Lion EA

I still like WordPerfect for ease of use! But, I went cold-turkey to MS around Office 2003. I'm on Office 2010, but don't know half the menu items. It takes so long to find things sometimes, especially when I'm at a client's site with Macs and their version of Office and then return home to my PC version. Same with QB where I have to upgrade when any client upgrades, and those same two clients use QB for Mac. Anybody make use of Office on their iPad? Or, QB on their iPad? Maybe I could get up to speed in the off season so I'm not so lost when at my Mac client's sites.

I haven't had that. Same EIN. Ugh. Next year file the extension for the 990-T first as that's the one with UBI that you'll want proof you filed on time. Paper file the other? Check with ATX or your software company? Reminds me of the old days with Block when they told us we could efile only the resident state. Well, my commuters were getting large NY refunds and owed CT anyway. I figured out I could efile NY instead of CT, but could only efile one state still back then.

"Enter the Return code for the return that this application is for (file a separate application for each return)" Looks like you'll file TWO Forms 8868 for that organization. I haven't had that situation come up yet.

It's one thing to keep an old machine for old programs, but stop the email when MS stops the security updates. Don't use an XP machine to access the internet, connect to your WiFi, etc. Use it as strictly stand-alone without it reaching out to anything. Connect it to your printer via hard wire. The techies can put it in the right language for us. My old XP is sitting in my techie's workshop, not working due to hardware failures; but we've yet to destroy the hard drive in case I think of one more thing I need to get from it. After tax season we'll give it a decent burial.

I'm down to just the one paper. Used to be two, but finally started e-filing trusts so convinced my gal with two trusts and her personal return that we should e-file all of them. And, the wife for my only paper is beginning to think that if I have to e-file that she might be willing to go along with it. They had researched the opt-out possibilities for federal and state! But, hubby is still holding out.

Dissolutions always perplex me. But, I wanted to say I'm sorry for your loss. Our animals are part of our families, so their loss takes a toll on us while we mourn. Be nice to yourself. Feel all our warm thoughts and prayers coming your way.

I need more caffeine today! Daughter-in-law arrives at midnight tonight with her laptop so we can sit down together Monday morning to get their partnership and personal tax info before she heads into NYC to visit friends for the day. Have a complex return to complete by Tuesday when clients return from FL but leave the next day for Italy; they take it home and both pour over every line before mailing it (he's a banker and will not e-file nor do direct deposit). They live over an hour away, so I don't want to have to reprint and deliver to them because I made an over-tired typo. Hubby's watching March Madness basketball on TV, but I'm feeling March Madness!

And yet they don't have her go to a school or regular place of work, so that eliminates one of the bullet points. Help her schedule her first and last stops really close to her home; they can be stops at a supply store or library or other business purpose. If what would be her base school or district office, where ever her direct report works, is close to her home ask if she couldn't start &/or end her day there to turn in reports or whatever -- having a regular place of work helps.

Plus another $375 for your time.

AFTER the first trip of the day, all the mileage in between business trips that day, but NOT the trip home at the end of the day. Trips beginning &/or ending at home or a personal place are commuting. The trips between students are business. Keep a log!

Well, there's your answer. Since when is a contribution required? How can it be a donation if it was required?

Continue to charge him well. And use his story, names changed to protect the guilty (well, probably have to alter the details, too, for privacy purposes) as a lesson to your other clients.

Come back, in whatever form!

Small plugs are Distributions (or maybe Loans to/from Shareholder for those who did track their distributions) figuring they had something personal on a charge card or used a personal cc for business. Large -- extension and back to client. Had one long ago that had way too much in bank; after lots of questioning, she had put her personal refund into the business account as the company needed the money and forgot to note it anywhere. Cash is what cash is, so if you reconciled the bank/cc accounts or client did, then you know whether difference is income or expenses. Hand it back to client to explain the difference -- after tax season.

Don't use ATX, but isn't there a way for you to make them go directly to line 10 without EINs?! Unless there was withholding, why would you need any more detail than amount and what it is? (I just put it on the entry area for refunds if it's a new client; if an existing client, it's already entered. Fast and easy. If a new client, I DO need info from prior year Sch A, but do NOT need EIN or anything else from a 1099-G.)

You didn't write a check to the school for their general fund. You charged some school supplies at Walmart or where ever. Your child benefited from the supplies. You directed them to be used/delivered them to a specific classroom/teacher that included your child. No. If you were feeling generous and bought ALL the supplies for the entire classroom and got a thank you note on school letterhead, maybe. Or you were a teach purchasing unreimbursed supplies for her classroom, yes (Form 2106 with receipts/concurrent calendar notes or Sch A Charities with letter from school).

You can't use information you obtained while filing returns to share with a third party. Send with Refused, a cite re his penalties for not providing, another W-9, and a note that you're filing with the IRS by 31 March (if efiling or immediately if mailing). Wait to see if he changes his mind, then efile 31 March.

Yes, we were with you then as well as when you found more happiness. I love your attitude. It's probably why you attracted two wonderful women -- plus all of us friends, too!

Yeah, that's the scary part. Forget about licensing tax preparers. License parents!

Yes, they walk among us!

Eric, you're weird !! (But, you know I love you anyway.)

Can you use sec 121 on a decedent's 1041? After all, the decedent is, well, dead, so no longer living in the house now that it's in the estate/on the 1041. The house is no one's principal residence while it's in the estate, unless a beneficiary is living in it.

Make sure all your fees add up to $5,001.

3 federal returns and 2 state = 5

Yeah, let's take your money out of this investment and move it to this other investment that's making more money -- but not mentioning that the first was in a retirement account and the second is a fully-taxable personal account.