Jim Oh Bkkr

Taxable SS at 25K/32K have been that way my entire career.  And I've been at this since '88.

And just to stay "on topic", I have a kid living off of an inheritance who has this FTC problem for a couple of years.  Reporting the c/o is a pain, and will (probably) never benefit him.

12 hours ago, joanmcq said:

We all thought it, Abby just said it out loud!

FWIW, Local UPS Store does (did) shredding, cheaper and with a better guarantee, than the local "truck" service. (Posted this yesterday, but must've saved to draft or something.)

Congrats to him and his Momma!

9 hours ago, mcb39 said:

While I am here, could someone please change the header to read 2022.  Thank you!

I keep seeing "Apportionment" 2023, as in Form IT 2023: "Income Allocation and Apportionment Nonresident Credit".  Funny how the brian works.  

10 hours ago, Sara EA said:

don't remember receiving their stimulus. 

I always had to laugh when they remembered after being told - "Wrong information may slow your refund by as much as 6 months".

The best one I have seen is 30, 35, 45.  110% of annual billing, but the best year encourages you to help the buyer with retention.  The vast majority I've seen though, is 100% annual billing over a 3 year spread.

Enjoy!  (Seriously considering it myself.)

No doubt!

18 hours ago, Randall said:

But then I'm waiting for KY and OH.

Yeah!  I looked at both websites yesterday and saw nothing.

I have a client who called Friday to set up an appointment, 19K unemployment, after an explanation, he decided to wait.  But he also hasn't received his 2nd stim. check. 

My post was merely to show the poor treatment of NECPA's client received.  I used to live in the "world" of unemployment, (construction), and they wouldn't even talk to you if you had a part-time job!

10 hours ago, NECPA in NEBRASKA said:

I have only had one return with unemployment so far and she lost her appeal. She now has to pay it back, because the state didn't think that having to leave the dorms and move 40 miles away was a good reason to quit her fast food job. Nobody was hiring here when she came home. I feel for her, because she is just a kid and they should not have given it to her in the first place if that was not a good enough reason. The state gave millions of fraudulent $ to unknown and random people that they will never get back. 

Rant over. 

This is pathetic!  I saw a post somewhere of a wife who got a part-time job just as the (hold my tongue) pandemic hit.  She made a couple thousand dollars, then collected close to 20K unemployment.  

17 hours ago, Catherine said:

When I get auths by mail

I provide a SASE with an identifying code only I know above the return address.  I use Catherine's method, but also tape the envelope (w/postmark) to the back of the form.

17 hours ago, jklcpa said:

and forget to send it

Again, I use Catherine's method, but also make the client initial the old date with the current date.

Overkill maybe, but I'll be damned if they'll (IRS) penalize me after NOT paying me to do most of their work!

And at the time, there were discussions that some federal agencies started doing this by default.

17 hours ago, NECPA in NEBRASKA said:

He is still a captain

So is the nephew of this proud uncle!  Back home, sort'a, in Columbus.

Actually it was here in a thread titled "EIN for Estate"

Max posted: Did you try during 7 AM and 10 PM EST?

4 hours ago, NECPA in NEBRASKA said:

the Employer ID#

FWIW There was a post on, (I think), the Drake forum that said this can only be done during certain hours - and the earlier the better.  (7 or 8 am EST IIRC)

Also, prayers, and hoping your son is still flying high!

17 hours ago, jklcpa said:

This is annoying me with every return

Ditto!   There is a link on Scr 1 if you haven't found it.  Why not a "got 'em both" check box?

1 hour ago, jmallard said:

amounts in Box 3 and 5

Oops, brain fart!  I meant 4 & 6, i.e. proper amount of tax withheld.

I know of a married couple whose "checks" were sent separately.  Husband received 1200 & wife received 600.  They filed joint last year.

1) Was the 8700  spent on the daughters support?

2a) No SE

2b) I would, but I have seen others who would list it on Line 21 (or whatever it's called now.)

3) I deal with "tipped" employees very seldom, but IIRC, the employer should've taken care of this.  Are boxes 3 & 5 correct?

Drake suffers from this also.

10 hours ago, Sara EA said:

but has anyone seen one from the second?

I have seen 1 out 12 so far.  I haven't got mine, and my check is a month old!

17 hours ago, FDNY said:

Yes, I don’t know how

Went there to watch Sammy Sosa try and break the home run record back when, (he struck out 4 times).  That food stand had about a hundred lines and there were 20 to 30 people in each line.  There were more people at that stand than in the stadium.  A couple of people said it was worth the wait, but alas, I would wait!

15 hours ago, FDNY said:

Primanti Brothers

Is that the ones that have a stand in PNC Park?

10 minutes ago, FDNY said:

if they don't pay by next filing season I don't do return until paid for last and current year first

But are usually embarrassed enough to add a generous tip! 

The biggest problem I have with my clients is trying to answer due diligence questions about "documents" when most of the answers I know through long, personal relationships.  But they do get a kick out of it when I ask if little Bobby is still their kid.