jasdlm

I just fired a PITA client who still owed me for last year and only paid me for the previous 2 years because my staff wouldn't take the drop off of his 2013 information until he did. I feel great. He called and wanted his return done before the 15th even though he hasn't dropped off yet. I told him to go to H&R Block, and he did. Yay!

That's the problem with these last few weeks. Everyone who dropped off last has problematic returns. The one I spent most of my day on yesterday bought 3 new rentals, owns a farm, has mineral interests, a trust beneficiary, and oh, by the way, could you do the trust return, two schedule C's, etc., etc. I look at the list of everything that is left, and it's depressing. I don't know why, but I don't have very many 'easy' clients (W2, 1098, few 1099s, etc. - only get them if someone has a son or daughter, etc.), but the ones that are left are extra stinky. When I complete one, it takes me a few minutes to decide who I want to deal with next. Someone is coming in today to try to convince me that under the new rules the entire new HVAC system the client installed in a property can be expensed. ***Sigh*** Still, I have to do 9 a day . . . I'd better quit whining. No matter what, we have to color eggs Saturday night, the bunny has to hop, and Church.

I really miss you, and I missed you last year. I wish you would join us again.

105 remaining. I'm going home. Goal is 9 a day from here on out and done by the evening of the 13th. The best laid plans . . .

Where is Jainen? I miss him, too.

Joan is correct.

I am so sorry, Jack. Thoughts and prayers are with you.

Thanks!

I am trying to file Married filing Separate for an ex-pat with a foreign spouse. I had not trouble last year simply putting 'non-resident' in the name section and leaving the ssn blank. This year, ATX won't let me create an efile because I have no SSN. Do I have to paper file this return? No tax is due. Taxpayer is well under the exemption amount. Thanks in advance!

I did add them! I'm totally jazzed. I needed this boost on 25 March! How many years have I been posting to this Board without realizing I could upload information???

Final_Client Notification Letter - New Capitalization Regs De Minimis Safe Harbor Election.doc2014_FoxTax_Engagement.pdf I pirated prose/format from a combination of these two documents that I found when searching the topic and was able to come up with something that I felt okay about. I hope I uploaded them. Thanks for the instructions, Judy!

Power of attorney doesn't entitle someone to act as successor trustee. If the person stepped in as a successor trustee during the Grantor's lifetime, a separate trust EIN could have been applied for at that time but wasn't. At the date of the Grantor's death, the Revocable Trust became irrevocable. I would get a tax ID number for the trust, report the income as 'nominee' and file the appropriate 1099, and report the sales on the 1041 with the step-up in basis. I believe this follows what OldJack is saying. Good luck getting the broker to reissue the 1099 in the new tax id. I think that is unlikely to happen, because it does not reflect what actually transpired (from the broker's perspective). If they will do it, obviously that's great, but if not, I think your option is nominee.

Yep. I had this happen the first year a client's child was born. Paper filed. The next year, it went through just fine.

I found one on the internet that I thought was useful. Anyone know how I can upload a .pdf to the forum?

Okay. That's what I'll do. Thanks much!

I have a new client who receives alimony. Her ex sent a 1099 misc with the alimony in box 3. I've never seen alimony reported on a 1099 misc (although I gather it's okay). If I report it on line 21, won't IRS send a notice because he deducted alimony using her SSN and it doesn't show on her return? On the flip side, if I report it in box 11, won't IRS send a notice because she received a 1099 misc and nothing on line 21 or 12? Anyone have experience with this? Thanks.

Go KU! (I'm from Lawrence, KS, and KU is my alma mater!) The Big 12 is Back!

That's amazing! There is going to be a clerk or a stock person who is going to be overjoyed when you show up with those other 4 tablets!

My Federal and State letters are "jacked up", so I'm just not using them.

I couldn't get through a couple weeks ago, so I called the standard 800 number, waited 2 hours, and got through. Warning: if you call the standard number, they are only supposed to talk with you about 1 client . . . if you have an issue with a second client, you are supposed to hang up and call and get in the queue again. The agent took pity on my after I explained that I could not get through on the practitioner priority line and let me ask about 2 clients, but he told me not to do it again. If you have questions about more than one client, you are supposed to call the priority hotline (but you can't get through; endless circle).

I just re-entered them. I felt it would be quicker than waiting on tech support. I hope they don't somehow duplicate themselves (both show up) in the efile. Eeegads.

No. Should I have? (Grammar? Sorry.)

I am in a horrible mood. I have been working on the same tax return since 10:00 this morning. (I skipped Church to get something done - that's a joke.) My assets have all gone missing, and I HATE charitable organizations that send clients a letter saying "Thank you for your in-kind donation valued at $3,000 . . . Please keep this letter as proof of your tax deductible donation". Clients do NOT like what I have to say about that. Aaargh!

Thanks. GRRRRRRR. I did not delete them.