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Jack from Ohio

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Everything posted by Jack from Ohio

  1. And subject to SE as well. Just as Lion said.
  2. This subject was discussed at length in a previous thread...
  3. I will be transmitting one on Saturday. Husband passed in March 2013. I will advise on the outcome.
  4. I am sensing that you are an individual looking for answers about how to do your return?
  5. I just spent 2 minutes reading about you watching a cat chase its tail for 5 minutes.
  6. Salespersons that sell insulation, siding, windows, furnaces, etc. The tell the client as part of their sales pitch... "You will get $1,500 back on your taxes if you buy this product." Had a retired couple that had $0 tax liability so there was NO credit to take!!
  7. You nailed the exact answer!
  8. The mileage payment is taxable income whether the employer reports it or not. Line 21 and add SE.
  9. Having a brain freeze... Here is the situation: Mom (widowed this past May) income $53K with husbands income. Daughter, age 25, unemployed, Unemployment income of $6K. Not a student. Grandson (son of Daughter who was never married to his father), age 7 All lived in the same house all of 2013. Mom wants to claim daughter and grandson. Here is what my take is: Mom cannot claim daughter or grandson. Grandson is eligible dependent for Daughter. Daughter earned too much to be dependent child of Mom. Daughter must file (to get withholdings from UE) and claim her son. Daughter will not be eligible for HOH or EIC. Is my thinking on the right track? I think I am pushing my limit for sleep deprivation...
  10. Play the music from Jeopardy on a loop when he starts cracking his knuckles. Keep it running till he stops.
  11. The network at the firm has had no antivirus on any system since Feb. 2013. I have a very robust hardware firewall and have threatened the life of any user at the firm that goes to a place and gets a virus. 13 months, and not a single infection. 10 workstations. Same story with my home system and network. Same timeframes, same results.
  12. Play this music in the background on a loop.
  13. Extra time charge? http://www.youtube.com/watch?v=5TkuZ5oI9uY
  14. I especially like the one I have with hubby a W-2 job. I asked if there was any other income or business they were operating. "Nope. You have all our income." She has been posting on Facebook about how wonderful Advocare has been for her and how much her husband was selling at his job, and how great her parties have been. They did not like me handing back their information, with no explanation and telling them I could not prepare their return this year. Been clients for 5 years. I guess the biggest reason I fired them is the way they took me to be stupid and insulted my professionalism. I offered no explanation. (felt good!)
  15. I have eaten in that restaurant!!
  16. Without a 1096 they will be discarded.
  17. What matters is the IRS definition of Alimony. Parties agreeing does not change the IRS regulations.
  18. Have the clients get return transcripts for all involved. Case solved.
  19. Keep in mind, the IRS regulations cannot be altered, negated or usurped by a county court. PERIOD. Facts and circumstances rule in this situation. If you believe the client is not being truthful, do you want to gamble that the return will not be audited? Not me. At the first sign of an issue with the IRS, the taxpayer will point to the preparer and say "...he/she said it was ok..."
  20. IRS regulations cannot be changed or circumvented by a county court. PERIOD. You must file the return per IRS regulations or not at all. If it is non-taxable income, it is a gift and NOT alimony. Gifts are not taxable and have no impact on the return. The court may call it alimony, but the IRS will not. So, if the court insists it is Alimony, then it is taxable to the recipient and deductible by the payer. Someone need to teach some lawyers and judges that the IRS is not bound by anything they say or do. Sticky place you are in. Maybe one to pass on down the road... You will be responsible for filing the numbers accurately according to IRS regulations, despite any court order.
  21. That is one reason I have not ever logged into that site. On this note, so many users disregard the directions and suggestions of knowledgeable people. There are many things NOT PART OF ATX that have a direct effect on the operation of the software. They pick and choose what they do or ignore altogether the directions and suggestions, then complain when a problem arises. Dedicated server system, 10 workstations and since 13.4.2 not a single event of "server retry" and we can have as many as 7-8 people working simultaneously.
  22. Must be on a letterhead style paper with church name, address etc. Each letter must have the disclaimer. Each letter must be dated. Each letter must be signed by an officer of the church with financial authority. The only number that must be on the letter is the total taxable donations. Anything else is for convenience. Most church treasurer's have no clue about the rules and regulations, and most do not want to bother to learn the right way. If audited, if the statement does not contain all the appropriate information, and is not given to the taxpayer BEFORE his tax return is filed, it will be disallowed. Recent tax court cases have set the rules and precedent.
  23. I put my root beer in a square glass, now it is just beer.
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