Hillenburg

Stem to stern ?

Pub 590 Page 8.

I believe only unemployment benefits paid to railroad workers (good union lobby) is excludable.

Little old lady brings papers to office. Long time clients. Retired. Under filing threshold. No return required. What do I owe you ? No charge. No really, what do I owe you ? Really, no charge. I insist. OK, a cherry pie. Two hours later ( in a driving rain storm ) knock, knock, knock. A cherry pie at the door. I guess I will have to look at their income every year from now on.

Actually, I find this rather entertaining.

Mo. state refund Feb. 4th. Unbelievable.

For each client that I filed 1099's the previous year, they get a phone call the first week in January reminding them of the January 31st deadline. This also helps get this requirement completed before tax season starts.

I would add that it is important to inform clients that what you are telling them is your understanding of the law TODAY. There are numerous lawsuits challenging various parts of ACA. We have had several changes made by the President. There will be campaign contributors looking for a return on their investment. I don't know that I can tell my clients what the law will be a year from now with any degree of certainty.

I filed 354 1040's for tax year 2012. I usually have about 3-4% that haven't filed by April 15th. But some reappear by October 15. And some appear the next Oct 15th. I have one client that usually waits until he can bring in 2 or 3 years at one time. I suppose I should give him a quantity discount.

So you would say our current tax code is "doing it right"?

None whatsoever. And I know lots of Demo's kids who are ambitious and successful. I believe Pencil's point was not allowing a deduction for grown kids was "anti family". Once their education is complete it's time to jerk the ti. er bottle out of their mouth. I know 40 year olds still living with mom and dad. Sad.

Sure they did. The Republican's kids are out of the parent's house working for a living.

Yes and Yes.

I made several calls, but no help. Like many of us I have other business to tend to. I have been cheated before and it will probably happen again. But not by CCH. Fool me once.......

My experience is the ATX return policy is "denied". I asked for a refund for tax year 2012 on Feb 8th. And my account rep was no help. I e-filed no tax returns with MAX. (downloaded Pro Series Feb. 1st) They had my money, and they decided to keep it.