Catherine

If you decide to do this, I would binder-clip the whole kit and caboodle along with an introductory letter in LARGE font. As in, barely small enough to fit on one page. Then they might read it first.

Common Sense isn't very.

Yeah, but *thinking* about doing it results in 90% of the satisfaction with NO repercussions. Except coming up with an excuse for the secret little smile!

If he passed, it's HIS estate. She might be adminstrator/rep/executor/whatever-they-call-it. Filing an extension should cost NOTHING - unless maybe if she's getting a lawyer involved? Is she competent to be the intermediary here? There are SO many problems with your question that all my alarm bells are going off.

@BulldogTom that's a great idea going forward if it works. Depends on whether his Sch C business has a dba name. If invoices are made out to "Joe's Goodies" instead of "Joe Smith" it's gonna end up on Sch C no matter how he pays.

Tell 'em you have a new keyboard and the spacing is a little different - it's astounding how tentative that can make you! (As I know from experience.)

I'd put it on Sch C so that the records match what is reported on his returns. You don't *have* to sell product for profit, after all. That way if he's ever audited, you won't be trying to explain to the IRS why these purchases for the business and the sales of same are not being reported.

Zero stars is still generous. LOL.

I don't quite remember, but it wasn't very long. Facile came first; comfort followed (when I started automatically going to the right screen, instead of having to think which it was).

Send it with the return - on TOP. Or I can give you a MassDOR mailing address.

You might also look at "Structural Integration" (that used to be called Rolfing). They work to free up stuck areas in the fascia between layers of muscle. The lady I went to several years ago was a Godsend; I had knots in my back that had been there since I was twelve that she got rid of. I go back every now and then for a tune-up and afterwards am always amazed at how much more freely I can move, and how places that I did not even realized ached had stopped. The lady I see also told me that the place that hurts is almost never the source of the problem. I went for a tune up some months ago with my right shoulder bugging me - problem was my left hip wasn't moving freely, and it twisted me so that my shoulder was taking the brunt of it. Freed up my hip, and my shoulder pain disappeared.

Congratulations and welcome to the club! Drake tends to try to group like items together, so that might be why instead of putting depreciation directly on C or E, instead they hot-link from those pages to the 4562 input screen. It annoyed me as well, at first (I switched during the 2012 debacle) but then I had to trace some depreciation between a couple of rental properties (I forget why) and it was SO much easier having them all together. As for the input screen entry - every year the input screens become more and more like the forms we get from our clients. And remember that in any input field you can make a break-out list by hitting CTRL-W in the filed and it will give you a worksheet list. Great for charity, or tracing property tax payments from HUD-1's, or anywhere you want more detail. While I was not crazy about having to "View" the return every time I wanted to check something, once I realized that Drake would calculate and go to view significantly faster than ATX (back in 2012, at least) would swap screens, I was appeased. A year or three back they added the look-back from View mode to see where it's drawing info, if something doesn't look right. Better than the jump-to-bunny that used to take me in circles sometimes! Always check how depreciation figures converted - no matter what software or what direction, those are always the weak point.

Make sure you check the box for copies of notices. But also be aware that they only get THAT right about half the time. They do keep a central database. I have no idea how current it is, or how easy it is for agents to access it.

You realize your chance of getting any money is next to nil. What you want is public vindication for you, and public humiliation for her. GO for it. Small claims court fee is low - worth it to exorcise the anger. And learn a lesson - retainer for ANY nonstandard work, and open the check envelope BEFORE they leave!

Wish I had better news for you. I get them from clients and stick them in the client's folder until I need them. Not too many years ago (and laughable considering the penalties MassDOR would heap on me if I did this) you could call and say it was about John Doe, ssn 123-45-6789 and that there is a signed POA - and they'd just talk to you. Tell you ANYTHING. Never ask for the POA; just take your word that you had it. I kid you not. I wish I had a nickel for every time I sat there, talking to MassDOR, with the never-requested POA in my hand.

For the most part, you call MassDOR with the POA in hand, and the person you talk to tells you *their* fax number. So you need two lines.... I always used to call on my house line so the work/fax line was free. 617-887-6367 is the phone. They have a toll-free, too, but I've found this one gets answered faster and for me it's a local (-ish) call.

For signatures, @Tax Prep by Deb (and others) look at CPaperless' product "Signature Flow" - they charge per-signature ONLY. So if you need one signature it's a buck or two and that's all you pay. Some e-signature programs charge a hefty monthly fee - maybe fine if you get them all the time. But when I use a dozen in a tax season, the per-sig fee is definitely the way to go!

Yes, it is. But most people have the kind that goes "poof" just when it's really needed.

They also expire with a person's incapacity *unless* they are specifically written to cover that contingency.

I hope that our Louisiana residents are far from the chemical plant fire in Duson!

It's more tedious than terrible. Don't forget the second copy that gets mailed to... where is it -Ogden or Kansas? Somewhere - it's in the instructions. I just did one earlier this week for a new client where the previous person (who charged a ridiculously high price, IMHO) messed up depreciation on a rental unit.

Really, just do the 3115. It takes into account ALL the prior year errors. Put in your depreciation schedule for accum dep whatever the RIGHT number should have been. All the corrections are on the 3115 (except for adding the correction onto the Sch E).

On Form 1310, there is a question if there is no executor/rep, will the funds be distributed according to state law. So mark Part 1 as C, and part 2 question 3 as yes. Then add the name of whoever is doling out funds.

I also lump together all Goodwill. Ditto for Epilepsy Foundation, Big Brother/Big Sister, and some of the others that are common around here.

Yes, Form 3115 is required. It's a royal PITA - but FAR better than amending all those returns and having late payment penalties. I don't recall about the four-year spread - but if not, an installment plan does almost the same thing.