Bart

Maybe you need to manually add the 8606 and 5329 for the spouse.

My idea of a perfect vacation is for my family to go on vacation and leave me home alone, but they do not see it that way.

I once had a dog that it took me forever to paper train her. After she finally learned to go on the paper she started dragging the poop all over the place.

I have printed and used the one that says "do not reproduce" and the bank took it.

Why not file the return assuming the house will sell and taking the sec 121 exclusion on the land. Then if the house does not sell go back and amend the return at that time to make the land sale taxable.

I have two returns that still show IRS cleared and the clients already have their refunds. I think the status is just not updating.

I have people who have taxes withheld from their pensions even though their pensions are not taxable. They do this because they have other income that creates a tax liability and they do not want to make estimated tax payments.

I like the ones who call up and say they got a notice and they do not understand it and could I explain it to them. I ask them if I could get get a copy of it and they say they didnt realize I would need a copy to explain it to them.

There is a box at the bottom of the 1099R input sheet to check for public retirement. It will automatically inset the PSO.

What happens when the difference in the recap is different than the difference in that one December check? Are you then going to write a letter asking for backup of the 2005 1099? And how far back are you going to try to chase this?

I think he can claim HOH and take all the dependency deductions. See notice 2008-5. http://www.irs.gov/pub/irs-drop/n-08-05.pdf

Q...Quit that and get back to work

Are the assets passed their useful/depreciable life?

I think you should generate an automatic response stating you will get back to them in 24 to 48 hours and then never get back to them. That is what they do.

You can only have one signature form in each return. Is it possible to delete the 1040?

Is Lacerte input forms based?

I would think that they could if they satisfy all the tests to take a dependency exemption for the parent.

I got in today and the user name was admin.

You mean we are suppose to worry about that?

Me too. I have been able to send returns but not get acks. That is ok with me.

I just transmitted three returns and received acks on two.

Does she have a personal representative or anyone with power of attorney who you could deal with and who might be able to get you the information from US Bancorp?

I would say the kids gifted the money to the parents and the parents get the credit.

I think my avatar would make a great mascot. Oh, wait. That mascot is already taken by another tax preparation service.

Try taking all of the address out so you only list the employer name and ID number.