Margaret CPA in OH

Yes, yes, and yes. It's a puzzlement. I will recheck everything later this week with a fresh brain but now am baffled. Sigh... Thanks for taking a look!

Anyone out there have any input? Thanks in advance!

:bday: and many more!

:bday: and many more!

Wishing you a bodacious and every one of those many more you intend to have!

:bday: and many more!

:bday: and many more!

:bday: and many more!

I have clients that moved to Switzerland early 2009. They both qualify for the physical presence test but I am baffled by the disparity between the dates I input and what comes up on the form. In input arrival in Switzerland Feb. 1, 2009 and left US Jan. 31, 2009. I had to input made up dates for arrival into US (2005) and departure from Switzerland (Feb. 1, 2010) to get anything to show up on the form at all. But the form shows the test is based on the 12 month period 12.29.08-12.28.09. HUH? Also, clients did not have Swiss tax withheld from pay but paid hefty amounts this year when return prepared. Since they are cash basis, do they get proportionate credit for that tax paid this year for 2009 income? If not, the US calculated tax is horrific even after the income exclusion. And if they get credit, how is that input? I've been trying to work with 1116, but the input is really a challenge! And I'm not even certain that's the place to put it. Thanks for any guidance.

:bday: and many more!

:bday: and many more!

Okay, so I have just spent a couple of hours and $100+ for a computer to be set up just as you described. All works pretty well except for one major issue. The principal reason I wanted this was to save the faxed documents to the respective client files as pdf's like all documents. So I can print to a regular printer or save as a tiff. I tried to add Adobe Pro as a printer and it goes through all the motions asking me where to save the file, says it's printing, etc. but nothing shows up as saved. Ideas? It seems silly to have this capability only to have to print everything, scan and save when all I wanted to do was save the electronic document in the first place. Should I just go back to my regular fax machine after all? Thanks!

:bday: and many more!

:bday: and many more!

:bday: and many more!

Hello online 'friends' Good to see you in touch again! I began the path to paperless, not quite paperfree but closer, a couple of years ago. I emptied about 12 file storage boxes and 2 additional file cabinets. The space reclaimed in my home office was a room and a half. The major scanning was done by a part time person and I took all the documents to a certified shredding facility as it was too much to handle inhouse. Currently, we are able to keep up with the small amount generated. It is so freeing! I do have multiple backups in a fireproof safe and offsite in my safe deposit box. I also have two monitor, side by side, on my desktop to have current and prior year returns open simultaneously. I can also look at the pdf copies of documents any time. I did purchase Adobe Pro and a Scansnap scanner. Good luck to all who pursue this path. I am so glad I did and wish I had done so sooner!

Yes. In Pub. 1345, page 30, it states that "EROs may electronically image and store all paper records they are required to retain for IRS e-file."

:bday: and many more!

Now that sounds like something I can do. And I can network my main computer so as to share a folder to send and receive. I will definitely look at that option after I finish these extended returns. There is likely to be the full fax function and a modem on my older machine. You do use a modem, don't you? I have extra monitors, too, even an extra flat screen that would work. Thanks, taxit!

:bday: and many more!

Thanks, Lion. I will check it out!

Okay, thanks, Lion. I think maybe this won't work for me then as I want to do both ways with my existing fax line but through the computer. Maybe it just isn't possible to have it all the way I want it. Ahh, the sacrifices... It's just that I have a phone and internet plan that is priced for life and if I change anything, all the costs increase immediately. So it's worth keeping the $10 per month fax line, buy the paper and ink and scan and keep the things I want to keep. I just can't turn the ringer off completely - a minimum of 2 rings is required. This isn't always fun.. Thanks again!

Thanks for this information. Of course my windows setup doesn't show that, possibly because my computer guy who built it didn't think it was needed. The search shows the file there in April 08 and uninstalled in May. He will burn a disk copy for me if I want to reinstall. Then I wondered if I have to have a modem for this. I don't now have one in this computer but could get it installed. But then do things have to be transmitted and received via modem and not my dsl? And do I then have to leave my computer on 24/7 to receive faxes? I do assume that I would still be able to scan, save the document and fax through the computer but am missing some important pieces of this funtionality for sure! In trying to make some things easier, I kinda feel that it's getting ever more challenging - for me, at least!

:bday: and many more!

:bday: and many more!