Catherine

My Canon multi-function is basically a monochrome printer with a couple of bells and whistles that rarely see use. My scanner is an ancient Kodak i1120 duplex scanner that is fabulous. Main printer is an HP color laser. But sometimes I just want fast monochrome that I can grab from where I sit; that's the Canon. Plus it will fax and copy, and on rare occasion I'll use it to scan.

My sympathies. Some people (okay, let's face it, most people) are idiots. Especially about anything to do with money. Triple that with taxes.

Let's make that a lot of money up front.

I have a Canon Imageclass duplex multifunction and it's great. Scans (okay, but it does), faxes, copies, prints. I almost always use it for printing, duplex. Fast, sharp, clear.

Ain't that the truth!

I have not seen anything that would allow it for SEHI deduction. Side note: in MA, it does count as "minimum creditable coverage" for escaping the no-insurance penalty, which the state still has.

Yes.

Thank you all for the wonderful words, and oh yeah she's getting spoiled some more by her Nonna (me).

She has to have someone; doesn't much matter who. You need to get permission from her to talk to them. Phrase it as "help getting things over to you" or something she'll take.

We do have the head-against-brick-wall emoji (thank you, Eric, for that, still and again!).

Baby granddaughter started walking yesterday, at just-turned-10-months old!

Time to get permission to talk to one of her kids.

I never made mock-ups of W2s, but when preparing returns from transcripts, of course there's no state withholding. A call to MassDOR would invariably get the answer, "We don't have any information on tax withheld." So I'd make up a reasonable sounding amount, and we'd file the return. Funnily enough, MassDOR would always know the correct amount and adjust as needed. They just won't let anyone else know it, in advance. I tell you if they were competent they'd be dangerous!

I've found that Verifyle and my portal are now distant early warnings of encroaching dementia. Couple of clients who never had issues in prior years suddenly "can't get it to work" so I'm watching them carefully and need to get permission to talk to family soonerer rather than laterer.

I instituted a $30 paid-in-advance fee for copies of returns years ago. Astounding how many "I looked everywhere and can't find it!" complaints never call back after I tell them of the fee and they say "Let me take another look first." So it just means they know I have it and can't be bothered to paw through their own sloppy files first. Sorry, I'm not your secretary. Want that and it's cash up front, thank you very much.

CamScanner, also free, is another good one.

Glad we're not the only ones. Yeah, tons of completed returns with no one bothering to fetch, lots of super-early drop-offs. Coupled with a number of usually-early clients from whom we have heard nary a peep. Very weird year. Plus the IRS still has not decided if the MA paid family/medical leave pay is taxable or not. MA says they'll accept whatever the feds decide. So all of those returns wait to be finalized.

Sometimes the best you can do is the best you can do. Especially when you cannot get the information from any source.

Sorry but I don't know much about CA anything. Call support tonight before they close, or 1st thing Monday, is all I can say.

Thanks, Judy @jklcpa. It's what I figured - but of course this was a DOD over a Christmas holiday weekend and markets were closed day for like four days straight. And there was a huge jump in stock price on the stock that was sold by the executor, too. Got to over-thinking it and needed a hand-hold to extricate myself.

I faxed one in on Feb 18th, and as of two days ago it still wasn't in the system.

MassDOR is famous for demanding proof of withheld tax from the Mass Teachers Retirement system. Who administers that system, sends out the payments, and withholds the taxes? If you said MassDOR, you'd be 100% correct! So they ask retired teachers to prove to MassDOR that MassDOR withheld the tax they say they withheld. One poor lady they demanded the same thing every year for about four (or five, or six) years, when I finally got a POA from her and lambasted them for harassing her. Politely, but I reamed them one. They did not ask the next year...

When a decedent dies on a weekend, we are supposed to use an average of the valuation of the day before, and the next market day open. Anyone know of any special rules if it happens to be a major holiday weekend where the markets are closed for several extra days?

It is further limited to income above a threshold specified in the OIC.

If he had a Future Income Collateral Agreement, there can be a bump in payments for an OIC. These tend to be limited in duration (3-5 years) and I do not recall if they include socsec income, or just wage income, in the calculations. If memory serves (and they have changed nothing), it's tagged off of AGI. This is ONLY the case with a FICA/OIC. You fill out Form 3439, that is (or was) sent on paper, new every year, by the OIC office.