Gail in Virginia

I don't see why not.

I am not familiar with PA returns, so I am assuming from your posts that PA allows multiple forms 2106 but ATX does not. Have you tried putting a suggestion in to the suggestion box about this and explaining why it is a problem? I don't know how responsive they will be to this, but I have seen others post that suggestions were sometimes acted on right away. What have you got to lose?

Yes, the withholding is included in the amount distributed on the 1099R.

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Pub. 529, page 3, gives an example where an employee makes a loan to the corporation he works for in order to keep his job as being a business bad debt. It all depends on facts and circumstances, but this is an unusual situation and would require meticulous documentation to claim, IMHO. Pub 529

Actually, Virginia returns begin with federal AGI but they can be filed alone because Virginia allows that. It is not where the data comes from but how the state processes e-files and what they allow.

A belated to you.

Now I am curious, since I posted before about windows and doors in new construction and was told the credit was not available. I knew the instructions say "or in the case of costs connected with the construction or reconstruction of your home, when your original use of the constructed or reconstructed home begins." But I thought the code limited the credit for windows and doors to replacements. Which is it?

On the options tab, the first option under page 4 is to complete schedules L and M1 even thought the response to Sched B, Line 8 is yes. Try that.

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Sounds like investment property to me - capital loss on Schedule D.

That explains a lot. I wish I knew who was sponsoring the prize - I would like to give them a "prize" of their own.

Seems very appropriate :P

I used to really like HP for printers, but the quality of their product seems to have declined in the last few years IMO. And I tend to feel the same way about Dell, unless you get into their upper end products. For laptops, I have been really impressed with my son's Toshiba. For desktops, we mostly use HP but have had some issues with them and the last computer I bought we purchased a custom built machine. I have been using it this tax season, and really love how fast it is and I love the dual monitors.

Am I correct that the residential energy credit for insulation, windows and doors (building envelope) only applies to existing homes and not to new construction? TIA

Thank you both.

It seems to me that a long time ago I read something in an IRS FAQ about this credit, but now I can't find it. A college student has purchased a condo near her college. This is her first home purchase, and in all respects she qualifies for the first time home buyer credit BUT... She is renting the extra bedrooms in the condo to other college students. It is a three bedroom unit, and she is renting two of the bedrooms at a fair rental value. They share the common areas - kitchen, living room, etc. She called the IRS and whoever she got on the phone seemed to think that this would not disqualify any portion of the purchase price from the FTHB credit. Obviously, I would prefer a more definite citation. It seems to me this is now at least partially rental property and 2/3 of the purchase price would not qualify for the credit. But as far as the information the IRS requests in support of the credit (HUD statement, bills or paystubs at that address) there is no problem providing that. I don't want to cheat her out of the credit but I don't want to take an indefensible position. Any ideas?

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:bday: Again!

:bday: Again!

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