Janitor Bob

Hey gang! I just wanted to "check in". I have not had much of a chance this season to post (or even stop in to lurk). I thought that after my daughter went off to college and left the house to me and the animals, I would have a quite and less hectic tax season....wrong! I wanted to see where everyone was headed this year for vacation. I have always gone to Siesta Key, FL or Key West, FL...ususally every year for a week around Memorial Day....but due to scheduling conflicts and tight budgets, I will not be going anywhere this year. OK....break over...back to work!

this was not a "covered" sale, so no cost is stated on the 1099-B.....Should I tell grandmother to contact the broker for cost information?

Thanks...that's what I figured.

My client is the custodian of the brokerage account for her young grandson. Client received a 1098-B (gross proceeds $1,078.98). Recipient's name is my client, Custodian FBO "grandson's name". Recipient's identification number is grandson's SSN. Does my client's grandson need to have a return prepared for him since this unearned income is over $950?

My prayers go out to you

Client received a notice supposedly from State of Ohio Department of Taxation.....detailing all of my client's on-line cigarette purchases....and informing him of his sales/use tax balance due on these purchases. Does anyone know if this is legit or some scam? It looks legit and client confirms that he did make the on-line purchases and did not pay sales tax at the time of purchase. Client said that a few co-workers also received the letter....They all purchased cigarettes on line from the same vendor/web site. One co-worker had so many on-line cigarette purchases (he bought and re-sold them) that his stated amount due was almost $10,000. everything appears legit, but client asked me to check and see if anyone else had heard of this.

Client had a baby this past January 3rd, 2012. She told me tonight that she wants to take advantage of the "baby grace period". She said that a friend told her (I know...here we go!) that there is a 10-day grace period after you have a baby during which time you can pretend, for tax purposes, that you had the baby on 12/31

Client lived with parents in Ohio until he went into the military in Aug 2010. On his 2010 returns, his address was listed as Ohio. He was stationed in NC for all of 2011 and only came back to visit parents in Ohio a few times. What address should I use on his 2011 returns....his NC address as stated on his Military W-2? They withheld Ohio income tax from his pay. I assume that if I use NC as address, I will need to file both NC and OH income tax returns....with refund from OH and owing into NC....agree? I have heard two opinions....one is to use the taxpayers last permanent address prior to going into military (OH) and the other was to use the current address where stationed (NC). Help on how to proceed would be appreciated.

Hey Jack....Where is KC these days?

On my E-file Manager tab, I notice that some of my Ohio e-files have a sub-type of "Direct State" and others are "State Only" the returns have the same forms (Fed, Ohio, School)....why the different sub-types?

Thanks! I updated and re-created....will re-transmit and see how it goes.

I never looked and just assumed that OH SD-100 was approved for E-file....Transmitted with the OH IT-1040.....E-file Rejected stating: MEFOHX0000-005 Reserved The XML Data has failed schema validation I assume this means that the SD-100 is not approved for E-file? If not, does anybody know when it will be approved?

Everything was working fine until last evening....now, for some reason, when I try to update I get the following error message: "The dowload was not successful...lease try again later" So now I cannot update....anybody else experiencing this?

I would like to do some type of marathon (or half marathon more likely), but I admit to being slightly afraid.....4 miles on the tradmill every day...but not sure if I can pull off a marathon. When I started in September, my goal was (and still is) to lose 55 pounds by my birthday on March 25th.....If I can stick with it, another 15 pounds should be possible.....but tax season will make it soooo much tougher.

I have been working out and improved my diet....Since Labor Day, I have lost 40 pounds......but soon it will be nothing but late nights, crappy food, and sitting at a desk....hopefully, I will not put back on everything I lost

I just ate apple/banana sauce from a pouch. I kinda feel like an astronaut.

This past April 2011, I e-filed an extension for a deceased client. Now I have transmitted his 1040 return electronically and I received a reject stating that his SSN has been used on another return. I verified the SSN is correct and spoke with surviving daughter (executor)....she states that to her knowledge, nobody has filed a return for him....that is why she came to me. Client passed away in December 2010, so he would not have filed before death. Has anyone else experienced this? Should I just have the daughter paper-file?

OK...my confusion was caused by the 8878 form being present with no DCN....I could not figure out why ATX would require it if it was not needed....So I figured it was needed....which is why I was concerned about there not being a DCN. I'll just do with the 8878 what I did with my daughter's mess of a room for years......not look at it and pretend it is not there!

I was wondering the same thing...I can't say I have alway gotten them either

I did create the e-file...and the DCN is stated correctly on the e-file info portion of the 4868....just not on the 8878

When I create an extension Form 4868 and complete the EFINFO section, ATX correctly assigns a DCN to the extension. However, this DCN is not flowing to the 8878. I have created 5 extensions, and all 5 8878s have a DCN of 00001. When I look at the EFINFO tab of the 4868, however, there is a unique DCN assigned to each of the 5. Am I missing a checkbox somewhere that causes the DCN to flow to the 8878?

Client lived all year in WV, but had only PA wages and PA income tax withheld. I have done a few PA returns, so I am OK with that...as a non-resident, he will get back what he paid in.....and (I assume) he will owe the state of WV. However, I have not done a WV return before....and advice and items to be on the look-out for? Thanks

I have never seen one of these before. I understand what it is (I think), but any advice from someone experienced with this and Form 8885 would be appreciated

Good points...I'll add a WV return to the mix. three years ago this same client had W-2s from 5 different states (OH, PA, KY, IN, WV)....all but OH were non-resident....So at least this year, his wages are all from one state.

It is a lot better for them to File MFJ.....So I am thinking about using their WV address on the 1040. On the Ohio return, he will be non-resident, she will be part-year resident. On PA return, they will both be non-residents. I think I can get away without doing a WV return, since neithe had WV income.