mrichman333

lol

I guess they do.

Back in 2011 I had a customer with 1099-R income, the state payer was designated as NY and had a state distribution amount. He lives in NJ but has his 1099-R mailed to his NY address. (that's another post) I was using TRX back in 2011 and the software did not carry the pension to his NJ resident return and I didn't catch it. Well he just received a notice from NJ mentioning the missing pension income. So if copy A goes to the IRS, Copy 1 the state (NY), copy B goes with the return. So I'm just curious how it ever came to NJ's attention.

I've done a little research and discovered that he has put himself in the position where both NY and NJ can consider him a resident for tax purposes. I called him and told him of my findings. That shut him up.

Agreed. He gets all his other tax documents sent to his NJ address.

I have a married couple that live in NJ but the husband says he is a NY resident. Hum. He receives pension income and the 1099R has his NY address on it and a NY State Payer no and state distribution. However NJ wants it's share because I have been filling him as a NJ resident and NY nonresident His wife is a NJ resident and works in NYC. I do not believe he spends 183 day at his NY residence. but he says his "Other Guy" filled him as a NY resident and it saved him money. So I admit I am a bit confused how to work this

I use a magnifying glass all the time

I work from home to, now I wish I had a gun

How I wish I had video of this guy.

I had a new customer come by yesterday; he looked like a cross between ZZ Top and Duck Dynasty. He reeked of Tabaco and had all his tax returns going back to 2000 and wanted to show me all of them. I told him all I need is last years. He asked about Casualty Theft and Loss; he said the police raided his home and confiscated all his guns. He said the guns were legal in FL but not NJ. He was told the guns were destroyed by the police, and then he slammed his hand down and said the township stole his guns and he want to deduct them. I explained it wasn’t deductible. He need to get more paperwork and said he would be back. He stopped by today with his property tax information and receipts for his father’s funeral expenses and asked if he could deduct the expenses that totaled $7,000. I explained he cannot deduct the expenses on his return, but it would be deductible on his father estate return if one needed to be filed. (one doesn’t need to be filed) He continues to say he paid for the food also for all those people, can I write it off as a company picnic. I said no. He looked at me like I was crazy. Do people really think we as preparers will lie and cheat for them? Total strangers but we’ll lie and help them cheat on their taxes. So what are some of your craziest customers and or request?

Just makes me sick. I paid 100% for my education, went part time. I applied for no aid. WHAT WAS I THINKING! Maybe that my fellow citizens are not responsible for my higher education

I never used give the TP all the worksheets that the program prepares but just the forms that get filled. This year I am including everything so the TP can see there is more involved then they might think.

Thank Terry, I couldn't fine one. I'm having another issue also.

I just gave a price over the phone and the guy said "Why so Cheep" I just raised my prices

Kids!

Yep, but I bet they know all about gay pride and transgender etc. Not to say those thing are bad, but schools need to focus on science and math a whole lot more then they do.

OK, I got it now, thank you

Thanks for the link

How is it income and not inheritance? If his mother died a week later the money would have been in her bank account and he would have inherited it, so what's the difference? And why not a 1099-MISC why a SSA-1099

Not income, but Inheritance; if the money went to the estate the estate would not have to file a return because it was well below the filling requirement and hence no tax, and in NJ there is no tax on parent to child inheritance. So why should he have to include a inheritance as income?

I disagree to it being income, it is part of his inheritance.

If the money went to a estate account, and he received a check there would be no tax on that money; her estate was WELL below the $5,340,000 filling requirement. If it was included on the decadents last return there would be no tax because SS was her only income. But a SSA-1099 was issued with his SS# on it.

To clarify, this is the last payment his mother was entitled to receive but did not receive before her passing. He filed a "CLAIM FOR AMOUNTS DUE IN THE CASE OF A DECEASED SOCIAL SECURITY RECIPIENT" and received her last payment. The SSA sent him a SSA-1099 for the amount due his mother with HIS social security number on it. His SS being on it is what is confusing So he received two SSA-1099's one for his own SS and one showing the amount his mother was due but it has hi SS# on it http://www.socialsecurity.gov/forms/ssa-1724.html

DANG

OK, this is a first for me. I have a customer who receives SS and he also got a SSA-1099 under his social for his deceased parent. Do I need to combine the two on his return? That just doesn't sound correct to me.