Lion EA

Or, if neither is in your system for 2017, then kinda what Edsel said. Create an accurate MFJ. Then ask your software for an amended return for this dummy MFJ. Do NOT tell it to put your original numbers in column A. You are keeping your original numbers in column C, because they are the FINAL numbers for your amendment. Then, just type in either his or her numbers in column A, with the remaining person's numbers in column B. Double check payments made, refunds received, anything else you see is missing to make it accurate. Don't even try to duplicate one of the "wrong" returns as originally filed, because you may not be able to duplicate their errors anyway. You will not be typing in everything on one or two original returns. You will only be typing in the limited number of lines on an amended return, a handful of totals.

My training was to never reveal my clients names nor information, never to "identify" them in any way. I have OIH, but I don't tell my husband who my clients are. Now many know my husband and talk to him about doing business with me, but I don't talk about doing business with them.

That seems to be part of the problem diagnosing what ails this old body. I know where I hurt, but I don't know where it comes from.

I live and work in CT, so have no idea why I received an email from TNSEA. But, it could make a good two-day destination education for many of you. You'll have to ask CA if TNSEA is an approved provider.

PS: one of my clients has some kind of magnetic field machine she uses on me. I don't think it's helping, but it's entirely non-invasive and doesn't hurt.

I see my chiropractor and his massage gal. I take turmeric and ginger and MoveFree and magnesium. I worked with a good hip rehab guy until Medicare funds ran out and tax season began. Also, have a great trainer at my gym. Internist sent me to this particular hip surgeon, because he doesn't rush into surgery; in fact, I saw him last summer, and he told me to come back this summer, or sooner if needed. This spinal specialist does not do surgery; although, he has a colleague that does. A friend has been using an acupuncturist for her sciatica, so I've thought about that. And, I know a good yoga teacher who would give me private lessons. At my age, I know lots of people that rehabbed well after hip replacements. But, I know some that had increased issues after back surgery, as well as some that did well. So, the thought of back surgery scares me. I hope I get a consensus for hip replacement. Or, for no surgery of any kind.

Now that tax season is behind us ... except for the abundance of extensions, we are ready to turn our attention to our TNSEA Annual Conference for 2018. This year we will hold our conference in Tunica, MS on June 21 and June 22. We have three exceptional speakers for this event and are offering a dual track of Representation and Resolution on the second day of our meeting. On Thursday, June 21, Dr. Marilyn Young will be presenting three topics including our tax update on the TCJA tax legislation with fresh insights and up-to-date clarifications. On Friday, June 22, Jeffrey Schneider and Kevin Huston will be sharing the spotlight with each presenting four hours on tax preparation and four hours on tax resolution. Plus, we will have IRS representatives on site to answer questions and provide guidance on problematic cases you are working through. Click Here! to learn more about the conference and to register. Gary J. LaRoy Enrolled Agent NTPI Fellow Sent on Behalf of The Tennessee Society of Enrolled Agents by TaxProEZ 404 Brandywine Drive, Old Hickory, TN 37138 Phone: 615-562-1903

CCH's e-Sign is pay-per-signature with $0 license fee.

Exactly, in ProSystem fx with each client's favorite charities rolling over (mostly Goodwill in this area) all I have to do is type in the FMV the client claims and any other detail that I choose to record. That takes no more time then typing each FMV into my calculator and then typing in the total on 8283. The local Goodwill receipts give drop-off locations by town/area, but the formal name/address info is all one "headquarters" type of address in one town, so that's all I use and it pro formas from the prior year. My clients are creatures of habit and give to the same charities. 8283 has no more typing for me than their cash/check donations. Sometimes less typing, because I do break out their cash donations of $250 and more if the client lists them. And, I find that other than their church, cash donations vary more from year to year than their in-kind donations.

I don't use ATX. I have a check box to pro forma to next year. So, the clients that take in boxes and bags of stuff each month, have 12 forms that roll over for me. Very little typing after that first year. And, I can duplicate forms in the current year, a huge help if they always give to Goodwill or whichever charity. I probably have a "master form" method, but the check-the-box method makes it really fast for me. I still need to charge more, due to "education" time. This year EVERY client received a FMV Guide.

Pub 974 is a real bear; just tried to skim it. Not only is the iterative Method pages long, but the Simplified Method is not even close to being simple or short.

Hubby loves to string along those calls. Kept one like Catherine's on the line for a very long time by playing dumb and asking lots of questions. After the caller had fully committed to repairing a Windows PC and was getting very exasperated, hubby said he had a MAC. I think there was a swear word and a hangup then. But, semi-retired hubby had fun and kept someone else from receiving a call during those minutes. You go, Catherine!

I'll be having a hip replaced this summer, and maybe spinal surgery, too. Doctors are still arguing about the source of my pain and weakness. Have already had x-rays, an MRI, blood work, etc. Rheumatologist, who was holding out for spinal stenosis, went to a conference and changed his mind to hip. But internist, who agreed with the orthopedic surgeon re hip, is now concerned about the source of weakness on my left side, so he's sending me to a spine specialist next week. I'm concerned about the source of PAIN on my left side. If I have a hip replaced and still hurt, I will not be a happy camper. At least one hip needs to be replaced soon, but maybe there is something I need done first. Anyway, I won't be at Rita's in TN nor at Appalachia Service Project in TN, KY, WV, VA, or NC, and might miss hubby's family reunion on the Cape. I didn't sign up for the CCH User Conference at the Fountainebleau in Miami Beach, because I don't think I'll be doing a log of walking this fall. Luckily, I'm pretty comfortable sitting (especially on a heating pad) so can prepare taxes and do anything else at my computer. I look forward to the live stream from Rita's back forty!

...1&2/3 acres, of course...

It's an iterative calculation. You can continue until the difference is no more than $1. Or, you can stop after one (?). Or, you can trust your software, but do confirm by examining the worksheets that are created by the computations.

I own farmland in Montgomery County, IL, but it's a long way to ship from CT. Weston, CT, is two-acre zoning, but my home is grandfathered in at only 1&2.3 acres!

Do you have enough pasture land to accommodate your tax practice?!

Use your OCD. Clean and organize your office, schedule courses, touch base with all your biz clients to remind them of deadlines, tackle payroll taxes. Especially this year, use your tax projector software to do a "check-up" on your individual clients. Are they withholding enough under the new tables, or will they have unexpected balances due or lower refunds for 2018. Create new Forms W-4 for your clients. Schedule an appointment (in person or phone or...) with each client to talk about the new tax laws specific to each, such as W-4 withholding, 20% biz passthrough deduction, anything that your clients need to know about their own situations, personal and biz. And, schedule yourself personally, not just business/courses/appointments, but schedule your doctor/dentist/eye appointments and exercise times and holidays/vacations, including shopping to be ready for holidays/vacations and time to try something new to see if it works for you (could be yoga or running that actual marathon). And, schedule a day/time each week to check in here to report on your progress. Have a calendar with the right amount of activity for you, well scheduled in advance, so you can feel comfortable and prepared looking at it and not have gaps to cause panic, only gaps you scheduled for a purpose. I read that Martha Stewart would sit on a plane every 1 January returning from her holidays and schedule all her doctor appointments for the year. Don't know how that worked from a plane on a holiday, but at least she had her working list ready to go! And, my daughter had six months scheduled out when she started training for a half marathon by joining a training group that included scheduled runs and group meetings and individual appointments with the physical trainer, etc.

All Greats!

Read the instructions: https://www.irs.gov/instructions/i2848 Revocation by taxpayer. If you want to revoke a previously executed power of attorney and do not want to name a new representative, you must write "REVOKE" across the top of the first page with a current signature and date below this annotation. Then, you must mail or fax a copy of the power of attorney with the revocation annotation to the IRS, using the Where To File Chart, or if the power of attorney is for a specific matter, to the IRS office handling the matter. If you do not have a copy of the power of attorney you want to revoke, you must send the IRS a statement of revocation that indicates the authority of the power of attorney is revoked, lists the matters and years/periods, and lists the name and address of each recognized representative whose authority is revoked. You must sign and date this statement. If you are completely revoking authority, write "remove all years/periods" instead of listing the specific matters and years/periods.

I have lots of clients on extension and some year-round biz clients. But, I do get lethargic after the April deadline. I usually get to PA to spoil my granddaughter Avery. Prior to Avery's existence, we'd hit a beach hotel or B&B in Madison, CT, for me to unwind. This year, it's fitting in all the postponed doctors' appointments and trying to get a consensus re my pain. It's looking like a hip replacement is in my near future with all the rehab that entails. So, that will replace my Appalachia Service Project trip and maybe our family reunion on The Cape and even my usual CCH User Conference, this year in Miami. I guess that'll give me 2019 trips to look forward to with a new hip! And, we'll have to FaceTime or something Rita's BBQ. Today, I'm catching up on paying bills for my church and need to get some laundry done. Client is picking up her tax folder and bringing me a check after Church tomorrow. Client who moved to CA is in town Monday, so we're going to Westport Country Playhouse and having dinner. Payroll taxes. A funeral next Saturday. I never run out of things to do. I do run out of energy to do them after coming down off that adrenaline high of preparing as many returns as possible by the deadline while being egged on by anxious clients!

When I enter total miles and biz miles, the program does the math re the car tax.

If I'd had a missing chocolate bar, my whole office would be organized and clean until I found it !!

Earlier this afternoon, NAEA alerted members to technical difficulties with IRS' electronic filing and online payment systems. NAEA confirmed with IRS earlier this evening that these systems are fixed and are operational again. According to the Service: Individuals and businesses with a filing or payment due date of April 17 will now have until midnight on Wednesday, April 18. Taxpayers do not need to do anything to receive this extra time. More details are available in IRS' news release, IR-2018-100. Should new information become available, NAEA will update the full membership.

Earlier this afternoon, NAEA alerted members to technical difficulties with IRS' electronic filing and online payment systems. NAEA confirmed with IRS earlier this evening that these systems are fixed and are operational again. According to the Service: Individuals and businesses with a filing or payment due date of April 17 will now have until midnight on Wednesday, April 18. Taxpayers do not need to do anything to receive this extra time. More details are available in IRS' news release, IR-2018-100. Should new information become available, NAEA will update the full membership.