of the answer to this question. Only lots of info about deadlines. Most here have the thought that the account must already be established. Does anyone have any cites or regs to refer to?

I don't understand... Why not verify and correct?? After all, it is only their identification numbers we are talking about....

This has never failed me when I have the name not match reject. Anyone that would use an "old" SS card when you ask them to verify, should paper file anyway.

It must match EXACTLY what is on her Social Security Card. Visual confirmation is the only way to be sure.