Slippery Pencil

The only one I know of is in Options / Preferences / Print, but it doesn't seem to do anything on the federal forms. My federal returns don't print with zeros if the box is checked or not.

As Lee said above, have them contact their immigration lawyer. If they decide to amend, you can prepare a MFJ return with each a resident of different states. Taxwise, nothing bad waiting in the wings if they don't amend. If they get audited, state, "we didn't amend because there was no change in tax and the irs says don't bother amending if there's no change in tax". If the irs doesn't accept that explanation, amend at that point.

In college, each floor in the dorms had a pay phone in the middle of the hallway (for the two people on this board under the age of 40, https://en.wikipedia.org/wiki/Payphone). One day I'm heading to my room after class and the phone rings as I pass it. So I pick it up, lower my voice a little bit, and slowly say, "Greene County Morgue". To my horror, it was my mom calling for me. In spite of me having a very distinctive voice, she didn't recognize me. Thinking she had dialed wrong, she asks, "What number is this?" 18 year old me is panicking. I continue my pathetic Lurch imitation and start reading the number listed on the phone, changing the last number. We hang up. I go to my room. As I walk to my room, the phone rings. I ignore it. 20 seconds later, one of my dorm mates knocks on my door to tell me I have a phone call. I go pick up the phone: Me: Hello Mom: Dave, it's mom. You won't believe the wrong number I just dialed, the Green County Morgue. The number is one digit different than yours. The guy sounded just like a cartoon stereotype of an undertaker. Me (my knees still a bit wobbly): Wow, that's interesting.

There is no unsubscribe option or any links in the original email. The bounce back comes from googlemail.com as I'm using a gmail address. It looks similar to other undeliverable mail messages from google and identical to other "Address not found" bounce backs from google. It appears my reply never gets lands anywhere outside of the google system. from:Mail Delivery Subsystem <[email protected]> to:[email protected] date:Jan 30, 2024, 6:48 PM subject:Delivery Status Notification (Failure) mailed-by:mail-sor-f69.google.com signed-by:googlemail.com

What I don't understand is a couple emails I've received with no attachments or links. The emails tend to ask if I'm taking new clients and make one or two bland statements about their tax situation. The email address usually seems off, e.g. the last one was @automaticmailnotification.com. I reply and the email bounces back as undeliverable. What can be the possible scam?

I think your response should have been nothing more than, "no, that doesn't make sense".

The custodian has no way of knowing this is a 72t distribution, thus distribution code 1. There's no way they're going to change that and they are correct to take that position. It's the taxpayer's responsibility to fill out and attach the 5329 to indicate that it's a 72t distribution.

A few years ago on The TaxBook forum, someone posted the following (https://forum.thetaxbook.com/forum/discussion-forums/main-forum-tax-discussion/298864-written-data-security-plan-for-tax-preparers#post299231): Given how we are repeatedly reminded how important it is to have a written plan sitting on the shelf, it's odd that no one wants to actually provide a template of any kind. The closest I've seen is Tax Tip 2019-119 from the IRS, issued Aug 29 2019. So, using the available guidance in that tax tip, here is my written plan. Note that the law doesn't say it has to be very good, just that I have to have one. So, done. * Include the name of all information security program managers. Me. * Identify all risks to customer information. Fire, theft, flood, earthquake, government seizure of property, software malfunction, mis-addressed or mis-delivered communications. No risk from employees because I have none. * Evaluate risks and current safety measures. Yes, they are all risks. Current safety measures include physical locks, a dog on the premises, up to date professional computer software with all vendor supplied security patches applied within one week of release, and encryption of customer data in digital form. * Design a program to protect data. Immediately scan client paper documents into secure encrypted digital storage, then return or shred the paper. Use unique passwords for each login requiring a password. Do not share passwords. Use MFA for tax software access. * Put the data protection program in place. Yes. * Regularly monitor and test the program. Take this plan off the shelf once per year and read it. Test: get a colleague to come over and promise to buy them a meal if they access customer information in my tax office without my help, within 30 minutes.

One use, as stated above, is that certified or registered is proof of mailing. This is what is needed if it doesn't arrive or the irs claims it was late. The green card is unnecessary. Another use is when you tell the client to use priority and the package doesn't arrive or get processed correctly, the client has a valid argument that you should pay the penalties, which are your fault since you didn't follow clearly stated irs instructions on what constitutes proof of mailing. There is no use of priority in this situation.

Priority Mail isn't an accepted proof of mailing by the irs. If you're going to shell out for expensive mail, get registered or certified so it will be useful if needed.

No. Gaming is a legal issue and some states' gaming commissions are pretty strict. If the church wants to fool around with gaming issues, they'd be wise to find out the potential consequences of their actions.

Depends upon the state. Gaming commissions shut down small time raffles and other gambling activities all the time. Most gaming commissions would probably see this as being offered by the church, not an individual, and see the rigmarole of the church giving the individual a list of pledgers so the individual, "not the church", can hold a drawing to be the semantic game the church and individual are playing. If your state has a lax gaming commission, go for it. If it doesn't, don't get caught.

This is a legal issue. Unless you're a lawyer, you shouldn't advise on it. Depending on the laws of the state, the state gaming commission may may disagree with numerous assumptions stated above. Tell the donor and church to contact a lawyer.

Her pension may be based on her gross salary. Doing this will reduce her pension. If she voluntarily decides to not take the salary budgeted, it's constructively received, thus taxable income and a Sch A deduction. If her and the church agree that the church will reduce her salary and she is no longer expected to tithe, the irs will ignore this arrangement if audited.

The bill says "relationship". Are you wondering if both spouses have to be listed for a solely owned entity of one spouse? Or if two siblings have to be listed if their joint ownership exceeds 25%? https://www.congress.gov/bill/116th-congress/house-bill/2513/text “(d) Definitions.—For the purposes of this section: “(3) BENEFICIAL OWNER.— “(A) IN GENERAL.—Except as provided in subparagraph (B), the term ‘beneficial owner’ means a natural person who, directly or indirectly, through any contract, arrangement, understanding, relationship, or otherwise— “(i) exercises substantial control over a corporation or limited liability company; “(ii) owns 25 percent or more of the equity interests of a corporation or limited liability company; or “(iii) receives substantial economic benefits from the assets of a corporation or limited liability company. “(B) EXCEPTIONS.—The term ‘beneficial owner’ shall not include— “(i) a minor child, as defined in the State or Indian Tribe in which the entity is formed; “(ii) a person acting as a nominee, intermediary, custodian, or agent on behalf of another person; “(iii) a person acting solely as an employee of a corporation or limited liability company and whose control over or economic benefits from the corporation or limited liability company derives solely from the employment status of the person; “(iv) a person whose only interest in a corporation or limited liability company is through a right of inheritance; or “(v) a creditor of a corporation or limited liability company, unless the creditor also meets the requirements of subparagraph (A).

Due dates are 3/31 for electronically filing 1099s. A corrected 1099 isn't issued unless an incorrect 1099 has been filed w/ the irs. If the 1st 1099 hasn't been filed, the new one is the originally filed, not corrected, thus the box doesn't get checked. It is now after the due date and the 1099 has most likely been filed. If a new one has to be filed, it would be corrected. Most every corrected 1099 I've seen has the corrected box checked. Final 1099s issued after preliminary 1099s that weren't filed don't have the corrected box checked.

That was a terrible decision. You make it sound like you persuaded him to do this. If so, that makes the decision even worse. You should have persuaded him to file an extension and wait. Live and learn. File extensions, they're your friend.

Too much uncertainty in life to shell out $2K seven months in advance to a company that provides shitty service. You can get the same or similar discount later in the year. As someone else said, no reason to antagonize over it all summer.

I've always received similar discounts in December.

I'm assuming nothing and my comments have nothing to do w/ client actions. Two people on this thread said they take client data and email it to themselves.

Which is why you never email sensitive client data.

Deleting an email doesn't necessarily remove it from the server.

I believe the irs says if you can't prove any basis, basis is zero.

What was real estate asset life in the 70s? 15 years? Maybe it was fully depreciated by the late 80s and now 45 years later, not only is he not able to remember what he did about depreciating his rental, he most likely can't remember anything from the 70s.

Is your previous answer to this question wrong? Are you an attorney?