Randall

Way back in the Navy, in Norfolk, VA, the day before deploying to the Med, we would go to a movie and pig out at BK. Two whoppers. It would be six months before seeing an American fast food hamburger place. They didn't have McD or anything else in other countries back then.

Interesting. I hadn't thought about the SSA. Getting close to the extension deadline. Wondering to include or not to include? Amend later? Or include, and attach copy of W2 showing income and withholding on spouse return. Or will it go thru on the efiling?

Client brought in a W2 for her deceased husband (died in 2021). W2 is for 2022. How do I report it as her income on her 2022 return? Do I ignore it since he is deceased and she is filing as single? Wages are $4551 but there is $545 Fed tax withheld.

I don't care how long I live, I just want to be healthy when I die.

I had a client sell a rental home this past year. Normally not a problem. He was a year from going on Medicare and was getting a big advance credit on the health insurance exchange. With the gain, his income went way up and he had to pay back the credit. Ouch.

When I was young (way back), I thought auditing was THE thing. As I got older and jaded and what took place out there in the world, I began to think of auditing as more meaningless, just glossing over things. Not that it should have been but what it had become. Maybe that's just me. Maybe there is still something to it. But I wonder how can you really audit these big organizations?

Contributions are allowed up to the extension due date. Just to double check, this means the Oct 15 due date even if the actual return is filed before that date, say Sept 1? Just double checking.

Accounting is my first love. I think I'm an accountant by education, profession and nature. I think I was born an accountant. But I don't do much accounting anymore. Tax prep seems little to do with accounting. Some maybe for business clients. I once heard it said that any endeavor needs four things: vision, planning, engineering and accounting. I think that's true. Accounting gets short shrift. I tell people I'm an old school accountant stuck in fourth grade arithmetic.

So true.

Was the response considered from you (tax preparer) or the client (taxpayer)? In the past, when I compose a letter for the client, it is from and signed by the client.

I have composed letters for the client. Do you upload the letter? Once uploaded, is there a way to track the letter/response. I have a client who mailed a response letter some time back and still hasn't heard from them.

Ouch!!

I can't speak for the safety of client info. I haven't used it for client info but then I don't go to client offices anymore. I do use it for some personal info, spreadsheets tracking my spending and other things. But there is no info like SSNs or account numbers out there. I use the One Note app for some personal things too, but usually just putting in quotes from things I read to have them available for recall.

How old was the laptop Acer?

There's a reason they call it "artificial" intelligence.

We called it 'ticking and checking'.

I need to get the band back together.

Sounds like deja vu all over again. I remember Arthur Andersen auditing companies that went kaput. Gave them clean audit reports. When I was young, I thought auditing was the thing. I never worked in a big firm but did audit work with a small firm auditing local government entities (school boards, cities, etc.). On my own, I audited some small non-profit organizations. I began to feel uneasy about the whole auditing function. I haven't done audit work in years but I am very skeptical about the whole thing. Maybe I'm just old and jaded. If I sound cynical, that's because I am.

I was wondering about this. I had heard Win 12 was coming. I have Win 10 and I have been reluctant to upgrade an existing 'box'. I have been going with a new 'box' every three years and getting the latest OS. My current 'box' is in year 3 but if Win 12 coming, I may continue for a year 4 before getting the new 'box' with Win 12.

I ususally renew by May 31. With only a few years left, I don't want to change so I just get it out of the way.

I'm planning to treat myself and buy a bottle of single malt scotch tomorrow (Tues, April 18).

As an additional question, do you all use the Form 8878?

I wonder too how much IRS really checks this. I just use the amount of tax withheld in prior year as estimate for current year and show as that amount paid. If they usually owe, I try to contact them to pay something.

I'm not sure if it's the same problem but something similar happened to me. I did not have the letter (both Fed and state) clicked to show return would be efiled. When I changed that, the direct deposit and bank info appeared This was on ATX.

Sorry to hear your news. I went thru that with my Mom. She's been gone nine years now. Her situation wasn't nearly as bad as yours though.