Eli

Thank you both for the replies. I felt pretty sure it couldn't be done, but always good to get some assurance. Eli

As long as it's not cloning you, we're ok :-) Hope you're having a good season!! Eli

Client is a legal assistant for a bankruptcy attorney. She states they were were having lunch with the IRS employees who check returns for people who are filing for bankruptcies. She asked them about deducting her pre-tax insurance premiums on her income tax return (I had just told her this week they could not include that on their return). They told her that she could since it was being deducted from her check. Now she wants to amend the return to include the health insurance premiums. What say ye?? Thanks! Eli

Fred, I've used it and seems to work just fine. You open the return in question then select amend return? Not in the office any longer, but will double check for you tomorrow morning if you need me to. Eli

Client shows an amount of $8157 with a code P in box 12. When I open the Form 3903 that amount rolls into that form and adds a substantial amount of tax on the return. Am I correct in deducting her expenses that she had in making the move? Thanks! Eli

I think it's OrrTax software. I didn't like the worksheet entry method. Eli

According to an IRS rep, he told me that info would not be available unti after April. Eli

I hope you haven't been dead before :-) Eli

I'll 2nd that!! Good to have you here, Dave!! Eli

Hey Tom, Just got a call from a client who received a similar letter (he read it over the phone). He's going to bring it tomorrow. We'll see exactly what it says. I'm thinking that it means he won't need to file form 8862 anymore for the coming years, but not sure. Let me know if you find anything out. Hope you & your family are doing well!! Eli

Thank you both for the replies. I will suggest paper filing for them. The child will probably make a difference on the stimulus rebate. Thanks again!! Eli

dependent child was born, but died a few minutes later? There is no SSN issued. The couple has the birth certificate, but no SSN. Including the child on the return does not change anything as far refund amount. Would it be best to leave the child off? No one else would be able to claim him w/o a SSN. Thank you! Eli

Thank you both for your assistance. Eli

from her uncle's pension upon his death. There was no federal witholding. The total amounted to 35000+ with a code 4. Just want make sure there were no special things I need to do with this. Theres also a penalty for under payment of taxes. Is there any way to get the penalty waived? Thanks! Eli

I just have the clients call their bank to find out if it is allowed. Some banks do, some don't. Eli

Yes, you can take the deduction, according to Pub 936 Pg 7 http://www.irs.gov/pub/irs-pdf/p936.pdf Eli

Andover 1040 Transmitted automatically when 500 e-files received, or at 11:00 AM, 6:00 PM, and 2:00 AM, EST, if sooner Every 30 minutes Austin 1040 Transmitted automatically when 500 e-files received, or at 12:00 PM, 7:00 PM, and 3:00 AM, EST, if sooner Every 30 minutes Fresno 1040 Transmitted automatically when 500 e-files received, or at 1:00 PM, 8:00 PM, and 4:00 AM, EST, if sooner Every 30 minutes Kansas 1040 Transmitted automatically when 500 e-files received, or at 11:00 AM, 6:00 PM, and 2:00 AM, EST, if sooner Every 30 minutes Philadelphia 1040 Transmitted automatically when 500 e-files received, or at 11:00 AM, 6:00 PM, and 2:00 AM, EST, if sooner Every 30 minutes Good to hear from you, Sherri. Hope you're doing well!! Eli

Didn't see anything here that mentioned a 'legal' agreement or court order. Eli

That's correct. It should work. Eli

And thanks for fixing the link to the Efile center!! Eli

That's exactly what it was. Does this mean that in his case, the amount sold would be his captal gain? There's also an asterisk in box 12. Down at the bottom it says if there is an asterisk then you cannot show a loss on F-1040 pertaining to this transaction. Thanks, Joan!! Eli

I would say 2004 up to 4/15/08)-2006 + the current filing year. Eli

I've noticed that sometimes direct deposits using bank products take a couple of days longer than a straight IRS direct deposit. Just have the client check with his bank on Monday. Eli

Tom, IF it were me I would file it for her on the chance that she MIGHT get the 300 per child. These types really tug on your heart huh?? Eli

Thanks for your help, Julie. Of course he doesn't have the check stub, so we'll have to do a little research. Thanks again!! Eli