TAXBILLY

CS: We are glad you're back! taxbilly

May you have many more! taxbilly

I've had no problems either. taxbilly

May you have many more! taxbilly

Thanx for the info. taxbilly

No estate tax return is required. taxbilly

B: It's not on the list but the list is a little outdated. I went to the HP site and some comments posted about the printer were not that good. I would wait until Monday and talk to ATX support. http://techkb.atxforms.com/TSTKB.nsf/da6b1...79?OpenDocument taxbilly

Uh, Oh. Just went to the kitchen to get my morning banana and it was gone! taxbilly

Thanx KC. More information than I wanted to know. :~) taxbilly

I'm still in the holiday mood but that will change gradually over the next 98 days. taxbilly

I know how you feel. I used to enjoy the tax business what with the rules changing every year and the interesting scenarios we run into but it is becoming more like a real job. It's harder with all the legalese to solve problems and I get more and more annoyed with clients who receive an IRS letter and start their conversation with "you made a mistake on my return" when 9 out of ten times the mistake is either theirs or the IRS had bad info or the ever popular IRS incompetence which I find to be more and more prevelant.. I'm ready to chuck it all and head for the golf course! taxbilly

The IRS does not want the worksheet attached to the return (see Pub 915) so ATX did it correctly. I don't e-file but on a paper return one must put the letters LSE on the Social Security line. I always highlight it in yellow. In your case I would provide the worksheet in response to the letter. Before doing that however it's always a good idea to double-check the numbers. taxbilly

Sorry to inform you but ... You are beginning your 81st year of life. :~) Of course I hope to make it to 80. If I knew I would live as long as I have I would have taken better care of myself! :~) taxbilly

The stimulus payment was based on the 2007 tax return figures but it was actually an advance from the actual rebate which is computed on the 2008 return. Since he had no tax in 2007 but did have at least $3000 in qualifying income, he received $300. His actual situation in 2008 is he has tax of more than $600 and so he would be entitled to $600 but since he already received an advance of $300 he would now get the difference (600 -300=300). If it had been the other way around and he received more than he is entitled to, he gets a break and does not have to pay it back. taxbilly

Sounds like a good question to e-mail to support. taxbilly

Perhaps the auditor was dyslexic. :~) taxbilly

Don't think so because the 401(k) spouse is not the one who is disabled. taxbilly

MFS cannot claim the credit. See Form 1040, page 2, line 70 worksheet. taxbilly

The only exception I am aware of would be the use of the money for medical expenses exceeding 7 1/2% (exception 05). http://www.irs.gov/pub/irs-pdf/i5329.pdf taxbilly

JB: In the interest of peace and quiet at the hacienda: http://www.putanendtosnoring.com/ taxbilly

When you finish reading a post you can return to the list by clicking on the Go button at the bottom of the page, lower right. taxbilly

Now that's an epigrammatic comment! :~) taxbilly

Thanx KC and all. I never noticed that "go". taxbilly

His screen name is Single Dad. taxbilly

E: Is it possible to add a "return to forum" at the bottom of the page? When I click on a topic and scroll down to the new replies I have to scroll all the way up again to return to the forum. Having a button at the bottom of the page would eliminate those key strokes. Thanx, taxbilly