kcjenkins

Eli, with income that low, taking more deductions would REDUCE her EIC, not increase it. Of course, if you make that clear to her, she will then remember that "babysitting income" she forgot to tell you about. If I were you, I would just tell her you do not have anything more to tell her, and you are not going to waste any more of your time on her return, which is done, transmitted and in the IRS. If she wants to go elsewhere, that's her business, but don't waste your time on her anymore. You will never make her happy, anyway. Why waste your valuable time?

Well, the first year I will buy both your program and ATX or some other program, so that I can learn yours and offer what help I can as a tester, etc. I'm really serious about it, as I think are quite a few others. Keep us posted, and of course, feel free to ask if we can do anything along the way. We are rooting for you, Mel.

Yeah, but his post was titled ...(1040 Line 13) ^_^

What does PMI have to do with Line 13, Jerry?

You are welcome. I had a similar situation last year, and found the info in the KB and was able to fix it. Each office setup is a bit different, so you almost have to make sure that your setup is customized to work right. Glad you got it set.

Well, while we are not mad at you for posting here, this is actually a board for tax professionals, so it is natural that the specialized terms are confusing to you. The reason we are very hesitant to answer questions from non-professionals is not because we are mean, or stingy with our knowledge, although you should remember that our knowledge is what we have to sell. The main reason that we don't like to answer questions like yours is that we know that we may do you more harm than good. When we try to answer questions from non-professionals, we know from experience that they will often misunderstand the answer, and end up doing something that hurts themselves, due to lack of understanding of the complexities. Also, we know that often it is the one piece of information that the person forgets to tell us, that causes a good answer to be all wrong. So much of tax law is so complex that we often have to insist on first seeing the documentation, before we can answer even our own clients, even tho they are going to pay us for our answers. I would strongly advise you, in your situation, to go talk to a tax professional in your town. Believe me, the cost will be nothing, compared to the problems you could cost yourself if you goof in a situation like yours. Or even if you just end up with a bunch of letters from the IRS to deal with. Avoiding that situation is worth a few bucks to most people.

You don't need to override, just include the 1099s as if they had her SSN, and the IRS will be just fine. When they use their matching program, it will match 1099s with BOTH her SSN and her EIN to her personal return. As long as the total matchs she is just fine.

Loved it. Wish I could find that doctor here.

Yep, it's income in 2007.

Mel, please do not stop posting any time you have a thought to share. No one that I know thinks you are out of line in doing that. And many of us find your POV to be very valuable. And I, for one, just plain like reading your posts. Your advice is always useful, and your sense of humor is too. Please stay an active member, Mel. If anyone beats up on you, I will put a hex on them, I promise! :lol:

I do agree that the withholding often does change from year to year, due to changes the government makes in the withholding formulas. However, the employee does have some responsibility, if it changes significantly, to check it out. After all, be honest, if the amount had changed significantly IN THE OTHER DIRECTION, MORE HELD OUT, don't you believe that the client would have asked lots of questions?

Are you a tax preparer, or are you just trying to do your own tax return, and got on this group by accident?

Deb, I think the reason he did not get you the results we had come to expect from him is that he is no longer in a position to do what he used to do. He's now in Rome GA, and trying to train the people there, but he does not have the position that made it possible for him to cut red tape for us like he used to do. Not his fault.

For any member, you can look them by clicking on the Members button above, and then when you find the one you want, one of the options you have is to look at the posts by that member. William has posted here seven times. I think since they sent him to Rome GA he has not had a chance to post. At least that is my guess. And the news that he was told his job would end in April came to me from another employee at ATX, not on a forum.

The point is that the worker has not cause for action against the employer, because she got the check, and the pay-stub, and if her withholding dropped she had the responsibility to ask questions at the time. She has not been harmed, unless the shortfall is more than $1000, because there is no penalty. And since she got the extra money, not the employer, it's now up to her to use it to pay the tax. And the good thing is, she now knows how much, and she has two and a half months to save up the amount she needs. And, of course, to go make sure she files a new W4 and lets the employer know of the problem.

You can customize the Master form to put your signature on it. I just always sign the things, myself.

Right. Just because the client says, 'these are all the checks I got from him' and shows you a list, does not mean that there was not other income, for example. I had one like that a couple of years ago, where the client told me that he did not know why the 1099 was wrong, but that it was for 6K more than he got paid. I knew the payor, so I went ahead and called him, to ask about the discrepancy. Turned out, the amount of checks was correct, BUT what my client had 'forgotten' to mention was that he also got a backhoe 'in trade' for some work, which they had both agreed at the time was worth .......you guessed it, 6K. Mystery solved, although the client did not like learning that he had to pay taxes on that equipment. Of course, he also had a new asset to depreciate, so once he understood how it all worked together, he felt better about it. And he really had not meant to mislead me, he really did not realize that the backhoe was a payment. Well, not a taxable one, anyway. We had a nice talk about 'barter' and he's been careful about telling me about those deals ever since.

Have you checked the KnowledgeBase? I know there were documents there about that sort of problem, and how to fix it.

Gee, Teri, if they had already signed it all, including the FeeCollect, I'd probably have just told them "It's too late, you are already filed". And sent it off that minute.

Form 982, Reduction of Tax Attributes Due to Discharge of Indebtedness is being or will be revised as a result of the Mortgage Forgiveness Debt Relief Act of 2007. The form is currently undergoing a revision, and is expected to be released within the next few days, the IRS said on Jan 31, 2008. Also the IRS e-file program declared Form 982 not efileable in a QuickAlert message sent out a couple of weeks ago. I expect that e-file will resume accepting Form 982 once the new version is released and the necessary format changes have been coded into IRS software. In the meantime, it's paper filing if you need this in your return.

Many of these are under the national PTA umbrella, and do not have to file.

The IRS can not deal with the withholding when it is on a 1099-Misc. It's a programing problem at their end. You will have to paper file it, or wait until they get their software fixed to deal with it. Or, if the amount is real small, and the refund is large, and the client is in a tearing hurry, consider efiling without the withholding, and you can later amend to get it.

I agree with you, this would be a clear case where this is a household employee. The payments would qualify for the 2441 deduction, as long as it was only for childcare, and not for cleaning, cooking, etc as well. But the payments should be reported on a W-2, and a Sch H filed as well as the 2441.

Well, I just heard today that William is getting the boot too. Makes me furious. They are keeping him on payroll through the season, so he could go down to Rome GA and try to deal with all the problems we are having. Then he is gone. CCH has to be the dumbest company I ever dealt with, to not recognize the value of an employee like William.

Moderators can change titles, edit, delete, move threads from here to the efile forum, etc. I use it occasionally, to either move a thread, or to edit for someone who needed just a little. You guys can edit your own typos, if you do it right away. I, on the other hand, can do it anytime!!!! Ah, the power! LOL I don't do it often, In fact I think this is the only topic title I've changed, other than to correct a typo once. But it did seem a good idea, in this case.