Lion EA

The whole state or just federally-declared disaster areas? Hurricane Ida, for instance.

Anyone have a link to a readable IRS Pub, Notice, something readable, that says the SEP contribution deadline for a SE person is extended if the Sch C/1040 was extended? Have a long-time client talking to a new employee at his long-time brokerage telling him that it's too late for a 2020 contribution. He makes monthly contributions but maxes out his SEP every year after we complete his returns. We wasted all today talking to her.

They smear if you touch them too soon. They smear if you use a highlighter. Even on things I print for my records, such as a client email with some tax info, I like to highlight the tax info buried in a rambling email. Smear. If I look at it days later, can't read the smeary numbers. Want to highlight something FOR a client; don't even think about it. I do have an inkjet all-in-one for my personal use, but won't use it for any biz printing at all. Even then, won't print out church bulletin when I'm a liturgical assistant, because I like to highlight what I lead.

We have received new updates on New York Rejection: R0170: ***Important Update - Posted 10/8/2021 3:37PM EDT*** We received communication from the State of New York (NYS) reporting a temporary fix which resolved the R0170 reject. According the NYS, you can now resume transmitting returns, and NYS will resume pulling from the IRS previously transmitted returns. Returns in Rejected status for R0170 can be re-uploaded and released without calculating. Returns already in Transmitted status will be acknowledged when NYS pulls the files and processes them. Please refer to article for more updates: https://support.cch.com/kb/solution/000060402/000060402

I have great HP laser printers. All are still in service. I've bought a new one from time to time when the speed increases, and use the older one for back-up or give to hubby for his biz or to the kids for their inn/restaurant/bakery/food truck businesses. The only HP I ever tossed out was because an off-brand toner from Staples exploded inside. I never was going to get all the cyan out from all the nooks and crannies. I always was going to risk random blue smudges on random pages at random times. My IT guy loves the current pricier HP laser printers and loves the older HPs, but says the less expensive models have gotten more cheaply made, lately. So, this year when I wanted to buy a faster model, he suggested Brother. I've had Brother in the past, but they never lasted long. He assures me they're better built now, sturdier. My current, newish (this tax season) Brother is HL-L2370DW series. And, my current HP (used for years and years) is LaserJet P2055dn. Both are black & white, stand-alone, small footprint, quiet, and fast.

https://www.irs.gov/charities-non-profits/charitable-organizations/private-foundations is a starting point and should reference more authoritative sources.

No, but wait till next year with ACTC and EIP3 and probable tax changes in December.

I started one last night that'd been angry that it wasn't completed yet. She's SE and artistic. But she usually gives me a stack of 1099s and a messy spreadsheet of expenses. This year, one 1099 for $500 and nothing else, not even car tax or a Goodwill receipt. I wrote her before I slept with a long list of her usual clients and expense categories from last year, and told her today or I prepare in November. She wrote this morning that she signed our engagement letter, but she didn't send it to me. Nothing else. She will rant for a month when I can't complete her returns. I'll brace myself. By the way, she sent me the one above (that one I charge a LOT). So, I'll probably lose both of them after spending time on both of them -- but next year will be more pleasant.

Amen. What does the divorce decree say?

From Wolters Kluwer/CCH: State of New York 1040 Return Reject Code R0170 – UPDATED 10/06/2021 at 3:15PM EDT. On 10/6/21 at 3:15 PM EST we received communications from the State of New York (NYS) with an updated status about eFile returns. Currently, NYS is not pulling e-file returns due to an issue with the SSNValidation Status between the NYS and the IRS. This issue results in rejected returns with a Reject code of R0170. We will update you as we receive new information from the State of New York or the IRS. Please hold these returns and do not re-submit them until we receive additional guidance.

I've been telling people November. So far only one has raised a fuss. She sent me 30 pages for her bank statements to find her EIP1 and EIP2, not sending me any 2021 pages where EIP2 might be. And, her 1099-B is dozens of pages long; I hate to use summaries (prefer importing) but it'll be summaries if October. Is your back 40 getting crowded? I own a few acres in IL, so I could start my own land of former clients. Does it help increase the yield of corn and soy beans?

The EIP1 and EIP2 letters were sporadic at best. But, the IRS has said they'll send a letter. CNBC described it as... Finally, the IRS will send Letter 6419 in January 2022 detailing the total amount of advance CTC payments that were sent to each household during 2021. It's encouraging recipients to hold on to that letter in case they need it when they file their 2021 taxes next year. Jul 16, 2021

My messy, hard, voluminous, international, dead, and anxious clients are left. And, our own with two SE spouses, IL, CT, IRS, etc. Thank you all for sharing your knowledge. I second Donna: please stop in each day through the 15th.

I didn't throw any out. However, they look just like all the offers I get for credit cards, for AARP and other memberships, and for so much junk mail that includes a plastic card. I'm not surprised that people tossed them out thinking they were junk mail.

I have some for her to plant !!

I discovered that I do have it set to update. But there was a message that it needed to finish, telling me to reload Chrome. I was a bit surprised, because I exit Chrome each night and reload every morning. The update must've started today and was waiting for my next relaunch. All good now.

Thank you. I'm on ...61 so will update now.

Too logical.

Other Income - NonTaxable? (My brain is fried, so wait for someone else to jump in here!)

I see two of your posts above.

Did he make a Roth contributions for 2020, but his income is too high? He should take it out. If not, does Form 5329 cover this situation? (Still waiting for what my guy's doing with his SEP contribution without any earned income, so I can complete their 2020 returns. He says Fidelity is fixing it for him. I told him to send me Fidelity's documents when it's done.)

Yep, I use it from time to time; because this year more than ever, I want them all e-filed. Always file to start the SOL running.

Put $1 in Interest Income.

The last two tax seasons have thrown me very off balance!

A cousin who was a programmer for her career is now a volunteer at a cat shelter in retirement. Hubby who taught middle school music (including the performing choruses) for 37 years wanted to be a Trader Joe's cashier, because they always look like they're enjoying themselves. He continued as a part-time music director at our church (where we met) so didn't rush to Trader Joe's. After a few years away from middle school kids, a local music school asked him to teach piano. He teaches kids and adults, mostly FaceTime over the last two years, and enjoys his students who are taking lessons because they want to. I probably will prepare taxes until I cannot function in any other job!