Lion EA

I've done Amazing Grace/Fill My Cup with Appalachia Service Project. (Yes, I know how to pronounce Apple At Cha.) You'll have to sing Amazing Grace/My Chains are Gone for me.

Different software, but mine has columns alongside the federal where I can allocate to states or simply check the 100% box for NJ.

Amen! That's how you do Holy Week!

Hubby thinks he called in last Wednesday. But, his order doesn't show up on our charge card yet. Is it in progress? When is the expected shipping date. Hubby is getting anxious to try your cheeses.

The big ones I have now take at least 45 minutes to print and shove into folders to look presentable. To meet RIch's goal, I'd spend 22.5 hours just printing and have only an hour and a half to prepare returns each day, with no spare time to eat, sleep, go to the bathroom, return emails (seldom answer the phone), add paper to the printer, change the toner, attend the out-of-state funeral I had Saturday, go to Easter Sunday service, oh and I guess I'd better shower for that and get dressed, etc. I would love to get through five today, because they're all one family (two trusts for sons set up by grandparents with mom as trustee, two working sons with multiple states, and joint return for parents with multiple states, lots of investments on all five). I'll go close to 11:59 on the 17th, then have my hip replaced &/or spinal surgery (doctors arguing over why I'm in pain), and then dig into extensions. Thank you all for being here and sharing your knowledge and humor.

I'm also the one that proofreads, prints, assembles, mails, efiles, scans, files, uploads, downloads, answers the phone, etc.

Those are two reasons why I printed the thread AND gave it to hubby. Luckily, hubby is semi-retired so is willing to do things for me during tax season! But, I'm pretty sure he understood that HE also will benefit from some newfound tasty cheeses.

I had a client who moved in 2016 from CT to CA, so I didn't work with 2017 forms. But, for 2016, we used CA (540NR) California Adjustments - Nonresidents or Part-Year Residents to adjust her interest, dividends and capital gains, as well as wages, refunds, and pension. We started with column A Federal Amounts, B Subtractions, C additions, D Total Using CA Law, and E CA amounts. See if 2017 is similar.

Showed hubby this thread, and he ordered all three of your cheeses Friday (Thursday? Days are running together). We do Friday night dinners as finger foods with a couple of different cheeses, smoked salmon, celery & dip, that type of thing. So, we love finding new cheeses. Looking forward to receiving our order!

I don't have any clients with one W-2. Well, unless they also have a Schedule C and a few K-1s and sold their vacation home in NY. Even those college kids have multiple W-2s from multiple states. I do almost no returns with clients sitting at my desk. Prepared a couple returns for two cousins yesterday who always want to be here, because they drive a long way. And, one little old man early every season. Used to have a gal who brought me lunch; we'd eat and then prepare her return and then have dessert, but she moved to CA. I'll prepare her return next week; then we'll have a phone conference.

Even when I was at a Block Premium office, only four a day was usual. Maybe eight near deadline, but that would be finishing up returns begun earlier and awaiting info. I think I completed ten one day. Just got the partnerships and S-corps and a couple extensions completed the 15th. Those businesses break my stride, slow me down. Now I have to pick up speed. Working on two TN siblings with kiddie tax, so waiting on parents' info. Seems like everyone sold a house this year, or their teenager was a ref for sports for cash or had multiple part-time jobs, or they sold some of their PTP units, or changed jobs to a new state (the college student dependent on CT parents, working at school in MA, and summer job in NYC), or moved to a new state.

In ASP we sang an Amazing Grace/Fill My Cup mashup...

Did the employer plan later in the year include an HSA/HDHP? Otherwise, IRA. Final try, MFS.

Pull transcripts.

When I was a single mom with a young son, I discovered that it was cheaper to take vacation time when my son had school breaks and take us both to DisneyWorld (airfare from CT/NY and onsite hotel and meals and...) than to pay all-day daycare. We did that about every other year (couldn't always get time off work) over his winter or spring break or long Thanksgiving weekend. Both of us had fun. And, it didn't cost me any more than if we were home and I was at work. Of course, it meant planning ahead to get the best deals, but it was worth it !!

Raise their price $40 and give them a $20 discount.

This gal does list, so lots of different things were donated, furniture, clothing, sports equipment, books, etc., and using the Goodwill calculator, the whole mess was just under $2,000. So, no risk of a group of similar items being over $5,000. Had a guy donate his record collection to a symphony in his home state. They paid for the appraisal and sent him the paperwork which we efiled as a .pdf with his return. $15,000 or so!

I tell them the standard donation amount is zero, or in TN southern talk Zee Row.

I do that Abby, for one or two receipts. But, for 13? And, one of them was that pet stroller for $120 when new. (Did any of you every stroll your pet?!) 13 X $500 X 33% bracket = $2,145. I don't know. They did downsize. Then hit them hard with Rita's education next year.

Had one today. They did sell their house and downsized. 13 Goodwill/other receipts. Some listings, such as oak end tables, 6 leather purses, that kind of detail, but NO dollar amounts. (Pet stroller donated to Humane Society, letter received, used once, paid $120 !!) I emailed her. Same thing, wanted standard amount, $500 she asked? "Good will , I gave them so much due to move - I say the value should be what ever the guideline is. $500? You choose. The stroller was only used once I paid $ 120.00" She's an artist, so I don't think I'll get much more out of her. I know they downsized, so I may sit here with my Goodwill list and her lists (which are short, so I might actually do this) and give her some conservative numbers. And, charge her a bookkeeping fee. Otherwise, I've been doing zero or $10 per receipt or whatever my mood dictates when clients don't respond. If they don't make any cash donations, church or whatever, I go with zero for Goodwill if they won't commit. At least this couple did give money to a couple of organizations.

I do exactly what Sara does, because I seldom see basis listed for the fractional share. If Terry has the brokerage breakout with basis assigned to that fractional sale, then I would make the tax return match the 1099-B.

I thought maybe you were preparing the tax returns. Then you'd want to look at bookkeeping modules that import well with your tax prep software. Did you check if your tax software has a bookkeeping module?

Do you prepare the business returns? If so, does your tax software have a bookkeeping module? Otherwise, look at the professional bookkeeping programs. Sage?

Yes

One of my reasons for using email (I agree with yours re too much time on phone and liking the hard copy) is that I work late into the night when I have fewer interruptions from ringing phones and hubby barging into my home office, so I can send emails full of questions before I go to bed and frequently have answers by the time I get up.