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If you are asking about the Paperless Plus offered by CCHSFS, here's its description on the products page. It is included in the Total Tax Office and the Client Accounting Suite bundles, would be an add-on in the others, and is supposed to integrate with all of the CCHSFS products. It is a document storage program that acts like a filing cabinet for saving and organizing client returns and other documents. The video on the page I linked to gives an overview of its features and benefits, and highlights of using some of those functions.

More information is needed before an accurate answer can be given. What type of IRA is this 1099-R for and what is the code in box 7? Is box 2a filled in with a -0- or is it blank? Any boxes checked in 2b? If it is an IRA with taxpayer having basis, you would need to fill in the 8606 for ATX to carry the correct amount to line 15b. Roth IRA also might need the 8606 filled in to arrive at the correct answer.

So that we are all totally clear and for this topic to not mislead anyone since the second paragraph of SaraEA's original post that started this topic did not specify whether she was referring to the calculation of the SRP or the PTC, the code does have a variety of ways for calculating MAGI depending on the particular area we are working with. Jack challenged me to provide definition of MAGI for the Shared Responsibility Payment (SRP), and I did that by providing sec 5000A, because that is the section of the code for the SRP. In dealing with the Premium Tax Credit (PTC), IRC 36B covers that and has a definition of MAGI found in §36B(d)(2)(B ). Still, in general and for purposes of the PTC, if the dependent is not required to file a return then that dependent's MAGI is not included for the the purpose of the PTC either. HOWEVER... HOWEVER, because there's always a "but" right(?), ... if parent(s) elect to include a dependent's income via form 8814, then that dependent's T/E interest and non-taxable social security would need to be included to properly calculate the PTC. 8962 instructions in the section "Who Can Take the Premium Tax Credit" under Modified AGI: Taxpayer’s tax return including income of a dependent child. A taxpayer who includes the gross income of a dependent child on the taxpayer’s tax return must include in modified AGI the child’s tax-exempt interest and the portion of social security benefits that is not taxable And there's this little blip beneath worksheet 1-1 for use in calculating taxpayer MAGI of those instructions: If you are filing Form 8814 and the amount on Form 8814, line 4, is more than $1,000,you must also include on line 1 of this worksheet the tax-exempt interest from Form8814, line 1b; the lesser of Form 8814, line 4 or line 5; and any nontaxable social security benefits of your child. Just to muddy clarify things a bit. Here's a link to 36B for anyone that needs to read that definition: http://www.law.cornell.edu/uscode/text/26/36B

I'm operating on less than my usual amount of sleep, and reading that today feels like it's written in some alien language!

Origami! Thanks, Lion. I will never be bored stuffing those envelopes ever again. Seriously, like Lion, I do very few and use regular business envelopes, and also put the phrase "Important Tax Document Enclosed" on it when I address them.

Beyond what's already been said, if I needed specific help from someone on clergy issues, the member on here that I would contact would be MAMalody. His entire practice is clergy work and nothing else. Here is a >great thread where he talks about parsonage, see post #6 in that topic and maybe that will help you some too.

Gail, yes it is. Directly above enable emoticons I have "manage poll topics" with the ability to add questions if I click on it. That must not be available for the general population once a topic has started. Thanks for confirming.

Easytax, try clicking "more reply options" and look to the right side of the page. Do you see a place to add a poll there? I can see it and add a poll, but not sure if everyone else can see that. Someone could always start a new topic, in the private section of course, to ensure that that topic isn't the first item that appears in a google search associated with our names. *cough* Eric *cough*

I received an e-mail Quick Alert today about the reduced hours of operation and holiday closures for the e-help desk for tax professionals too.

Me too. I rarely have to call in, but it did work for me with the IRS ... once.

KC, perhaps what I intended was misunderstood or was lead astray toward politics by the first reply made in this topic, so I'll try to explain what I was going for. In two other topics, Jack from Ohio posted responses that are related to these changes at the IRS and did so without involving politics. One was about his contemplation on the reduced telephone support, and the other about how he expects more computer-generated audits due to these changes at IRS. Here are quotes of Jack's statements: To further explain what I'd hoped to discuss, here are some other examples: For those that rely on telephone support, will you change anything? Call less often, or still call and stay on hold? Bill the extra time? Put the call on speaker while working on something else and not bill beyond what seems reasonable? Rely on other sources for answers? I know that at least one person has mentioned her reliance on telephone support in the past, so I didn't think it would be a stretch to discuss that. For those clients filing paper returns, what will you tell them about processing or refunds? For those that handle a lot of audit work, what will you be telling clients about timing and expectations? Has this changed your expectation of receiving favorable outcomes? Will your preferred method of contacting IRS change from calling to written correspondence now that both will have longer delays? How will you answer clients when asked for a time frame to expect a response or resolution of a problem? Or, do you see this as not having much of an impact and will slog through it, or because there are much bigger worries practitioners are facing in preparing the returns this season? I'm very sorry if anyone still thinks those ^ areas are too extreme to comment on , if the topic has caused a ruckus, or if it has made anyone too uncomfortable to respond. For my own practice, if I must call in I will be putting the call on speaker while continuing on with other work, and I will bill for only the time speaking with an agent and not for any extended hold times. In general, I prefer written communication when dealing with the IRS. If any returns are filed with refunds where credits may be questioned, I'll be alerting clients that delays in receiving refunds are a possibility.

It's great to see you back on here, Ron!

Oh dear! Deb, I'm sorry to hear about your eyesight and glad I could help, if only in this small way.

According to MyATX, Fed Sch A is still a draft version with an estimated approval date of 1/19.

I leave some content unposted as well. One nice feature on this forum that I use regularly is to restore unposted content via the auto save function. Very handy.

Yes, that is correct. If the penalty applies for less than a full calendar year, it is prorated to 1/12 of the annual penalty for each month without coverage.

Nothing new for DE for 2014, so the count is down to 44, or less if we take out those states that don't have an income tax return to file. The better research programs should have a section that includes each state's instructions that generally include "What's New" that is a good place to start when handling those state returns we do infrequently.

One of my clients already had their 1095-A in hand last week. He received an email from the Marketplace instructing him how to print the form from the Marketplace messages section. He said one would be coming in the mail also. Apparently, anyone who signed up for email as their method of communicating with the Marketplace may already have access to their form.

In considering whether posters should have the ability to hide or delete their posts, perhaps we need to discuss why this would ever be necessary if we follow Mom's rule. If people here are willing to give their reasons why this is an important function, the decision may be easier for you. For what it's worth, only one other of my current forums allows editing of posts, and that is only until someone responds after, and then editing is no longer available. There have been no other forums that I've ever been involved with that allow hiding or deletion of a post once it is made. One reason that comes to mind of why forums do not allow hiding or deleting is to avoid flouncing. You'd think it wouldn't happen on professional forums, but it does.

I fixed that for anyone reading it from now on.

Eric, what I'm trying to describe in my post #2 above where "hiding" may still be a source of confusion is this - First person makes a post, another person responds directly and immediately following and doesn't quote it because this forum has a relaxed & conversational tone, if the first person then hides his or her post... then the topic may become confusing, or others are unclear or unaware why a post was made or worded in a certain way because the quote function wasn't used I your mom.

The ability to hide one's posts may still leave us with responses to unseen posts unless we continue to use the quote function. Even if you limited the hiding up until the time someone responded to it, I don't know that that would be a good thing either since some people "follow" the forums without actually coming to this site. Wouldn't they still get that post even after it was hidden?

The purposes of posting it here was to show the impact on our work this season and in future, not the motives of the commissioner or the timing of its release. The budget was approved and he wrote a letter to his agency staff. I don't know why you think its timing or content is inappropriate, or that it should have been released at a different time. That wouldn't even make sense.

If I edited out the first paragraphs to exclude any mention of Congress or budget in the rest of a lengthy letter, the purpose of the letter would hardly make sense, and that small portion of the letter hardly constitute a "political" discussion within that letter when no whys and wherefores of the reasons behind those cuts were mentioned at all.

Please keep the politics out of the discussion. I posted the letter to show how the cuts will greatly impact our work, nothing more.