schirallicpa

I've been doing this for 30 years. I've had 2 printers - both brothers. They are the best.

Is there a place on schedule E input or fixed asset input to tell ATX this is in NY (the non-res state) not in AZ (the res state) so it calculates the correct state info? I feel like I'm asking a lot of questions lately. Time for another donation.

Where does this bad boy exist in ATX. I can't find where to input anything to make it happen.

Your right - I've been talking to an attorney. I am not thinking straight...........

A lady passed and her estate goes to a non-profit. If I understand correctly, there will be no estate tax regardless of the value of the estate. However, if the estate continues to earn money after being transferred to the non-profit, does the estate need to pay income tax?

I've had a couple of cases where the client's ID is a passport because they don't have a driver's license and don't know what else to give me. Why isn't that a selection on the pull-down menu on the main info page. Passports valid ID's.

Taxpayer claims that the site didn't have forms back that far. Spoke to someone in January that was supposed to send one. Who knows. It is so frustrating. Shouldn't the IRS have the info?

There's an apartment upstairs where I am. My mailbox out front is quite large and says "tax office" on it in bright white letters. And the one next to it is smaller and says "upstairs apt". Every year I will hear "I didn't know which box to leave it in."

I have a button that is similar to the Staple's Easy button, but it says "NO" in various tones. My husband had it when the kids were little and now I have it. It's perfect on Friday evenings when someone wants to drop by late. I also have my kids' old Oscar the Grouch button saying grumpy stuff. That one is handy too.

Yes- let's issue a disposal fee for all the envelopes.

I grumble about the whole social welfare system being included in the tax returns. They need to separate the two anyway.

Ok - A lot. Like a million dollars so I could quit this business. But, here and now, I wish ATX had a simple little extension letter I could spit out: Hey - Filed your extension. NYS took this fee. IRS is happy til Sept. Stuff like that.

Did paypal just drop the mother load? So now I need to put this 1099K info on my clients' tax returns and then show it as a negative because it was for a casual sales because they are not a business.

What's crazy about this is the banks can pick any old date to write off things and clean up their balance sheet. Meanwhile, it's been 3 years since the client made settlement and it was actually written off. And that's 4 years in real time. Client doesn't remember. Maybe he was insolvent then. Maybe not. I have had an issue with the bank's loose-ness (is that a word?)of this ability to report ever since Obama created it.

My daughter is expecting her first child in June so I agreed to host a baby shower at my house on the 12th of April. Don't know what I was thinking! But - it is what it is and I will try to be done with most returns by then.

yep - it will be close

I feel like I could do 2 returns but I don't know if I am supposed to. The company gave me income and expense from boy to date the SH left. And then gave me income and expense from that date to eoy. I've never done it that way. I have always just let the system work the math by putting in the dates of the change of stock ownership. Thoughts?

Ok- I thought you mailed the voucher to the address that was on the 1040x. Too many tax returns................ Thank you.

the 1040-v automatically fills in the address for the regular payment. But we need to send a payment for the 1040x which is a different address. I can't figure out how to get the address to fill in for the 1040x info on the voucher.

SALY is the best!

Thank you!! Silly me - look in the instructions? No.......

Together their net income was low enough to get into a marketplace plan. They had the plan for 3 months and then they dropped the plan when they split. She got a better job so her income is better than last year. He worked less and his income went down. Do I make the allocation of the 1095 figures on 8962? It hurts her and helps him. Or can I just give it all to him? Is there any particular rule on this?

Had she already paid ahead that it would be a refund?

I was speaking with an agent in Buffalo yesterday. She is asking that we get stuff to her no later than Thursday of next week. She thinks that they are going to be let go on Friday (Mar 7). Has anyone else heard this? She then said "I probably shouldn't be telling you that."