Lion EA

Well, I hired someone to lightly renovate two bathrooms from the 1960's (you should see the blue/turquoise-y fixtures in one) at the end of 2008. She's got a few things left to do, such as put on the new handles; but I also hired her to help me during tax season with filing and deliveries and such. The guest room was the repository for my still unpacked boxes from 11 years at Block and has been added to with other stuff over the last couple of years. However, my son's girlfriend and her father came recently when he had surgery in a local hospital. So, I paid my daughter who was home from college to haul the boxes and stuff to the basement. A little over a year ago, my husband and I decided that we're old enough to treat ourselves to a cleaning lady every two weeks to keep the most used rooms of our house under control; and I added the guest room to her chores for her next visit. So, without even breaking stride on tax returns, and with only some of my hard-earned money, I had a clean bathroom and guest room with little work on my part. My son's girlfriend ended up eating out every night after visiting hours were over at the hospital, so I didn't even have to stop to cook. I was a lousy hostess, but the house was clean!

Perfect. Thank you for sharing.

We had a party line, don't remember how many digits we had to dial. Do remember not dialing at all from my grandmother's phone and maybe ours, just telling the operator who we wanted to talk with. Then we got Linden-4 3541 which is the only number I ever remember, learning it to recite in kindergarten and write down for the teacher. My parents had LI4-3541, 544-3541, all those years, and then my sister moved into their house keeping the same number until she was robbed and the police suggested she change her telephone number. Now she's 544-U ROB.

Thank you, Catherine. I had not tried the gnashing of teeth and growling noises when I print. It's certainly worth a try. CCH tells me there was something widespread, didn't admit whether with them or with MA, with MA looking for Schedules E and ES in NR returns and rejecting them if missing. So, the update will be out before Saturday morning. Then I can recalculate and e-file MA alone and maybe add the gnashing and growling to see if that also assures the e-filing goes smoothly. Hope I still understand my notes by Saturday! Thanks again.

Do any of you have a document retention chart for individuals you'd be willing to share? I had a client asking about certain types of documents today and went to print out a chart I had. Well, it's for corporations. I don't have one for individuals.

A very frikkin' :bday:

CT's adding a new area code, too. So, we'll have to dial all ten digits to call anyone in the state. I wonder if they mean eleven digits including the "1." And one of those couples with investments and multiple states and child care and...has an appointment to drop off tomorrow but e-mailed me today to ask if I could guarantee he'll have his returns by 14 April. Since I'd already told him he was getting an extension when he booked his appointment, I don't know what he thought changed. My clients' financial lives continue to get more complex, not less.

A very :bday:

Have a very booger birthday. :bday:

You're making me drool on my keyboard. If it short circuits or something bad, it's all Mel's fault. How will I explain that to my client tomorrow morning?!

CT is milder than ME or MA, but the temperatures go up and down and up and down. Everyone has respiratory infections. I just painted the guest bath and cleaned my boxes out of the guest bedroom. If you want to go as far south as CT, I have a laptop that's been acting up! You could drum up some business along the gold coast of Fairfield County.

Tell his mom to buy some flowers for the cemetery or plant a tree in her yard in his memory.

Any suggestions re MA reject code 0892: The Schedule E Reconciliation is required for this return. It also references MA form Sch ES. This is a CT resident who worked in NY but spent some time in same company's MA office during 2008, so filing MA NR for the first time for this client. Looking on the MA site, it appears that MA Schedule E is the counterpart to federal E. However, this client has no rentals, nor pass-through entities, nor anything else that required a federal Sch E. Same with federal ES; all his taxes were well paid with withholding and not ES payments. He has W-2s, interest & dividends, a few stock trades, itemized deductions, and AMT. He also has CT, NY, and MA returns. Any suggestions for me? This client may have an indefinite assignment to MA during 2009, so I better learn how to handle his return!

May I have a cinnamon bun from Mel for my prize?!

A very :bday:

If the software doesn't work out, will you airfreight cinnamon rolls to CT during tax season? I think a standing shipment to arrive every Monday morning while I make my cup of tea.

The buyer and seller will need to include the asset acquisition form with both of their returns, so they better pull out their contract or bill of sale or letter of agreement or whatever has the results of their negotiations re the purchase price, so your client can tell you what he bought for his money.

CT doesn't move anything over the weekends either, even though they are very fast during the week.

Could be something funky happened when you moved 2007 returns to new computer. Any chance you still have old computer with 2007 and 2008 programs and could roll over the rest of your returns there and then export to a flash and import to new computer's 2008? Or, export again your remaining 2007 returns to a flash from old computer and import on new computer to 2007 and try rolling over to 2008? You get the idea. Something got corrupted. Maybe redoing a prior action will have it come through correctly this time....

A very :bday:

A very :bday:

Is she there because she cannot handle her daily activities without help?

Maybe even reinstall both 2007 and 2008. I have CCH's ProSystem fx, but couldn't pro forma at the start of the season from 2007 to 2008. Support checked me out and apparently I'd missed some 2007 updates. They said uninstalling and reinstalling was faster than downloading all the missed updates. Then, all worked as it should. They talked me through it and stayed with me until I'd pro forma'd a return from 2007 to 2008 successfully.

My sympathy.

Follow the directions for Schedule D for attaching quasi D-1s to Form 8453 to mail in while e-filing the return.