Lucho

I would like the opinions of anyone who has bought courses from PES (Professional Education Services, LLP). Because the economy, this year I can not afford taking that wonderful trip to Vegas to get those IRS 18 CPE credits or attend any other seminar sponsored by any professional organization; so I am trying to buy self-study material. Thank you in advance Lucho

Thank you again Marilyn. I found the discussion. Lucky I do not have many clients that wants to split. Have a nice Easter Lucho

Thank you Marilyn. I sent back my clients and they will come back tomorrow. If possible for you, would you guide me on how to find that post so I can red it. Thank you again Lucho

My clients want to share 50/50 self-employment for the year. Any help please is appreciated. Lucho.

Thank you, Tmike. Have a blessed sunday Lucho

Giving is receiving. It has being a blessing whenever you answer my post through E-mail. Happy birthday May God bless you. Lucho

A young girl from CA. begun stadying and working in a MN. university last year. Question: Is it correct to attach MN sch M1 NR to MN M1 to file as Nonsresident/Part year resident for MN? She also has wages from CA. Am I right if I consider her a CA. resident and Nonresident for MN? Her home (parents, church, mailing address and employment during school vacation is still in CA.) Any advice or comment is appreciated Lucho

No! I ment another preparer. Thank you Gailtaxed Lucho

Thank to everyone who took the time to read my morning post. I have a full time job (thank God) and just came back. I will try to convince her to look for someone else. Thank you again

No. She showed me one from CA state (Franchise) and I only saw an account # but not SS#, EIN or ITIN.

A client got marry in December 2008 and troubles in the relationship started January 2009. she has found letters that belong to spouse that show back taxes owed plus some others issues. She (my client) wants to file MFS but husband will not give her his SS#. I told her that I will find if there is any other alternative and let her know. Has anyone had this situation before? If so, what did you do? Out of my mind come ideas like: 1) Filing MFS without the spouse SS# and attaching a statement informing that she is unable to get it from husband. 2) Going to an IRS office with all documentation including the married certificate to see if she can get that SS# through the IRS employees. Any ideas or comments will be appreciated. Thank you, Lucho

Thank you again Marilyn. Have a peaceful and profitable day. Lucho

First af all, thank for your comment. Second, the student's only income is the scholarship granted by the university; parents are not paying anything.

A married couple's daughter got a 1098-T $17,000+ in box 5 and a qualified billed tuition amount of $22,000+ in box 2. and couple's total income for the year $35,000. considering this situation, the student should file claiming her exemption reporting the scholarship and the tuition expense; and the parents filing not claiming her as dependent. Parent want to claim her as dependent, but the amount of the scholarship and parent's income dos not support as for parents proof of providing more than half of student expenses for the year. Parents has 2 more children that are being claimed as dependents. I want to help them to get the full benefit of the tax law, but I also wants to be careful. How would you do it. I will be happy to read all advices I can get. I will be leaving to my main job in 15 minutes and come back in the evening (living in CA. Silicon Valey demands 2 jobs) Thank you in advance. Lucho

Thank you, Katherine. Lucho

I need to fill out several W-7 to apply for ITINs. The problem I see is that the newest W-7 form (revised in Jan.. 2009) is still in draft mode. I remember 4 years ago an IRS office in San Jose CA refused to accept W-7s from prior year (in this case would be W-7 revised in Feb. 2008) I would like to know what are you doing in this situation. Are you sending the 2007 form revised in feb. 2008 or are you waiting for the 2008 new form revised in Jan 2009? If you open the 2008 program you can see the W-7 still not ready. I rarely do this kind of forms and that is why I asking for information that can guide me. Thank you Lucho

Yes he does. That might be the answer. what do you think? Thank JRS Lucho

My client has been reporting capital gain/losses for several years. He didn't have any capital gain/loss activity for 2008, but even though I discarded Sch D, the program is using the capital gain worksheet for the tax calculation. The difference between the two tables is about $ 7-8. I have been trying to change to the Tax tables but I can not find the way to do it. I tried to override but instead of a little refund I got a huge tax due. I will appreciate any help Lucho

Thank you Terry D I"ll talk to the taxpayer again during this week. Lucho

Thank you for your recomendation. Lucho

Spouse does not live here.

Thank you for your comment.

Taxpayer living and working in USA needs to file for the first time. He got his work permit last year. His wife lives in Central America (she has never being in the USA). If filing MFS (claiming 0 dependents) credts will be an issue, If filing single, I do not find anything in favor or against. Reading about Filing Status in Pub 17 don't give me an answer about this situation. Does anyone knows if the fact that he married in another country won't matter if he files Single? Any comment will appreciated. meanwhile, I will continue checking on Tax Treaties with the particular country he came from. Thank you. Lucho

Thank you. I will try it.

I have already installed the 2007 program on a vista application computer. there are no returns at all in it yet. I have a portable hard drive with all the returns from 2007 which I need to transfer to the program (I do not have a network). I have been trying to transfer those returns but I have not been able to do it. Customer support was trying to help me this morning but I ran out of time and I had to go. Can someone direct me on how to do it please. Logging at ATX Support has become a pain with us being locked all of a sudden I would appreciate if someone can give me a document # that I can use to transfer those returns to the program Thank you Lucho