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mcb39

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Everything posted by mcb39

  1. Awesome!!!!!!!!!
  2. I have found that the less I copy, the sorrier I am later. I copy everything out of the ordinary and have always copied stock purchases and sales. I am not sophisticated either. I gave my scanner away because I never did have the time to figure out how to use it. I guess you could call that "being in a rut", but I haven't changed my methods much over the years. Had a client give me several heavy metal file cabinets which are in the basement; but info is there when I need it.
  3. It is amazing in the Fall when we go to Tax School, how many of the atendees are Senior, senior citizens. I would feel wrong about wasting my knowledge as long as I am doing a good job. I am certainly trying to cut back, but quitting altogether is not my intention, not just yet.
  4. As I said this morning, I totally shut down the computer and rebooted. It cured the problem. Go figure!
  5. Teri....did you try the sync feature. It never seems to make any difference for me, but my WI returns usually don't stay in IRS Cleared more than two days.
  6. Good for you Taxbilly....I went through five tax seasons as a caregiver for my parents as they went from late 80s to early 90s before they passed a year apart from each other; one at 92 and one at 90. So, I understand what you were going through last year and are going through now with the visiting, picking up pills, taking care of their very important needs while trying to run a business and concentrate on difficult tax law. Somehow, my parents always came first and, though I don't know how I did it, I will be forever grateful for the time that I gave to them. I am sure everyone on this board has a similar story to ours with a loved one or dear friend. It makes us stronger people and more compassionate to some of the situations that our clients are in, especially this year. Keep that good thought. I plan on sticking around for a while as well.
  7. Who Cannot Claim the Credit (6) If you sell the home, or it ceases to be your main home before the end of 2009 I just happened to be researching this today for a client who asked if she could buy a condo.........
  8. And, YOU have one coming.
  9. Several of mine have also, but their kids and grandkids help to fill the void. My practise has been so home-based and personal for so long that I usually end up attending the funerals of passed clients. Had one really "bad" one in Dec.; when a long-time 57 year old client had a stroke. He was not only a client; but first a neighbor and a friend.
  10. Would that be TAA? Sometimes I surprise myself when someone asks me a question and I rattle off the answer without even thinking too hard. How DO you shut that off and not use all of that accumulated knowledge? So many of my clients tell me that I can't retire; they have me half believing it. :)
  11. Both HPs......Reboot fixed it. Unusual this early in the day. Somebody else was having this problem last evening. But, it's working fine now. Thanks!!
  12. Printer works with this forum, just not with ATX program....
  13. Now I cannot even Print page.....could a few minutes ago. Any ideas?
  14. Last night I read about someone else having this problem. I tried switching printers; nothing happens. Can Print page, but not return. Has anyone found a solution? :scratch_head:
  15. Thanks KC. As per my recommendations, they are in agreement that she will get the refund as the stocks were gifted to her by her parents before she married. I try my best to do the job right; but these kinds of messes are not conductive to a smooth tax season right at this time with a due date of April 8. I have another almost identical one on my desk which will be a wash; another divorce, another stock sale of the wife's stocks. However, they are local and in complete agreement. Actually, are filing joint this year so much easier to deal with. Also, no name changes. Again, thanks for your reassurance. The lady I spoke to last night was NOT helpful in any way.
  16. But, some of the enhancements they list sound pretty interesting. And the "no price increase" is a definite positive. Just the fact that we will have the program for another year is a deciding factor for me, I have ten years of ATX icons on my desktop now and have no desire to change programs ever again. That button has never bothered me one bit. Some things you have to learn to live with.
  17. My problem with the CP2000 (as if we need these kinds of problems right now) is that my couple is divorced; both living in excess of 200 miles away from me and not near or speaking to each other. The wife signed the CP2000 giving me permission to handle it. After 45 minutes on hold; I got a "real" person. I had to fax her the page with the signature only to be told that she needed both signatures in order to help me. I just called him and he faxed me his signature for what it's worth. I will have to mail them the whole mess and hope that my cover letter is clear enough to explain the situation to someone. They actually don't owe any tax as they have over a $4000 loss on the stock sale that they didn't report. Will the IRS calculate the additional refund.???? And what about the carryover loss to 2008? This couple sold the stocks to pay for their BIG wedding and were married less than 7 months before they split. End of sob story!!!!!! :huh:
  18. I just sent two e-files minutes ago.
  19. He got me better than good. I felt the blood drain from my brain and started crying; as well as having that icky sick feeling in the pit of my stomach. I have been going on the other board about once a day to see if I can help anyone out and there is not even a glimmer of comparison to this board. Oh My God, Eric!!!!
  20. That's all there is to it. When you create the e-file, just check the box for the 4868.
  21. All of mine so far have the same reply date of Apr 8.; some are right, some we can correct and some are a mixture. Primarily, sales of stock and dividend income that were not reported. Most of the stock sales are a loss. I plan on calling the contact person named on the CP2000 before I file or do anything.
  22. If it created, the odds are really good.....
  23. Actually, I am having a pretty good day. One of my clients stopped by this AM and cut all of our hair (myself, husband and son). She had donuts and coffee with us and left us 3 gift certificates to the local Chinese Restaurant. So, hubby has gone to get Chinese food for lunch. She also picked up their tax return, which is a complicated one, paid for it and all was well. Yesterday was my crabby day; people dropping in without appts, clients coming early while prior client was still here and another one knocking on the back door all at once. Sunday was even worse, with the doorbell and phone ringing simultaneously. When you have a home office, what part of Sunday don't they understand? But this morning made it all better; so what kind of happenings can I expect for this afternoon?
  24. He has gone over 1000 posts. Congratulations!
  25. Maybe you should have let WI go piggyback and PA by itself. Also, did you check the drop-down box on line 33, where it chooses the other state from the OS?
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