Lion EA

I'd also contact the IRS's new Identity Theft unit and SS to ask about activity on his account. Get all three credit reports to see if someone has been opening up accounts, taking out loans, etc.

Happy!

It sounds like the tax for a prior year, catching up.

Happy!

Well, there's an exclusion from the 10% penalty for $10,000 to a home buyer. And, he has $8,500 in taxes paid. And, for 2008 purchases of homes there's a $7,500 "credit" that's actually an interest-free loan unless Congress changes it to a real credit. All those have qualifiers, but hopefully you've read the instructions already. What else are you looking for? He can deduct mortgage interest and points and property tax on Schedule A. If he actually has a loan from his 401(k) instead of a distribution from his IRA, he needs to deal with getting corrected paperwork, but it sounds like the documents are correct.

See if your trade organization has the statistics you're looking for.

Congratulations! The drinks are on you.

Basis = actual amount paid + W-2 amount of compensation taxed for shares + any transactions fees. So, usually a small loss = transactions fees.

Happy! And, push for HUGE gifts next year.

Happy!

ProSystem fx allows for the client to receive an email from the IRS, for the IRS to email the client but to your address so you can add a note when forwarding it, or for CCH to send a postcard to the client (CCH charges $0.50/postcard mailed). Nice touch. I like to receive the emails to forward to the client with my note.

We're going away -- I know, I'm swamped and can't afford the time off -- to college daughter's concert. At least it means a night in a B&B without the telephone ringing. And, she's a senior, so we have to attend. Hubby brought me roses earlier in the week when they were cheaper (I married him for his brains) and a card today. We go away Sunday into Monday and will take a bottle of wine and retreat into our room after her concert.

When I worked for Block, they told us to use the address at which the client received mail; if that was a PO Box, that was what we were to use on the tax return. However, for their bank products, the physical address of their primary residence was required on all loan applications by the bank (maybe by homeland security), even if that did not match their mailing address. I had clients that got their mail at Mom's or a PO Box but lived elsewhere.

Welcome back, Wayne! :lol:

I like the way you think, Mike.

Having worked for Block in the past with their funky amounts for forms, I wanted nice round numbers in my business. Now, Block does truncate the cents, so at least they were whole dollar amounts. But, I didn't want $129 or $503. I was holding everyone's prices the same, but I did round up to the nearest $5.

Congrats! And, thank you for all your help and humor.

A very :bday:

I remember them all. Depressing.

I vote for round numbers. And, I don't do anything for only $80, nor $79.95 either.

No. You were very, very good. HRB is hoping to get some of your overflow!

I can only speak for myself, but I'm a great procrastinator.

Marvelous Mel's Taxware. No DIYers Allowed Taxware. AntiATX Taxware. Only Pros Taxware or OPT for short.

A very , Kyle. A very , Catherine. Sorry we missed you in October. I think they celebrated mine in September, but I can't even remember what happened yesterday at my age!

Good one, Catherine. And, as for you, Joel, you duplicated a post. I think that means you're really at only 499! :unsure: