Lion EA

Take care of yourself, so you can take care of your mom. Prayers going your way.

That's the one.

If client has a "prescription"/something in writing from his doctor I'd probably take it.

I've taken classes from Eric Green via NY/CT-ATP and CCH User Conference. Very knowledgeable. I might register for this one.

Sometimes I wait. But, so many of my clients have been with me 20+ years that I don't always wait for a check, especially this week. I don't mind e-filing the kid sooner to get their refunds in process when I know the parents will be picking up/paying soon anyway. Often I've priced the kid at $0 or really little. Until they graduate college and get that full-time job! But, parents didn't pay tuition that year so usually don't say a word about paying me more on behalf of their kid.

Gave some clients forms to mail in with checks. Also gave some clients the link to Direct Pay; paying via direct pay IS the extension as well as the payment. But, I've e-filed extensions for those that should be mailing in the past; belt & suspenders.

I have two now that I will include their invoices when their parents pick up, and one whose parents are no longer my clients that's never going to pay.

^ This is what I feel like today. Everyone is contacting me to see if I'll prepare their return, not wanting an extension. It's after 3 p.m., and I finally answered everyone and got some info I needed and e-filed one from yesterday who uploaded her signatures today and ate a small piece of leftover meatloaf. Finally going to proofread one I prepared yesterday that picks up tomorrow. Not going to finish the ones I thought. I expect an uprising of unhappy clients!

Don't worry. If the 8962 doesn't stop a letter, you have a one-sentence explanation.

Thank you, Catherine. Yes, I've already noted to tell her to get weekly passes. Good to know about the annual statement. And, I was just checking what I'd charged the whole family last year to hike this year's bills an appropriate amount. Great minds!

The law is the same. The IRS has never rejected the e-filing of returns without full ACA info. This tax year the IRS announced it would reject, but returned to it's former method after the EO. So, the IRS has not changed it's acceptance of e-filed returns and will continue contacting taxpayers for missing information when they deem appropriate. We continue filing complete and accurate returns. If you did it last year, you should continue this year. Nothing has changed. I'm not putting my license on the line for a client.

Try her "other" last name and e-file. If that works, you don't have to call them.

That's what it looked like on the return and from what you've told me in the past. Dad thinks she gets a commuter credit. But, as I question her, she has a Charlie card that she reloads when it gets low. She still gets a MA refund, thanks to the rental credit, so should be happy. Girl's bill is higher now that she's no longer a dependent college kid. Think I'll increase parents, too. Dad's a wheeler-dealer with his self employment expenses, but this year even mom is saying things like, "Just work around it."

Charlie Card. Does not qualify as FastLane? Grown kid working/living in Boston area does not have her insurance card; mom has it. (Twenty-somethings don't get sick, or do they run back to CT so mom can take them to doctor?) CT Mom is traveling for work to DC and won't be home until her appointment to sign/pickup her returns Friday. Mom also doesn't have her Form 1099-B &/or 1099-C from employer that covers mom & dad & under-27 kid. I really hate to make last-minute changes with client here, proofread one last time, print & assemble. Gotta raise their prices this year.

I don't have any rentals lately. But, under Elections in my software for the Safe Harbor Elections for Small Taxpayers where it asks for a description of eligible properties, it cites Section 1.263(a)-3(h) so I'd start researching there.

The changed deadlines really broke my stride, but all the time explaining why I'm asking questions I already know the answers to, having them sign a form that's not really meant for them but I need to cover my butt, was a LOT of wasted time and a big contributor to how far behind I am right now. I spend a lot of time trying to get the details of the tax return correct, but that form is just a waste of time in a practice like mine. If a client fooled me for 20 years, a a new form isn't going to expose them.

I think it's Malwarebites that identifies my IntelliConnect searches as potential malware. I've been ignoring that and will finally call my techie in in May or so with questions like that.

Congratulations! But, I don't feel happy. Everyone has something different this year. The house sale with strange conditions. The performance stock with FICA withheld but not vested until 2018. Dependents grown with big salaries in another state and expecting the bargain fee I charged when they were teens. Pulling teeth to get info like car tax that I thought I'd had them trained to bring me. And, lots of future planning for retirement, missing 2015 refund, need ES payments now, etc., that I'm putting off until May or later. I too hope to finish in October. I too have a stack of half finished returns waiting. And, a bunch of clients that will not be happy going on extension. I'm starting later each day, because I'm hating the phone and email interruptions asking if I'm done with their return yet. Of course, then I end up working well into the night/morning hours. Rant over. Back to one of those college grads' returns now.

My 18 month old granddaughter is really good at pointing, forcefully. And, insisting, And, walking to the door. I think I'm going to hire her right now.

And, HOOOOOOTTT!!!

Can you prorate the exclusion just because you wanted to move? Or, do you have to meet one of the unforeseen circumstances to prorate?

Pretty countryside.

Route 17 that goes along the Delaware River from 84 to Hancock, NY? Have "kids" in Starlight, PA, that also own the bakery, Hancock NY.

What Rita said. It's like when we force print Schedule A to let the client know we did put in every donation, tax, unreimbursed business expense, medical mileage, etc., but the standard deduction is more generous for him.

Is she working in Illinois and Iowa at her employer's request, visiting clients or whatever? If so, file a NY NR return eliminating the income from out of NY client sites by using the allocation schedule detailing days worked. Is she working from home for her own convenience? Then NY considers her under the control of her NY employer with NY-sourced income. File a NY NR return and pay the NY taxes. Her expense reports to her employer will give you dates that she worked out of NY for employer's convenience, when that employer reimbursed her for travel, biz meals, etc., to service clients. But, she'll want her contract or offer of employment letter from her employer requiring her to be in Illinois and Iowa as a condition of the job to keep for her records -- and keep a copy in your files. She can be a bit of a hybrid, such as telecommuting (NY sourced income) but making visits to client sites in Illinois and Iowa and any biz site out of NY as required by her employer -- that's why the allocation schedule asks about days worked from home. NY is tough.