ljwalters

question #1 Client works at office as manager. One a month she is required to go to another site to manage a different office. She says her other tax preparer allowed her to deduct the miliage to the saturday office. I am saying no. my reasons are, this is not temporary ( required for management position) she is not going to the main office first (it is closed saturdays), I say this is commute miles. The other preparer was giving her the 11 mile difference in commute. Question #2 Same client husband is required to take classes after work for his apprenticship. Those miles from work to school clearly deductible. problem. He is not working now because of slow housing market but still taking classes. For NEXT year those miles from his home to school are not deductable. correct I seem to be doubting my reasoning in these hard times. Linda and buddy Am I wrong.

If this is a community property state, Wife would be required to caim 1/2 the income of each up until the date of seperation. If the mony was distributed from the 401K after date of seperation she MIGHT not be liable for this tax or penalty. linda and buddy

What does in system mean. In some cases if the chid is in Juvy the parents pay part or all of the room and board. Again not enough information to make a call on this one. Just my 2 cents worth. Linda and buddy

Marilyn The assets are already assigned to the 2106. The trouble I'm having is getting 2 months depreciation without using the disposition option. is this possible or do I need to dispose of the assets (convert to personal). Linda

Client laid off March1 2008 from the company she worked for from home. W2 wages and filed 2106. Here is question... What do I do with the depriciable assets. I know to only take the 2 months of depreciation this year. Do I need to disposition or can I hold them in the return with 0 percentage. Reason... Client was told she could be rehired when things get better. Remember this is a 2106 not Sch C. Thanks Linda and buddy

mcb39 "...but couple was divorced in Feb and want to see the results both ways" I hope you mean the couple was divorced Feb of 09. If it was '08 then there would be single only (with division of income for first 2 months only in CPS) Linda and buddy Ps thanks for all the input. this is a solid marriage. Both work very hard in the business, she does the office work and takes care of the bids while he, as she puts it, "just rides his toy and digs holes".

Well that really sucks......... Don't want to deal with this any more. What do you think about doing one sch c and each year changing from spouse to filer and back. Or would that cause problems. Linda and buddy.

I have a client who has been filing a joint sch C for 4 years now (community property state) and they split the SE tax. This year the box to check for joint is gone. It is a joint venture. They grose about half a mill and net about 200K. They want to both pay SE. What to do. Is this a new law I missed. or is there a work around. Also wife took on another job. can she claim mileage from her home business to her new job. thanks for your input Linda and buddy

a new person Dave I think it was told me to try a new print driver also. It's strang that the printer works just fine in 2007 tax progam. What printer are others using. This printer is a HP Laserjet 4100N Linda and Buddy

Terry D I do not find the 1099 C in the forms list for ATX. Exactlly where is this input form. Linda and Buddy

It is taking me up to 3 minutes to print out a simple return. The same return in 07 program printed almost instantaniously. is anyone else having this problem. Tech support does not seem to be able to help. Linda and buddy

Thanks jainen

Clien lives in mobile home. No mortgage. Can the taxes paid on her mobile home qualify as realestate tax to be added to her standard deduction? Linda and Buddy

Thanks KC My search probably included the word Tax. I just tried it both was. Realestate and realestate tax. The first one worked Linda and buddy

Thanks Taxbilly. I called the support line and they told me is was not a program question. Couldn't tell me where to in put. That is why I am so gratefull for this communilty. Even though I don't post much there is a wealth of information and kind folk like your self that will take the time to help. Linda and buddy

I know some of my questions have already beem answered but when ever I try to do a search I get an error message. Linda and buddy

Is it not true that we can take property tax as a deduction this year even if there is no Schedule A. If i'm wrong please advise. If I'm right where in the blank does it go. Thanks in advance. Linda and buddy

Yes they were for unreiembursed medical. Thanks

Client has HSA account for several years and then changes jobs in august (mid month) Facts she contributed thru payroll deductions 1400 before being laid off August 10tu 2008. And then she took qualified disbursements of the entire 1400. HSA account now 0. It was an individual HSA She is single with no dependents. 1400 reported on w2. This should be simple. Her allowable contributions should be 1933 she only contributed 1400 there for all allowable. Her deductions were all qualifying, therefore no tax consequence except no counted as income. Why is ATX taxing her on the 1400 and penalizing here. If I fill out part III of form 8889 the taxable income is 3333 (the sum of the qualified limit and the actual contribution) And the penalty of 333 This can't be right please help me figure this out. Linda and Buddy

How do you look up release dates on Myatx. Looking for Ca dates Linda and buddy

No there was no probate. What I did was include all the separate interies on the Schedule D, then add back in the loss and subtracted out the small gain, marking each with a statement NO. explaining. I hope this was right. Thanks for your help Joelglib Linda

Yes one of the children were on the account with her and they transfered the funds into moms checking account (non interest berring) and the executor distributed the funds from there. Linda

The 1099 B has 2 withdrawals before death, which I have already put on her return and the closing withdrawal after death. The 1099Div would be all hers since they closed the account so quickly. The account that they emptied after death was a California tax free mutual fund. No tax consequence as far as interest goes to any return. How do you nominee out 1099B income on the schedule D. The money was not put into her estate. The $209,000 was disbursed directly to the heirs (sister and brother), hence no estate return. Nothing to claim on an Estate Return. There was no income earned on the sale because her basis was higher than the distribution. It would be a step down in basis not a step up in basis. Linda

I I have a client that needs a final 1040 filed for her mother. Mother died 08/24/06. Her only income was from a stock account. She lived with her daughter and owned nothing else. Daughter (executor) closed the accounts and distributed the funds to the heirs within 30 days. My question is, since the 1099B came in the moms name and social, how do I report the amount withdrawn after death. A little more information: The schedule D on the moms account would show a loss, not affecting the tax out come. (She would not have had to file except for this one time large withdrawal.) . Thanks in advance Linda

KC Could you PLEASE could you be so kind as to walk me to the check boxes. I'm, not usually this blind, its just that I am so sick I am all doped up on meds trying to finish the season. and I can't find the place in the program to indicate active participation. I've done this same return for several years now, it allways flowed before. HELP Linda