Terry D EA

I am not an insurance salesman either and if I am correct, it takes a license to be in that industry. Like Jack, I refuse to help anyone with the market place plans or options. Unfortunately we do have to be party to enforcing the ACA laws. I read the article and I agree, kudos, to the Dr. in the article for exposing some of the flaws in this garbage legislation.

Thanks Tom, I'll keep looking.

KC, I am glad she did too cause it looks like she may have messed up on the community income. I will admit I am very weak in this area but will research and study. Of course, and it goes without saying, I have all of the folks on this board as well. That is a value that you can't put a price on. Thanks again

Thanks Tom for this information. Can you give me a resource on the CA Department of Taxation website or resource on the community property laws. I may need this to give to her for legal reasons as her soon to be Ex questions everything. Thanks again for your input,

Thank you both. I found out what she was trying to do. She was trying to e-file using a free e-file online program that would not let her file because she is using more forms than just the 1040EZ. Deb I did know about the 8958 form and have to be sure she meets all of the exceptions to including her soon to be ex's income. Everything I have read so far indicates she does. We are being really careful here. We filed for equitable relief for a tax bill her ex owes and she was told we would hear something this month but we all know how the IRS is. She shows a refund and I don't know if the IRS will hold the return and the refund until they make decision. I know what will happen if they have ruled against her. With all the circumstances that led up to this, I don't see how they would hold her liable. But... we'll see.

Sorry I did not mean to leave others out and not get an objective set of opinions. Anyone who has experience with community property states especially CA can answer please.

I have a client who has moved to CA three years ago. They were married and are in the process of filing for a divorce. They have been living separate from each other and are under a separation agreement with the divorce hearing scheduled for Feb 2. Now, the girl (my client and daughter) wants to file MFS. She has been told she cannot e-file the tax return due to her filing status of MFS. I have looked and looked for some IRS reg that addresses this issue and cannot find any. Currently looking into CA State law. Have you or anyone heard of this and can you give me some direction. I have been reading Pub 555 on community income and expenses to help her in that area but am coming up short on the e-file thing.

Thanks John and it doesn't surprise me you didn't find any specific guidance either. I was hoping I missed it some where. My thoughts are exactly as yours. So, Monday, when all of the weather gets out of here, I will contact the DOR again and the employment security commission to inquire about the change. This client uses ADP as his payroll service provider. I provided them the new Fed EIN and they did not ask anything about NC or Unemployment.

One of my clients has been operating a business as a sole-proprietor. He just organized as a single member LLC. We did get the new EIN from the IRS as this was required due to him having employees. I have searched and searched on the NC DOR site and the NC Gen Stats to try to find out if he needs a new NC State tax ID number. The numbers are used for both Sales and Use as well as Payroll tax reporting which he does both. The only change is adding the "LLC" to the end of the existing business name. Anyone have any suggestions where to look? I called the NC DOR but they are not answering due to the inclement weather here in NC.

Oh my gosh. Jack you are correct. I realized that I read the post incorrectly and didn't pay any attention to the subject title. I hope everyone ignored me on this one. Thanks Jack to pointing this out.

Hey Judy, you must have a lot of experience with auto technicians. You hit it right on the head with the truck accounts. Guys have to be careful not to owe every tool dealer in the county. You may remember from other posts of mine that I too have been and still am an auto technician and now teach auto tech in high school and college so these things are far from new to me. I did think about the de minimis policy but because the OP didn't really explain the purchase amounts, I didn't suggest it. You are correct though and he should follow the guide lines of the de minimis policy.

I would call this number. Maybe they can help. It would only make sense that you should be issued a different PTIN due to your circumstances. But then again..... PTIN Account Information Line - Toll-Free: 877-613-PTIN (7846) TTY: 877-613-3686

I have a schedule C (disregarded entity) client who is in the same industry. The tools are expensed the year they are purchased (put into service) regardless of the method used to pay for them. The Snap-On dealer will setup a truck account which is a no interest account and larger items maybe financed by Snap-On themselves. Either way, they are either expensed or depreciated in the year they are put into service. Items like the scanner would probably be depreciated as they do have a useful life of 3 years as they would fall under the category of computers and peripherals and from Snap-On, they can cost 10K +. Same with tool boxes except the tool boxes would have a longer useful life. I know you didn't ask but just a heads-up, updates for the scanners are usually yearly and can cost 1,000.00 and up. This too can be depreciated but not more than three years. Hope this helps.

While reviewing the 2015 software, form 3115 has been added to the individual return forms list. This is a welcomed change for me and I am sure for others who need it Thanks to OneDesk for answering my request last year.

Just wondering what the reasonable cause is?

I agree with Judy completely that these fees would "Normally" be deductible as long as the credit card was used for business related purchases with any personal purchases being deducted.. The only thing I question here the reason(s) the S-Corp shareholders took the distributions instead of paying the credit card debit. I am not sure if their reason(s) would be a determining factor of deductibility by the IRS but I certainly would want to cover that area instead of just taking a blanket approach.

I am sure many of you are aware of the changes surrounding the tangible property safe harbor rules and limits beginning 2016. However, I posted this link just in case anyone missed it or would like a reference to the changes for tax payers with or without an AFS. https://www.irs.gov/pub/irs-drop/n-15-82.pdf

Well I might be one of the guilty ones for not using the EAR exclusively. But...on a few occasions I did use it and was not happy when it was eliminated.

Well here we are at the beginning of another tax filing season. i did choose to stay with OneDesk this year. I have downloaded the software and am ready to do. I haven't processed any dummy returns yet or looked for any specific changes but will post my findings when I do. Here is wishing everyone a successful and prosperous tax season. Let the games begin!!!

Agree.

Yeah I renewed mine back in November too. I did renew mine one year after the deadline and before the next filing season began and all was okay. Can't remember which year but still.... Check the IRS site or call in a week or so to see if your renewal went through.

First, I haven't been on this board for a while and I hope everyone is doing ok. The help I need should be an area that Jack can help so here they are: 1. Does the new ATX support past years before the CCH buy out. Specifically 2006? Explanation, I have a client who has received a notice from the IRS that appears to state they never got the return. Just assuming here as I am waiting on the letter to get to me. 2. I used ATX Max 2006, have installed the program, no problems and all is well so far. 3. I have the data base from 2006 backed up on an older machine and I see the client's name on one of the files but obviously cannot do anything with it. If I can't get any help from the folks at ATX, does anyone remember how to import the backup? I have to move those files to a travel drive but don't know what to do from that point. If my memory serves me correctly, I attempted to get help on an older program some time ago and got the response that they did not support those programs which is why I am posting here. Any help will be sincerely appreciated. Thanks!

Refresh my memory here. I used ATX MAX for a long time prior to the CCH takeover. If I recall correctly, doesn't ATX populate the organizer from the current year tax information? Other software companies that I have used do this. Just wondering.

I gotta agree with KC here. I too have seen the situation she spoke of too many times to mention. I usually do the kids return for free as well. Normally takes not time at all and usually gains me a client when they do become of age.

I am using OneDesk and it appears that the possibility is there. My only other concerns is not being able to attach and elections to the returns such as the election statements regarding the new material and supplies regs. Might just play it safe and have the client mail them in.