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Hahn1040

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  1. Fixed Assets: Asset Global settings State Calc
  2. My first printer when I was on my own in 1998, was a Brothers HL1040. When i saw the model number, I knew that was the one. I am now up to an HL6200. I've had this one about 5 years. I always buy Brother. and use LD toner
  3. the QCD does not reduce your basis: from Pub 590: . If your IRA includes nondeductible contributions, the distribution is first considered to be paid out of otherwise taxable income.
  4. did you check the box that student is a candidate for a degree on the input screen? If not a candidate for degree, then scholarship is taxable
  5. ATX is telling me that the IRS does not allow a return with form 8911 to be e-filed. They told me that it is not an ATX issue but an IRS issue. Seems crazy to have to paper file the return for a $213 credit. I am considering e-filing without the credit and then amending for the credit. They owe anyway, so not like they would have to wait for a refund. I would have them pay the net including the credit anyone else run into this? This is the Alternative Fuel Vehicle Refueling property credit (credit for installing a charger for EV) I have already spent countless hours figuring out if their census tract qualifies. the websites to find this are quirky. took me a while to get it to work. I have filed this in past years before there was the requirement for the census tract qualification. it f-filed just fine back then.
  6. year's ago when my daughter was in middle school, she knew when she answered the phone (land line- no one had a cell phone back then) she had to listen for the fax sound and wait until it picked up. what she didn't know was that the person on the other end could hear her. one time, she was waiting for the fax sound and being silly, she screamed some gibberish in the phone. She was so embarrassed when my client responded to her.
  7. If he did not use the income for his support, but rather put it in savings, them it would not be part of his calculation. If he did use it for his support and what he paid was more than half of his support, then he must claim himself and he gets all of the credits If he did not use it for support and he did not provide more than half of his support, then the parents can choose not to claim him. He cannot claim himself, but he can get the nonrefundable portion of the AOC. There is a box to check on the form that shows that he can be claimed by another but is not claimed.
  8. my experience is that you create the federal efile but not transmit it. only transmit the state (after you have unlinked it as Abby instructed)
  9. I have had a 6200 for about three years. It works great for me. My first Brother was in 1998 when I first went out on my own it was a HL1040. When I saw the model number, i knew that is the one for me. It didn't print duplicate, but I did not know at the time that i wanted/needed that/
  10. Judy, Thank you for the input and the article. that is a great help!
  11. yes they do receive Soc Sec. ... so if she used $5,000 of their own money, then that part would not be a gift. very good idea.
  12. My client contributed $20,000 each to her two son's 529 plans. They are ages 12 and 17. Dad is deceased. I explained that we need to file a Gift Tax return and so i need the total of all gifts made during the year. I feel that it is a gray area of what is a gift vs. support for dependents. Certainly, if you give your 26 year old son a car, it is a gift. But when you give your 16 year old dependent a car is it support or a gift? Does anyone have a source that addresses this issue? Thank you for your help
  13. That is very interesting to me to see. About two years ago, my brother realized that his record for 1992 was missing a W-2. He sent them a copy of the W-2 and it has been added to his record. This matters a lot to him because he was worked overseas most of his adult life and has not paid into Social Security so a W-2 for $20,000 in 1992 makes a significant difference in his record. I wonder what the difference is?
  14. Thank you so much! I am also VA I transmitted and it is accepted. I'll tell her that she will get a letter from VA if IRS does not give her the exemption.
  15. return rejected because some one had claimed dependent (probably non-custodial parent) she is the custodial parent, she will paper file with documentation to support her claim What do I do about the state? She owes... so can't just wait until the federal is resolved which we know will be many months. I have not tired to electronically file... not sure what to do?? any suggestions will be greatly appreciated!
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