Catherine

Why would you expect this to be deductible? If covered (or coverable, even if he does not participate) by a work plan, that's it. No deduction. The client has the option of making a traditional NON-deductible contribution, or a Roth contribution (if within income limitations).

I would send 1099's. You say the art is *created* by the consignors, so they are likely (or even just possibly) in an activity engaged in for profit (else they'd give paintings away). There are penalties for NOT sending 1099's, but no penalties for sending ones that are not needed.

The other suggestions are good - but if you decide you want to chat, you know where to find me, Lynn!

Yet again, asking for help makes the answer come out of hiding!

My first job EVER was to replace the pages. My dad would bring them home a few at a time from his office with the replacement page sets, and I'd go through and update. Next night he'd bring back another few books.... Maybe that's why I can find things in books super fast, but cannot for the life of me get the keywords right for an online search!

Test any system on yourself first. We supposedly had that (log in, send a text from online), but it never worked. It would say the message went out, but it never went anywhere.

And Judy (aka @jklcpa the Magnificent) once again has a cite and quote and reference. Judy, I have NO idea how you manage to do this in the midst of the busy tax season - but we all love you for it!

I have heard that these snafus can take a VERY long time to fix.

If you go the Form 3115 route, remember that the section 481a corrections do NOT automatically flow through - you have to put the numbers in as over-rides.

Nasty winter weather going on and/or expected. A foot of snow in South Dakota, blizzard warnings, huge temperature drops in OK, high plans travel difficult to impossible, snow sleet and freezing rain in the northeast. Stay safe out there! https://www.iceagenow.info/blizzard-warnings-for-six-states/

Good idea, @JohnH - but she also may need to go to the SSA (with an appt; they won't see walk-ins any more, at least not around here) with the reject notice etc and make sure they have not totally mucked up her account. There could be other problems lying in wait - including cutting off her checks, because after all she's deceased - not. It could also be that someone with a similar number did die, and the IRS managed to mess up entering that ssn.

I'd believe they have access to the HRB "Tax Cut" program database - but not Intuit's. Maybe the kid did his return on Tax Cut instead of Ttx?

Welcome, @Patti in Upstate NY and @Alex if I forgot to welcome you earlier. We all know *exactly* what you mean, Patti, when you talk about the fools who somehow get to your door. Hope to see posts from both of you going forward. Posts slack way off come 4/18 but a few of us die-hards are still here. We perk up again in fall, die down a bit for the holidays, then we're all back in fighting trim come January. Poke around in the off season; someone will poke back!

This one hit yesterday evening. Doctor; spouse is a doctor. Spouse has a W-2 job but t/p is self-employed. NEVER makes estimated payments and owes big time. We had his return finalized in a rush after getting the last tidbits from him because he was agitating for finishing. He came and picked up, brought signatures back next morning and left. We had not gotten around to e-filing him (phew) when we get an email saying "what was my SEP contribution?" SEP contribution/ --What SEP contribution?! First we had heard of it! Back-track dance commenced... and turned out to be a good thing. 'Cuz I did a stupid and entered the state 1099-MISC income a line too high, so it got double-counted, once on Sch C and once on Line 21 - and in the rush to finish for him, no one (meaning ME) caught it. We need new signatures; he was actually happy because his federal tax went down, and I (re-)learned NOT to let clients pressure me into rushing! I eventually found some time to wash the egg off my face.

My first thought was the huge PITA of Form 3115 - but easytax is right. If depreciation was not taken, no incorrect depreciation method was chosen. Amend 2014 NOW. Put the 2017 on extension. Amend, amend, complete (15, 16, 17). And don't forget to take all the suspended losses in the year of sale (which I came *this* close to forgetting once - had to re-print the return less than half an hour before the client was gonna show up - ugh).

My eyes have been burning in the new office which is SUPER-dry. Plus it's an old building, so there's dust and Lord knows what else floating around being irritating. In my case, I know it's dryness plus too much screen time, because it's gone every morning, much less working at home (not nearly as dry), and worse if there are flowers around (pollen). Cold wet teabags (regular ansi-standard black tea, not the herbal or flavored stuff) is excellent for tired, dry, swollen eyes. Plus you get to lay back to keep 'em in place... Floaters are common with nearsighted people (back in my engineering days I used to watch them go by during particularly boring staff meetings) - but as Possi says, sudden increase or bright flashing lights is a warning sign of retinal tears. Or as BHoffman and FDNY say, optical migraines. I'll echo what the rest say: if it's better, watch it and take blink-breaks. Back when I was a materials engineer doing electron microscopy, I learned (the hard way, of course) about "raster hypnosis" where your blinks slow down to match time with the raster of the screen on a scanning electron microscope. A day of that and your eyes are tired, burning, gritty, and nasty feeling. If it's not HUGELY better, get thee to an eye doctor! None of your clients would blink (ha ha) about canceling a meeting with you if their eyes hurt; why should you take ANY chance of hurting your eyes for them? Put 'em all on extension now, and deal with them as you can, later.

I have one elderly couple who get a corrected 1099 form (broker name escapes me) EVERY May. So we put them on extension every year, and file the original after we get the corrections. /sarc on It's nice when they (brokerages) as SO reliable. /sarc off

We all need to rant at times. Hope your machine hangs in there for you! Everyone I know who has had hip replacement has been very pleased - hope it goes super-well for you!

That's a darned good question! Did the wife sign the e-file form FOR the husband? ("Hang on, he's waiting out in the car, I'll just run this out to him so he can sign...")

Hooray, @rfassett! We have almost everyone not filed on extension. Couple of folks who only owe us signature pages - but if we have nothing by end of business Friday, they go on extension, too. I will do payroll taxes etc tomorrow; ran payrolls today. The usual slew of "I know you're busy, BUT" questions - that we are ignoring for now. (What I want to tell them all is: If you know we're busy, wait until next week, fer gosh sakes! Do I show up at your door when you're in the middle of cooking, saying "I know you're busy, but if I could *just* get those documents real quick" - you'd kick me out on my patootie!)

The last bicycle trip I took, I brought with me a little stuffed bear. When my girls were little, I told them that bringing a stuffie to camp (or freind's overnight; wherever) would keep them safe - so of course, then *I* had to take a bear with me on my trip. I was a little embarrassed to admit it - but one of the tour leaders saw my bear (and thought he was adorable, because he is) and told me that lots of the women who take these tours bring stuffed animals with them. My little bear was the perfect size to tuck into the front zip bag on the handlebars; he got a great view for the whole trip. And the tour guide - she wanted her picture taken with him, too! I've got a great one, somewhere in my files, of my bear and the tour guide posing together. And yes, it was lovely to have a good friend with me on the trip.

My guess, as well. 4/17.

Tom you are NOT crap, and you should NOT be fired. Mistakes happen. We ALL make them. Yours was a bit more spectacular than a bunch, but I would bet if we all dredged our memories we could come up with some pretty spectacular fails. (The mind eventually hides memories that are that painful.) You may find that this client - because you fessed up - will stick to you like glue. Or not. Either way, it says NOTHING about your worth. We love you and we respect you and we value you. If you *were* crap, you wouldn't care about a mistake. The level of your upset proves the level of your skills and your ethics.

Original Enterprise NCC-1701!!!!!

Retired, and living in YOUR state now, Tom. Nearer to her sons and grandchildren. I see her posts occasionally in a Yahoo Groups forum.