mcb39

Make sure that your Preparer options are all filled out correctly.

There is a Capital Loss Carryover Loss Worksheet. See Schedule D

Because I am a "Paper Person", I keep a copy of the depreciation detail schedule in the client's file.

Other Income not subject to SE tax; under $400.

Nope! Only ended up with 2.

A few of these this year so far. I create a copy of the accepted return. Select Amend return. Create the amendment and e-file the amended return. I have had no rejection of these so far.

I would file for a minimal fee just because you never know if the IRS will recognize two plus two minus the loss.

Many Government and Public Assistance grants are not taxable. See Quickfinders; Page 4-5. Also included are some Volunteer grants. If there was no 1099; I would certainly try to find out if it is indeed taxable.

Oh yes, we certainly did.

No problems here except at the very beginning. Since we have been restarting every day, we have had none of that.

My IT person told me to restart my computer every single day right after starting it. So far, no known issues.

Married in October 2022; forced to file MFJ and pay back all of ACA because income is too high. We have tried every which way to resolve this, but instructions are sketchy. MFJ puts them over the 400% and MFS is not allowed according to ACA.

Am I the only one having ACA issues this year. Nobody has posted a word on the ACA board.

Wasn't that nice of them to take that away from the Seniors who are working to supplement their Social Security? That was one of the nicest perks about last year.

I am getting that on my Wisconsin returns as well. Can't find any messages.

I should add; and envelopes with windows for the Uni-forms

I keep a small supply of ATX Uni-forms for just this reason. Few and far between. Only a handful each year.

I have a client who installed his own and wanted to deduct cost of installation. I haven't seen the paperwork yet, but apparently he works for the company. Oh well, it never hurts to ask I guess.

Exactly what I have.

What if the mother doesn't have any income? Then he should just go ahead and claim them, but as S instead of HOH.

Yes, it is. I call him Padre and he calls me His Angel!

The Priest whose tax returns I have prepared for many years is not considered an employee of the Church, but as a SE Sole Proprietor. This presents many issues and headaches. On the rare occasions when he presides over the funeral at the funeral home instead of at the church, he receives a 1099 from the funeral home. He is also Head Chaplain at a local hospital. From there, he receives a W2 as an employee. This is probably one of my most difficult returns because he has his fingers in many pots (ie: rentals, CG., etc) What I can say in his defense is that he agonizes over his return right along with me. He trusts and relies on me totally. He was not born in this Country and is in total fear of the IRS. You are perhaps wondering why I don't "fire" him. Because, I morally can't! He was born and raised in Poland and is the sweetest, holiest person that I know. I do charge him for what I do and the plus side is that he prays for me, constantly!

That is so cool. I just this week purchased two on Amazon for $9.

Have you ever had a client say "All you have to do is put the numbers in the computer!" I haven't had that happen in a long time as more people are realizing that tax returns are more difficult than they think. They seem to have begun to realize how we (think, research and agonize) over their returns. If we aren't doing those things, we should not be calling ourselves Professionals. Just the fact of reading and contributing to boards like this one (which is excellent, by the way) proves that we are not letting the software do the work.

I mail black/white laser printed copies and/or efile as well.