Kea

I always print to .pdf first. When I want it on paper, I print from the .pdf. I also change the print order, moving the comparison to the back.

Yes, it will. I'm going to be doing that today or tomorrow. I've used up my 3 states & this return has 1 I haven't used before.

When you rollover, it will ask you if you want to use one of your PRS, rollover without any non-available states or cancel. Cancel will actually stop the whole rollover (kind of annoying). So if you need both states that are already in the return just click to use the PRS. Hope that helps.

I know IRS does not want to process amendments for no change or very small change. That's why I didn't advise amending the 2012 return. But, for me, it's a different story when I file a return KNOWING information is missing. I've only filed a Form 8082 for one other client. His partners were no longer talking to one another and no one was even filing the partnership returns. It got pretty ugly, but after about 2 years he was able to get out of the partnership.

I think you are correct. I did the same thing, but I also checked each return in ATX to what was actually filed in TaxWise. I only do a few state returns, but I did add them to the 2012 file during that review process. So my states are opening. In some cases I have a state that is not one my 3 allowed by ATX and I do get the warnings on those. I can still add them through Pay Per Return.

I expect any change to be very small. I'm also just checking on the 8082 Notice of Inconstant Treatment being required.

Yes, when I print anything from the client copy tab in ATX all SSN, EINs etc just show up as "XXXXXX." @ RitaB - I don't think I can do "anything." Regardless of the circumstances, I can't stand on my head! (or, fill in your other favorite impossible task!)

Client actually wants to report values of 3 times what they were in 2012 just to play it safe. Reporting any values without the actual K1 would require me to file a Form 8082, right?

Client e-mailed to say her printer wasn't working and she wants to print 8879 at her job. Says she's can't print anything with an SSN on it. (No idea if that's true however she does work for Dept. of Veterans Affairs.) But I'd like to accommodate her. I can send her a "client copy" of the 8879 with the SSN Xed out. Is there any requirement that the signed 8879 has to show her SSN? Can I just write it in when I get it back? Thanks

Thanks. I had planned on making him extend, even though everything else seems to be complete. If he really wants to file without, I will. Just a bit concerned about that whole signing that everything is true & correct under penalty of perjury statement.

When looking at client's 1099 consolidated, I just happened to notice that he had dividends from an MLP. I googled the name & found that they issue a K1. I asked client for his K1 & he knew nothing about it. Then realized he got one for 2012 in June 2013 & sent me that one. The interest was around $25 & nothing much else on there. So I'm not recormmending ameding the 2012 because any tax difference would be insignificant. I did tell him he might get a IRS nastygram. For 2013 he found out he won't receive his K1 until June but wants to file now. The numbers are small & he thinks we can "work this out." Is it fraud to file a return I know is incomplete - even if the missing K1 will probably not change the return significantly?

I had one earlier and it turned out LT was correct because it was a result of previous wash sale. Various will work great!

I had a similar problem with "extra" offices showing up. My "extra" one came from the Line 41b tab of the Home Office Exp form. You may also want to check the bottom portion of the Expense Allocation Worksheet tab (also on the Home Office Exp form) to make sure it's using the correct basis info. Hope that helps.

Are you putting the $450 in the top part of the form or in the bottom part? It sounds like it's been entered on the line for additional contributions. The top part is for the contributions to the plan. The bottom part is for the distributions. Make sure you offset the distributions with the actual qualified medical expenses so that it doesn't show up as taxable income. I'm not on my work computer, so I don't have line numbers. Hope that helps.

I had a nice easy one yesterday. It felt good. In general I procrastinate on everything -- easy returns, hard returns, even personal stuff that I enjoy (hobbies).

I found my problem. One of the line 41 tabs was for additions / improvements, not the original office.

I did that a couple of weeks ago. One of them just wasn't on my calendar at all (not on the wrong date or wrong year, just not there)! So the 2nd to arrive (the one who was on my calendar) just dropped off her stuff & I did the rest of hers by e-mail. So not the disaster it could have been.

I thought that I was just adding the missing info (name and start date) to the office info it rolled over. My bad. Now, how do I delete the extra one? As for the line through your post, I'm guessing you accidently clicked on the "S" with a line through it icon in the tool bar (top part of the box where you typed the reply).

Thanks for the suggestion, but no ghost assets.

I rolled over a return that contained a home office. I went to the 8829 & there was no office info. I went to the new Home Office Expense Worksheet & filled in missing name & start date & clicked to create new office. When I go back to the 8829, the depreciation is twice as much as it should be. When I go to the Line 41 depreciation tab, there are now 3 entries (after confirming 0 in first step). Office, Building - Office & Land - office. The 1st 2 entries each show the (correct) 2013. But they are getting combined on the form. Back to the Home office worksheet & there is only one entry. The one on the Line 41 tab of the Form 8829 does not have any "jump to" arrows. Office is not listed in the fixed assets. I can't overwrite any of the Line 41 depreciation on the form or on the tab. I can't find any other place that would generate these entries. How do I delete the extra? (Yes, I've checked the FAQ and other document in the knowledgebase.) Thanks

Were they liquidated before or after death? If after, you'll need 2 separate K1s to allocate each box to before and after DOD. Client made one phone call to PTP and got revised K1s e-mailed very quickly (same day?). PTPs include basis info in their paperwork. Make sure client asks them to use the stepped-up basis on the 2nd K1 (after DOD).

Good luck. I have had some luck getting one couple to start keeping a log after they saw the consequences. Others, not so much.

Agreed. And you spend so much time researching mystery codes only to find out they really don't apply to your client anyway. Then when you see a specific mystery code the next year, you have to research again because you don't remember why it didn't apply last year! Aggravating.

She was not necessarily trying to get the deduction - she just asked if she could. I said I would have to check. Thanks for all responses.

That's an excellent website Lion. (I thought of that earlier, but had blanked on the name.)