Abby Normal

Don't leave it as is. Transfer it ASAP. File gift tax return for 75k (or whatever) this year and be done with it. Start the clock running.

I want to encourage my clients to call me before they do something stupid, so it's well known that I don't charge for 5 minute calls. Sometimes it becomes a billable meeting or research. Sometimes I just charge them more for their taxes.

I don't want to send a doc. Not everyone can open a doc. Besides a fillable PDF is much friendlier and easier to use. One of the features is converting a pdf to a doc or an xls, and I'm sure that will come in handy for other things. Just not for organizers.

Thanks! I, um, happen to be a moderator of that subreddit, under my alter ego, quakerorts.

That's what I'm doing this year, fillable pdf.

I don't think that's aggressive at all. Deduct it.

You can post this in the \r\tax forum on reddit. There are a lot of helpful people there including at least one suspected IRS employee.

Are you sending them the excel version or the pdf? To make a pdf fillable, go to the Forms tab and click on Fillable Form.

Here's a link to download the standard version 1.0. I think you can use it in trial mode for 30 days. WARNING: It's a 1.6GB download because it contains ALL languages.

Nuance PowerPDF Standard can do it. It integrates with Windows Explorer, so you can right-click a pdf file and choose convert to word doc or excel. BUT the reason I bought it is because it will convert the PDF to a fillable PDF. Unfortunately, it's not a batch process so you have to do one file at a time, but it does it quite quickly. If you buy it, tell them you want version 1.0 because it does a better job than 1.2. You can probably find 1.0 on ebay or amazon if you don't mind having a license that the support has expired on. I needed 5 copies so I bought one from the company and 4 on ebay. It's $69.99 from the company and I paid between 29.99 and 34.99 on ebay for the other 4.

Yes. We do 1099s for directors of a local community theater and always put the stipend in box 3. The stipend is 750 but some directors ask to only be paid 599 so they won't receive a 1099. All of them have day jobs or are retired and usually only direct a play every couple of years or so. And many of them use the stipend on things for the play or cast anyway.

I have to disagree. I would not subject him to SE tax based on it being a sporadic activity.

I don't care about the energy savings, I just don't want the sun rising a 4:45am! I think if we didn't have clocks we would naturally get up earlier as the sun rose earlier. That's why I think we should change time 1 min a day for 60 days! I know that wouldn't fly but how about we do 15 minutes for 4 consecutive Sundays? No? Actually, that's sort of what I've been doing on my own the past few years. 5 minutes a day for 12 days. But this 'fall back' I'm trying something different. I adjusted my day half an hour earlier than under DST. Which is actually half an hour later than I was getting up. Then in the spring I only need to adjust back by half an hour. Yes, I have to make sure I go to sleep half an hour earlier, but that doesn't bother me.

I also use PDF995 suite to add passwords because it's the quickest way to do it that I've found. Signature995 is the program that adds the password. I actually use 4 different pdf programs to accomplish different tasks because I can't find one program that efficiently does all the PDF tasks I need to do.

Why is this a UK site? Seems.... odd.

It doesn't matter what solution you choose, some clients will have a hard time with it. We don't use a portal. We password protect PDFs and email them to clients. My favorite response is, "I can open the file but there's no place to put the password." You just can't help some people.

The refund would be taxable in 2015 when it was "received". The 1099G will be dated 2015. But the deduction... as I'm typing this I realize, that's a very good question! Since the taxpayer had control of the cash in 2015 and applied it then, I'm leaning towards it being a deduction in 2015.

One of the first things I do on a new computer is turn off automatic updates. I set it to just notify. I always wait at least a week before installing and then search for articles on the latest patches to see if problems have been reported.

My solution to DST is change the clocks permanently by half an hour. It's too brilliantly simple and elegant to ever be implemented. You're welcome.

http://blogs.windows.com/windowsexperience/2015/10/29/making-it-easier-to-upgrade-to-windows-10/

This looks helpful.

Add a note. Use a Blank Statement on the Elections form. If efiling, attach a PDF of your note.

The correct fee should be zero.

I ignore all the states too. It's almost always a loss anyway. I also ignore the state decoupling modifications until it's sold. ATX doesn't keep track of the state PTP suspended loss, but the K1 usually gives you state difference on disposition, so I think that's all you need. One thing I know I've missed in the past is partial dispositions. But not anymore. Unless the client doesn't give me all the pages. The K1 needs to be improved so it's obvious there's been a partial distribution and the numbers you need are on the K1, not on some schedule.

Just get a new installment plan. They get automatically canceled if you file a balance due return and you have to get a new plan. I have clients that have to do this every year. It's hard to catch up sometimes.