
jasdlm
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Everything posted by jasdlm
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I have a Samsung Galaxy Note 10.1. I use it quite a bit. I use it to take notes in client meetings, and they sync with my desktop. I can send tasks directly from my client meetings to my staff or myself. I also use it daily for the reasons discussed by JohnH. Finally, I have Teamviewer on it and can access my desktop in a pinch if I really need to look at a tax return, etc. I don't absolutely NEED it, but I don't want to do without it. Also, from a leisure standpoint, I can access my Nook and Kindle libraries from the tablet, so I no longer carry my old Nook (first generation), and I've never purchased a Kindle. It's also a good way to entertain my 9 year old (books, games, access to netflix, etc.) if we're stuck somewhere. (Not relevant to many on this Board, but nevertheless a lifesaver sometimes.) I agree with Marilyn, and treat it as I treat my handbag.
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I have had several clients receive the email. I have also had 2 clients receive very threatening phone calls wanting them to obtain a prepaid debit card and pay over the phone immediately or risk being deported (they are here legally), have their jobs terminated (they work for the State), etc. Obviously a scam, but really freaking the clients out. Both clients have called (smart clients - one foreign and one American) really dismayed.
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KC, when did you move to CA? Are you there year round? Jack, I come to Columbus and/or Oxford two or three times a year. Anyone else in Kansas?
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Sex at noon taxes.
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I released and sent.
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The Sprint to the Finish-- Predict Your Wrap Up Time
jasdlm replied to JJStephens's topic in General Chat
4:03 p.m. I want to go to Jazzercise! I haven't been since the week of St. Patrick's Day. I'll probably look and sound like a beached whale, but I want to go! -
I am . . . down to 2 returns and having a hard time getting motivated to push through them. Maybe pikester should send popcorn.
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Hello, all. My client contacted Tim, and he said he doesn't do corporate returns. Any other suggestions? Thanks! d
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I love this Board!
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Client was paid per diem by her employer. Amount paid was less than max allowed according to Gov rates. A colleague told him he could deduct the difference. Really? I do not see that in Pub 463, but I am tired. Thanks in advance for any ideas.
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Distribution from Minister's Pension (before 59 1/2) treated as Manse?
jasdlm replied to jasdlm's topic in General Chat
You are a wealth of knowledge! I am so grateful. My concern is that the person is currently in Children's Ministry at a Church in a different denomination and is working toward Ordination in another denomination, so the person is retired from the Ministry in the denomination that distributed the pension, but not retired from the Ministry in general. Thoughts? -
Distribution from Minister's Pension (before 59 1/2) treated as Manse?
jasdlm replied to jasdlm's topic in General Chat
Thanks. What do I do about the 'Early Distribution (code 1)'? I assume (in ATX) that I use 0 for the taxable amount and add it to the housing allowance for SE tax? -
Distribution from Minister's Pension (before 59 1/2) treated as Manse?
jasdlm replied to jasdlm's topic in General Chat
SORRY. Forgot the spaces in the b ) AGAIN. -
Distribution from Minister's Pension (before 59 1/2) treated as Manse?
jasdlm replied to jasdlm's topic in General Chat
I believe it to be a 403(B ). The information from the plan administrator says at the top 'Participation Housing Allowance Distribution Guide - 403(B ) Plan'. The distribution form (client kept a copy) has a box that is checked that says 'I certify that my entire distribution will be excluded from my gross income and used as housing allowance.' The top of the form says 'Housing Allowance Distribution Request 403(B ) Plan. Do you think it's just erroneous? -
Client took a distribution from a 403(B ). Distribution code is 1. Box 2a is empty, and 'taxable amount not determined' is checked. Plan administrator says the distribution can be counted as manse/housing allowance. 1) Is this true? (I'm thinking it might be from what I have read.) 2) How do I report this? 3) I assume I have to total the Manse received from the Church and the distribution together to make certain the housing expenses are equal to or exceed the distribution plus Manse? Is MAMalody still around? I feel like I haven't seen him this year. Maybe I'm just too tired to remember. Thanks!
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Yikes! Glad you took him to the ER. Good luck to both of you.
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14 left that I haven't touched, and 6 that are mostly done and waiting on something from clients. Doesn't sound like much, but I am losing steam SO fast. To top it all off, I have to teach 'Love Your Enemy' to second graders in Sunday School tomorrow. I'm really going to have to suck it up for that one. Right now, I'm with Rita . . . shoot 'em.
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. I am so sorry to hear this.
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Why reprint the return? Just label it so the client knows what it is and move on. That's the courtesy they would show us!
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Minimum Distribution!
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Happy Birthday to KC and SCL! I feel like I know most of you . . . and I talk about you as colleagues. Here's to a wonderful 11 April!
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26 . . . Still on track for Sunday goal.
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Thanks so much! Good to see you.
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Does MO require a separate efile authorization form? I see that they have an 8453, but when ATX creates the MO efile, it doesn't bring up the form. Thanks!