Lion EA

That was not extended beyond 2016. There is an extenders bill that seems to be going nowhere. Ask your clients if they want to go on extension to wait to see if that provision is extended. Or, if they prefer to file now without, and pay you to amend later if the bill ever sees the light of day. (Or you do the work for free.) But, explain to your clients and let them choose.

I don't purchase all the states. I do have federal, from explanations, instructions, code, regs, tax court cases, letters, etc. I also don't purchase sales & use tax, payroll, and some other more specialized research that I've not needed for income tax preparation.

AnswerConnect is the newest version, more intuitive, ask questions the way you would talk (saw a demo of voice activated that they're working on), much of the content has been rewritten. I was able to use AnswerConnect last fall along with my then-subscription to IntelliConnect. When my IntelliConnect was up for renewal in December, I moved to AnswerConnect instead. I don't have all the bells and whistles, but I like it.

Isn't there a release schedule in the ATX knowledgebase or somewhere? I use different software, but just checked on Schedules A & C to make sure I can e-file -- and discovered that CT is not in my release from this weekend !! Need to go back in to check on that release date as well as if NY is ready. (My clients have been getting antsy, and I've been procrastinating since we're waiting on forms anyway. I'm gonna regret that soon!)

And, NY, NJ, and CT governors have come together to work on a lawsuit.

If her e-file is rejected because ex filed first with a child, then paper file. First or second, if both claim the same child, then both will hear from the IRS. With the proper calendar, your client will prevail.

I used the Janitor Bob method. My Malwarebytes Premium is the same as his. Earlier today, not only did I have my computer shutting down, not loading Windows, and running extraordinarily slow when it did start, Malwarebytes would not turn Web Protection to On, it would be stuck in Starting... Now, I seem to be OK. Well, except for really small fonts on just about everything, icons, tabs, text, etc. But, I'm not about to mess with settings unless I'm sure everything else is back to normal again. Thanks, CB, for the post re Malwarebytes. I'm glad to know it's not something I did and not my computer which is old but hope to nurse it through one more tax season.

Well, that explains a lot of what was happening with my computer today! It's almost 6:30 and I'm finally on, online, and maybe OK, but too scared to open my tax prep program and work it in. I was going to have my techie in on Monday if it misbehaved again. Do you know the version number that is the new, good one?

Isn't the policy number on the insurance card?

If the prior preparer, like you, is adding tax planning for 2018, then I would add $100 to my fees. But, I'm going to try to make that a separate appointment after tax season. I don't have many, if any, clients with childcare &/or with no Schedule A. In fact, I have lots of Schedule Cs, K-1s, and multiple-state returns. And, I'm trying NOT to take any new clients at less than $500. - 1040 with one State. One or two W2's within the same state. A bit of interest and dividends. Couple dependents. No EIC but childcare. $290, but would probably discount if all info ready at once & no surprises - Schedule A - few itemized deductions (Real Estate Taxes, Mortgage Interest, Charitable Contributions). $380, give or take 10%, but everyone forgets their car tax and charitable contributions are a mess and..., so probably NOT less. - Tax planning for the following year (use ATX Planner) + $100 is what I'm thinking now, could be a lot more for SE, biz entities, lots of detail/computations What would you charge for the most basic return? 1040 with one state, W2, No itemized. $200, give or take 10%

Entity filing opened earlier this month. Your software may accept your 1040s and stockpile them and e-file the 29th.

IRS Pubs. 886 series for EIC, etc. https://www.irs.gov/forms-pubs-search?search=886

Good catch, Mr. Normal. I agree.

Received mine today!

Eric Greene does podcasts for a couple of different organizations: https://taxrepllc.com/category/podcasts/

Lisa Ihm. Was $20 when I bought it. Brass Tax: http://brasstax.com/3115 Booklet.htm

My time is better spent taking classes than driving all over the state to prove to the IRS who I am. For the few times I need transcripts, I will make the client call and spend their time.

Knew I saw that someplace. I had a webinar Tuesday, a live class Wednesday evening where the speaker continued on long after two 50-minute hours, and a CT webinar today. My brain is mush already!

And, that $500 is indexed for inflation. Is it actually $515 or so now? A speaker last night mentioned some audit questions 806HOH as possibly what the IRS will ask for our due diligence. She thinks a new form...

I think the IRS now (or soon?) requires that we notify our clients if we use a third-party to access e-Services. More security!

But some state laws have teeth, so make sure you play within the rules.

Whole new security to the site, forcing us all to register again, jumping through a lot of hoops to prove we are who we say we are.

Check to see if your email or your tax software has a simple portal available. My FileShare that comes with my SiteBuilder web site emails a link to a client to download their documents from me; they set their own password. Or, as has been explained above, get an affordable .pdf program that will encrypt for you. Do check your state laws re what type of encryption is required in your state.

I think it's $315,000 MFJ and $157,500 for everyone else.