Abby Normal

Efile attachments are no big deal. Just keep them under 1 MB. Larger attachments can prevent efiling, especially if you have slower internet.

Or PA, NJ or NY. But yeah, Ohio is the worst. My first Ohio was a part-year moved to MD. I ended up doing 4 separate OH returns.

You delete both the sent email and the received email so the jpeg isn't sitting on some server out there forever. If you get a Google voice number, the text will go right to your computer with no need to email it to yourself.

Disk images are your friend. You should set up a task to image your disk every night, and keep as many images as you can store.

When all else fails, just type whatever you want in the letter. Just don't save it for all future returns.

Using those input forms is very inefficient. Just put it where you know it goes. The only 1099 input forms you need to use are INT, DIV, B, and R.

You could always sign them after the IRS contacts you, which after your clean audit, they probably won't ever audit you again.

Yeah, I wouldn't let any Norton products anywhere near my computers. I tried a few about 20 years ago and had to uninstall all of them.

I won't take on a corporation without complete balanced books. If they won't do it right, then we have to enter everything into QuickBooks and bill them for it. Going forward, I try to convert them to a quarterly bookkeeping client.

I don't get a lot of photos of documents but almost all of the time, the photos are good enough. Sometimes they're too big, but I have batch resize tools. I can also select a bunch of jpegs, and combine/convert them into one PDF. I guess my clients are good at taking photos, and don't use iPhones. Apple is famous for resizing your photos and videos to save themselves on data transmission costs. We get postage stamp sized videos from one family of their kids because they all use iPhones.

I've never signed one in 25 years. I just have ATX 'electronically sign' it for me. I've also never had the IRS ask for my 8879s.

I'm just as leery of the known companies.

Fortunately, you can get you IP PIN online. https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin Also, would the post office forward it if you did a change of address with them? And I think the post office sends change of address info to the IRS.

Exactly this. No way they can tell me they didn't notice the sudden increase in their take home pay.

Ordinary income can be either active or passive, depending on the circumstances.

It's totally free and has been for decades. If you have a google account/Gmail address, adding a voice number is easy. I have two voice numbers, one work and one personal. My SO has one for her cell as well. We give it out to people we don't want having our real cell #.

You can delete the texts if they contain sensitive info. It's no less insecure than a text to your cellphone. And having a landline has nothing to do with it. It's just an alias for your cellphone, but you don't have to link the Voice number to your cellphone. One nice advantage is that everyone in the office has the same cell number and everyone can see all the texts and voice messages in one convenient place.

Get a google voice number and give that out as your cell. Then when you get a text, it's already on your computer and you can print the text to a PDF for your records. And set Google Voice to just take messages in case your clients ever call your "cell."

It's on the Open Return tab of Preferences, and it's about halfway down. It's called Display Tax Research Tool Tips. Uncheck that bad boy.

K1 always goes to the beneficiary. Payments of nondeductible expenses are considered distributions to the beneficiary. But if you have a loss, there will be no numbers on the K1.

Well, you can elect to treat them all as one rental activity (aggregate), but if I recall correctly, there are some negatives if you sell one property at a loss. Also, I think you still have to report each rental separately, but the aggregation has benefits of meeting the active rental rules. https://www.journalofaccountancy.com/issues/2014/aug/rental-taxes-20149906.html https://www.journalofaccountancy.com/issues/2000/jul/aggregatingyourrentalactivitybesuretotelltheirs.html

I sent a priority envelop to Virginia from Maryland yesterday afternoon around 4, and it arrived this morning in VA. I have a lot more great stories about the post office, than I do bad stories. I prefer the post office to any of the other shippers by a lot.

Sounds like the trusts are partners in a partnership. The trust should file a return reporting the K1 income on a 1041. then issue a K1 to the beneficiary. but you'll need a full accounting of the trust's income, expenses and distributions.

Combine accrued interest and acquisition premium into one number and use the adjustment code Other. These both reduce interest income. Combine the OID amounts and enter as separate tax exempt interest 1099.

Things like this are why we always pay for priority mail. It's a nice sturdy cardboard envelope that documents can lay flat in and you get a tracking number. Of course the real solution is for clients to keep their records and just give you PDFs through secure means or copies by mail or delivery.