joanmcq

yup, I've got one too...that's why I'm so up on them. for the titling, I just pulled out my statement from the pile o' crap to be filed after the 17th! RMDs every year..but it really helped when I botched my estimates last year. They called me asking if I was sure I filled out the request properly, since I had nearly the whole darn distribution go to withholding.

Yeah, I'm having fun with that one with my new clients that became RDPs this year. When you get married, you are considered married for the full year. But when it's just a community property split, like for federal, I need to allocate separate & community by date. It can get pretty darn complicated!

Anyone know the number /name of this form? I have a new to efiling client that wants proof.

ATX didn't support MEF for 2010. I checked on this already. Unless they upgraded? At least not for individual.

Just got through 4 and got back an ack.

Was it a spouse inheriting or another beneficiary? A spouse can roll an inherited IRA into their own, but another beneficiary can only roll it to another inherited IRA. It has to be titled in the name of the decedent, ie: IRA FBO Joe Smith, B/O John Smith, deceased. Joe Smith is your client. If it wasn't done this way the whole shebungle is taxed upon withdrawal, and if rolled to their own IRA, they have an overcontribution to boot.

For a hetero couple? That I don't know; havn't ever done one.

I had a client bring me cookies today, and not just any cookies but from the killer high-end bakery in the area, nicely wrapped in festive ribbon with a card thanking me. So, not all bad. Now onto another all-night round of tax fun!

We have two hams in the fridge. I won't have to cook either of them. My bf made chocolate chip cookies tonight. I got to lick the bowl. And got to redo a return that was not that complicated that I totally screwed up. It was a big wake up call to slow down and not worry so much about the pile that's left to be done, just the one in front of me.

He charged so little for these returns, I'm shocked. And in the Bay Area too. $89 for the p'ship and $65 each for the individual returns, even though one was itemized. Doesn't seem to have done much CA CPE recently, though he knew enough to check the box for CA, M/RDP filing separate rather than single on the CA returns.

I did the weepy thing yesterday. And then I got this from a client this morning: "Good morning, Joan. Thanks for the email. You told me that you'd be back to us in 2 1/2 weeks and TO THE DAY you're a woman of your word. Thanks for that too. " Of course that is one good thing about working in the middle of the night....people don't call you and you can't call them. Nearly all my correspondence is by email. But that one was a really nice way to start the day, and I had no idea how long it'd been...I've stopped giving estimates as to how far behind I am. but now I know!

I'm definitely using March 15 as a drop dead date next year. I have so many new clients that I really had a hard time planning. and SE RDP returns.....damn, they are difficult! Or having IRA deductions different for CA than fed, and running 'what if' scenarios. Didn't run into this before, but this year....OMG.

I just got an email from new clients where I made some big mistakes on the returns. Not big as in dollar figures, but stupid little things that are embarassing to say the least. I think my exhaustion is catching up. I'm looking at the pile of stuff now and second guessing whether more crap slipped through. No more complex stuff if I'm not at my best. And I don't know if I'm going to be there until after about April 30.

Yes, I know getting an EIN is easy; did it for myself online. This is a loss for a biz that was a bust. He ignored every other aspect of community property: wages for the federal split, filed MFS for CA, and didn't do a CP split, just this damned partnership.

Only thing I can think of. Sheesh.

Prior preparer treated the small biz of one spouse as a partnership last year. The return doesn't have and FEIN; it just says 'Applied For'. I think it might have been because they are RDPs, and he couldn't figure out that if only one of them was running the biz, it should be a Sch C. They don't know why he filed as a partnership. The biz is closed as of 3/31/12, and I think 2010 was the first year. I'm tempted to just file a zero income 1065 marked 'final' and put the biz on a Sch C. I just can't see applying for an FEIN just to close down a biz that shouldn't have been filed as a p'ship to begin with. Does anyone see anything wrong with this? Or am I just tired and not wanting to deal with it?

Indicate 10K rolled over. should be spots at the bottom of the 1099-R entry form. But I'm too tired to look right now.

I was sending them with the 'hi it's tax season again' and I got some back. This year I have it on my website and sent a 'new doc available' email (at least to everyone I had an email for), and for every new client, I had them sign into the website and get it. No resistance from the new ones at all. Many of my new clients have been coming from other firms, not TurboTax. In fact quite a few asked for an organizer to fill out, and I actually got them back filled out! Harder to get from the ones I've been doing for years. They forget to bring it, I forget to slap one down at the meeting, etc.

I'm in CA, I knew he was being sarcastic....

Just got off the phone with one who I was able to finalize all the accounting problems with his corp return-bottom numbers were fine, just how they were reported, and they said the magical words "we don't mind going on extension, you know". Yee haw, added them to my list. I'm not going to kill myself doing returns, but one of the reasons I don't mind the schedule is that I do relish the time off I can take the rest of the year. I have three vacations scheduled, and for once, I don't have to hoard vacation time to go to my college reunion. In fact I already plan to spend a week before with my sister, and most of a week after with friends from my hometown, as well as see my brothers. And I did stop to pull weeds again on the way to the mailbox!

I work whenever I'm awake. Like now. But I've actually kicked off, and just catching up on the boards right now. My sleep cycle is so screwy, but it works out pretty much to: sleep from 4 or 5am to 10:30-11:30 am, work until I 'feel a nap coming on', and take a 2 hour nap, and then work again until about 3am. wierd, but it works except when I crash every couple of weeks like today and sleep for 10 hours plus two and can't get out of bed for another three. the odd thing about last night was I stopped early since my hands hurt so bad, and then crashed. The light at the end of the tunnel does seem a wee bit brighter though!

Keep posting here and on the other boards. Whenever I see a message from you, it reminds me to stop and send a prayer your way. So even if it is doing nothing but keeping your mind off of worrying about Don, it does help keep the prayers coming. and praying for you and Don keeps me from thinking about how tired I am, and puts my issues into perspective.

Reminds me of when I was looking at repos and one didn't have a lockbox, so the agent & I went around to the back. The sliding glass door was smashed in so, we went in and I saw a foot sticking out of a bedroom on the floor. He was just, come on, let's get out NOW. Still don't know if it was someone sleeping in there or dead.

I've got a custom spreadsheet in my RDP returns that prints for the client and filing copies when it wants too. Sunspots, I think. And last night the separate privacy statement decided to stop printing. And my program updates automatically (usually at the most inopportune time), so that can't be the issue.

Now 11pm here and I'm back at my desk. I quit at 12:30am last night due to my fingers hurting too bad to type. I have tendinitis, and a front it coming through which exacerbates any aches & pains. Got in the hot tub last night, and finally crashed somewhere around 3:30/4am. Slept til 2pm. At first I was shocked since I had a 1pm appointment today, but luckily one of the phone messages I had was them postponing due to an emergency. Whew! They already know they are going on extension. I've been calling my 'regulars' for extension and most of them are fine with going on, as are any new clients just coming in. After getting up for my 4pm and dealing with a panicked friend in Africa who forgot to send me some of her earnings (needs to have return to the UN by April2) and fixing & re-uploading her return, I crashed again until after 8. Does anyone else hit a 'fatigue wall' where you just can't function anymore? I've been working 12-15 hours a day/7 days a week, but every now & then this happens. It took me until 10:30 (had dinner brought to me in bed, and just laid there, unable to move) to get back upstairs. I don't even know how many I have left to do before the extensions in the queue kick in. But they are winnowing down, at least. And my fingers still hurt. I've got scroll/right-click, left-click- itis. And my doctor won't let me take ibuprofen due to my ulcer. :(