Lion EA

A very :bday:

A very :bday:

They pretty much know the how. It's just the arguing over some of the who -- if preparing only payroll returns and no test is available, do those preparers have to get tested on 1040s? -- that kind of thing. If you prepare individual tax returns, you know you will have to register, have to obtain or "refresh" your PTIN, have to pay $64.25, have to do it online when it's available. And, if you're not an EA/etc., you'll have to get tested. When their online system opens up, you will hear it from many directions and can head on over! I'm in no hurry to be a beta tester nor to hand over my money any sooner than I have to.

A very :bday:

A very :bday:

A very to someone smart enough to have been born on a great day!

Thank you, everyone! Off to a client's for the day/evening, then home to print a return. Pick-ups tomorrow and more returns to complete before my son's wedding! Don't think I like this extended tax season....:spaz:

I searched and couldn't find the thread where someone asked about payroll software and AccountsWorld Payroll Relief. Don't have much personal experience to add (do my own tiny payroll on QB) but just received this month's The CPA Technology Advisor. The theme of this issue is Growing Profits with Payroll - What's the right model for your firm? It has ratings and articles and pricing and gives telephone numbers and websites. Pass it on!

Your birthday is a national holiday! Have a very :bday:

Gee, everyone's celebrating your birthday by taking a day off. A very :bday:

A very :bday:

Congratulations! :ninja:

If the child's income doesn't qualify for Form 8814 on the parents' return (interest and dividends only, age, etc.), then a separate return for the child is required. TTB 12-9 gives you a summary and lists cites, or just use Form 8814 instructions to explain to the parents how the child must report.

A very :bday:

e-Services can give you his info immediately. The feds do not retain state withholding; however, so if your client had NC withholding on his unemployment benefits, you will not be able to find that through e-services, just the gross benefits and Federal withholding on those Forms 1099-G.

After carrying back, the remainder gets carried forward.

You're so young! Less than half my grandmother's age (103).

A very :bday:

A very :bday:

A very :bday:

I have some that I would pay to go away!

Thank you, Tom.

A very :bday:

A very :bday:

For rfassett, if a child of a good-paying client, I'd increase the paying client's fees enough that I'm content to prepare their son's tax return for free.