Catherine

Jack is right that no conversion is seamless -- but if done carefully, no conversion need be a tear-your-hair-out nightmare, either. Read the instructions carefully, back everything up (maybe more than once in more than one location), try a test case that's easy, try a test case that's complex. If those look good, go for it! But definitely check everything afterwards. When I converted to Drake I had several assets that had small errors. less than one afternoon took care of the whole of it, though. from start to finish.

Elderly couple in northern Maine looking for someone really good to help them. SFR's, past-due returns, amended returns - not clear what exactly is needed. Both are competent but he has always been careless and she has always let him handle all the "tax stuff." Adult daughter has durable POA for finance, so there is help/backup. It looks to her as though they filed incomplete returns and left off huge deductions (property tax, charity, medical) and have huge amounts "owed" to the IRS that are not really owed. State of Maine in similar mess. Payment of preparer fees NOT an issue. Anyone want to bite? Or know someone? Please send me info by private message. Parents of a relative-by-marriage but close enough that the elderly couple is NOT comfortable with me being directly involved. Thanks!

Same as depositing from your computer; take a picture and send it in. HOWEVER -- most phones do NOT have the security on a desktop so I don't recommend this practice.

Nah; bookkeepers and accountants will be among the LAST jobs to go away.

My sympathies to your friend! I concur with rfassett: the estate has the obligation to pay debts, NOT the family/heirs. However, they *will* in all likelihood be pressured to do so.

I have several corporate returns in the works, with HUGE holes in the info needed (Form 3115 info for one, one client can't find details on a $2k+ asset purchase that is NOT in QB that I suspect is either 2015 or she used a personal card by accident, etc.). And I'll be at the NATP conference from tomorrow through Saturday. Argh! I will see Independence Hall and take my cross-stitch project with me for the train. Breathe. It's OK. I hope.

Ah, but where is the authority for the BANKS to give money to an entity NOT named on the check? If this is so, they have written themselves authority to steal at will. It needs to be repealed/overturned/stopped. If someone sends a check to the wrong agency, they'll just be stuck with late payment penalties and interest.

Then there is no other option than to jump off a bridge... Actually, I think it works the same except if the annuity has been annuitized you *have* to take the annual distribution amount they give, and make up any deficit with the other.

I should raise my rates... sometimes I think I'd make more money running a retail cash register, with less aggravation.

I have seen this several times. Shame on the bank that took the check and the one that honored the check.

When a client comes in one year obviously pregnant, and the next year with a six-month-old in a car seat carrier, I feel justified in not asking for the birth certificate. DOB and ssn, yes.

Because there are FAR too many social workers who cannot add 2 + 2 and come up with 4? Or - being used to gaming the system to get services - will tell folks who "really need the money" to finagle the numbers to come up with big refunds, not realizing (or caring, perhaps) that it is tax fraud?

DING DING DING DING DING Feel better now?

Who says teachers don't prepare for the new school year? One Day More

I thought Medi-Share was specifically excluded from the ACA. Which says nothing useful about your question, unfortunately.

On the pufferfish. Wow. Really, wow. Seven minutes. Pufferfish designs

This one is new to me! Will have to look it up.

Well I just did an amended 2011 return for some folks - reason for amending was W-2C received in 2015. Basically an IRS settlement with employer over a specific topic. I think there will be a LOT of folks ticked off at their employer if they do not get their refunds. We'll see.

Too late to swap out, and I detest flying. Taking Amtrak to Philly - I get out five blocks from the hotel, and no migraine from the pressure changes. And by hook or by crook I will get over to see the Liberty Bell too! But sorry to miss meeting you, my friend.

I'm still wondering if anyone is going to the NATP Forum in early September in Philly.

I bought Acrobat X when Acrobat XI came out - fully registerable, off ebay, for about 1/3 the price of the new version. You could try and see (assuming you like the Nuance version) if there is a registerable, license-able, prior version on ebay for small money.

If you both feel certain it's a mistake, send in an explanatory letter with copies of the federal and state returns. Highlight the place where the $15K is reported (and/or show where the net figure comes from). Use lots of highlighter, plus circles and arrows and whatever else. NM still does a lot of its processing by paper; it's possible some subsidiary form or schedule got lost or missed.

Anyone else hear the theme song from "The Twilight Zone" playing in the background? How about after a computer reboot? Did that fix it?

Great one!

two doctors; psychiatrist and proctologist name that shared office