mcb39

I have a colleague who just started with ATX after a few years of absence due to ill health. He is extremely happy with the customer support. I, personally, have rarely had to use them since the days of "William".

I agree with everyone who says send a bill. Do NOT send a 1099 anything. Extremely bad idea. Generally I find that this type of client may come back after he shops around. If not, good riddance. The ones that you try to get rid of by raising fees, etc; keep coming back. When I have someone who did not pay and calls me the following year, I tell them that they did not pay for the prior year. Mostly, they are only too willing to come with money in hand for the prior year as well as the present year. You can take them or leave them. (This is rare, but it does happen.

YEAH!!!!!!!

Kind of startled me at first when I logged into 1999 and heard that tiger roar. I sure did love hearing that sound every day. Of course, those were the Saber days before ATX; but it was a great program then and is a great program now.

I just had to prepare returns for a client for 1999, 2000 and 2010. Really had to be careful with the data entry for those years. This program has changed SO much over the years. I even got to hear the Tiger roar in 1999. Apparently this fellow never filed in those years so the IRS has put a lien against the house he was buying on a land contract and has surrendered to the seller. Now he has to clear the title to the property. It really seems to be true that some people would have no luck at all if it weren't for bad luck. This man is physically disabled (and probably mentally as well). His X-wife who is taking care of him brought in the paperwork. On top of everything else, he would have had refunds from both Fed and WI for all three years. This one is pro bono. Everyone have an awesome weekend.

All of my printers are HP Lasers and all of them will print to my laptop which has Win 7 with updated drivers. I have never analyzed the cost per page, but I know I get a lot more mileage out of a toner cartridge on the old 1200 than I do on the new 2035 because every time I change the toner cartridge I put the date on a sticky note and the oldest date I have is 2/9/03. I also have two other HP lasers; a 1018 and a 1006 which I use pretty exclusively with the laptops. I am a one-person operation and the only person who touches my equipment so, obviously, we are comparing apples and oranges here.

Did he sign an engagement letter? Are you prepared to go to Small Claims Court? Personally, I would just forget it as a bad experience. He might even be back once he shops around. If so, I would refuse to prepare or file his return. IMO, it is part of our "Continuing Ed"

Lecturing on logging must be built-in criteria for some of us. In the past couple of days I have had more than one client call for an appointment and say, "You are going to be really made at me" or "You are going to yell at me". Gosh, I don't believe that I ever raise my voice so I must be good at frowning and other facial expressions. Also, I know that when I see a 1099R for an early distribution; I possibly have said "Oh No!" In any case, some of them at least appear to be listening to me.

Come On Jack...I have been using the same HP Printer since 2003. Granted I have a backup and have them both installed and can choose one or the other to use; but mostly use the older one because it is more economical. For many years I only had the one. Never have had a problem printing with ATX.

The rule of thumb is that the Tuition Credits always follow the dependency no matter who actuallly pays the tuition. And the age is UNDER 24 to qualify as a dependent for the parents without having to consider the $3700 cutoff. ( I would sure like to see someone live on under $3700 in today's economy).

Most people don't like confrontations, myself included. However, if the client never told me about a deduction; that would be one thing. If they bring in their balance sheet or cash flow report and say not to take this deduction or that one, it would make me very uncomfortable to the point of turning the client away. I would refuse a client even if it was a relative, rather than have a guilty concience and/or feel uncomfortable about a return that I had prepared and signed.

I will settle for the dry, wrinkled lean and try to find time to apply lots of lotion. (Fat again) It is hard enough to stay anywhere near lean sitting in this chair for hours on end.

I went through this last year with a client (wife) who wanted me to amend their return and take away some of her self-employed husband's expenses to make it look as though he was making more money. She said it was so that it would look better for a refinance at the bank. I refused to do it and have several pages of comments printed from this board to the effect that I would have been helping her commit fraud. Turns out this year that she has left him and has filed for divorce. Of course, she wanted his income to look higher than hers. The refinance went through just fine without trying to dupe the bank. I am putting them on extension as their court date isn't until April. I have not heard from her since she asked me to amend the return. However, the husband has kept in contact as he wants to remain my client. It will probably be a mess as they have a lot of assets and several rental properties. Your situation seems a lot the same. If I knew they were not taking deductions they were entitled to, I would feel obligated not to file the return.

The problem with that is that our Family Doctor told us to always shower with shampoo in the wintertime to prevent dry skin. Maybe that is why HE is a little rotund and wants everyone to look the same. However, I am going to follow Jack's advice from now on.

And now in rereading your original post, how is the SS taxable to Fed if all the income he has is SS and a small pension? I think that is the entire point of taking the Federal amount on line 20b of the Federal return, which should be zero as his SS should not be taxable there either. Seems as though we are all missing something here. I understand your frustration here as I cannot stand leaving anything unanswered.

Tom.....I was not trying to be funny by sending you that entire instruction booklet. Am really sorry. I only meant to send pages one through sixteen, but it was late and I was tired and Adobe got away on me. Living and working here, I rarely file a 1NPR for a non-resident and pretty seldom for part year residents. Did you try putting the SS on line 30 in the Federal column?

This is the best that I can do for you at this late hour. See page 15 of the instructions for the WI 1NPR. Notice that it says the amount of SS from line 20b. Is all of your client's SS taxable to Fed.11i-152.pdf

Again, I have gone to the book: Taxation: Nonresidents of Wisconsin are taxedon reportable gross income only from Wisconsin sources. See Wisconsin Pub 122: Social Security Benefits are prorated for Part-Year Residents. Social Security Benefits are NOT taxed by Nonresidents. This is a direct quote from the 23rd Edition of the Wisconsin Tax Guide for Tax year 2011, which is exactly one inch thick. There are not two standards of taxation here. Non Residents and Part Year Residents are taxed ONLY on Income Earned in Wisconsin. Jainen is correct in his interpretation.

Are you using WI Form 1NPR? Line 15 clearly shows SS as not being taxable to WI. The form splits the Fed and the State taxable income. I would also put the SS on line 15 as a negative for Fed. That might solve your problem as there will then be no ratio of Fed to WI. The only income taxable will be the lottery winnings.

Well, that shoots down my theory. I don't remember where I heard that. In any case, mine has never changed and have had it since the beginning, but it seems like a few have.

I would hope that CA has a credit for "Taxes Paid to Other States". Even WI has that and we are way up high on the list for the states that pay the most taxes. Doesn't IN have that on the state form?

Jack is correct. You may never use it for anything else. I can rattle my husband's off in my sleep. He was my first Partnership., more years ago than you care to know about. I can never remember mine as the only time I need it is when I fill in the Preparer info for ATX e-file.

I think it has something to do with your status having changed. If you became a CPA or EA since originally receiving your PTIN, it has changed. I know the ones that start with P (as mine does) indicate preparers who have to take the test. I believe that the "P" probably stands for Peon.......or worse.

This exact same thing happened to me the first time I tried to e-file a 1065. I have no idea why, but I had to go online and get a EIN; which as Margaret says, was very easy to do. I am also alone and never needed an EIN. For whatever crazy reason, and I got that same message, unless you populate that box on the E-file info box with an EIN, you cannot e-file a 1065. You do not have to amend anything. Both numbers will appear on the bottom of Page 1 of the 1065 in the Paid Preparer Section.

OK....I went to the books and got a surprise. "Income of nonresident individuals from winnings from a casino or bingo hall located in Wisconsin and operated by a Native American tribe or ban is taxable by Wisconsin. Multijurisdictional lottery winnings are taxable by Wisconsin to nonresidents if the winning ticket was purchased from a Wisconsin retailer or the Wisconsin Lottery Board. Income which nonresident individuals receive from the Wisconsin lottery or lottery tickets purchased in Wisconsin have a taxable situs in Wisconsin and are taxable by Wisconsin. (This surprised me because if a Wisconsin resident has gambling winnings, regardless of where the gambling activity takes place, are taxable to Wisconsin).