Lion EA

And, not only where he resided/resides, but also where his tax home was for each of his occupations. Did his tax home change to CA when he took a job from the CA company that sent him overseas? Was his intent to land in CA when returning from overseas? Is his intent to return to IL? Has it been less than a year? And, if the wife made any money, then the date her domicile changed, or not, matters. A lot of questions. Draw out a time-line for tax home and draw out a time-line for domicile/residency.

https://www.ftb.ca.gov/individuals/fileRtn/Nonresidents-Part-Year-Residents.shtml and CA's publications in the 1XXX series

I see fingerprinting required for the EFIN, but just saw an old notice from 2011 re PTIN that said: Attorneys, certified public accountants, enrolled agents, enrolled retirement plan agent and enrolled actuaries also are expected to be exempt from the fingerprinting requirement at this time. However, these individuals also must answer all the suitability questions asked on the PTIN application, such as whether they have been convicted of a felony in the previous 10 years.

I had my PTIN many years before I was an EA. Could it be that timing that meant I didn't need fingerprints?

I became an EA about 2005 and an ERO about 2007-8.

If the child would be your qualifying dependent for HOH except for a divorce where you/custodial parent give Form 8332 to the noncustodial parent, then you still may qualify for HOH, EIC, etc., while the noncustodial parent gets only the dependency and CTC. Actually, look up which attributes stay with the custodial parent and which go to the noncustodial with 8332, because I'm tired and working on biz returns and don't trust my memory! But, yes, you may have a qualifying child for HOH if you could otherwise claim the child as a dependent except for giving 8332 to your ex.

No. Don't remember why. Maybe due to having a PTIN from the very first year. Or, being an EA prior to applying as an ERO. Can't remember. Maybe another oldie remembers.

Hey, I'm an EA and stuck with all the same stuff, but I didn't have to be fingerprinted. I want my pay, too!

To file a PR return, you have to be a "Hacienda" preparer. I've heard there are several in FL and that HRB has some.

How much was her housing allowance. And, if he is religiously opposed to accepting government help from the SSA, then why is he not religiously opposed to accepting government help in the way of EIC? Just asking.

I do have a green dollar bill bandana...

I know, EVERYONE forgets their income: biz, rental, brokerage statement, etc., even W-2 when there was a job change.

Thank you!

Is it an S-corp where HI is added to W-2 wages and then deducted as SEHI? Is she maybe a shareholder with a capital % but but 0% income/loss? She should still get a K-1, though; and a basis worksheet from the clinic. I'd be real tempted to tell her to continue using that accountant, yes on your son's MFJ return, or better yet, her MFS return. Do you want to unravel her parents' business? Extensions!

I've been doing something pretty close to 1 March each year. Now some simpler ones come in after that and get prepared, but I don't announce that. I think I'm stopping with what I have right now. As it is, I have a 2017 that I promised, partnerships and S-corporations with 15 March deadlines, and a taller than normal stack that arrived as early as 1 February. That's right, I'm a month behind already. My usual flurry is 22 February when a dozen arrive in a day, 20 in a week, leaving me weeks behind suddenly. This year the flurry arrived 12 February, and I've been buried every since. I'm making sure that everyone knows from now on that they ARE going on extension. I don't care if they upload or drop through my mailslot and run, I'm tracking them down to tell them they are on extension. (Well, I do have a couple of March appointments that I rescheduled from February that I guess I have to prepare on time.) The problem clients are the ones that remember dropping off in February and don't remember bringing me more stuff in March; they complain that it takes me three months to prepare their returns.) I answered the door this week in my pajamas to a client dropping off. Well, leggings, tee, and fleece top, with fuzzy slippers. That's how I work when no clients are due. With clients, I still go for comfort: leggings, long-sleeved tee, long vest or sweater, but with actual shoes and socks. I might wear jeans. I might even wear dress slacks. But, I've really lived in leggings since my hip replacement. No tie and blazer, but the long vest or sweater does tie the outfit together a bit.

Were your clients relieved of any mortgage or other debt? Did they sell their share of a rental home? Or did they sell their partnership interests? What do their Form K-1 look like? You're preparing their joint 1040, right? Or, the 1065? Or, both? Yeah, gifting...

That is NOT correct. Please work with your tax preparer. You can find Enrolled Agents here: https://taxexperts.naea.org/

We know you're special...

I've gotten some clients over the years because of NY and "days out" issues. They come to me to amend their home state, and usually stay. NY is hard to deal with, a bulldog on NY-sourced income issues, and never answer their phones. I'm used to the NY returns, living so close to NY with lots of commuter clients, but I still don't like them and charge accordingly. Also, dislike NJ and PA with their localities and CA; this year "decoupling" adds more complexity. I really need to raise my prices!

See if your software lets you include a return note or return list so you can label it Paternity Leave. I use ProSystem fx, and I can open a list that would have only one item in this case - Paternity Leave and the # - which would populate the Other line with the # but also get transmitted with the return.

...employEE's convenience does NOT count as "outside" NY...

...work outside of New York for the convenience of the employER. Working from home for the taxpayER's convenience does NOT count as "outside" NY. And, NONworking days are NOT working days outside NY. NONworking days end up on other lines, such as weekends, Holidays, Sick leave, Vacation, and Other nonworking days. Go through IT-203-B line by line. I just haven't had a paternity leave to account for on the form yet. I guess Other, unless it's part of the employer's Sick & family leave policy; really won't change your ratio, no matter which line. And, yes, NY starts with Federal wages. Your issue, if your client is working from NJ for a NY employER's convenience, will be getting your client's calendar of work days vs. NONworking days, especially during his paternity leave.

Haven't had one on paternity leave! Let us all know what you find out, please.

Does he work from home for his own convenience or for the convenience of the employer? Is it a requirement of his job/in his offer letter or contract that he work from home? NY is a bulldog on this issue and has won court cases.

Oops, "former employer" = "bank." Yes have your client do what John says or give you permission to talk with the bank. (Charge your client)