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Lion EA

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Everything posted by Lion EA

  1. Uber. Hey, how about Danbury, CT, for the NY/CT-ATP two day seminar every December?! Ethan Allen Hotel has nice rooms.
  2. True the SS deposit each month is fun. I even used some of my IRA money as a QCD to my church this year and will take the rest later this year. My trainer is great at stretching, as is my rehab guy, I want the yoga gal to teach me more, and I have the stretches as a video workout on my phone. Thanks for pushing that; I do need to stretch more. My rheumatologist was holding out for spinal stenosis while all the other doctors said hip. Last visit, he'd been at a seminar and took a class from a radiologist on lower back and hips. He examined me (for what's been at least quarterly) and said he changed his mind; not back, make hip replacement appointment. So, I thought all doctors are on same page. But, I had an appointment with internist to explain all the test results, medical jargon, etc. He was the one who sent me to hip surgeon in the first place, so I thought we'd be making that appointment; but he said the weakness shouldn't be from the hip -- sent me to the spine specialist. Spine guy said symptoms suggested disk, but MRI from almost five months ago didn't show that. New MRI, and it showed the herniated disk! It's so frustrating, because I thought we were all on the same page finally. But, it's back to the drawing board. But a herniated disk AFTER December does explain why I went downhill so fast this year. And, I am almost three inches shorter than I used to me. I thought it was the dowager's hump like my mother, but when I dug out a came from 30 years ago as I got weaker, I realized it's my lower back that's compressed because the cane was 2 1/2 inches too tall now! If I'd gotten my hip replaced last year, I wouldn't be having double trouble this year. But, I was OK last year, a little slower and some trouble sleeping since I used to sleep on my side, but doing everything I always did. I'm not one to have surgery until there are no other options. I've never had much: tonsils out as a kid and tubes in my ears as an adult. A lot of people my age and older at church, so I'm seeing what can be done. Hubby had both shoulders replaced and bounced back fast. All the good ideas and wishes help a lot.
  3. Latest MRI shows herniated disk L2/L3 pressing on a nerve that runs down my left leg. X-rays show no cartilage in my hips, arthritis in both hips and lower back, with left hip the worst. So, It'll be a hip replacement at some time, just now sure where in the list of procedures. On prednisone for a couple weeks, but can't keep it up long since I'm type 2 diabetic. I guess next is a cortisone shot in the spine. I also have a script for rehab. Taking all those supplements. Using ice at night and heating pads during the day and those disposable heat wraps all the time (Steve orders them by the case from Costco). Extended release pain reliever at night. Getting more sleep. But, using a cane now for balance. And, other equipment; looking like a retirement home in here. Friends see me and loan me canes and walkers and... Chiro and massage. Have the name of a good acupuncturist and good yoga teacher for "real people." Even have a client with some magnetic machine to realign my electrons or something; she uses it on her horses and me and other people too, I think! This is getting very time-consuming. And, I turn 71 so am old. But, my grandmother lived to 103. I want to strengthen muscles before hip replacement, and hopefully lessen pain so I can rehab. My sister fell during rehab, so Medicare stopped paying because she wasn't getting better every day. She remained housebound, because she couldn't get up her steps. But, at least her hip pain was gone! Thanks for everyone's thoughts and suggestions. I keep adding them all in to the mix. Doing all the less invasive things before I think about surgery.
  4. Me too!
  5. Emmanuel Episcopal Church Y’all know you want to take a break from Memorial Day festivities to pray for our veterans in the cemetery (immediately following the 10 am service), sing a few hymns for our country and see if the priest uses any other “vulgarity” in her trinity sermon. https://www.facebook.com/william.doubled…/…/2207180385962277 Episcopal Church MemesLike Page · Okay, Episcopalians--to the dictionaries!
  6. "Known or should have known."
  7. It was easier to screen my calls long before caller ID by the way people would pronounce my name. Home or work, I and my colleagues knew who was a real call I wanted/needed to take and who was just marketing or worse. I do miss that, but I have caller ID now on all our phones.
  8. Which ever you have as primary, if husband, then his original status. As you say, that no longer matters as you file the amendment with MFJ.
  9. Oh yeah, the IRS claims my cell phone is not in my name. AT&T says it IS in my name. So, that avenue is closed to me. Very frustrating.
  10. I took my first husband's name, but I also took my second's -- so my name no longer matches my first husband, but they still mix us up. I blame it on him using my address after our divorce for applying for credit, because Weston, CT, has a much better average credit rating than Syracuse where he moved. And, I blame it on the dummies at the agencies that compare the address and not the SSN. It's caused problems in other ways, but those I can explain to a real person who has authority, such as the banker when applying for a HELOC. The IRS just follows their rubrics. I get some wrong things off my credit reports from time to time, but new errors do pop up again. My credit reports are pretty accurate now, it's just some dummy pulling Teri's by her "address" instead of mine by my SSN, so I flunk answering "her" questions. My maiden name was Brown, so although I was married in the feminist 60's when my friends were keeping their names, I wanted to lose Brown. I wanted something like Anderson that people could pronounce and spell, and not Franciose (rhymes with grandiose and not the French Francois) that I took. I kept that after the divorce, because I was job hunting and because I had a young son. But, I was very happy to take Lewis with my second husband a decade later. Other than some Spanish speaking areas around here that want to spell it Louis or Luis, I have no problem -- other than the credit agencies and, therefore, the IRS -- with Lewis. (Well, there is another Rita Lewis in CT who owes a car rental company, so I get nasty calls. And, there was the time in the emergency room when they pulled the chart of a much younger Rita Lewis.) I guess Lewis is a bit too common, but not as blah as Brown and not as rare as Franciose. I used to hear Francois, Frances, Frankos, Frankosee (most common) and even Fricassee!
  11. I haven't gotten back on e-Services yet, either. The knowledgebase questions end up being about my ex husband's second wife and not me, so I flunk. The tax return questions are things like W-2 (I'm self-employed so don't have a W-2) and 1099s (they come in my EIN and not SSN), so I flunk. I will have to go in person to an office, but it's several towns away. They need my credit reports unfrozen, but I don't want to do that until I know everything else will work; and which credit agency as I'm not going to unfreeze all of them. I went this season with no access to e-Services, but it's a problem, especially with the more complex returns I have on extension.
  12. There's a Drake forum here, too! See what Judy said above.
  13. Or, if neither is in your system for 2017, then kinda what Edsel said. Create an accurate MFJ. Then ask your software for an amended return for this dummy MFJ. Do NOT tell it to put your original numbers in column A. You are keeping your original numbers in column C, because they are the FINAL numbers for your amendment. Then, just type in either his or her numbers in column A, with the remaining person's numbers in column B. Double check payments made, refunds received, anything else you see is missing to make it accurate. Don't even try to duplicate one of the "wrong" returns as originally filed, because you may not be able to duplicate their errors anyway. You will not be typing in everything on one or two original returns. You will only be typing in the limited number of lines on an amended return, a handful of totals.
  14. My training was to never reveal my clients names nor information, never to "identify" them in any way. I have OIH, but I don't tell my husband who my clients are. Now many know my husband and talk to him about doing business with me, but I don't talk about doing business with them.
  15. That seems to be part of the problem diagnosing what ails this old body. I know where I hurt, but I don't know where it comes from.
  16. I live and work in CT, so have no idea why I received an email from TNSEA. But, it could make a good two-day destination education for many of you. You'll have to ask CA if TNSEA is an approved provider.
  17. PS: one of my clients has some kind of magnetic field machine she uses on me. I don't think it's helping, but it's entirely non-invasive and doesn't hurt.
  18. I see my chiropractor and his massage gal. I take turmeric and ginger and MoveFree and magnesium. I worked with a good hip rehab guy until Medicare funds ran out and tax season began. Also, have a great trainer at my gym. Internist sent me to this particular hip surgeon, because he doesn't rush into surgery; in fact, I saw him last summer, and he told me to come back this summer, or sooner if needed. This spinal specialist does not do surgery; although, he has a colleague that does. A friend has been using an acupuncturist for her sciatica, so I've thought about that. And, I know a good yoga teacher who would give me private lessons. At my age, I know lots of people that rehabbed well after hip replacements. But, I know some that had increased issues after back surgery, as well as some that did well. So, the thought of back surgery scares me. I hope I get a consensus for hip replacement. Or, for no surgery of any kind.
  19. Now that tax season is behind us ... except for the abundance of extensions, we are ready to turn our attention to our TNSEA Annual Conference for 2018. This year we will hold our conference in Tunica, MS on June 21 and June 22. We have three exceptional speakers for this event and are offering a dual track of Representation and Resolution on the second day of our meeting. On Thursday, June 21, Dr. Marilyn Young will be presenting three topics including our tax update on the TCJA tax legislation with fresh insights and up-to-date clarifications. On Friday, June 22, Jeffrey Schneider and Kevin Huston will be sharing the spotlight with each presenting four hours on tax preparation and four hours on tax resolution. Plus, we will have IRS representatives on site to answer questions and provide guidance on problematic cases you are working through. Click Here! to learn more about the conference and to register. Gary J. LaRoy Enrolled Agent NTPI Fellow Sent on Behalf of The Tennessee Society of Enrolled Agents by TaxProEZ 404 Brandywine Drive, Old Hickory, TN 37138 Phone: 615-562-1903
  20. CCH's e-Sign is pay-per-signature with $0 license fee.
  21. Lion EA

    Form 8283

    Exactly, in ProSystem fx with each client's favorite charities rolling over (mostly Goodwill in this area) all I have to do is type in the FMV the client claims and any other detail that I choose to record. That takes no more time then typing each FMV into my calculator and then typing in the total on 8283. The local Goodwill receipts give drop-off locations by town/area, but the formal name/address info is all one "headquarters" type of address in one town, so that's all I use and it pro formas from the prior year. My clients are creatures of habit and give to the same charities. 8283 has no more typing for me than their cash/check donations. Sometimes less typing, because I do break out their cash donations of $250 and more if the client lists them. And, I find that other than their church, cash donations vary more from year to year than their in-kind donations.
  22. Lion EA

    Form 8283

    I don't use ATX. I have a check box to pro forma to next year. So, the clients that take in boxes and bags of stuff each month, have 12 forms that roll over for me. Very little typing after that first year. And, I can duplicate forms in the current year, a huge help if they always give to Goodwill or whichever charity. I probably have a "master form" method, but the check-the-box method makes it really fast for me. I still need to charge more, due to "education" time. This year EVERY client received a FMV Guide.
  23. Pub 974 is a real bear; just tried to skim it. Not only is the iterative Method pages long, but the Simplified Method is not even close to being simple or short.
  24. Hubby loves to string along those calls. Kept one like Catherine's on the line for a very long time by playing dumb and asking lots of questions. After the caller had fully committed to repairing a Windows PC and was getting very exasperated, hubby said he had a MAC. I think there was a swear word and a hangup then. But, semi-retired hubby had fun and kept someone else from receiving a call during those minutes. You go, Catherine!
  25. I'll be having a hip replaced this summer, and maybe spinal surgery, too. Doctors are still arguing about the source of my pain and weakness. Have already had x-rays, an MRI, blood work, etc. Rheumatologist, who was holding out for spinal stenosis, went to a conference and changed his mind to hip. But internist, who agreed with the orthopedic surgeon re hip, is now concerned about the source of weakness on my left side, so he's sending me to a spine specialist next week. I'm concerned about the source of PAIN on my left side. If I have a hip replaced and still hurt, I will not be a happy camper. At least one hip needs to be replaced soon, but maybe there is something I need done first. Anyway, I won't be at Rita's in TN nor at Appalachia Service Project in TN, KY, WV, VA, or NC, and might miss hubby's family reunion on the Cape. I didn't sign up for the CCH User Conference at the Fountainebleau in Miami Beach, because I don't think I'll be doing a log of walking this fall. Luckily, I'm pretty comfortable sitting (especially on a heating pad) so can prepare taxes and do anything else at my computer. I look forward to the live stream from Rita's back forty!
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