Lion EA

I get CO instead of CT more times than I want to admit. Almost positive I catch them all. To really make it interesting, I DO have a couple of CO clients along with my mostly CT clients. Last week emailed the IRS and state acknowledgements to a CO client using the text, "And, your CT acceptance on 2 April 2014." Noticed it later when reviewing those I'd acknowledge to clients and sent her a new one with a large, bold red CO, about the color of my face! Still chasing the $1,200 in CT withholding I left off a return -- and more importantly, making sure her direct debit is really stopped as my error swings her from owing over $400 to a refund of over $700 which will now be on one of CT's hated debit cards.

Think I'll print all of them, cut them out, and paste them over my window panes to hide the gray sky, bare gray trees, brown grass, and all the logs from the trees knocked down during Sandy and Nemo/Athena.

As far as you know.... I often have a proform K-1 from the administrator or an spreadsheet of his dividends or a history of similar numbers or a history of really small numbers relative to his other income/wages/investments and deductions/taxes/interest.

I can make that $10. When we'd offer our daughter a couple of cookies and she countered with four, we'd go to one. Or read for 30 minutes and she countered with 15, we'd go to 45.

I had one last season (2012 return) that I attached a .pdf. Client got his refund and no IRS communication. It was maybe a $12,000 collection.

Have one that was in a hurry due to existing payment plan. I bumped her up a few spots and completed her a few days ago -- except, she's been picking out details to argue about, insisting they had more w/h last year ($3,500 less) and that they never took out $20,000 in retirement funds and why do they owe more (w/h @ 10% on 28% rate + 10% early w/d + 6% CT + 6.65% NY) while all the time not getting me Goodwill values. I put in the $521 from last year, but they gave four times with long lists, so I think they have a good deduction there if they'd just get me the numbers. I sent the the link to the Goodwill calculator. I'm trying to get people to give me the "new" value too. When they're here, they look at my ceiling. But, when we're doing them over the phone/email, they don't find any numbers on their ceiling, I guess.

For income I take SALY and maybe round up; expenses SALY and maybe round down or 0 if it's been inconsistent over the years. I tell them my fee for their amended return. If the eventual K-1 results in a refund, they can decide if it's worth my fee. I push them to amend when they'll owe to stop the interest and the IRS nastygram. Seldom get to it, but try to write on the engagement letter that they had me estimate the missing K-1 amounts and them initial that addition. If the K-1 is a big part of their return, I really push them to extend.

Brown and dead and temperatures are going to drop 20 degrees. My crocuses got buried during the ice storm of 2010; that might've been when we lost the daffodils and day lilies, too. Guess I should do some planting this year. No green buds on the trees, but they're pollinating and stirring up my allergies!

Aww, shucks, thank you! My middle name is Liane (rhymes with Diane), so that was the start of the nickname Lion.

I'm going to be serving an Appalachian community in VA this summer making homes warmer, safer, and drier, as well as showing people that someone cares. Orientation and training start tonight (well, we already held a big rally in March). Appalachia Service Project is over 40 years old, over 30 for my local group of about 150. This is my 3rd year; my stepdaughter served for 10. I got 5 people to volunteer from my church last year; 6 this year. If you'd like to see more about what we do through Jesse Lee ASP Group, click on http://www.jesseleeasp.org/ If you would like to make a tax-deductible donation (we also qualify for corporate matching gifts), click on https://jesselee.ccbchurch.com/form_response.php?id=71 You'll have to use my real name Rita Lewis.

Better make RitaB's quota 60 !!

Send all the recipients' forms to them with REFUSED. As few will cough up their SSNs. Maybe you can get enough to be over the 25% cutoff.

Sometimes the annual statement information is mailed separately. Sometimes its additional pages in the consolidated 1099 package. Your client might have it or can get it from their broker or online. It's April, and if it's just around $300 for foreign taxes and not thousands or enough to make a substantial difference in the return, I'd be tempted to let the program flow all the dividends or chose some proportional amount that still lets the full $300 be a tax deduction. I sure get less picky in April !! Or threaten to put them on extension; I bet they find the info for you.

The shares might have been inherited on that date or transferred into the broker from another on that date or transferred to the brokerages new computer database on that date or.... Yes, I'd just use the code for long term and move on. I too have seen some sloppy stuff when the info is not reported to the IRS.

Take it out of his inheritance!

CT has a few things, such as SUTA, where you have to e-file & pay. And, they issue refunds on debit cards if you don't choose direct deposit. But, this was a surprise for TN to have only two payment choices, both electronic. I now deposit my checks by taking a picture on my iPhone. So, I'm sure TN could process checks efficiently. Actually, grandpa intends to pay grandson's taxes, but he was really reluctant to use either method -- and it was only $18 and grandpa had just taken the whole family to DisneyWorld -- so he told me to work it out with son/dad. I really want Spring. But, then I'd hate being stuck at my computer in nice weather. I have to get used to the heat, and the Southern drawls, for my trip to Virginia hollers with Appalachia Service Project to make homes warmer, safer, and drier.

A client was told by his co-workers that CT was giving out $50-100 rebates, but you had to call by last night. His wife called me to inquire, but then apologized in embarrassment as hubby's co-workers were yelling April Fool. Years ago at Block, driving home very, very late, I sat at a stop sign waiting for it to change for I don't know how long before realizing it was not a stop light but a stop SIGN and was not going to change and it was alright to go! (That's why I love my OIH.)

My Southern Belle Rita, Thank you. Luckily dad is a young'un himself and a computer guy, so paying on their website doesn't confuse him (although, TN buried the Make a payment... button at the very bottom of their page full of file this or file that, and you have to click the Single button in a section above that to get to the next page where you enter the usual name, SSN, address; seems like the Single button belongs on that page instead -- after you've chosen to Make a payment... and not before. Dad and I were both a bit worried since son has no bank account at nine (birthday yesterday!) that using dad's bank account as direct debit with the return could be a problem if anyone at the bank is paying attention to the name and SSN on the account. I spoke to a very nice woman in TN who helped with the details, and I responded to dad that his choice to pay on line is fine and where to find the buttons to click. Everyone in TN sounds like the grandpa who hired me to file returns for his grandson. Grandpa went to Vanderbilt. The website says to file first. My software makes me check a box that payment has been made before it will create the efile. Oh well, whatever makes it work. Love, DIxie-wannabe Rita (especially today when it's gray and only 43 degrees)

From this CT Yankee: So, for this TN e-PAY, can I e-file as usual the federal and TN returns, and then client's father goes online to e-pay. Before, after, how long after? Or, do I have to send father the TN return to enter online/e-file and then e-pay (and I e-file only the federal)? Client has a younger sister with investments from grandpa, so next year I'll have two. Help!

IRS.gov -- Apply for an employer ID number

CT generally requires the same filing status as the federal return. But, one of the exceptions is if the spouses reside in CT for substantially different times, then CT allows MFS. (FIled returns for a long-time CT resident who married a service woman stationed in Japan who was a MA resident.) Don't know what NY requires.

Get an EIN online in real time. Then you don't ever have to give out your SSN for biz purposes ever again, not to banks nor on 1099s or anything.

Please come back on here every afternoon to proclaim!

Can you roll it forward from 2012 and have all your fixed assets through 2012 and just have to add 2013 purchases?

Happy Anniversary!