Catherine

The problem, @BrewOne, is all the clients for whom we have absolutely nothing *except* a request for an extension. If it's someone who always owes, it's one thing, and we can recommend some type of payment. If it's clients who see-saw back and forth between owing and getting a refund, not so much. We file extensions even with no information, if we don't have anything. What I won't do is use a dartboard to decide what people should pay, just to make it "legitimate" because as far as I'm concerned, a figure pulled from a dartboard (or ceiling) is just as accurate as zero.

You are assuming my/our clients have the sense God gave a goose and not email their own sensitive data. At which point, all we can do is save it to secure drives, delete the email *and* attachments, and instruct the client to do the same.

Drink the 18-year yourself and let the staff have the twelve-year.

The letter editor is one of the most difficult features of Drake for me. It's so customizable it's nearly opaque on how to do much of anything. One of these years I'll take one of the classes Drake runs on customizing the software.

You do what you have control over.

I had one where I thought that for sure - until the client sold a patent some years later. Wiped out the whole kit and caboodle of the loss!

They hide when I look for them. Somehow the key words I pick for searching never get me the pieces I need. Thanks!

I will look for that custom install dodge with any new app installations. Thank you!

Stock gets basis stepped up as of date of death (in normal cases). It's gifts where the basis travels to the new owner, @Pacun.

Great for you, Tom! Either you have a new extension and way more billable hours, or you are about to get rid of royal PITA clients whose work you need the way you need in infestation of boils. One way or 'tother, you win.

Thanks, Judy @jklcpa - I usually wet-sign with just my initials, but this is a good trick to know.

That's what I thought, but could not find specific confirmation. Thanks, Tom!

Just what I do! Target shooting, either pistol or rifle. Very calming.

What does one do, then, about programs that do not give one any option about where to store the data? I used to have folders outside of the Windows defaults for all my programs - for similar reasons to yours. But with Windows... 7, maybe? most programs stopped allowing the option to choose the installation folder.

What happens to the original owner's depreciation (allowed or allowable) when a rental property is inherited? Does it go poof! like a soap bubble, or does the inheritor have to recapture it if/when they sell the property?

You can count them on the fingers of one thumb!

Before I put my foot down about "no jpegs allowed" I had one client fuss at me about how it was too much trouble to scan - just blow up the picture sent. So I blew up the picture, took a screenshot of the pixelated nonsense, and sent it to the client asking them to tell me what the numbers were. I got scans later that day.

I had a client who swore he did not get an IP PIN for 2023. Sure 'nuff his return was rejected. And surprisingly (not) when he went digging he found the letter the next day.

Good idea @Lion EA but probably not. 1976 was a LONG time ago, for paperwork.

Tell them to get an app like CamScanner (there are several out there) that use a phone to scan into pdf. I refuse to accept jpeg except for driver's licenses. No documents. At all. Ever.

He doesn't have the returns from the 70s, for sure. Even the tail end of the depreciation would be in the mid-90s so those are probably gone as well. Around here, it's more likely to be 70% land value and 30% building. Location location location.

Supposed to be a one-time help because of the major upgrades to the rental unit. Of course any time you're dealing with someone who's done their own returns for years there is a quagmire somewhere! I've also found sale of units of partnership interests and the basis worksheet is missing. Probably doesn't know what it is so he didn't think it was important.

They are separate fields, so you can note them individually. Lets the state know of the name mismatch, I guess.

Anyone who has MA clients - there is now a required confirmation for taxpayer and spouse, as to whether or not they changed their names in 2022, and whether their DL & socsec card reflects the new name. Drove us nuts with the first couple, figuring why all of a sudden there were state errors preventing e-file. Just thought a heads-up here might be a good idea.

I've noticed the same, and have been checking those figures on all my returns.