Catherine

There are also _legitimate_ reasons to get a 1099 and a W-2 from the same employer. A contract worker is hired for a specific task and is a great fit; the company then offers this person a regular job. First year gets both. A regular worker at a company has a sideline self-employment job in a different field. Said worker provides - outside the regular job - services to the employer (as well as others) from the self-employment (say, office manager at a club who is also an artist is paid to paint a mural over a weekend or two). Compensation over $600 => 1099 as well. And more, I'm sure. But just to "get around" withholding etc doesn't wash, as stated above. Catherine

Happy Happy Day!

Happy Birthday, Booger!!! Catherine

It went through this morning just fine, so I guess Maine follows CT in taking the weekend off. That's a nice idea this time of year; too bad _we_ don't get to do it!!

Thanks for posting this -- I was going to have to go searching later tonight for that same thing.

I ......... LOVE ............. cinnamon rolls ............. yum. yum. yum. Now I have to go finish making my bean soup for dinner. I was really looking forward to bean soup. But it's not cinnamon rolls. I may have to go weep piteously for a little bit first. Catherine (sniff)

Happy Birthday to both Dotjenn and MAMalody! :bday:

Anyone else notice delays in Maine ack's? I have one return that was sent in early Friday. Didn't get a "Transmitted to Agency" until Saturday morning, and it's still sitting with that status. Seems odd that it hasn't gone through and been either accepted or rejected. Catherine

Thank you, Becky. As for Mass and the partnership -- in some ways, Massachusetts is very "stone-age" about partnership returns. The whole form is not well thought out (which could itself be a catch-phrase for the state government). I'm not sure if you'll be able to e-file if you make that adjustment, but Massachusetts should accept it just fine. You can always add a Form TDS (taxpayer disclosure statement) explaining what you did and why. Catherine

Heartbreaking for you, but not for her. Aunt Mary was sharp as a tack right to the end (when she was awake). Knew what was going on, who was there -- just too frail to do much of anything about it at all. In the end, I'm not at all sure which way is preferable. Not that any of us really get a choice in which way we end up. My return sympathies to all of my friends here at the forum who have lost someone in the recent past. Sometimes it's a relief; sometimes a shock (sometimes both). But it's never easy. Catherine

Many thanks to all, and I have passed your good thoughts and wishes on to my cousins (Aunt Mary's kids). Catherine

That's what I thought -- but thank you for the confirmation! And obviously I survived the birthday party. A dozen kids in all, and the noise level got quite high at times! But they're all really good kids -- just boisterous. Catherine

What a cutie pie! Actually, both of them!

First see if you can get a spreadsheet of the transactions. If so, you can format that spreadsheet for import. Then you can e-file. Doesn't answer your question except sort of sideways.

First let me say that I'm an idiot to be attempting this while there are 9 teenagers in the next room having a birthday party (my 16-year-old). Client is in a master's degree program. Employer pays/reimburses for tuition. That amount gets included in paycheck and taxes are deducted. Since this is a _taxable_ reimbursement -- is the client eligible to deduct tuition & fees? I've been round and round in my head so many times that I'm dizzy (first to get straight what actually happened, which leads to this question), and can't come up with the answer. TIA, Catherine

Tom -- It sounds logical and reasonable -- therefore it's probably not acceptable. But if there's no further guidance available, I'd sure try it. Maybe want to warn the client, in case it's rejected. Catherine

I give credit to Michael Graham, radio host here in the Boston area.

A CPA I worked with years ago taught me to do it differently, and I've never had one of these questioned. Prepare the 1040X, plus the new return. have the client send in a stack -- the 1040X, the new return, marked and highlighted "As Amended", then the original return, marked and highlighted "As Originally Filed". He said that way they have all the data they might need. He never had one of these sets come back with requests for more details, and neither have I. But it is a bit more work initially. When sending in a Massachusetts amendment (Form CA-6), _always_ do it that way. They never have the same person look at the stuff twice;so whoever gets it better have everything, as you eventually send it all in one way or 'tother. YMMV. Catherine

Do you have the Massachusetts apportionment percentage (Line 5, page 4) as 0%? That's the first thing I'd check. If that's 0% but it's still showing up, then I'd try to offset the amount on Page 6 Line 20 "Differences and Adjustments". If none of that works, reply back and I'll try to think up something else. Catherine

Many thanks to all for their prayers. Aunt Mary passed away this morning, peacefully, and almost everyone who wanted to was able to see her and talk to her one last time, and she was glad to see everyone who was able to get there. And the ones who didn't make it up were able to call and talk to her during the week, as well. As these things go, it wasn't so bad at all. Catherine

Yes, Enzyte Bob and his bizarro wife-bot, with the really frightening grins/leers. :lol:

I thought that was enzyte -- the couple with the really scary smiles.... :lol:

Found a receipt from Christmastime _under_ my keyboard.

Lion -- I'm with you on this one! Between the corrected 1099's and the just-really-late 1099's the end of this season is already nasty -- and just going to get nastier. And you are exactly right that clients just don't get it/remember/understand/whatever that forms and statements are late therefore there is more for us to do in less time. Catherine

I've also heard "screw-you-lus". :P