mcb39

IMO, this is one of the saddest changes in the tax law. With the exit of the 2106 form, many employees are shot in the foot. I particularly notice it with OTR truckers who are employees as opposed to SE owners. This issue of mechanics and tools is also huge.

I only give them to clients who request them. That equals about 3 to 4 clients. Otherwise they bring them back still in the envelope. These days, I email Organizers to those who want them and let them print them out on their paper.

Such as clients who are starting to receive corrected 1099's with a different code or taxable amount and they have no idea what it is. (But, it was due by January 31)! Of course, it was.

I totally agree with this for at least one year. It has been working out very well for our clients.

Yes, my Win 11 laptop does that as well. I still prepare tax returns on Win 10, which will be updated after tax season. My fabulous IT MAN just updated my Surface Pro, which I am planning to use more or less as a tablet, due to eye issues. It will be interesting to see how that works out. Have not had time to try it out as yet.

I have the exact same situation with a pastor., except that mine has a W2 as a Hospital Chaplain and is SE as a Pastor. I don't have your problem, however, because he has a 401-K on the W2 and an IRA as a pastor. This is probably one of the most difficult and heart wrenching returns that I prepare, but he calls me his Angel and will never leave me. He is a citizen, born and raised in Poland, and terrified of the Government. He has been with me since 1999 and I have to be doing something right because he has never been questioned in all these years. I, however, question myself every year. My solace is that he prays for me and sincerely loves me.

I am not here to rob them. I am here to help them. Believe it or not, this is a very small business and they came to me set up as an S-Corp., and were paying mega bucks for their tax prep. I want to do what is best for my clients. I could have set up a Sm Partnership, but why? Just to get paid for filing another return? I charge them what I think is plenty and still don't come near to what they were paying before. Ethics!!!!!

We are not waiting around. We still have clients who are waiting for their last year's refund, which is still being processed. Also, we are still not able to speak with an IRS rep even in response to a Collection Letter. I don't have the strength to walk away from clients who need me. Credibility???

Even if I used the $53034 for food and services, she would still qualify for the deduction. It's been a long time since I did one of these and I just want to get it right.

I have the breakdown on a signed Wisconsin Rent Receipt. One of the questions checked yes is: "Is the rental property a long-term care facility, CBRF, or nursing home?"

Quote "You can include in medical expenses the cost of medical care in a nursing home, home for the aged, or similar institution for your spouse, yourself or your dependents. This includes the cost of meals and lodging in the home if the principal reason for being there is to get medical care." She just broke her hip for the second time.

Everything that I read says that my 91 year old client can deduct medical expenses for 10.5 months in a CBRF. She was declared chronically ill by a licensed physician. She requires extensive assistance with more than two activities of daily living. She paid $70,712 for her total share. Long term care insurance paid $12,600. I am having a difficult time convincing her son that $69,512 is a legitimate medical deduction. It is a difference of paying in and/or getting about a $6000 refund because she had paid in estimates. Am I right or wrong?

We have filed several already and alerted all clients. Until they give us some guidance, we are not letting our clients wait for legislation and then updates to software before they can file.

Mine is turned off every day. You assume incorrectly. His instructions are to boot up in the morning. Then hit restart so it closes and then reopens. I have no issues with the program shutting down during the day. As the season progresses, we might even do a restart after lunch.

FYI: My IT person has advised me to prevent issues like this by restarting my computer every day as soon as I turn it on. So far, so good!

I backup every single file to a jump drive as I am working on it and when finished.

Yes, it always was a questionable deduction, but he had three small Schedule C small businesses. They have all long since ceased to exist. They still file, but I believe that this might be his last year. He has had a stroke and they have slowly disposed of their assets. The only time he ever got questioned was the year before he came to me; when he prepared his own return. As I age; so do my clients; many of whom have been with me for years.

Very Creative Bookkeeping, but I am sure that they are honest in their own way. The Priest will not allow me to confer with the bookkeeper. He has been a client since 1999 and has never been questioned. My fear is that he is paying too much tax; but his fear of the Government is palpable. When he first came to me, I went over three prior years of returns and never did figure out how that preparer was arriving at the amounts that he did. I claim everything on the Church's final report that is designated to him and then wipe a great deal of it out with expenses; primarily mileage.

He is a Polish Catholic National Priest. Not under the jurisdiction of the Pope.

I say NO! I have one who does not receive either a 1099 or a W2; just the Profit and Loss Statement from the Parish, which shows his stipend, and everything else. Have been doing his taxes for over 20 years and it has been SE all the way because we cannot get the Parish to change their method of accounting. My Priest (client) does not want to rock the boat because he was born and raised in Poland and is afraid of the Government. Perhaps you could help me. He also does have a W2 from the Hospital where he is the Chaplain.

I had one of these for years, because they both refused to file with each other's accountants. My client always got the short end of the stick because she owned the home and paid all of the expenses. He had nothing to deduct. Dear friend of ours who has passed away. He could not take the standard deduction because she itemized.

Just had to send a fax to Taxpayer Advocates. Client has not received 2022 refund. Has been sitting in "Where's my Refund" for ten months. "Still being Processed"!

I had one years ago who was on the board of a Credit Union. Yes, it was SE, but he did deduct his mileage back and forth to meetings.

I have two landlines through Spectrum (Charter Communications) one for my office phone and one for fax. It is reasonable and works out very well. I have ATT for my cell phone. I really don't mind clients calling or texting my cell phone. I can always shut it off. Because of OIH, I am trying to get packed to get out of Dodge for the weekend. My landline is ringing nonstop. Of course, I could let it go to voicemail, and will for the weekend. I am getting away and will be coming back to the gates of Hell so need some R & R. Surprisingly, the first week of filing was fairly quiet, but we are booked solid for next week. Starting to book into March now. In the meantime, all of my business receipts for 2023 are missing and I live in fear that my assistant put them in the burning. I see the usual extension coming and am trying not to worry.

Instead of a Partnership return. Maybe this is only allowed in Community Property States.