giogis245

I don't know if that's ok/legal/ethical to do? This client is out of the country this year working oversees, he was in the US in 2016 and needs to file a return, he doesn't have a US bank account and doesn't have a US address to get his check mailed to. He asked if I could put down my address and then I forward to his Country?

I enter gross , correct? Or basis

Client took out money from Qualified Education Program under section 529. He took out a total of $25,500, and he received form 1099-Q which has the gross distribution, earning and basis. Some of the money was used for education and some was used for the purchase of his house. Where do I enter this?

I want to run this by you guys and not just on IRS website. Can dad can claim head of household and put the child's name and SSN because child lives with him and girlfriend claim the child for EIC and child tax purposes?? Thank you.

I have a few teachers from spain who just recently went back to their country, they closed their bank accounts here in the USA, so now how can they receive their money? I've already looked into direct deposit and it will not allow me to input that into ATX because what their banks provide is not a 9 digit routing number, so now the question is, can IRS mail check and other correspondence (should there be any) to Spain? I input their address in ATX and I am getting an error.... Any help is appreciated. Thank you.

He made about $3k, getting back a couple hundred in federal and state he owes $8. He doesn't have to file, but my question is, if he files federal, does he have to do state as well? Thank you!

I had a few clients that have returned to their country of Spain, they contacted me asking if I can file the last return that they will be filing in the USA. I was wondering if this possible for them to get their refund in a bank account in a different country? I know I will need a routing and account number and that it will look different than ours here in the USA, has anyone experienced this before? Thank you!

Thank you! I should've done that first.

I have a client who will file file 1040NR but it's not available in ATX yet. Is there a date I can tell him it will be approved so that he can come back?

Wife just moved to US last year, she filed last year's taxes HOH without her husband, does she technically have to file as married and include husband's international income in their US return?

I just want to confirm, they no longer can make this change because it is after April 15th, is that correct? I appreciate your time!!

Thank you! Yes that's what i though, my client just wanted to hear otherwise!

This couple is wondering if they have to file, they're income was below the required amount to file, they made about 10k together. I inputted their information and seems like they owe $1,500 because of Obama Care! They don't want to file "if they're not required to file" but by having Obama Care do you have to file? Thank you!!

Just checking in with you guys to make sure that you can amend MFJ to single or HOH... couple lived together and were self preparing their own returns on turbo tax, they were preparing them MFJ because they lived together but were not married and are not married currently neither. This year they came to me and I advised they needed to file separately, now can we go back to amend previous years? Thank yoU!!

Ok, so 2013 he filed 1040 and it should've been 1040NR. What if he doesn't amend to fix that? He would have to pay back some of the credits he received in 2013 when he filed as a resident.

Client works in construction, his commute is pretty long to and from work. He says he has always included his commuting miles on his taxes because he drives a lot, he is saying his prior tax preparer would only allow one way, not round trip miles. I told him we can't include the commute miles on the taxes but he says everyone at work does. Am I missing something??

A teacher is in the USA from Spain on a J1 visa, he filed 2012 as NR and then 2013 and 2014 he filed as resident with a 1040. Was that the correct way to do it? He tried to amend 2012 to file 1040 and not 1040NR and IRS rejected it and also told him that he needed to file 2013 as non resident. Please help!! Thank you.

Quick question, dependent child is 17 years old, he made very little and wants to file to claim the $100 be paid in to federal. If he files he owes $37 to state. Does he technically have to file state also??

Just wanted to confirm here that 2007, 2008 and 2009 can be amended if it's to account for gross income that was over sought? It's +/- $5,000 per year, it is a substantial amount and client just wants to make sure everything is fine and in order with the IRS. He knows he will be paying in, he is not entitled to a refund and it's been too long to claim one anyway. Thank you!

Thank you everyone!

Hello everyone, Individuals who have ITIN number and not a SSN are not required to have health insurance from my understanding, how would we show they are exempt on the report or on ATX? Please help. Thank you.

Hello everyone, I have read the instructions but I am confused about this form. I have a teacher here in a visa J from Spain, he was told he needed to file this form 8843 with his 1040A?? Thank you in advance for your help.

They were thinking we had to include form 8843??

Hello everyone, Clients filed 1040NR when they did qualify as residents, is there anything that we should include when amending this besides the 1040X and 1040A? Thank you!

Thank you!!