tmike

It seems she would retain her status as a CA resident if her intent was to return to her CA home upon completion of school. You are correct to use MN NR to determine non-resident income for MN purposes. -Mike-

Thanks KC!!

Does anyone know if you e-file a return with an election statement does that election get e-filed. I have checked in the "list " of e-filed forms in this particular return but does not list the election as being e-filed. Anyone with any experience in this matter? -Mike-

I just got a response from the research dept. and they say"A married taxpayer filing a separate return may be able to claim the credit even if the taxpayers spouse does not have a valid social security number". They then go on to say that I should refer to the rebate recovery worksheet for line 70 on page 62 of the instructions for form 1040. I still have my doubts but am going to paper file and see what happens. -Mike-

I have e-filed many rent credits this year without any problems. Property tax credits for any county other than Hennepin county must wait until after March 15th. -Mike-

Thank you for the help

Thanks RCooper, Am still having a problem deciding. Pub 17, page 256 seems to imply that both taxpayer and spouse need valid SS#'s. It does not address a separate return. Also I called the IRS and they could not give me an answer. It is now referred to their research dept. I can't believe this would be a fairly common situation. Let me know what you think. -Mike-

Could any Oregon preparer give me a quick run down on the credit for long term care insurance. I find no info in the instructions. Is this a dollar for dollar credit? Are there any income limitations. My client is a part-year res and had income over 300k. The link for line 56 just says "Long term care insurance premiums. Code 716. Any help is appreciated. -Mike-

That is how I read it. "If filing a joint return". Pub 17 Page 256 says both spouses must have a valid SS# but makes no reference to filing a separate return. I talked to IRS but could not get a conclusive answer. I can't believe that this would not be a fairly common situation. -Mike-

I have a client who has a valid SS# and his wife has an ITIN. Can I file separate returns and get the rebate recovery credit for him and the children? If I follow the worksheet there is nothing that would disallow the credt. When I try to e-file the return it is kicked out saying a valid SS# is required. Has anyone run into a situation where one spouse has a valid SS# and the other is using an ITIN? Any help would be appreciated. -Mike-

Quickfinder offers an accounting book that is very helpful if you have some basic knowledge of accounting

I see that now. Thanks -Mike-

Is there any problem changing a filing status for the express purpose of getting a rebate credit? I have a married couple that filed a joint return for 2007. Husband has a valid SS#, wife has ITIN and each of 3 children have a valid SS#. As a result no stimulus payment was ever received. If I were to file their returns as MFS are there any pitfalls as regards to the recovery rebate credit?

I have a client that filed a joint return and because his spouse filed with an ITIN they did not receive any stimulus payment. She will again be using an ITIN next year when they file a joint return. Would I be correct if I said that the 10% rate reduction for the first $12000 of taxabble income would still be in place for them? I have tried to find a reference but am not coming up with any. -Mike-

I just talked to ATX e-file support and was told there are no more drain times after 11:00AM and that returns will not be considered timely. No time to locate client and file paper return 20k tax liability. Any suggestions? In past years never had this problem. Am I the only one that missed this? -Mike-