Margaret CPA in OH

Thanks, Eli, and others. I used "calendar," "schedule," and "list" but not "cycle." At least I knew where to turn when my independent efforts failed. What a great group!

Well, then, Catherine, I count myself in good company, frustrated though we are!

I just updated and have the same version. If you have Max, there have been many updated forms from the states as well as the federal.

Thanks for the additional references. It seems I already have each of the links in my favorites! Someone must have mentioned them along the way but always good reminders. I too use the Quickfinder books. I tried the Taxbook 2 years but came back to Quickfinders because I am more used to them and I like having the 2 separate books for individuals and business.

Those are my big 3 as well but sometimes you just have to choose exactly the right words, like cycle instead of calendar or schedule! Thanks again, JB.

Check with the Ohio Business Gateway <http://business.ohio.gov/>. Some business returns and reports can be filed online. There is also a link to many municipalities that might provide information about online individual filing.

Got it! Thanks! I used calendar and schedule but not cycle.

I have looked on the IRS website under every combination of words that I can imagine to find the refund schedule. Obviously, I haven't thought of the right phrase. If any of you know where to find that, please provide the url. I didn't think it could be so arcane; then again, maybe I'm just not on the same wavelength! Thanks.

My color is green! What did or didn't I do? When were yours transmitted?

Correct, Section 7216 would likely apply and I expect this to be not a problem. In my reading of the mandatory language, however, it does state, "Unless authorized by law, we cannot disclose, without your consent, your tax return information to third parties for purposes other than the preparation and filing of your tax return and, in certain limited circumstances, for purposes involving tax return preparation. It goes on to discuss the ability to disclose to another preparer and how it affects the provided service. I still think he should go for it with openness with the client and following Catherine's suggestions.

If you are in a good professional relationship with a CPA or EA who is experienced, you may engage that person to review the returns and supporting calculations and documents for it. I did this for the first complicated S-Corp and partnership returns I did. It was well worth the small amount that was charged. If you were in a larger firm, another practitioner would do the same function. Just make sure your engagement letter covers this. I also agree with everything Catherine has stated. We all had to start somewhere!

Thanks so much! I will definitely look into this in April. I know a little about porting phone numbers. I just barely survived one of the most ill-conceived ideas I've ever had. I have had dsl for several years and have grown increasingly frustrated with the slowness at times (I do remember dial up- how soon our standards change!). One really bad day about 3 weeks ago I called the local cable company to change to cable internet and phone. When asking about the voice mail box setup for my 3 promised boxes, I was told by the tech that only one was available. The sales folks, 4 of them each with a different monthly package price, repeatedly lied to me. I angrily called and disconnected all. Then realized I had no phone or internet! And it takes 7 business days to "port" the number back! It was an ugly time when I had to grovel to the cable company to reinstate my phone for a week until I could move it and the internet access back to the phone company. When calling to make that change though, I was greeted with the message that about 10 areas around me were without (cable) phone service and to please be patient until service is restored. All is now back to square one and the phone company is laying optic cable lines now and will have the very high speed I desire in about 1 1/2 years.

I can't easily find the answer to my situation. Perhaps one doesn't exist. I have had a dedicated fax line for about 10 years. I would like to utilize sending and receiving on my pc but don't want to change fax numbers as it is on all cards, letterhead, etc. It seems from my reading that one must sign up with a service which will provide a number and that one cannot use an existing number. I don't mind continuing to pay for this second line; it's only $10 per month. I just want to use pc interface. I have 2 mfc's. Is it possible to use those? I am having trouble understanding the process and technology. I wouldn't be making any changes until after tax season in any event. My brain can handle only so much at a time, but wanted to educate myself more on this topic. Thanks!

According to "Church & Clergy Tax Guide," the practice of declaring a percentage should be avoided as it bears no correlation to actual housing expenses. The problem arises when the pastor prepares the tax return as the exclusion from gross income is the smallest of the amount actually used to provide a home; the amount officially designated as a rental allowance; or the fair rental value of the home, etc. There is apparently no precise method of designating the allowance mentioned, though. It is prudent to have a designated allowance closely reflecting the actual expenses. Perhaps a percentage might, by chance, do that. It could be "a teachable moment" for the pastor and church.

Not me either... I received a couple early in January then everything simply stopped. It's a tad bit irritating. The one that really bugs me is one that still says transmitted to agency. When looking at the history, it shows rejected the same day. I can't recreate and resend though because it shows transmitted. And "There are no rejection errors for this return." I emailed tech support. While the words were nice, I was instructed to "Click on the drive that (you) have Tax Wise installed on. Click on the UTS08 folder." Helllloooooo! I use ATX!!!! Grrrrrr....

I received a KY ack the day after filing. What I am missing are scads of acks for 1099's. I got 2 very early in January then they have simply stopped. I'm getting worried...

I dont' beleive it is an ATX issue as I have already transmitted several through ATX/Accuwage with no (knock on wood!) problems. I will be doing more later so will let you know if I have a problem, too.

Thanks so much for the suggestion...but it didn't work. It's still in Transmitted to EFC status but the history shows rejected. Looks like a loooooonngg wait for support in my future...

I agree. I does work great. I've already filed for 3 clients.

I received one but another I transmitted shows transmitted with no rejection errors. However, when I look at the history, it shows that it was rejected. I can't recreate and send again because it is still in transmitted state. Yikes!

I have a "transmitted to efc" status 1099 file from yesterday that shows no rejection errors but on the status history shows rejected. Of course I cannot resend. I cannot recreate because the status is transmitted. Any suggestions?

Thanks for this information. I have a "transmitted to efc" status 1099 file from yesterday that shows no rejection errors but on the status history shows rejected. Of course I cannot resend...Not pretty!

Well, the losses as an S-corp would have been deductible only to extent of basis. With ongoing losses, he might not have had sufficient basis to take them. I have a client now who has significant losses that cannot be taken because of no basis. He exists yet because of credit card debt and equipment. He is not happy!

With the return open, go to the letter and click on Options. 2. Check to print: gives you the options. Also, when you select Print at the top and the print menu comes up, click on the + sign by the Client Ltr and see which boxes are checked. Choose only those you want. It works for me.

Thanks, Karen, for confirming. I wasn't really certain any longer. I just recalled a variety of interesting offerings. Hmmm, the things we worry about... I guess I was just overwhelmed with 8-10 other pressing issues and decided to divert my attention to fun!