Catherine

It would almost be worth sitting through the "other" kind, just to see!

Good information; thank you, @Terry D EA!

Even if they have not outsourced support, they could still have hired ... insourced? ... support originally from elsewhere. Definitely something to keep an eye on. On the rare occasion I've gotten someone who I did not think understood my issue, I've thanked them, hung up, and called back to get someone different.

You do get a couple of days to correct a rejected e-file, at least. But boy oh boy do I ever hate those *&^%$# 1095-A forms. Around here (MA) half the providers don't send them; they have to be downloaded. But they also don't notify people they are available. First we know is that reject. Then client has to scramble to figure out if it's paper (where, or get a replacement) or electronic (then how to log in to get it).

Today is the tax deadline. It's nearly impossible to hire for your worst couple of days, keep those people employed year round, and still make a profit. I called tech support last week, got answered on the 2nd ring, and had an excellent rep who spent a good twenty minutes with me figuring out a particularly gnarly issue and we got it resolved.

Piffle; wrong size for my Canon; it uses the 051 size/series. Thanks for the offer!

Never knew it existed! Thank you so much, @Lynn EA USTCP in Louisiana!

I used to get forms from Tenenz/TangibleValues but have moved almost entirely to online services. They'll efile, print, and mail it all - and they always have the perfect number of whatever forms I need. I believe Tenenz/TV offers that service as well but they started a year or two after I picked an online provider.

Good resource; thanks!

I also get fall allergies, @schirallicpa but I think this year they were totally overwhelmed in symptoms by that cold. I knew I was likely to get it - daughter and granddaughter had it and I went up to help daughter when she was exhausted. Worth it to help her but it still wasn't something I enjoyed. I've also gotten nosebleeds, but strangely never from sneezing. Lucky me!

Congratulations, Joel! Enjoy your retirement, and do lurk here as much as you'd like. If only to remind yourself what you do not miss!

And one set of docs this morning, and promises from another to bring it all tomorrow! That one I'm not concerned with; she always gets a refund and she's been dealing with the shambles of an elderly aunt's estate in a state far removed from MA. Definitely taking care of myself!

Thanks, @cbslee - anyone familiar with Michigan or at least with agri/timber interests would be helpful. All I know about timber is that there is depletion and oddities in figuring basis.

First Time Penalty Abatement. As long as he was timely for several years prior, he should qualify.

But I did spend a full week or 9 days out flat with that nasty cold that's been going around. Not terribly sick, just exhausted and too tired to give a hoot about much of anything. Trying to catch up. Hey, in all that time, all the client I'd been hounding for information - not a one of them sent me anything. Today, though, I've gotten three sets of last-minute docs with the obligatory "sorry but you can still finish right?" query.

Thanks, folks. I have referred the client out because the situation got WAY more complex with foreign corporations operating in at least four non-US countries.

Yes, the two laptops have to be networked.

I called day before yesterday and got right through.

Got a query today from someone in western MI looking to purchase an agricultural and timber operation (or buy the land and start same). Anyone here have expertise in those areas and up for taking on a new client?

Not currently residing in any state, but ex-spouse and kids reside in MA part of the year.

No real clue, but it sounds like there is a submission ID conflict. If you re-create the e-file, does it change the SID number for NM? If so, that *might* help.

And this underscores how important it is to read the actual trust documents, because what we are told is often only loosely related to the truth. (With new clients, this also makes them scramble to *find* the trust docs, which have usually been semi-lost for years.)

Bumping up the queue. If you don't speak Spanish, do you know someone trustworthy who does? Currently I have one possibility but would like to have a couple of names to pass along. Thanks!

Also note that if you want to be persnickety, many dividends (and cap gain dists) are weighted towards end-of-year payments, so to be correct you can't just apportion. You actually have to look at the dividends paid with each monthly or (usually) quarterly or semi-annual payment. Only payments before DOD are taxed on the final 1040; the rest go on the 1041. Yes, the only thing to do is to charge a lot for these returns. They are pains-taking.

Sounds like the trust should have been divided into two upon wife's death, one share for each child. It clearly states upon wife's death it all goes to the two kids. Her estate should get no income after her death (may have short-year beneficiaries there).