Julie

I believe the solution can be found on the ATX knowledge base....I had a related problem last week, and I had to go find the return in the main ATX folder and delete the corrupted form from the return there. In my experience, perfectly good spreadsheets are often "corrupted forms."

A B followed by a ) = PS: For some reason I'm getting a smiley face in my post where it should be a B

My laser printer came with a warning NOT to put it on battery backup. I have the computers and monitors on backup, but neither of my printers. I can't think what circumstances I would need to use them on battery anyway. If the power goes out, I'm shutting down until it comes back on. The UPS is so the computers can be shut down cleanly, not so I can continue to do tax returns. And yes, thanks for the warning.

Pacun and lbbwest are right. Without the sarcasm, just put it on the C. That's what the interest belongs to, so that's where it should go.

Depends. Does he owe money? Is he getting refunds? Is he being hassled by state/federal authorities? I don't know a hard-and-fast rule for this. Talk to your client and use some judgment. There are various relevant statutes of limitations. He won't get refunds that are out of statute (three years for IRS), but the three-year SOL for audit and the ten-year SOL for collections do not even begin until the returns are filed. Because of that, if he owes money, you should file all of them, or he'll owe it forever. Look up your state SOLs too, don't just rely on the federal ones. They're probably posted on the state's web site. California has a 20-year SOL for collections, so I just filed ten for a client. FTB was sending him tax bills (on imaginary income). Since he did not owe taxes, otherwise I would probably have stopped at four years, just to collect his refunds.

I would assume it's because she had no taxable income, hence no benefit from an IRA deduction.

Read circular 230. I believe it's VERY clear that the client is entitled to a complete copy of his tax return for his own records. You are not allowed to efile a return without having signatures on file.

You mean a worksheet to help determine whether a potential dependent is a "qualifying child," "qualifying relative," etc? No. TaxTools has a flowchart that helps in tricky cases.

You can link to an itemized list, which can have as many rows as you want. Then only the total goes on the 2106, which is the way it should be.

It's been a long time now since I quit HRB, but the company policy (not always uniformly enforced) was that HRB will amend HRB returns for free. Have her call the phone number on the inside of her HRB folder. The one that came printed on the folder, not the one for the office she went to. We even amended returns from franchise offices, if they were prepared under the Block brand. The POM guarantee was in addition to the standard free amendments and p&i payments. (If client owed penalties and interest, HRB paid them with only the district manager's approval. POM had to be approved by someone in Kansas City.)

You'll need to amend the 540 to bring in the new federal AGI, probably not for the D/3885A. You use that only when there's a basis difference, and I can't think how there would be one. (Of course thinking is difficult anyway, with the IRS blasting classical music into my head!)

1099B is not supposed to show the cost basis. His employer gave him a lot more information at the time. You need it. If he did not pay for the stock, or got a discount on the stock, the value of the "gift" should have been added to his W2, and that amount would be his basis, whether or not it's separately reported on the W2. It may be buried in a pay stub or somewhere else. I expect he will come up with the paperwork, or B&N can give you some help. If all else fails, the value (from finance.yahoo.com or another site with similar information) of that stock on the day of the grant will do.

The bottom part is simply false, as you'd notice if you had studied that list of taxes which "did not exist" 100 years ago. Many of these taxes are local taxes, which existed then as well as now. Some of these were taxed by the federal government then, like alcohol and tobacco. Others are taxes on things that were rare then, like vehicles and telephones. (Remember the telephone tax rebate last year? That was for the Spanish American War.) Some are for services that we might not wish to abolish, like worker's compensation insurance and paved roads. Now, call me a liberal if you like, but I don't really want to live in the 19th century. I heard enough from my grandparents to know that some things are better now. And it doesn't even mention the federal government's other big source of income, which has mostly been abolished only recently: Tariffs. The first taxes passed by Congress in the 18th century were tariffs.

Instructions for 5329, page 3. Distributions due to "total and permanent" disability are nontaxable, exception #3.

This is for anyone who does not remember the original Saber logo. ATX97.ico I don't have a better graphic of it, but the icon is pretty clear.

Okay, thanks. I think that's the bit of information I didn't have....payments made in the last year, then, for an out-of-statute return, would be potentially refundable? I wasn't looking for an exception, just wasn't sure how it applied to those additional payments, some of which are quite recent. All ten returns showed no tax liability to California in the first place. If done timely, all withholding would have been returned. IRS apparently was able to figure out that he didn't owe them anything...they've never asked for a tax return. (Most would have had EIC.) quote name='jainen' date='Feb 14 2008, 03:19 PM' post='10268'] >>getting a refund of the more recent payments<< You'll need to ask FTB for a record of those payments to see where and when they were applied. There are no exceptions to the California statute of limitations, which is the later of four years from the original due date or timely filing, or one year from the date of overpayment.

Must be someone else then. It was a feature on the election, with pictures and thoughts by a half-dozen people on voting in general. You'd have known if they took your picture.

Client came in last week with ten years of tax returns. They're all done, and they all would have had refunds. Of course he won't get the refunds that are out of statute, and I've already explained that to him. He has lost at least $12K by not filing. However....as recently as a few months ago he was making payments on a bill from the Franchise Tax Board for taxes he did not owe. The tax bill was a typical FTB invention, with no connection to his actual income. Any chance of getting a refund of the more recent payments? I'm not making promises, just want to know if anyone has ever succeeded at this.

Thanks for the reassurance, Tom. I had already given up on the HOH. BTW, that wasn't you featured in the Bee's Forum section a couple weeks ago, was it?

Depends on the circumstances. There are times when it is not supposed to be sch C. Example: Furniture salesman is employed by a retailer, but gets additional commissions from the manufacturer. This may generate a 1099-misc with the amount either in line 3 or line 7. In this case, the salesman is not self-employed, and the income goes on line 21 (and unreimbursed employee expenses on Sch A). IRS has a brochure on this subject aimed at car salesmen. I don't remember the pub number. Use Sch C if the salesman is self-employed.

I agree...bring back the Saber-toothed Tiger. Remember the packages that used to arrive covered with paw prints?

Given the new rules: Client normally files HOH and claims his daughter as dependent. This year he came in with much less income than normal, most of it unemployment. So I started asking nosy questions, trying to determine whether HOH was appropriate. He was not anxious to tell me, but it comes out that he worked "under the table" for a couple of months, which would add over $3000 to his income. If declared on his tax return, it would add about $1000 to his refund, via EIC, even after SE tax is added. (He was not actually self-employed, but also does not want to challenge the employer, whom he may wish to work for again.) Now, I know I'm required by law to report all the income I know about, but in this case, the EIC issue might force him to prove that he earned said income, which I'm sure he cannot do if he was paid cash. There may also be a case of UI benefits being received illegally while he was working.

http://www.mkappcpa.com/www.sailortax.com/ This guy is in serious trouble with the IRS. The disclaimer at the top of his website is just a hint.

Send them a copy of pub 926. See what form they give her. We already know she's a household employee. A 1099 is a blatant attempt to avoid paying employment taxes. The child care credit depends on their doing this correctly. She needs a W2. If they give her a 1099, challenge it with IRS and any relevant state agencies.

I have not successfully gotten them to efile, but I haven't had an MFS this year yet. Let me know if you succeed. I believe you're supposed to include all the W2s and do the split on the line 7 worksheet (the one you get when you 'bunny hop' from line 7 of the 1040). I do not use overrides; that little worksheet is perfect for that. I use the blank input lines, a line for each w2, followed by "community property adjustment" and a negative amount equalling half that W2. Same for all other community income.