schirallicpa

My daughter worked for me a couple of years ago. We always end phone calls with Love You, Bye. And she caught herself saying that more than once. On another note, my other daughter was helping in the office. My name is Elizabeth but I've always been called Beth. I hear her repeating on the phone "Beth. You know, like meth but with a B"

New line on the client questionnaire: Have you shared a bedroom for greater than 6 months?

Trying to avoid the extra penalty- first time home buyer. The land is where they will build their house. Stretching a little?

I had done a couple of years of tax returns a few years ago that the woman used the physical address and the man used his mothers address. When I realized that they were living together I fired them. Also remember EIC rules if applicable. I am an advocate of every taxpayer filing individually and get rid of all the credits. Just tax me for my income. Done.

aahhhhhhh Thank you!

I needed to file late 941 returns (for my sister-in-law. ) So I was able to file the 4th quarter in the new software. And I had to go back to last years software to create the 1st, 2nd, and 3rd. And I got the 1st successfully efiled. But how do I do the next 2? Can't file another one because it's in accepted status. Can't duplicate it and file - gave me an error. I'm confused.

Funny - scroll back a few days ago I had a minister pay headache myself. In my case we had always filed 1099 and come to find out the treasurer was filing 941. I created a W2 and will not continue with this particular client in the future.

Filed the W2 - which - back to another post about ID.me I can't seem to log into SS this year so I mailed in the W2 and W3. And I asked the client to not ask me to prepare this next year:) Like I said- This gave me a headache! Let alone - last minute!!

Lets not read into this more than it is - he's doing weddings and funerals stuff like that. This is not an argument about whether he is independent or not. My issue is the fact that the treasurer has been filing these no-tax 941s for it for a few years and noting that there had not been any inquiry regarding it from IRS or NYS. I would normally just file another 1099 for him, but now I have this HSA report showing a whole $36 that prompted the treasurer to ask me about it.

He doesn't live near the church, and he usually is not the Sunday morning guy. But will do other pastorial duties for the church. So I have never had a probelm with him being a 1099. No housing allowance and all that. We're not talking much money here - barely 4 digits.

I've got a taxpayer thats a church that I have always issued a 1099 for the pastor. This year there was a payment made to HSA and a letter showing where to report on W2. Treasurer tells me she has been filing 941 for several years but no withholding and no tax. Has not ever filed state forms. I don't even know which direction to go with this. The pastor really isn't acting as an employee and travels in and out of the community setting his own schedule. And if 941s have been filed, someone will be looking for w2. No notice. If they have file Federal, won't the state want something - but again no withholding and no tax. This makes my head hurt.

I have always used a generic eng letter in the past but Ins wants the clients name and signature on the eng letter as a result of inclusion of BOI statements that it is not my responsibility to file for you. So I have revised the template and can obviously add it each time. Didn't know if I could make that an automatic - because we know in the heat of the March rush, it will get forgotten and I don't want to forget it.

ID me works fine for regular IRS stuff for me, although I lost all of my previous years info on the 990N website. But I went round after round with SS trying to submit my payroll info. Nope -I don't exist with SS. I mailed the w3 and w2 for first time in at least 15 years. I knew it couldn't work so well when another arm of the gov't stepped in. IRS barely knows how to make it work.

Honest to God I swear "LLC" creation has become an industry of its own.

You can efile three years - current and 2 previous.

Max has played this game before!

And no transcript alert on my software for him. Wouldn't this normally show? It would have generated a code.

checked already. also double checked it was the correct year. and one is a pension and one is an IRA and they are coded correctly.

This is an older client. We efiled his return in March of last year. He had 2 1099Rs last year for 30K and 40K. IRS sent him letter CP2057 "you may need to amend your return" letter. IRS says they are missing. They clearly show up on front page of 1040 on lines 4a and b and 5a and b. I don't even know how to respond to this. "Dear IRS - did you look at the return? Please see lines 4 and 5." Good grief. What a PITA.

Oh - sorry to hear this Bonnie. Laptops stink. And bad knees stink more. I have a little Dell that does okay with QB and ATX on it. I only have the 2 years of ATX on it. And QB is always used with a thumb drive so I'm not using up space on the laptop. I don't use it for anything else. It is definitely worth the extra few bucks to get a keypad - make sure you have USB ports. My daughter got a new Mac and no USB ports. Which, btw, if you aren't used to Mac, don't get a Mac. It's also worth it to get a bigger one so the screen is bigger. I hope everything works out for you

I generally like the way ATX works. But we all know that the customer support is terrible. This year I open my software to start my first return and apparently I'm now on the PPR system. Nope - that ain't right. It takes a few minutes to find a phone number and then 20 minutes waiting for an answer. Once again - answering my own question - I had put in the 3 concurrent user code, instead of my Max code. Grumble Mumble......grumble mumble..........

I think efiling for Fed tax returns was Jan 23. But I wasn't sure if that meant the states were out til then too? Edit: Answered my own question. - Nope -Can't efile state.

I have used an amortization schedule online for monthly payments forever. And - out of the blue - I have 2 clients that need weekly amortization. I have poked around looking for one that I like but I'm looking to see what anyone might recommend. TIA

This is a fairly large NP that must file a 990. They didn't file 2020 due in 2021. Ok- you can probably blame covid. Then they didn't file 2021 due in 2022. Well - shouldn't they have gotten a notice by then? So then they didn't file 2022 in 2023. Hmmm. No notice? No "hey you gotta file?" They claim not. Regardless, as of May 15, 2023 they lost their status. I did not have that notice. Tried to file 2020 and 2021 and 2022 in Oct. Nope - all rejected. Oh - we got this notice of revocation - do you think that's why? UGH! Now - who gets a handful of crap when I tell them we have to re-apply for status? And they don't know where to find articles of incorp. or bylaws. or any originating paperwork. Sorry - I can't make up this stuff for you. What is with these small NPs! I get so aggravated. It's a boys club and they don't want to pay for a bookkeeper and they don't want to take the return to someone to do right. So here we are with them calling me up saying they can't sit around and wait for their exempt status to be re-approved. Well - file as a c-corp. Grumble mumble.......grumble mumble.....