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Catherine

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Posts posted by Catherine

  1. employee versus contractor - which form?

    in General Chat

    Posted

    >>she'll win hands-down<<

    Don't jump to conclusions. You can expect the employer to fight it big time, and they may have something you don't know about. Also, winning on the much stricter state level won't by itself get her SE tax back, because the IRS makes a separate determination under its own criteria.

    Massachusetts has been having a huge crackdown on businesses calling employees contractors _and_ their rules are significantly stricter than the Federal rules, so as far as the state goes, she'll win hands down. That's what I was referring to.

    As for the Federal, I've been through the checklist, and she was clearly an employee. Client worked in retail store. Boss set hourly wages, hours to be worked each week, how work was to be done, how staff was to dress, all equipment/supplies were provided by store owner, no sales commissions were paid -- it was pretty cut-and-dried. Which was why I urged her back in '06 to file the SS-8.

    Catherine

  2. Daschle Forgets To Pay His Taxes ?

    in General Chat

    Posted

    Geez Catherine - you're right up on all the music. Last week it was Nirvana, now it's The Who.. I think it's great. Can't wait to see which band will be referenced next? Let's try and focus on Modest Mouse and our lifelong walk to the same exact spot!

    Modest Mouse? Never heard of them.

    How about Haugaard & Hoirup? Ever heard their work?

    Catherine

  3. employee versus contractor - which form?

    in General Chat

    Posted

    >>it's 8919 starting in 2007, but I need the one for 2006<<

    Before they produced Form 8919, the IRS instructions were to use Form 4137, crossing out the word "tips" and substituting "wages." It was awkward at best, and seems even more so with an amended return. If you decide to file this way, use the instructions for 8919 as a guideline to make a strong claim. File an SS-8, and prepare to defend the position with time sheets, job descriptions, and other normal records of an employee and co-workers.

    Most employee classification is done on the state level, so consider filing a complaint with the labor board instead.

    THANK YOU, jainen. I went all through the 4XXX-series forms listing and missed it.

    Massachusetts is actually _much_ stricter than the Feds on the employee/contractor rules, so she'll win hands-down. But she still wants the overpaid OASDI back. And I have the notes etc for form SS-8 still in her folder from '06. Three cheers for electronic storage!

    Catherine

  4. NT - New Members

    in General Chat

    Posted

    It's also very contagious! :rolleyes:

    Friend of mine had his whole company shut down for a week a couple years ago for that. Someone used a group microscope.... spread like wildfire. They instituted new protocols with alcohol wipes beside every common 'scope once they re-opened. Lucky me; back in the day, my specialty was _electron_ microscopes; no eyepieces!

    Catherine

  6. employee versus contractor - which form?

    in General Chat

    Posted

    Hi all --

    A client wants to amend her 2006 return; she was paid as a contractor but was really an employee. I tried at that time to get her to file the right paperwork to contest the 1099, but she didn't want to annoy her boss. Well, now the (former) boss has annoyed _her_, and she could really use the return of the half of OASDI that she paid unnecessarily.

    So of course I can't for the life of me find the right form to use for 2006. Sigh. I've searched on this forum but didn't use the right term, and I've searched the forms list in ATX and no luck there either.

    I know it's 8919 starting in 2007, but I need the one for 2006. Help, please!

    Catherine

  8. Casualty Loss - Roof & Confused T/P

    in General Chat

    Posted

    Yes, thanks for the links, I have done most of my reading there. I guess, I am trying to let the client down easy, but he says the ice damaged the roof. I would be more open to this if he just replaced the roof, but after 11 years, I believe it is just normal wear and tear.

    Thanks again.

    He could go to the roofing manufacturer. Years ago I got money towards a new roof, courtesy of a class-action suit against the shingle manufacturer for faulty shingles. 40-year shingles should not fail after only 11 years.

    Catherine

  10. AMT question

    in General Chat

    Posted

    Reread the fist paragraph of the section of the instructions, on page 7, and you will see that the adjustment is just if the Simple deduction would have been different based on AMT AGI. Not a common problem, but to be considered whenever you have AMT and SIMPLE.

    Thank you, KC!

    I read the bleeping thing five times and missed that bit.

    Catherine

  11. Six More Weeks Of Winter

    in General Chat

    Posted

    Watch for the viral video soon -- something my girls and I made up years ago on Groundhog Day, stuck in the car somewhere.

    (to the tune of "Deck the Halls")

    'Tis the season to eat groudhog

    Fa la la la la, la la la la

    If the groundhog sees his shadow

    Fa la la la la, la la la la

    There will be lots more winter

    Fa la la, la la la, la la la

    Instead, let's have groundhog for dinner!

    Fa la la la la, la la la la!

  12. 1099 ack's out of date sequence

    in E-File

    Posted

    I got more ack's today. But the ack's that I got were for files transmitted on 1/27.

    Still showing "Transmitted" as the status for files sent in on 1/22 and other dates until 1/27. Nothing on stuff transmitted 1/29, but that doesn't concern me yet.

    Anyone else seeing a pattern like this?

    Catherine

  13. "In TurboTax vs. Consumers, Consumers Win"

    in General Chat

    Posted

    I don't have the type of client that does their own, too complicated. But, I thought about having that button on my web site. Then, I was afraid I'd spend more time answering questions about how to use the software than about how to do taxes and not convert a DIY to me. But, if no one is going to try it out, I can look generous.... So, Catherine, no nibbles at all?

    Not a single one that I know of. Which means that no one has completed their taxes -- because I would have gotten my (minor) fee. And no one has contacted me with questions or wanting to know how to give up.

    Closest I came was a kid at the local deli who asked questions every time I went in. I referred him to my site -- and he ended up just calling me and asking me to do his 1040EZ for him. He'd have been a good candidate -- but had wrestled so long on his own that he didn't have any "fight" left in him. Maybe this year he'll dare it.

    Catherine

  16. "In TurboTax vs. Consumers, Consumers Win"

    in General Chat

    Posted

    this is Drake?

    They compete with their professional customers also? Or are they setting up a way for professionals to get a different piece of the business?

    Nah; they've got a setup like CCH -- if you use their website builder, there's a "File your taxes online" button that folks can use for simple returns. When they click through from your site, you get a piece of the fee charged. AND, if they have questions while working, they link through to you by email, so you can get more business, turning them from an anonymous filer to a paying customer. At least, that's how it's supposed to work. I had the button all last year and no one nibbled. It still looks good -- providing a service with no commitment up-front.

    Catherine

  17. AMT question

    in General Chat

    Posted

    I would try the AMT assistant with real numbers:

    http://www.irs.gov/businesses/small/articl...=150703,00.html

    After all, as the page says: "this is a simple test ..." Hah!

    taxbilly

    Well, that says these folks don't need the 6251, so I'll say "phew" for now. But I'd still like to know how to determine the AMT adjustment amount for SEPs and SIMPLEs -- I have several clients who use those.

    It was a relatively "simple" test -- as long as you have everything but the 6251 filled out and a big enough monitor (or multiple monitors) so that you can bounce between the assistant and the forms.

    Thanks.

    Catherine

  18. AMT question

    in General Chat

    Posted

    I have a question about Line 27 on Form 6251 -- Other adjustments. Jump with the bunny and it brings you to the worksheet. Line 11 of the worksheet is for adjustments due to self-employed SEP or SIMPLE plans.

    The form instructions say "Figure the difference between the AMT and regular tax amount for each item." But I can't find any guidance on how to determine the "AMT and regular tax amount" for a SIMPLE contribution. The Tax Book has nothing, either. And I tried for some time to find something pertinent in CFS online research and found tons of stuff that does _not_ apply.

    So, where can I find out how to determine the oft-mentioned "difference between the AMT and regular tax amount" for a SIMPLE contribution? Is it all of a regular contribution? Regular without catch-up portion? Some other portion determined with worksheets and goat entrails? Other?

    TIA,

    Catherine

  19. Daschle Forgets To Pay His Taxes ?

    in General Chat

    Posted

    Daschle should not pass go and move direct to jail.

    There should be a long line of those -- Daschle, Geittner, Rangel, etc, etc, etc.

    If they do it, it's a "common oversight" that won't interfere with anything.

    If we or our clients did it, it's fines, penalties, interest, and jail time.

    So much for "the rule of law". Grrr!

  22. NT - ATXaholics Anonymous

    in General Chat

    Posted

    We should get Eric to create another group for the ones who have 1000+ posts, such as KC! Call it something like ATX Addict or ATX Lifer..

    For KC, it should be something like "Great Sage of the Forum". Is there _anything_ she doesn't know about??

    Catherine

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