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B. Jani

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About B. Jani

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    Advanced Member

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    http://bj4insurance.com
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  • State
    NY
  • Gender
    Male

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  1. Have you looked at IRS Publication 3524. That may help. IRS-Tax-Pub_3524_EITCchecklist.pdf
  2. Do a out of state prepare need to register in CT for efile like NY requires?
  3. I am also with Office 365 subscription.
  4. I read it on other board that worksheet will not flow to QBD. need to enter manually as lot of variables like more then 1 schedule c and not all business may qualify hence. Hope this helps.
  5. B. Jani

    EFILE?????

    Client died so who will get refund now?
  6. I have few senior client who need paper copy. I always print duplex for client copy. My printer is Brother 5370DW almost 5 year old but still work as promised.
  7. B. Jani

    Paper File

    Thank you. Paper file it is. He owes money to both so will save some interest.
  8. B. Jani

    Paper File

    One of my client just realized that he forgot to file 2017 personal tax return. Can I paper file Federal & State as EFile is closed now? TIA
  9. I told my client that my fees are going up next year due to postcard tax return. Client asked why because now I have to print more pages cost more toner to my printer.
  10. There is a webinar on 06/21/18 for "Understanding How to use the IRS withholding Calculator to check and correct Withholding". May this will help.
  11. B. Jani

    Catch-22 SEHI PTC

    I had the same problem. I have worked as follows with ATX: (1) take above line deduction on 1040 (2) Form 8962 - Do not check first box above Part 1. (3) Part 2 line 9 marked no and line 10 marked yes. (4) Line 11 - box A to E leave blank and box F enter amount that returning PTC. When I did this way it did carry to Line-46 on form 1040 and was able to Efile the tax return. I think all you looking for (1) claim SEHI and (2) return APTC. keep both separate and hopefully this should work.
  12. Hello: The whole season went smooth until yesterday got reject from IRS. Using ATX software. Mom-Dad filing own return. Did not claim own exemption due to very low income. Mom-Dad accepted by IRS. Claimed exemption under son tax return as dependent. Got reject as: "Each Dependent SSN in Dependent Detail in the return or qualifying child identifying number on Form 1040-SS (PR) must not be the same as Spouse SSN on another return filed for the same tax year" Looking at original SS card for all dependent and found correct on the return. ATX shows error for mom SS # but her own return with the same SS # number accepted by IRS without claiming exemption. Any help or advise how to fix this. TIA.
  13. New client, referral. Line 7 income is 150k+. Previous preparer placed primary residence in rental in 2014 return onwards and finally sold in 11/2017 (which I am preparing). Customer lived there from 2003 to 2014 and bought & moved to another house as principal. Looking at last 4 years of previous Schedule E, lot of expenses and losses but no depreciation taken. Line 17 on 1040 is blank for all previous years as 8582 shows loss carry forward due to higher income. When I go to worksheet sell of residence Form 8949 (it is asking for depreciation but none exist on previous schedule E for all 4 years. How do I fix this? I already place client in extension but this is the only thing holding up. Just end of the season blue. Any advise is appreciated. TIA.
  14. Sorry, it was my typo. Actually all ERO got IRS letter 5903 (11-2016) last year in December to revalidate your E-Service identity with the IRS. If you have done that, then the current E-service validation is very easy.
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