joanmcq

I think mine go back to 2002 or so. Time to start cleaning out.

I’m trying to downsize too, and I’m only (only!) 62. But the constant changes in tax law are driving me crazy and I just don’t remember them like I used to.

I noticed this last week when trying to get through. Only happened some of the time though. Still couldn’t get through!

NV CPAs take 2 hours every year. Since CPAs are licensed by the states, I guess different states have different requirements.

Ouch! I think I am looking at 3 years. But I don’t know that my clients will allow it.

Congrats Joel! I hope to be joining you soon!

Are you sure you file a 5471? if you aren’t familiar with international taxes, I would refer this one out. International gets complicated very fast.

Is the taxpayer a resident of CA?

I want to retire SO bad!

Ok, I have a 1099-Q none of which should be taxable. I keep getting error messages that my CA doesn’t match with my federal because ATX keeps pulling part or all of the distribution as taxable. I cannot figure out what I have to plug in where to make the damn distribution not taxable. $1683 is the earnings. I’ve put everything from $1683 to various amounts deemed taxable on the Ed worksheets in both the books line and the 1099-Q lines and cannot get this to work out. I am using ATX Advantage. Can anyone help?

It is in elections

They are SO CUTE!,!

I filed the federal with no problem, but the NR NM return rejected. There are two rejection error messages: 1. The submission ID must be globally unique 2. The submission must not belong to a message with a duplicate message ID Does anyone have a clue as to what I need to do to fix it ?

I prefer in person because then I get to leave my house!

I have a 2017 Outback and I love it. First car I bought new.

I think I shredded my earlier ones when I moved. Before that I had them going back to 1983.

I do believe you are correct. The gift is what the bonds cost, not the value upon maturity.

If you put 1 as the number of colleges the student attended, the box is automatically checked so no more worksheets are added. If you put more than one, then you need to check the box once you’ve finished entering institutions.

I can open more than one return. Maybe it’s the stepped down version?

Umm, does no one here use ATX payroll? Super simple to efile 941 & 940s.

What TexTaxToo said. I had to look up SLCSP amounts for a client that thought she didn’t qualify for a subsidy. She was pleasantly surprised!

My iPhone distinguishes spam calls as Scam Likely. It’s cut down on the calls immensely.

Mr. Scam Likely is my most frequent caller.

I think they meant efile overage.

I remembered this morning that PR was due! Just doing my husband, thank dog. I turn 62 later in the summer, and having those same thoughts. And being a couch potato thinking about exercising again….