Booger

Is there a "list" somewhere that shows which states require e-filing with the Federal (piggyback) and which ones can be e-filed alone? Or do you have to read the individual state instructions to find out. The 2 states I'm interested in are Louisiana and Mississippi.

Thanks for your response, Dave.

New client this year. He has both a SS # and an ITIN. The 2007 preparer used his ITIN number on the 1040. Should I use his SS# or his ITIN on the 2008 returns? Never dealt with a client that had both.

My niece and nephew are located in Mt. Airy, MD. I've been preparing their taxes for a couple of years (through the mail), but I think they'd be better served if their tax consultant was close by. My niece is a psychologist, and she will need "hands-on" training with her tax situation (possible incorporation, etc.) If anyone out there is interested, please e-mail me at [email protected], and I will give you more info. Booger (Mike)

Thank you, Julie.

GOOD QUESTION, jainen. However, that is beyond my scope....just trying to retrieve the maximum refund for my client (in this case, the current wife's share of the refund). Last year, had to file an injured spouse return for them, since filing jointly maximized their refund. This year, separately is better.

What do you know....A REPLY. Thank you Sue.

Husband owes back child support. If he files separately from wife, the only amount taken will be from his refund, not the wife's, correct? Didn't know if each state is different (back support owed to Nebraska).

Does anybody know how to calculate the "basis" reported on Schedule D for these type of options? The client's exercise was reported on his W2 (Code V). If I remember correctly, the gain or loss reported on Schedule D should end up being a very small value. Thanks in advance.

Thanks, taxbrewster. Remember when all we had to worry about was preparing the returns correctly?

Thanks for your response, Terry D. Unfortunately, the other PC is about 42 miles away from the one I use to upload to. Will just continue to override Line 9.

Is there anybody else having a problem with this simple form? I've been preparing returns on a remote PC, and this credit is calculating just fine. I then save the return to a flash drive, and upload it to another PC. When I open the return on the second PC, this credit will not calculate. I've been manually inputing the Line 9 amount (the credit amount). Any ideas out there? Perplexed Booger

Ohio has the same stupid rule about not stapling their pages together. For spite, I always use 2 staples. I would staple the W2 where the Wisconsin instructions say to put them. Just my humble opinion. Vindictive Booger

Catherine, PLEASE don't hit your head with a brick.....I cannot possibly remain in LOVE with you if your head is lopsided. Booger

If the client doesn't remember what they received, would you use the amount from the website or the amount from the letter they received?? I'm thinking the website amount.

Has anyone else seen a "WEIRD" stimulus payment amount from last year? Plugged the info into the IRS website for a client, and got the amount $503.09 (????). Thought that the amount given was before any offsets. If I had time, I would try to figure the amount out.

Thank you Catherine & NECPA. BTW, Catherine, your quick and accurate response is just another reason why I LOVE YOU. Amorous Booger

I may have asked this question last year, but I only have one client that files 2 state returns (Ohio & Nebraska). How do you e-file the Federal as well as the 2 State returns? If I recall correctly, when the e-file is created, the "box" shows the Federal and one state. Thanks for your responses.

YOU SURE CAN....just use the Form 1040REF and don't forget to attach Schedule U with it. This particular form and schedule is available ONLY by calling the IRS at 1-800-821-1040.

Julie, did you use the correct SS# on the 1040, and left the incorrect one on the W2 input form? Or did you use the incorrect SS# on the 1040? Please advise.

No, I was just going to use the corrected SS # on the W2 SCREEN that's in the program, NOT THE ACTUAL W2!! Sorry if you misunderstood my question.

Client's W2 has the incorrect SS #. Will use the correct number on the 1040. Client wants to e-file. Do I correct the SS # on the W2 screen? If I do this, will the e-file be accepted? Client will inform employer and request a corrected W2.

Have you had the Federal return accepted, but the Ohio rejected, in the past? I have never experienced this problem. That is why I asked the question about the Ohio ACKS. I suppose that the Ohio return COULD be rejected, but I've never seen it.

Forgive me for bringing this up....but if the client RECEIVES the Ohio refund (my clients would definitely let me know if they DIDN'T), why is it so important to receive the Ohio ACKS?? Last year, I NEVER RECEIVED ONE, but my clients got their refunds, or paid what they owed, with nary a problem.

(Probably wishful thinking on my part)...what I'd like to see is that we could e-file the various city returns. RITA allows you to prepare their return on-line.