kcjenkins

With the return open, if you are on the 1040, click on the "Pages & Worksheets" white button at the far left of the page at the bottom, look way down the list, and you will see, right after the Lone 70 worksheet tab, a tab for Explanation for Signature Statement. Using that cause "Injury or disease prevents signing" to print on the signature line, and has a place for you to spell out the reason. It's a handy little tab that most of us never get around to finding. The same form also can be used to automatically print "Serving in a combat zone prevents signing" by the way.

The easies way is to select the pdfFactory as your selected printer, then just use the 'page' button to print the K-1 Letter and then the K-1 as one pdf file. Save it and you can then email that file, or however you want to send it.

You can tell the HP scanners whether to make a new file of every page, or to combine into one file. Which model do you have? HP has all the manuals available in pdf format, so you can download the manual, and use 'Find" to quickly find where to select how it saves the scanned forms. That is usually faster than trying to read the printed manual, I find.

If you really want to keep all that, [i don't] then you should invest in a good scanner, so that you can quickly scan in the documents you want to keep, and store them as pdfs, on your computer, not make paper copies which then fill up your file cabinets. The ATX Document Manager will let you easily associate those items with the client's tax return. But think about it. Why do you want to copy all that stuff? Staple it into the client's folder, behind the return, and let HIM be the one who stores it. It's not your responsibility to store all that stuff for him. And your TIME is the most valuable resource you have in this business, because it is the only thing you can not buy more of, nor buy something to help you stretch it. Think of the extra returns you could do in that wasted time. Or the rest and/or fun you could be having in that time. The other alternative is to hire part-time help to do the copying for you. But in the long run, that is more expensive than a good scanner would be.

Then you really do need to get tech support to do some interactive support, and find out what is blocking the program from printing.

I think it might be argued that it was investment property, although I am confused as to why the bank would cancel so much debt if she is in good financial condition? Why did they not go after her for the balance due? And why, when he moved out, did she not try to sell or rent it? Something just does not smell quite right here. Is she perhaps "old and confused" and the bank did not want to look bad if they went after her for the balance? Or perhaps she had them thinking she was insolvent? Something is missing here.

Yes, a few times now, when I've had a lot of things going on, I've had the program stop printing. I've found that usually all it takes is to shut the ATX program, then restart it. But if possible, take a brief break and reboot the computer, and it will not only fix the printing problem, it will speed up the program.

As we get older, which most of us do each year, our clients get older too. So the time comes when it is part of the standard good business practice to read the obits every day and have the flower shop on speed dial. But I try not to make it too much of a big deal, because it's a step we will all take one day. And I do believe that the next step will be a step up to something better. We all do need to take care of our own health, too. And I firmly believe that as we age, we need to fire at least 3 PITA clients every year, just for the physic lift it gives us. Replace them with some nice young client who will listen to you and not give you a lot of stress, and your business will benefit and so will your spirits.

You send the info to the address on the CP2000, and include a letter from you asking that the penalty be abated, as the error was caused in your office, "due to to sales documents being misfiled" or some such explanation, and odds are good that they will abate the penalty. Have the client send the additional tax, and the interest, and tell him you will pay the penalty, if you can not get it abated. The tax is his, and he's the one who had the use of the money, so whether you decide to pay the interest or not is your choice, but the penalty is your fault, so it is only right that you pay it IF you can not get it abated. My 2¢.

Yes, they will process what you send them, and make the adjustment from a balance due to a refund due, and then the question is 'who gets the refund?' I'd suggest that they agree in advance, or send in an 8888 with the other paperwork, showing that each should get their portion to their bank account. Since you will have calculated the refund, you can put in the amounts to each account on that form.

Well, it's not 'down' as in broken, it's down as in 'maintenance', which is probably good if it means that they have it primed and ready to handle the final crush. At least that is my thought on it. I just got two acks back just now, by the way, so while the MyATX site is still unavailable, the efile server is working now.

Nah, not really. Just teasing., Tom.

But this is the same government that we are going to put in charge of our health care. And just about everything else.

I would never have thought about moving or deleting it, Tom. But now that you mention it......................... AND ON APRIL THE FIRST, AT THAT! VERY TEMPTING...........

The CP2000 should have added not only the 1099R but also the withholding. Be sure that this has not already been taken into account.

If you have already entered it in the A, then when you go to the worksheet, all you have to do is check the "Yes" box and it pulls it into line 40 and checks the box at 39c.

Once the activity is disposed of, the suspended losses are freed up and can be taken when there is income to offset them.

I don't think so. Although you could if you set up, at the start of the season, a 'customized field' in the Options, customize fields, [look all the way to the bottom of the list, and you will see 10 Custom Fields. When you put a check by one of them, it then lets you rename that field. Now, when you go to the return manager, and go across the page, the last field you see will be that one you just named. So if you named it "AMT ?" that is what it would be shown as. Now, each time you have one, you just go to the field and put an X or a YES, or whatever. Then you can later sort by that column. It is manual, not automatic, but it still lets you find it later, easily. Best I can suggest. You could do that now, of course, but it's hard to remember later, while it is much easier at the time. So set it up for next year, even if you don't bother to go back and do it for this year.

Ah, but we are smarter than the software, which is why we are needed! Software naturally 'defaults' to private, since that is the safe default.

Yes, if the child lived with her, and Dad is claiming him under an 8332.

Yes, if they are jointly liable, and they paid it, they can. Keep copies of the documentation, as they may get a letter about it down the line. But they may not, too.

Technically it belongs on the 1041. But assuming there is no estate to be filed, I'd go ahead and put it on the final 1040. That should be the last you hear of it. Especially if she was insolvent at death, or she has a refund coming, so that it can be paid out of her refund.

Yes, I would definitely put it on extension. It's much easier to wait just a bit longer, and get the refund, than it is to have them take it and wait around to get it back. You can check with the help desk in a few weeks, to see if the payments have been applied.

http://taxprof.typepad.com/taxprof_blog/20...-death-tax.html

He does not have to be 'sent' by his current employer. As long as this is a temporary job and he will return to his ''tax home' after he finishes the job, he qualifies for the deduction. Congress wrote this one recognizing that there are many extra expenses when you maintain your current home while also having 'away from home' expenses.