Gail in Virginia

I remember one year my mother-in-law asking me if my husband would like a pair of Levi 501 jeans for his birthday in May. I asked him later that week if he would like a pair of 501-c-9 jeans, and got very frustrated that he did not know what I was talking about - until he finally repeated what I said and I realized that there are no 501-c-9 jeans! :spaz:

How are you going to file the zero return marked final for the partnership without an FEIN? Still mark it "applied for?"

Amen, KC! I hope Don is still improving!

Just remember, to qualify as dependents since they are over 24 and not full time students at least five months of the year, they must pass the gross income test whether they have to file or not.

I think that I did it under preferences, All Managers, check the box that says, " Hide returns marked Complete in Return Manager, E-file Manager, and Bank Manager."

So I guess I need to start now for the next really big pot?

Hallelujah! Will continue to pray for his continued improvement, and for strength for you!

Could it be the settings in your security software? Has anything changed on your computer since the last time you accessed the site?

Prayers for both of you, KC and all your family. Also for the doctors and other medical professionals caring for Don. May God be with you.

You should try looking on your ceiling. That's where my clients look when I ask for specific details, like mileage or charitable contributions. :dunno:

It can also make a difference on the Virginia return since the marital adjustment for taxes in VA is based on both having income. If nothing is indicated as Joint or Spouse, the adjustment defaults to Filer and no adjustment is made to the taxes.

I have always amended if I change a return, even if it is before the due date. If I need to change a return and file a second 1040, can it be efiled now with MeF? Can an amended return be efiled?

I learn something every day.

Did you not like Lion's answer? I agree with her - if he did not pay it, he cannot claim it. No credit for him.

If the tax return is electronically filed, I believe there is a way on the FASFA online information to transfer the information directly. If that is done, a transcript should not be necessary. Sorry for the vagueness, but I am just going from memory from doing that last year for my son (and right now my memory is tired and frazzled )

If you don't fill in the box for country, it won't flow this year. You can use either Unknown or OC in that box, but something has to be there.

I agree with Jack that your best bet for legal advice is to consult an attorney. However, my personal opinion is that the probation officer should not be able to look at your files or materials that belong to your clients. To convince them that it is irrelevant to anything connected with your son, I would think that you would need to show that your son has nothing to do with it and therefore a lock on the room you use as an office would be a good idea just to be able to say that you son does not have access, therefore the probation officer does not need access. BUT, if there is any reason to believe that your son could have hidden somthing in your office that would be a violation of his probation the officer will probably maintain that he or she has the duty to search your office as well as any other room in your house.

Even though their taxable gains may not meet the filing requirements, quite often the gross sales amount does. In that case, a return is required to show that after subtracting basis there is no taxable income. It is not how many transactions are on the 1099B, but the amount of the gross sales that will trigger IRS interest.

My biggest concern is that I want to be an advocate for my clients position. I don't intentionally file an incorrect or fraudulent return. I won't ignore information that I am told. BUT I also do not want to be an unpaid auditor for the IRS. Sometimes I feel like the current due diligence requirements are leaning more and more towards making me make my clients prove their income and deductions to me.

It may be that you will just have to paper-file this return. My suspicion is that the date of death doesn't match because the iRS database has not been updated recently enough that they have any date of death on record. It seems to me like I have had problems in the past when the spouse's date of death was after the tax year end, or even late in the year. I don't remember the exact error message that I got, but I am wondering if this is your issue.

Thanks for the laugh!

I don't know if that is true. Most of the time, the reference is to a "CPA" rather than to a Certified Public Accountant. Not everyone knows what those initials stand for (although more people know that than what EA stands for in my experience) but they seem to all know that a CPA is some kind of licensed accountant or tax person. I think EA's need a better lobbyist/publicist to get the word out about who we are and what we do. In that respect, I agree with Bulldog Tom.

Then it was obviously a foundation expense!

Life continues to happen during tax season. I am fortunate this year that I don't have any situations to compare with LInda or Randall - I am closer to NECPA. My son is 20, and my husband is continuing to have atrial fibrallation which the cardiac ablation last fall does not seem to have helped at all. But my heart goes out to you Linda and Randall, and I will add you to my prayer list.

We all get a bit fried this time of year, and usually if I go to bed earlier, it just means I wake up earlier and start worrying about the work undone so I go in earler. I just can't make the day longer by cutting time off one end and tying it on the other. But it only runs at this pace for a couple of months, and then I go back to the "normal" stress level. :spaz: