Lion EA

PS I like the pop of color they provide also on a B&W tax return.

Marilyn shared her e-file sticker template with me (because I am special?). I like to put them on the cover sheet for each client, I guess to show them that this old lady does do things electronically. The IRS used to provide them free; but now that we are required to e-file, I guess they have no incentive to print them any more. But, Marilyn has a talented daughter who downloaded the IRS e-file logo and set up a Word template. I'm down to my last seven IRS stickers, so printed a sheet from the template Marilyn shared with me and am set for a couple of weeks.

GO WHITE!

March Madness

Yes, her implants were abnormally large to increase her tips and she swore she was going to have them removed when she quit working! So, if has an abnormally large implant to increase the attention he draws in face-to-face meetings....

Maybe if it were a removable crown that he took off when not at work.... Or, as SFA says, breasts too big to fit in her street clothes. Maybe he needs a crown with his business logo inlaid in diamonds!

Sparty won! Big Ten!

If you're going to report the income to stop matching when no return is due, then report it on the kid's return where there will be no increased tax liability. Don't add income to the parents' returns.

Don't count on it. I've found that when my clients are snowbound, they call me more often! So, I'm dreading Friday.

Everyone has to look at capital assets, materials, supplies, repairs, and partial asset dispositions, over the years. Explain the options to clients, so clients can make informed decisions about using the simplified procedure vs. Form 3115. There are a lot of courses, webinars, and publications out there to help you with the specifics of your clients' situations. Then, there are annual elections to make or not make, also.

Over-worrying and under-sleeping. That's me.

Day traders are supposed to break out their day trading from their more traditional trading.

With six W-2s and four states, they are going to be underwithheld, especially in the states, and not get refunds.

Was he very over-withheld? Did he take all the kids and mortgage interest and property tax and donations and...?

My clients don't read the letters. I use the filing instructions that are more bullet point, and I still use a highlighter on the things they actually need to do, such as mail ES payments.

So, a NC return with NC income.

Schedule C and a couple of kids, big refund, no waiting.

Did he perform services in Maryland?

Lisa Ihm offers great courses on COD, including Forms 1099-A and 1099-C: http://www.lisaihm.com/Contact_Us.html

Or, if she really moved prior to 2014 as she told you, then a NJ NR return to get withholding back (good luck!) and NYS/NYC resident return.

I should've made this a Poll. I also told him to ignore it. She kept emailing him, so he did do the one short response. I again am telling him to ignore it. He said he would for the weekend, hoping she goes away.

OK, so hubby is taking all my time talking about this, and I have a new S-corp with two states that I promised to deliver Sunday and need to get back to work. The local chapter of American Guild of Organists, an organization that he suddenly ascended to Dean due to an officer moving and then took on just about everything else when another officer moved and a third appointed position-holder died, received boxes of music upon the death of yet another member (yeah, nobody's going into organ, so their membership is aging) from the decedent's daughter. Apparently, the dead newsletter editor, never an officer, valued the gift about $2,000 and offered to write letters on AGO letterhead for $499 for four years running! Or, the daughter bamboozled some letters; which as pushy as she's being, may be what happened in prior years. Anyway, it appears the actual treasurer may have signed one letter with the now-dead newsletter editor signing letters in two more years. Now the pushy daughter has been emailing dear hubby for days and days about getting her fourth letter. Yes, it was one donation in 2011 of boxes of old music. The Guild rounded up volunteers, vans, handcarts, and moved all those boxes out of daughter's house, really more as a kindness due to their deceased member. They tried selling the music at one of their events, don't know what year. Raised a few bucks from the sale and started a scholarship fund named after the deceased member. They then had to get the boxes out of the church where they were storing them, so they gave away (one church had had a fire, so that organist lost all her files) and threw away all that old decomposing paper. What does hubby write in response? I had him do something short and sweet like we received no donation from you during 2014 so can acknowledge no donation for 2014. But, she keeps writing him over and over again. I found a short and sweet IRS memo with bullet points, but it's from the angle of the charity and can't find a corresponding one re donors. The 8283 instructions very clearly state that you deduct it in the your you gave it, but I think the daughter is trying to avoid 8283 so probably doesn't care about it's instructions. I find similar statements in thick publications, and maybe should overwhelm her with paper. But, she just keeps saying but Jane Doe told me it was worth $2,000 and this is the fourth year that she promised me a letter. I want my letter. Yes, dear Miss Doe is the newsletter editor that died so isn't around to defend herself or tell us what really happened, and maybe Miss Doe did wrong but dear hubby isn't going to continue doing wrong. Pushy daughter is not a member, so organization is not concerned with her feelings this many years after her mother died. What would you write? Or, would you ignore completely?

Here it's tracking in the salt pellets and slush. (And, hubby insists on wearing his outside shoes in the house.) Don't have to worry about mowing yet. But, chipping through the ice to clear the walkway and steps has gotten very old. Even with the warmer weather, the melting from the day refreezes overnight. Just took the dustbuster to lots of paper dust/fragments. And, have been trying to get a load of laundry from the washer to the dryer for days. Shower this afternoon before a church dinner.

If he has passive loss carry forwards, file to preserve those. When he sells the house at a gain in AZ, he'll be happy that those losses get released on his AZ return.

Vacuum?!