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About mrichman333

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    ATXaholics Anonymous

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  1. mrichman333

    Who's correct H&R Block or me

    Exactly how I see it Hahn and jack, the credit goes with the exemption. H&R should have verified she is a dependent and not take her word for it, after all that's their job isn't it
  2. mrichman333

    Who's correct H&R Block or me

    I have a long time client who's daughter had education expenses, she turned 24 by the end of the year and earned 24K. I told my client she could not claim her daughters exemption and therefore could not claim the education credits for 2017 and that her daughter should claim them on her return. The daughter already filed, so I recommended a amended return. The client sent me the daughters return prepared by H&R block. They did not take the personal exemption on the daughters return but indicated she could be claimed on someone else's return. My understanding is For education credits, You must be able to claim the exemption For claiming the exemption MUST be UNDER 24 at the end of the year and a student. OR earned under $4,050 How's correct and shouldn't H&R block have picked up on this
  3. mrichman333

    Hey everyone

    I do
  4. mrichman333

    1099C for loan modification

    Hi Everyone, I have clients that refinanced their mortgage and the loan company sent them a 1099C. How do I indicate this is not taxable? Do I use for 928 and what line do I use. Thanks Mary
  5. mrichman333


    Dan is gone, there is now only OLTPRO. Found this out after I paid to renew and never received a link. I am disputing the charge with my CC. OLT would not match the price so it cost me $100 more. This will likely be my last year doing taxes and I never had enough returns to justify more expensive returns.
  6. I cant tell you how many T/P want to deduct cloths, sales people especially want to deduct their suits, I keep a copy of the requirements handy to show them. I love when they say I would only wear a suit to a wedding it wouldn't replace my regular cloths. lol I highlight this from pub.529 " However, work clothing consisting of white cap, white shirt or white jacket, white bib overalls, and standard work shoes, which a painter is required by his union to wear on the job, isn't distinctive in character or in the nature of a uniform. Similarly, the costs of buying and maintaining blue work clothes worn by a welder at the request of a foreman aren't deductible."
  7. mrichman333

    Program will NOT calculate NY-CITY TAX

    I know now, but there is a popup question that's ask if they are subject to NYC tax and I indicated yes as a non resident, so I assumed (Big mistake) that is would do the calculation
  8. I have several T/P who were part year residence of NYC and worked in NYC all year. The program will NOT calculate the city tax and I have T/P calling because they got letters. Anyone do a NYC return
  9. mrichman333

    State Extensions Rant

    I'll be holding my breath for the rest of the year, hoping I don't get call from T/P's saying......... because the program messed up
  10. mrichman333

    Anyone do a PA return

    I think I'm having problems with PA return. I'm in NJ and TP received some PA W-2 earnings, the earnings are not carrying to line 1a. It is on the Sch w-2s and says to copy amount to line 1a. BUT IT"S NOT THERE.
  11. OK, I have a sch. C T/P that has 1099-misc's from 5 states, so what I did was enter each 1099-MISC on the schedule indicating the state thinking, well, Hoping it would divide the income up. Well it didn't. Tried to go to the state return and add the proportion of income belonging to that state but that IS NOT POSSIBLE to do. Any ideas?
  12. mrichman333


    OMG. It's too late in the season for this. I have a schedule C T/P lives in NJ worked in PA,VA,NY,MD,DC and NJ and has W-2 showing total earnings of $10,465 divided up in 6 states Having problems with PA return, not sure if it's my program or me or both. W-2 income box 1 $10,645 shows state PA of $4,950 His Schedule C income is $33,590 His PA 40 shows the sch. C NJ income of $33,590 on line 11 and tax on that amount of $1,031 and a tax forgiveness of $309 leveeing a tax due of $570 Why is it calculating tax on his Sch. C? NY uses a formula and it easy to follow but something about this doesn't seem right. Thanks
  13. mrichman333

    What is this? Is it legal?

    AGREE, defrauding Medicaid is serious.
  14. Pacun. I will not charge them, I want nothing to do with their return. What makes me mad is to many people want their tax prepare to "Use the numbers from last year". Well I'm not putting down $11,000 in med expenses unless they tell me they actually had $11,000 in medical expenses. They want us to not only make things up for them but they want us to do it for less money then anyone else. I SICK OF PEOPLE, that's all
  15. OK, I'll call them at 9am tomorrow and ask if they got their medical expenses added up and point out last year they paid $0 in taxes because I doubt they ever even looked at the return dad did. Then I'll put the fear of the IRS in them