mrichman333

Part Year NJ and Part Year NY

Let me know what programs you are thinking of.

That was my impression. Kind of like "Whatever" with a shrug of a shoulder. As if it makes a difference?t

So TRUE. I WANT to be a Government employee

I did a computer share with Dan, and know it's a glitch with this person, so I told him I knew what it was and thanked him for his help. The program is for some reason remembering she used to be a NY resident. In 2013 she moved to NJ and for 2013 she did a part year for both states. 2014 she is a full year NJ resident. I checked to make sure NJ was selected as her state of resident, when I went to her NJ return it showed Full Year Resident. I checked that her NJ address was in the personal information, it was. BUT the program was acting like she was still a NY resident. Like I said EVEN IF she lived in NY, pension income from a NY government agency is NOT taxable in NY. I entered the pension income in a different return and it did not trigger a NY return, so I'm convinced the program is still treating her as a NY resident and not NJ. STILL this is a big problem. Her last return showed she moved out of NY to NJ.

A new customer comes in today, he's in his early 70's and still works. He drives a lot to job sites, I ask him how many miles he drove for business. He replies "Oh about...." I ask if he has other business expenses, he says he has a cell phone just for work, I ask how much did you spend, he says "Oh about...: He said he subscribes to professional magazines and spends "oh about..." He was missing his SS statement so I ask him if he knows what is monthly payments is, he says Oh about.... And there were several other "Oh about" So how does someone get to the 70's and still are not able to get it together. I could expect "Oh about" form a 18 year old, but this man has been a professional business person for longer then I'vee been alive.

I had a customer who had to put mom in a nursing home and donated EVERYTHING in her home

Who knew it could do that

So Roberts, do you know what the differences are between OltPro and Onedesk?

The free year got me

I don't know if it's my imagination or not, but it seem sometimes the program will carry to the state and sometimes not. This is my situation, I'm in NJ and many NJ residents work in NY. Sometimes the W-2 has both a NJ and NY Employer ID on the bottom and sometimes it does not. It seems, as lest I think that if NJ is listed on the Personal Information as the state of residence that even if the W-2 only has a NY State payer it still carries to NJ. At least it seems to do this sometimes but not others. Am I imagining this???

Here are my issues: I noticed that last year the AMT default was that mortgage interest was NOT deductible for AMT but the year before the default was all mortgage interest was deductible and I didn't check it closely enough and one got by me, the result a $2,0000 higher AMT then should have been. But not triggering a AMT is a REAL problem that says the program can't be trusted. the MFJ/MFS is a joke, it is only good if they use the standard deduction and have no dependents, but it's a good marketing tool. I had a customer yesterday with gambling winnings and losses, the losses almost total wiped out his winnings. The program carried the total winning to his state return and made no adjustment for the losses, nor was there any kind of prompting to make an adjustment. My program still defaults all e-file authorizations to customer entered pin. I didn't feel like doing a computer share for to figure it out. I know it's not a settings issue. I have a customer with 1099-R's she lives in NJ but every time I enter the information the program opens a NY return. The pension income is from a NY state agency so even if she did live in NY it would not be taxable in NY. I'll have to call latter today when I have time Last year it didn't print my phone number on the return and Dan couldn't figure it out. As for OltPro last year they were selling for almost same price as onedesk for early purchase. I paid $499 and I think OltPro was $599. I hate learning a new program maybe I'll try Oltpro next year.

The two 1099-MISC only concerned me because I was thinking they may have done that because two states were involved. What I am trying to avoid is the customer getting notices from states saying the received 1099-MISC and he did not file a return.

Yes, I believe I have to do PA and NY, he did not work in VA. NY is a greedy state, if you work there they want their share

I a retired elderly woman who receives a NYC pension, NY DOES NOT TAX PENSION INCOME FROM NY OR NYC. The woman moved to NJ the end of 2013. The pension is taxable in NJ. BUT THE PROGRAM KEEPS CARRYING THE AMOUNT TO NY. SHE DOEN NOT NEED TO FILE A NY RETURN. I have no desire to do a computer share!!!!!!!!!!!

From NJ state website "Form 1099 information returns must be filed with the New Jersey Division of Taxation by all payors of......fiduciaries; employers; and all other payors of interest, rents, salaries, wages, premiums, annuities, compensation, remuneration, or other gains, profits or income, including those who are required to file Federal Form 1099 or any of the Form 1099 designations, when the amount paid or credited is $1,000 or more in a calendar year or if any New Jersey income tax was withheld from the payment.

NJ still requires it and NY probably does also.

Good idea

Ok, I have a Sch. C customer that is a photographer. He lives in NJ and worked in NY, PA, and DE in addition to NJ. 5 of his 1099-MISC have no state payer information. (2 are from PA, 1 from VA, 1 from NY and one from NJ) 1 has NJ in box 17 but he says the work was done in NY not NJ 1 has PA in box 17 but he says the work was done in NJ not PA The job for the VA company was done in NY 2 are from the same company with the same EIN, he said he did two jobs and both were in NY. Why they would give him two is beyond me, I was thinking maybe one job was in NJ and one job in NY but he is certain they were both in NY He told me what state the other 5 1099-MISC's were done in and I have no reason to not believe him, he is very meticulous in his recordkeeping. What I don't like is the missing State designation. For example if the VA company sends the 1099-MISC to VA or NJ and Not NY and I allocate it to NY. I see a nightmare down the road as he get letters from states saying they received 1099-MISC Any thoughts

It's not warm enough to open my windows yet, but I did walk to the mail box without a coat on.

Dear Client., Remember when I told you yes you can deduct your dependent parents medical expenses that you pay for, but I told you to be prepared to have the amount questioned because of the very high amount you are claiming. Remember when I told you if they question it they will most likely ask for the SS numbers of the nurses you are paying cash to, to take care of your parents and the IRS or State may check to see if the nurses declared that money. And now that the State is questioning it your asking if you have to give them the information on the nurses because part of the deal was you, pay them in cash and they work for less.

That's what I would do.

PM sent

My head is spinning

Real quick, like under 5 minutes. I had this happen to me. I forgot to put the bank info for direct deposit. ooops