Pacun

Not really, I work on the return without the 8K credit, create efile files for both federal and state. Any errors or missing forms will pop up at that point. After I create the efile files I keep working on the same client and I open form 5405 and finish the return. As soon as I print my efile files are marked as rejected. I prepare the package and mail it. I hate to amend returs and I only do it when necessary. I also tell my clients... "if for any reason, your refund is too late and you don't need the money anymore, please donate it to a non-profit organization". So far, my only two clients with 8K credit have accepted.

When they ask for the person in charge of the phone, I said: Her name is Martha Latestaruda and let me see if she is here. I start calling (a bit loud) "Ms Latestaruda, are you still here? You have a phone call. Then I pick up the receiver and I ask them to call back when my female partner (Martha) will be in the office. I pretty sure my partner is not happy when they call her "Martha Latestaruda".

When banks sell the mortgage to another bank, most likely the TP will receive 2 1098A. If they only bring one, I ask them to call the other bank to get the interest mortgage and taxes paid on the property. I also instruct them to ask for a copy of the 1098A because they didn't receive it in the mail. Sometimes, people just leave them at home and don't bring it to the office. "Also, whats up with ATX keeping up with the fees we charge?" Where can I check that?

Are you talking about Washington State or Washington, DC. If DC, file VA and don't worry about anything else.

About 18 years ago, my employer made a mistake on my W2. I reported the mistake to my employer and a W2C was issued to me and sent to the IRS by the employer. Two years later, I got a letter stating that I owed the IRS 3K and that I had 90 days to take them to court. A petition to the court was made and while waiting for the court date, the IRS contacted me and they said that they were sorry because they did get a W2C from the employer. They told me to ignore the court date because I was right. Later on I got a later stating that I only owed them about $800. By this time the court date was gone. I called the IRS and they told me that I had to pay $800 because of the fact that my return was audited. I explained to the agent that I didn't make any mistake and that my employer provided a timely W2C to the IRS. Agent said that I had to pay and I DID. Is that fair?

What form, line and cell are we talking about? I will modify the master and let you know.

I like the reason stated on the last paragraph. (From VA Tax department) RICHMOND, Va. Last year, more than 2.3 million Virginia taxpayers, a record 61 percent, filed their tax refunds electronically hands down, the easiest, fastest, safest way to file. If they were due a refund, the majority of online taxpayers had them within days. Those who filed on paper, on the other hand, waited up to four weeks for their refunds. Filers can expect the same turnaround times this The reason for this is that, like last year, the Department of Taxation (TAX) is hiring fewer hourly employees during the busy filing season to process paper returns due to the budget issues facing the Commonwealth. Processing paper returns is much more costly than processing returns filed over the Internet

When excel doesn't have enough room to show all characters entered, it displays #######.

No, I prepare the return without the 8K credit. I create an efile file and then I add form 5405 and print return to be mailed.

You are right I that's why I never contradicted your first post.

I efile all my returns whenever possible and I avoid this type of issues. On returns with the 8K FTHB credit, I prepare the return and I create the efile. Then I invoke the extra form for the 8K credit and paper file.

ALSO, he will qualify for HH if he provided more than 50% support for the child. He can claim friend if he provided more than 50% for her support AND she lived the whole year with him.

File as HH and claim child as son or daughter. Claim friend as other. Thanks, Manny

One of the parents will qualify for HH in 2009 since there were 365 days. If 2010 is the year where the father is going to claim the exemption, ask the father to keep the child for a week's vacation and then he will qualify for HH for 2010. The mother should do the same in 2011 and she should qualify for HH for 2010 tax year.

Pull down the edit menu, preferences, privacy and uncheck the first choice, click apply, and close. Close and reopen program, open return, save it and pdf it again. NOT 100% but please let us know if it works.

Only one of the tax payers needs to have a valid ss# to qualify for the $800 when filing MFJ.

To the best of my knowledge, a spouse is NEVER the dependent of the other spouse for tax purposes.

104

For HOH you don't qualify by yourself and for EIC credit you can qualify by yourself. I think I will take the rule as it is because your reasoning doesn't help much.

The Saints will be lossing 10-0 at the end of the first quarter and they will win the super bowl by 14 points.

I don't see where you could change the database location. I don't recall having any choice either when I installed. I think you should call tech support and share with us.

The amount for lost wages is taxable.

Example 11. You, your 5-year-old son, and your son’s father lived together all year. You and your son’s father are not married. Your son is a qualifying child of both you and his father because he meets the relationship, age, residency, and joint return tests for both you and his father. Your earned income and AGI are $12,000, and your son’s father’s earned income and AGI are $14,000. Neither of you had any other income. Your son’s father agrees to let you treat the child as a qualifying child. This means, if your son’s father does not claim your son as a qualifying child for the EIC or any of the other tax benefits listed on page 16, you can claim him as a qualifying child for the EIC and any other tax benefits listed on page 16 for which you qualify. Example 12. The facts are the same as in Example 11 except that you and your son’s father both claim your son as a qualifying child. In this case, only your son’s father will be allowed to treat your son as a qualifying child. This is because his AGI, $14,000, is more than your AGI, $12,000. You cannot claim the EIC (either with or without a qualifying child The question was why she didn't qualify for EIC by herself if she was over 25 and under 65 if she made only $12,000. I found my answer... it is interesting. If you have a qualifying child. If you meet Rule 8, you have a qualifying child. If you meet Rule 8 and do not claim the EIC with a qualifying child, you cannot claim the EIC without a qualifying child.

For new clients, I ask for the previous year's return. If you see that he was renting the time share and reporting rental income on his previous return, you should feel confortable calculating the loss. You should have a lot of questions for this new client.

I am sure you returned the hope credit you had collected from the IRS because the hope credit didn't exist. If I am not mistaken, the hope credit started in 1996.