joanmcq

If the commute is out of his tax home area, and the job is temporary, he can take the mileage. What your tax home area varies. I can't provide a cite right now, but 50 miles comes to mind. Also workers that report to a union hall to get jobs.

I only work a little bit after April 15 and sept 15-Oct 15. Cut down to a few days a week at the most, and part time days at that.

My clients are the ones that pointed it out. Do I have the weirdest clients? Truthful on charitable, do mileage logs and read the client letters....

My state client letters for refund returns put both the 'you will be getting a refund of XXX and right after that the paragraph saying your return has a balance due, with instructions to pay by EFTPS of all things! Anyone else having this problem?

I tell them to go home and look it up. I guess I have beaten my clients into submission. I even got a 'yes ma'am!' When stressing the need for a mileage log. If they are making up numbers, they do good job of hiding the fact.

I have a monthly auto deduct for two charities. Yep, mine are the same year after year...

Probably very good. And now I'm almost out of mandarins, AND STILL WANT PIE!!! Dammit. At least the guy with the NY deferred comp & options found tax returns, a calendar of days worked where for 2006, plus some EOY stubs from 2007. Gotta love someone that keeps records! I'll extrapolate for 2005. But pie, oh pie, would make everything better.....

I want pie really bad. But I am being good and just ate a bunch of those cutie mandarins instead.

Can't do anything with the National Insurance. It's the UK version of Social Security. You don't have to use a calendar year for the 330 days if he was out of the country for 330 days. Was he out of the country, perhaps for a few days at the end of 2013 or the beginning of 2015?

Thanks. Sometimes I overthink things.

Decedent owned 3 properties, two residences and one rental. 3 different states, 3 different probates. Las Vegas residence transferred to the beneficiary in December 2013, AZ rental in April 2014, and the final CA residence in June 2014. I reported rental income up through April 2014 on last years estate 1041 and the rest on the bene's return. How do I remove the rental from the final estate return to show it was distributed? Disposition with no gain/loss? I'm using ATX.

I have a new client that changed her name with SS after she dropped off her docs. I filed the return a week later with the new name and it efiled no problem! I thought it would take months to record and get synced with the IRS.

I'm about to do laundry and take a shower. Yeah, it's 3am. Then I'll do some more returns. I mowed twice this season so far. One of my clients is going to give me a reel mower when they come to pick up; at least that ways I can keep the front yard tidy. The areas I did mow are about 8 inches tall again. Vacuum? I do have to sweep my hallway; can't have clients see all the cat hair. Why does shedding season coincide with tax season?

Yes, it's been driving me batshit. But I find them before I create the efile; a warning shows up during error check.

I'm still running pretty well; I have about a week and a half turnaround now. But I am motivated that I have to be at a clients conference the weekend of April 9, so I want all of my extensions done by then. And the returns are starting to pile up...

I have a blind client that signs. You put her finger in the line, and she knows where to sign. It's pretty cool.

Yes, IMHO these are only for someone that has few resources besides their home. Last resort, although they are being sold much like cash-out refi's were during the housing boom. Very expensive and big problems not only for heirs but also can be for a spouse that isn't on title.

One of my clients hadn't received their CA refunding about two weeks so checked the FTB where's my refund and got a message saying the return was undergoing additional processing. This was a very straightforward return; married couple, itemized deductions, no kids. Has anyone else had CA refunds delayed like this? The federal one went through just fine, and I couldn't find a single reason for it to be red flagged. It did turn out ok, and the refund is being issued, but I am curious.

Don't respond until another CP2000 is issued agreeing with or disallowing the response your client sent in. Only then respond to any open issues on the new notice.

You have to include the code for 'reported basis is wrong' and put in the wage basis as an adjustment. Don't just change the basis or you are looking at a cp2000.

At least mine have been saying "but I already paid the penalty" and figured they owed tax.

That helps a lot! Now I know how to allocate the options, and since all I have to go on is that there is income and withholding allocated to NY, perhaps the deferred comp isn't taxable to NY.

If he has a filing requirement in those states because of the amount of SE income earned there, he does have to do a nightmare allocation. Ugh is right.

If you don't have the 1116 in the return, entering the foreign tax from the 1099-div or K-1 will automatically populate the 1040 if under the $300 or so exception to filing the 1116. If the 1116 is in the return, you have to add all the other infor, including separating out the foreign Divs from the domestic.

C'mon, hasn't anyone in NJ or CT or MA dealt with this?