Catherine

That brokerage may still be that messed up; elderly clients passed on, which stopped the issue for them.

I had one client who, for 6-7 years, got corrected forms in mid-May that were always major corrections. That client got put on extension & we filed after corrected forms arrived.

Nah; they'll likely still claim they "never received" the 1310. They're really awful about those (less so with Form 56, if that is needed, but still not good). I wish you & your client the best, but don't be surprised - and warn the client, just in case, so they don't think you did something wrong.

You can try, but for the most part they mail checks. Also please note that the Form 1310 has to be appended as a pdf, but they *still* claim they never got it, about 2/3 of the time.

Well, woodpecker deterrents should be useful to my younger daughter and her husband. They had quite the problem last summer with woodpeckers trying to make holes in their house.

We send out a document checklist. There is ONE client who requests (and fills out) an organizer. Almost anyone else who ever got one fills out a couple of tiny items, then writes "see attached" everywhere else. I want the original docs, so that's what we request.

For anyone who still uses ATX and is on the "official" forum, feel free to pass the info along there.

I was going through some old (old!) storage areas in the office over the weekend, and came across ATX installation disks (including the final, archive disks) from 1995-2012. Anyone want any of these? I can't see that I would ever have any use for them. Should I ever need to go back that far, Drake (my current software provider) makes all the prior-year programs available for free via download. Else I'm just gonna toss the lot.

Thank you all.

But the executor still needs to report the income, yes?

And yes, I've already looked it up at IRS dot gov, and got all manner of interesting tidbits but nothing about executors, trustees, personal reps, or the like. Directors, yes. Whistleblowers, yes. Post-death wages, yes. And many others, too, but not trust or estate administration.

Just found out the Executor of an estate was paid $10,000 from the estate (huge amounts of work; frankly it's low), and now I need to get a 1099 out pronto. 1099-NEC, subject to SE tax? Or 1099-MISC? Or something else entirely? Executor is NOT in the business of administering estates for fun and profit.

I wouldn't do a thing on this return unless and until the son agrees to cooperate. That said, should he agree, there are ways to reconstruct likely expenses and income, yes.

If he won't help, there's not much you can do - except to tell him you cannot prepare the final return based on air and wild guesses. You are not letting her down - he is.

Not necessarily. Those details run and hide until you ask for help, at which point they come out of hiding as if they had been there all along.

Yes, basis is exercise price plus the ordinary income reported.

Gail, at least he wasn't answering, "This is Ryan, and I'm beyond help!"

When my girls worked for me, they quickly learned to identify themselves immediately - because the three of us are utterly interchangeable on the phone. They would answer, and people would instantly launch into their complicated questions only to be told, "You'll have to talk to mom; hang on she's coming." The flip side is when older daughter had her first job, they handed out the W2s in January. Her response was, "great; thanks!" and the other kids were asking "what is this and what do I do with it?" She started explaining and next thing she knew, she had the entire shop surrounding her as she explained the data fields and where the information went on the federal and state forms. She told me later, "As I was talking, I was thinking to myself 'I sound just like mom...'"

I agree that it sounds odd indeed. Talk to an insurance person not connected with the client or his insurer, and ask how these things can work. See if you can get anything that says the type of policy that it is.

I'd rather pay for a burger than install an app. But now I want a burger, too, doggone it all.

Tom has it exactly right. Document F&C. Were the expenses business specific is key, but exclusivity isn't all-or-nothing. For example, it's ok if the letterhead can later be used for grocery lists, but that's clearly not the purpose of letterhead.

Sounds like you should talk to an insurance agent who sells whole life, term life, and variable life (including universal) policies. See if they can point you to any information sources. I do have one contact who sells insurance; not sure if he sells life policies. If you have no one you already know, I could ask him.

I certainly would never go for a pricier package. I'm trying to retire.

We put the requirement to file in the engagement letter, more clearly than past years' one-sentence fbar notice. But we won't do them (nor the fbar; just the 8938s). Preparer penalties can be vicious on anything to do with foreign reporting. I have my areas of specialty, and this ain't one of them.

Even with well-established clients, if one sends me an email with only an attachment and no verbiage, I contact the client via a new email and ask if they sent me something, and what it was they sent, before I'll open it. Also with personal emails. Took one of my cousins a couple of years to (finally!) get the hint and tell me "these are some pictures I took" or "here's a link to an article on topic X" with the original emails.