FDNY

What a cutie and she looks like she wants her grandmother to spoil her some more 

I’m noticing something similar.  Did more returns in February than in previous years but my revenue is behind last year’s.
 

I always ask the client to check to see if a 1099S was issued.  If in doubt I will record the transaction without checking if 1099S was issued.

I don’t do many either but I think in your case you can use the 121 exclusion for sale of personal residence.

I did one in NY a few years ago and was pretty easy with the exclusion.

The estate tax in NJ ended a few years ago for deceased individuals so you’re good there.

I too have lately not needed support.  Whenever there is an issue I’ve been able to fix it with the knowledge base.  I’m getting good at it, or just lucky.

I just had 2 8915-Fers that don’t understand how they could owe so much since no tax withheld attributed to this year’s 1/3.  They forgot what I told them last year, or just refused to hear it.  What a fun season this is turning out to be.

Sorry, also made an entry on line 12 worksheet 

The only entry I had to make was zero on line 23.  I also did not delete the “Obsolete 8915E” just in case it didn’t work for me.

It worked for me.  Did you use the line 23-26 worksheets?

Flowchart says to fill in lines 23-26 as applicable.

2 hours ago, Dave T said:

 

When running the error report it is looking for data from form 8867.   I presume the form can be discarded due to no credit but thought it odd that it would be asking for info. despite the disallowance.

You will still need 8867 for HOH

Under Form Residency on state info did you click Resident?  Then right below doesn’t the NYS county of residence drop down open?

 I wish they kept it the old way.  Like the new 1040 Schedules, more work and time wasting.

Precisely 

That is exciting.  Puts what is important into perspective.  

Red wine, maybe an extra glass for soothing purposes.

Nice going Terry, congratulations!

I would like to remind everyone of my method of getting through to PPL.

Today I called at one minute to 8 and got right through.  That was lucky, because I forgot they open at 7

So at one minute to 7 I start dialing, get the message they are closed and then keep hitting redial.  It works every time for a brief amount of time on hold.

Don’t tell anyone, we don’t want to overwhelm that time slot.  Only problem is you have to get to bed early the night before.

3 minutes ago, jklcpa said:

I think of everyone as still being the ages from years ago when the forum was started.

And we think of ourselves as being a much younger age, at least in our minds.  I enjoy watching reruns of old shows and movies from the 50s and 60s especially set in NYC for memories of the way it was and how cool it is to see the old cars, trains, and buses with people dressed up going to work and out to eat.  Now watching Mad Men while a recreation of the times but very well done.  Today all the men acting that way would get a firm talking to by a judge.  Times change, and it really happens fast.

Last year turned our world   Topsy Turvy, here’s to 2022 turning it right side up.

All the best to all for a Happy and Healthy New Year!

I am certainly happy clients will be getting a letter on amount of ACTC for our reconciliation.  Now we only have to hope they get their EIP correct.

We’ll it sounds like you had a few interesting days of non stop fun or lack of it.  But it sounds like you are getting it done.  Wish I was closer to lend a hand setting up and with my appetite and homemade wine to wash down that bison.  Good luck in your new place.

2 hours ago, cbslee said:

Admittedly when you do something like this only once a year, it takes little extra time to refresh your memory.

Thanks, makes me feel better.  

Ditto, done with CPEs too, just waiting on NY’s release of classes.  I try to make the last 2 months of the year as stress free as possible, like it’s a vacation 

I have a client that calls all year but she always adds $100 to my invoice because she knows she can be a pest.

But this year or the last month is different, her college son has been day trading, big time and early on she has been telling me the kid is awesome, making tens of thousands of dollars.  First thing I told her was to remind him to watch his wash sales.  Didn’t listen and after 176M of sales and over 2M in wash sales he has 326K in gains.  But only 50K in the account.  She wants to strangle the kid and worst part she’s trying to hide it from the father.  Can’t wait to see how this turns out on 10/15.

I like to start calling one minute before they open, get the recording, hang up and keep hitting redial.  Always gets me at the top of the queue.

I wish I could help with this.  I’ve tried to replicate and change it but got same results.  Maybe some tech person at ATX could help