Lion EA

ProSystem fx has C and E and F comparison sheets as well as the federal and states comparisons. You may have noticed that CCH's US Small Firms division now includes ProSystem fx, so you can probably negotiate favorable pricing if you are a small business.

You can always amend. The IRS can accept or not. You will not get a refund older than 3 years/2 years since payment without extraordinary situations.

I transmitted our federal, CT, and IL returns with direct debits. Yeah! I have a used HP all-in-one that's newer than my broken one from a client; it's sitting on my guest room/junk room floor. I ripped off the bubble wrap and plugged it in to scan the 1099-B to a flash to take to my computer to send with our return. I have a new Fujitsu scanner that's not set up. Who has time?! This virtual water cooler keeps me going. Thank you, Everyone! And, luckily, grateful clients make it worthwhile.

And, line 10 refunds, and what are we going to do next year when they redesign the forms and renumber?!

So, in the wee hours of the morning as I finished every scrap of paper that I have for our joint return, I realize I don't have anything from Morgan Stanley: my IRA distribution, my SEP distribution with QCD, and Steve's investment account. When I plug in last year's totals to see what's going to happen to our returns, we're going to owe a bunch! I leave an email for our broker and a huge note for hubby and get a little sleep. When I awake, our broker had uploaded .pdf files for me. Then hubby found our paper copies still in their mailed envelope in his basket of bills to pay! He'd opened it but stuffed the papers back in their envelope months ago. Hope he doesn't have any corrected 1099s in his bill-pay basket. Also, he has five pages of trades! Our broker can't get me an Excel today. I have Scan & Flow, but old scanner broke and haven't set up the new. I guess I'm entering totals only for each security and hoping for the best. All-in-One is also broken (just receives faxes but won't send or copy or scan to my computer or a flash) so I can't attach a .pdf. But, maybe I can cull the pages I need from the broker's upload... Tomorrow, I'll decide if I'm keeping hubby!! And, in November I'm shopping for a computer, copier, color printer, etc. At least I nursed my computer through this season and my black only printer for tax returns is OK. Toner and paper just now arrived from Staples. Now, if IL will accept a direct debit from a non-resident, I don't have to finish before the PO closes.

In recent years, I've prepared our own after all my paying customers, at least all that I have a chance of completing by 15 October. A few years ago, ours was rejected, because someone used my SSN (not hubby's). So, printing and mailing checks to the IRS, CT, and IL was a day late with P&I. I filled out all the paperwork, but that was the year with some IRS hacks, including into their IPIN system, so I couldn't get an IPIN to e-file the next year. The next year, I stopped everything weeks early to be able to e-file ours in plenty of time, expecting it to be rejected again. It was not. I've been preparing ours about 1 October since, just in case. But, this crazy year with TCJA, rehabbing my new hip, and two new grandbabies, I started yesterday! Need to get through all my Schedule C-related stuff to be able to write a check for my SEP for hubby to run down to our broker today or first thing tomorrow. And, IL does not accept the e-postmark, so I'll send the states separately tomorrow and federal on its own. Next year, I'm back to 1 October. I used to start ours first. But, broker statements get so many extensions. By then, clients are dropping off. Ours got later and later. Maybe I should just pick a time, such as August, and prepare ours no matter what. Acknowledgements are straggling from the IRS, PA, and NY for those last three. Good luck, everybody!

I'm transmitting the last I'm going to do by Tuesday -- paying clients, that is -- a family for 2018 plus their new-to-me mother's 2017 and 2018 transmitted Saturday and just now. Now to prepare ours! One dropped off today; he knows they'll be in November. And, another got me wife's revised info only a couple days ago and was told November (but I did work out his Schedule C so he can make his SEP contribution on time) and discovered husband has some negative expenses scattered in his Quicken books; so I'm very glad I didn't try to work them in now. And, yet another yesterday; told November. I have my own payroll taxes and an all day tax seminar Friday in another town and fly to CO next Monday for days of tax classes and meeting up with some CO clients. I'll be back by Halloween. But, we got invited to the Metropolitan Opera to see Porgy & Bess on Wednesday, so that's my treat. And, I took off last Sunday through Wednesday for my granddaughter's 4th birthday in PA and to play with her baby sister, too. I know I read Cinderella more than 27 times!

Groan!

I use a planner going forward. I use a comparison to show why their balance due is different than the prior year (pointing out liability, withholding, other changes from prior year, etc.).

Child Care Credit, is what I think Max was asking about. Or Child & Dependent Care Credit.

I have always included the comparison, but a couple of pages in. This year, the comparison was at the front of every client copy, right after the cover sheet.

Huh. Is that new? I have clients that are divorced moms who claim the child every other year. They are always HOH and CCC and e-file. None of my clients come in very early. Maybe the dads have been even later! That would be a good reason to urge clients to come in earlier...

But, the child will NOT be a Dependent on two returns.

Only the custodial parent claims the child/dependent care credit to enable her to work or look for work. In your scenario, she will NOT be claiming the child as a dependent. So, she can e-file even though her ex-husband claims that child as a dependent with Form 8332.

I know nothing about timber tax, but preparers have told me the following is a good site: https://www.timbertax.org/

But, autumn is beautiful in Starlight, PA.

Thank you. I've had clients in the Philly area and Harrisburg and in the mountains/Delaware River of Starlight, PA. But, not enough to feel confident about crazy PA local taxes. She was in her home for decades, went into an assisted living situation in 2016, sold the house in 2017, and now in 2019 is in a memory care unit. I'm filing 2017 and 2018 now. A hotshot Pittsburgh CPA filed 2016 and prior years, but her adult son and wife haven't been happy with his lack of attention. And, unfiled 2017 return. I need to make sure that I screw up LESS than he did !! She's going to be fine. House sold for WAY under $250,000. All other income is retirement income. Unfortunately, since she wasn't being helped much during 2017 and 2018, she wasn't making ES payments to the IRS. And, none so far in 2019. So, the balances due and a catch-up 2019 ES payment for the IRS will be a bit of a shock for her son/wife. But, they're my clients and related to my stepdaughter, and they like me! We'll get 2020 under control. Thank you FDNY. I love this board. Everybody knows something; everybody can help somebody at sometime!

Elderly lady in assisted living, now in memory care unit in Pittsburgh, is mother of a current client (not a PA resident, in fact living/working in Singapore for a few years). Son & wife asked me to prepare mother's 2017 and 2018 returns (2018 extension was filed). In 2017, she sold her primary residence. Other than that sale, she has only IRA distributions, pension distributions, and social security benefits. Are there any local tax filings for a PA resident with a Pittsburgh address and without any earned income?

Is the daughter qualified as disabled? If so, then age does not matter. Does she then meet the requirements to be a Qualified Child (and not have to be a Qualified Relative)? If so, the only income limitation is does daughter pay more than half her own support. I'm not sure, but that's the path I'd investigate.

Start by reading the trust document.

I used AAA last time, too. However, since then AAA has stopped renewing driver's licenses in all but about six CT offices. None in Fairfield County.

Aww! Congratulations. What a beautiful day for your family.

I think several entities have been eligible for amendment e-filing. NY individual resident and non-resident amendments can be e-filed for current and past two years (2016-2018).

Oops, I wasn't watching replies! So glad your client helped simply the situation.

Wow. How about gift to son? You get paid for a gift tax return. Then, maybe, you can get the son to work with you. Give to corporation in exchange for some stock? Right now you have son/employee borrowing dad's truck to drive on corporation business. I don't think anybody/entity gets any deductions.