Jim Oh Bkkr

Yes! I always go for absolute "worst" case scenario. "Void" is the terminology I remember (early 90's).

Ain't that the truth! I used to say, (%'s that have always held true), "50% of all self-prepared returns, I have ever seen, are wrong. And 90% of them were wrong in the IRS's favor."

The inability to find the spousal return when splitting MFS has bugged me for about 3 years. The program has shut down every time I've used the planner this year.

There was a thread here several years ago about ROBS. It was during an economic down turn, ('08 or '09?), and people, who lost their jobs, were using 401Ks to fund start-ups. Off the top of my head, I seem to remember that the rules were (maybe) more restrictive than like/kind exchanges. But there might have been recommendations of companies that dealt with them specifically.

I started in '88. It was 25/32 then.

Almost every client I have, has "some" Social Security included in taxable income. When I started in this business, only the "pretty well-off" did.

If the school district has no tax, the return isn't needed. You can verify ANY taxes due at: https://thefinder.tax.ohio.gov/StreamlineSalesTaxWeb/AddressLookup/LookupByAddress.aspx?taxType=SchoolDist A 9-digit zip should be accurate.

I had one in '22, ('21 return), refund was approx 4,500.00. Less than 10 days after e-filing, they had a direct deposit of 1,528.43. The timing, and amount, led us both to believe it was for something else - ID theft, previous year, etc. No explanation could be found and no other money was received in the "refund" window. Eight or ten months later, they received a direct deposit that made the total equal 4,500.00 + interest. (Subsequent 1099 from Treasury confirmed this.) To date, there has been no correspondence, (explanation), from the IRS.

Remember, this is a legal document, not a financial document. Every deed I have seen, (and I've seen a lot), started with: "For the sum of $1 and other valuable consideration" (exact wording). Maybe that is Ohio's legalese, but I've never seen a deed give a selling price.

It was!

Terry, I'm sorry! I started to post yesterday that Ohio's SOL was 4years, but then I re-read your post re. and got spooked that it may be different than SOL. As a note, "local" SOL is 5 years.

I've seen a lot of corrected 1099-R's, very few, if any, were ever marked "corrected". Even consolidated 1099's rarely are marked "corrected".

One Quickbook (payroll) client, has some employees "local w/h" as a reduction of wages - others as a deduction. And while she's not the smartest person, she is pretty savvy. (Makes me wonder how easy setup is.) Another, years ago, brought in her books for a lawn mower repair shop. 100k income, 100k A/R, (50K) bank balance. A... Houston, we have a problem.

Papermate?? black, eraseable ink pens and paper. Then to the copy machine. But I remember that if you had to look back three or four years, the "carbon paper" copies were obvious.

Terry, Drake has NEVER handled it well. There is a guy on the Drake forums that has been b*tchin' about it, with good suggestions, for years. For a couple of years, I had to "dummy up" the w-2 input screen to get the local to populate properly. Then correct it, to prepare the federal and state.