MsTabbyKats

I have this irrational fear of e-filing the wrong return. I probably check and double check 5 times...before I start the process. Anyone else....of am I just weird? Has anyone ever e-filed the wrong return?

If my program automatically attaches the schedule, I automatically include it. If I get a new client w/o one....I try to recreate. If anyone called and asked me for one (so far it's never happened) I'd send it. I don't ask new clients to get one from the former preparer...because 1)it's awkward and 2)the may end up back with the former preparer

I go to a casino once a week, generally Wednesday.

Well...I would tell her...in writing...that this must be an IRS error and not to spend the money. Then I would call the IRS and ask them to review it.

He has had multiple wives, girlfriends etc...lots of living situations....since I know him. I don't think he ever really put down roots. The Westchester address wasn't fictitious. It's where his mommy lives, and he grew up. The current and almost ex-wife has a Westchester address. I'm sure his drivers license is still at mommy's. Again...he never invited me for dinner. I don't know where he sleeps, The Bronx (NYC street address) that was on the letter to the Dept of Labor was the first NYC address I ever saw for him. Otherwise it was all a PO Box in the city or the Westcheter address at mommy's. You know, I'm not the "tax police". I go by what is presented to me on paper. It was the obnoxious hostility that's making me throw him off the bridge.

Let's see if the check clears before we start the party.

So...just got this: I resolved the residence issue for 2013 with a request for a letter from my wife's employer stating NYC taxes were taken out in error. For 2013 I will file as a single (divorced) and as a NYC resident as I applied for food stamps on 1-2-13 . I think the Westchester address has come to a halt and I don't want to push the envelope and incur a penalty of fraud and back taxes. Sorry for my lashing out at you as being unemployed and getting separated from my wife has caused an extreme amount of stress. By next year February 2014 I probably will call you for a simple tax return with the aforementioned information. LOL...my husband did say he'd come back. I told you...my clients love me.

If you live in NYC you pay NYC tax. If you don't want to pay NYC tax, you move out of NYC. Nothing complicated..... Like every state...if you live in a state...but work and pay tax in another state...you get a credit for the tax you paid in the other state by your home state. All of those people pouring in to NYC every morning from NJ....get a credit for paying NYS tax on their NJ returns because they pay NYS tax...as do those from PA & CT etc But they don't pay NYC tax. All of the people pouring in from "other areas" of NYS...pay NYS tax only.

To add...because people may not know: NYC income is NOT taxed if you are not a NYC resident. Only NYC residents pay NYC tax. Any withholding for NYC is entered under NYS withholding on the tax form...and added to it. No one disputes where the wife worked...including the Dept of Taxation. She worked in NYC...as do thousands and thousands of other people. They work here. The don't pay income tax here. The husband also works in NYC. Again...where they work is not an issue. Where they live is an issue (or purport to live)...which could have been easily resolved if the client hadn't acted like a jerk.

Jainen- Zaretsky is 100% Jewish from Poland. Zaretski is 100% Polish. I told him "I don't know who Dr. Zaretsky is." I actually do know who Dr Zaretsky is. He is a Jewish doctor who worked at a facility my client worked at until about 10 years ago. This was an obvious anti-Semitic remark..but I wouldn't give him the pleasure of knowing that "I got it". But I think you are missing the point. The return was done properly for a non NYC resident. It doesn't matter where he lived. His W-2 is a non resident. His wife's W-2 has (as the past 3 years) NYC withholding. Something in the system (either his wife's W-2 or his address with the NYS dept of Labor or something else) triggered the letter that he was a NYC resident. Instead of asking for help, he started yelling at me that I made a mistake and I had to fix it. And when I asked him for a letter from his wife's employer, he couldn't produce one.....but according to him, I still had to fix this. So I wrote a letter for him and e-mailed it for approval (which you can see on post #6). And all subsequent e-mails are posted. BTW...NYC withholding for non-residents is common. Lots of NYC employers "just do it" and it gets added to NYS withholding on a tax return. It has no effect on the bottom line. His wife is not my only client that has this. In addition...my job is not to visit people's homes to verify if they are or are not NYC residents. My job is to prepare a return based on the information I'm given. I did offer to help him. I never said I was going to charge him either. I pointed out that follow up work was not included in my (big $85) fee unless it was my fault. His response was that it was my fault. Which it wasn't......! I really don't need to defend my work to you. It was 100% perfect based on the information this year....and for the past 15 years. Perhaps you accept being treated like an underling. I don't. I wouldn't do his return or help him in the future for $1,000.000...and that's the truth.

On my pdfs...I go to....Advanced....the Security....then Password protect

My final word on this: NYS said that if this was caused by his wife having NYC withholding...all that was necessary was a letter from her employer stating that the withholding was in error (her W-2 has an out of NYC address). But...wait...she was terminated...and is in the middle of an unemployment dispute now...so she does not want to ask for this letter. Proof of residency is also the driver's license...which I was going to ask him for before he "severed our relationship". That, with the W-2s and the history should have been adequate. Then again...the letter may have been generated because he used his NYC street address at the Dept of Labor...which would be pretty hard to dispute. I don't know how others feel...but I won't be treated like a doormat by a client. Treat me with respect, or go elsewhere.

Michael- I don't know where he lives. His W-2 has, and has always had a PO Box in NYC. His permanent address is, and has always been out of NYC...at mommy's house. Since I know him he's been married and divorced twice (#2 is just about final). He's had numerous girlfriends. He may not know where he lives. He claims that the street address he has in NYC is just a mailing address. I figured it was better to keep him with a PO Box, since not many people live in post office boxes, and it was right by his job. You are not a resident of NYC if you come into the city for a day. NYC has millions of people who commute here to work....every day. They don't pay NYC tax. They aren't residents. I think you are confusing this with something else (I forget the schedule...but it's for out of state residents who have multiple jobs....not all of them being in NYC...and the NYC income is a per centage of the total income.....I haven't need this for years so I forget the specifics)

Just like children...clients need limits. I myself refuse to take calls between 11 PM and 5 AM.

My only error was that when he made the Dr Zaretsky comment.....I should have responded by severing our relationship first. If anyone even hints at anything anti-Semitic...they get on my "banned list". I don't prostitute myself. The phone call was...and I quote....not paraphrase: "I got this letter from New York. You said I was getting $57 back. They say I owe $1100. I don't want to deal with this. You made a mistake. You didn't put the Weschester address on the tax return. I'm putting this in an envelope and sending it to you. I can't even bother reading it. It's your fault. You fix it." This was in a very nasty, aggressive manner. If he had said... OMG...I got this letter! Can you help settle this? I would have said..."Yes. I'm a little busy right now, but please send it to me and I'll see what's going on." There has never been a customer...in 20 years...that I refused to "follow-up" for free. The difference is the others are grateful. He was insulting (my work) and demanding. I work out of my dining room. I never advertise...yet I get tons of referrals (never from this guy). My clients all seem to love me. When I get an e-mail...I respond within minutes (except if I'm sleeping or not home). I don't think anyone could give better customer service than me. So, with that being said...just imagine how he sounded on the phone to get me aggravated.

I haven't had to use it yet...no complaints. I assume the refunds are going out in a timely fashion.

That's right.....company gives transit benefits "tax free"

But, John, information that the rep gave is excellent evidence in some kind of action. If there is anything...count me in. Even if I end up having no financial loss, I did have a lot of aggravation in January. It was obvious to me back then that there were just too many issues for me to have confidence in this program.

My e-mail to him: Dear Client- Please find attached the letter I will fax to the NYS Dept. of Taxation on Monday. I cannot use your wife's letter from the Department of Labor as evidence of her address because this letter clearly states that you are a Bronx resident. In addition, all of the states computer systems are linked. If you put down a Bronx residence for the Dept of Labor, the Department of Taxation and Finance has access to the same information. This may have triggered the letter you received. They may not accept what I'm faxing because you didn't sign the letter they sent you. Just for your reference, the fee that you pay me is for tax preparation only. It doesn't include follow-up work, unless the follow-up is necessary because of something due to an error in my preparation. His response to me: I wasn't aware I was suppose to sign anything. My recollection of the letter I furnished you as Aljamice at a Mt. Vernon address. I addition follow up was a result of the tax return not being properly done with a Westchester address . I'm surprised your taking such offense to some leg work. If I was Dr. Zaretsky would I get the same ill treatment ? And my response: Your return was 100% properly done...with the same address as in prior years. Mailing address...post office in the Bronx Permanent address....White Plains See the attachments...2012 and 2009 (which is as far back as my records go) Both show you as a White Plains resident....same mailing address....same permanent address This was caused either by you giving the Dept of Labor your address in the Bronx or your wife having NYC tax withheld. It has nothing to do with the address on the tax return. I just checked your 2011 return, and your wife also had NYC withholding by the same employer. But, the Dept of Taxation didn't "flag it" for that year. Again...same mailing address; same permanent address. If they accept her W-2 as evidence for 2012, then it was because of the NYC withholding. I'm also attaching the first page of the unemployment letter...showing your address in the Bronx. I really don't know who Dr Zaretsky is....but you are implying I would give him better treatment for whatever reason. I won't even dignify that comment with a response. Ken, if you don't think I treat you well, I'd like you to think back about past years. Think real hard. Do you really think Joe Blow at H&R Block would have treated you so well? Sleep on it..........and think about it. And his break-up e-mail: I will call myself and we can sever our business relationship as well. Your phone demeanor and condescending speech were surprisingly rude. No further explanation or comment is necessary.

I'm not sure of the venting policy on this forum...but I just gotta vent. And wonder if this happens to others too.......... Mr Client....claims to NOT live in NYC and every year for the last 15 years I put his post office box which is in NYC as his mailing address, and his "out of NYC address" as his permanent address. He got red flagged as living in NYC. (Bottom line...he used a street address in NYC with the NYS Dept of Labor and his wife had NYC withholding for the 3rd year) I don't get involved in my clients lives....I don't care where he sleeps. I go by the info on the W-2. So...he calls me....yelling at me on the phone that I made a mistake with his address and I had to call NYS and fix it. I mean really obnoxious and arrogant. Now I know NYS wouldn't talk to me about this and I told him to call, and he got very hostile. There's more to the story, but here's the summary. He e-mails me and says "if I were Dr. 'a Jewish name' (and I'm Jewish) I would be getter better treatment." Wrote back that I wouldn't dignify that with a comment....and a reminder about how much I helped him in the past. I planned to finish up with this "issue"...and then drop him for next year. (There is a line he crossed with the obvious Jewish comment.) No need....he beat me to the punch....he sent me an e-mail this morning severing our relationship claiming that I was rude and condescending. It seems I get one a year...that really gets to me personally. Anyone else with a story?

Try "complaints trx tax".....lots of complaints. I don't know why I keep following this saga......just really feel bad the the people who didn't get out early and ended losing clients

So far my credit from the CC company (Chase) hasn't been reversed. If they do, I'll send them the BBB report etc. They told me that TRX had 2 billing cycles to dispute....I don't know what that means in terms of day....but I put in the request 1/27. Crank, if I were you I'd take the $150. It's $150 better than $0. And I have a strong feeling that the AG will get after TRX to refund the $$$ (if they have anything left in their bank account).

I have Tax Act. I also have a lot of clients with kids with ITIN#s. My "review" points out that there is a box to check stating that a child with and ITIN# qualifies for the credit. The box is on 8812...Part I You have to check "Yes" for each child with an ITIN#....whether it's only one child or more than that

Did you mean you entered information incorrectly? (You wrote correctly). Can you do the return on another program and try to e-file?

Yeah...makes sense. I guess medical improvements (wheel chair ramp, lowering cabinets) would probably decrease the value of a home, unless the buyer also needed these accommodations.