Catherine

Young couple. She lived and worked part-year in NJ. He lived in NY part-year but worked in NJ while finishing school. They married and moved to MA where they now both work. MA is a straight part-year resident return. But how would you folks approach the NY and NJ returns? I can't file her as a single part-year NJ resident; she's now married. I can't file him as single NY part-year resident and NJ non-resident; he's now married. Filing them as part-year or non-residents of both states (NY/NJ) doesn't accurately reflect the year, either - she never lived or worked in NY; he didn't live in NJ. Thoughts?

Fifty-six completed, fifteen waiting for e-file authorizations or acks, twenty-nine in process and/or waiting for further information from client, four ready for final review, about twenty-eight not in-house yet (most of whom have called to say they're late; the others are mainly my standard eight who call on 4/14 wanting extensions). Lots of folks real late this year.

Thank you, my friend!

Interesting that there are 520-something views of this thread, but only 16 votes.

Janitor Bob, hope you have a VERY

CONGRATULATIONS on your son's engagement!! Thank you for the response. Funny how things make more sense when your head stops pounding. Eventually I switched to printing stuff until I gave up for the night, but I was worrying that issue like a terrier with a fresh bone and couldn't make sense of it. I could see the pieces, but it was just a jumble. I hate migraines; they really scramble your brain. Catherine

You did indeed, and I was able to get the document, too. Congratulations!

Thank you; that makes sense. Catherine

Hi folks -- plodding through taxes all day despite an absolutely splitting headache. This client got a couple hundred $$ from a securities litigation settlement. Stocks held are in a regular account, not an IRA of any kind. Still owns all shares; hasn't sold a one since the original purchase several years ago. So far as I can think at the moment (which isn't far, let me tell you), this isn't ordinary income but rather a basis adjustment and should be on Sch D rather than Line 21, yes? But -which way- does the adjustment go? Basis addition, because it's getting taxed in 2009? Yes? I tried putting a cold cloth on my head but it just steamed all the cold away in about two seconds.... thank you all.

Has anyone else noticed that the Schedule D import sheets and carry-forward pages (08 to 09 AND 09 to 10) print out THREE times in a return? Even though in the print manager listing, they're only there once?? It's happened to me now on about five returns -- ONLY where I've used the Schedule D import from csv files. And the EFC this year seems never to connect on the first attempt -- it sits there, bombs out, and the goes through flawlessly and quickly on the second attempt. Catherine

Hope you have a VERY

My darling Booger -- I hope that you have a marvelously , Catherine

Thanks for letting us know the result!

Hope you have a VERY :bday:

How about this one? "The only purpose for which power can be rightfully exercised over any member of a civilized community, against his will, is to prevent harm to others. His own good, either physical or moral, is not sufficient warrant." John Stuart Mill

Never mind. Found the info I needed on another forum and the link was no one of the e-file pages in the ATX program. All set. Sometimes the best way to find info is to give up and ask -- then it comes out of hiding!

As it turns out, I have one (only one) NY return this year. Should I have registered with NY to e-file ONE return? I can't recall and can't find the thread. Thanks. Catherine

Just double-checking here -- If I have a prior-year return, it should go to the IRS Center where -this- year's return would be filed - correct? The 2006 return I just finalized would have been sent, in 2006, to Andover MA -- which now does NO individual returns. So instead it goes to the center that will take this year's return? (Hartford CT/Kansas City MO, with/without payment.) Before I send instructions to some -very- not-with-it clients, I wanted to double-check. Thanks. Catherine I'm probably certifiable trying to work on prior-year returns a) while my daughter's birthday party is going on in the next room, and I am fighting off a headache most likely caused (and at least contributed to!) by (a).

After one "oops" a couple of years ago I started to hold state e-files -- thanks to advice from members of this forum (and a belated thank you, whoever you were). This has had the delightful side effect of several years of no substantive Federal e-file rejections! Who says sympathetic magic doesn't work? However, long around April 12th I stop holding those state returns. Catheirne

My deepest sympathies to your poor client.

Hope you have a VERY

Hope you have a VERY

Here's the document jasdlm referenced confidentiality agreement.contractors.doc

I will also put in a vote for uploading to the forum. If Maribeth doesn't know how -- send it to me and I'll try. I've managed to get a few things loaded correctly. [email protected]

I hope you have a VERY