BobinNJ

If you are in a construction union with a union pension plan, is that considered having a pension plan when IRA contributions are being calculated? All of his w-2's, and there are many, and not the same employer from year to year, do not have pension box checked. Each individual employer pays certain monies to the union toward his benefits, but does that prevent him from funding his own IRA?

How do I set up the preparer for an unpaid return which I want to e-file?

It's not in the wrong place on the W-2, it's that the state of NJ has several options to put these items on the w-2 and one option is that the additional items may be placed in the area for local wages and amts. w/h'd. You can find this on the NJ tax website. Many persons have NJSUI, NJTD, NJFLI, Sec125, 414H, all of which won't fit in Box 14, so they slop over to the area for local wages,etc. And of course if you have trouble with this "See your local tax preparer". ;-)

I don't think that this is a deductible expense. Akin to a traffic ticket. (Maybe not the best example)

Publication 17 for 2011 specifically states that qualified education expenses do not include: Room and board, insurance, medical expenses (including student health fees), transportation, or other similar personal, living, or family expenses. It goes on to mentions other things, however the answer to your inquiry is above.

Thank you all for your helpful replies. They are much appreciated.

Marilyn, how do you turn on the 2011 Organizer in the 2010 program?

Latest updates installed as well as the 2010 Archive disc, which has the organizer info on it. Only Organizer 11 loads.

When I load the form from the forms menu, there was no option to load long or short versions. It only loads the long version. Am I missing something ?

How do I print the condensed 1040 organizer?

According to radio reports, a small private plane flew into the IRS office in Austin, TX today. A individual who may be related,(unsure), said that the pilot, who she knows, burned down his house last night. She also says his plane is missing from the airport, and his car is parked at the airport.

According to what I read on that link I sent, You don't have to file if you made less than $1000, unless you are chasing the refund. There are several reciprical states that are handled differently. You didn't mention student's state of residency. Bob

Go to WWW.IN.GOV/DOR I'm not from Indiana, but this link can get you info. Sorry I can't be of more help. Bob

Once you have registered with NJ, they do not require further yearly updating. Bob

Just a heads up that starting with 2008 returns, NJ and out of state preparers filing 25 or more tax returns will be required to E-File all returns to NJ. Sorry if this is on the wrong thread. If so, feel free to move to the correct one. Bob

Hi YardleyCPA, this is BobinNJ (actually Freehold, but spend alot of time in Trenton) Do you have a copy of the will? It should tell you if there is a residual beneficiary, or if both are to be residual beneficiaries. If only one, then only one k-1 will be necessary and all the income/losses will be on that one k-1. The Will dictates. I don't think funeral expenses are deductible on the estate return, and they are certainly not deductible on the final return of the decedant, which you did not mention. I am assuming that this is a PA resident, not NJ? I have never done a PA estate, so any state ramifications, you're on you're own.

The State of New Jersey as of 2007 tax season no longer requires that you register with them to E-File a NJ return, as long as you are an authorized IRS e-filer in good standing. Bob

After much prodding, client finally presented return info during late March, 2008. (a disregarded entity LLC) Return resulted in overpayment of $6340 which was applied fwd. to 2005. Return was mailed on 4/14/08 and now IRS has notified that money will not be applied to 2005 because return was not rec'd. by them prior to Three Year Rule limitation. Is there any way that this can be appealed? Anyone ever gotten relief in this situation? Bob

KC I'll be adding my prayers for your husband and you. God bless. Bob

First, I would suggest that your consult Publication 590 in the areas of MDR and the possibility of 50% penalties for years not taken. Bob

Speaking of being thrown under the bus, you did a pretty good job with your comments on the "other Community" about a lot of folks on this site. Bob

Sounds like someone might owe someone else an apology. It would be mighty big of them. And like Mom always said, "If you can't say something nice about someone, then say nothing at all." Bob

If your doing 300+ returns and tons of other money making things, and from what you said, you must deal in lots of cash, your dilemma is a no brainer. You can make up the difference in a heartbeat. So what if the program has more than you need? Go for it! Bob

Were the K-1 figures positive or negative? Cause negative figures won't flow because of the Gross Income tax system in NJ, as you probably already know. Bob

If you go to www.revenue.state.pa.us/ and click on Tax Professionals then Local Taxes, you will be able to get lots of specific info including adresses and people to contact in each municipality, cause most of these local taxes are not counties, but towns. It is my experience that they run these offices like little fiefdoms, and won't refund anything unless the employer gets involved. Good luck. Bob