I guess clients have flat tire days, too

[RitaB]

Little lady left a message earlier, "Rita, this is Mrs. Former DIYer, just want to make an appointment to come in and see you.  My number is ...  wait, I know this, I've lived here 20 years.  Frank, what is our number?"  (Laughter)  Frank:  "Honey, when are you gonna learn our number?" Tells her the number.   Lady:  "Oh, that's right, it's blah, blah, blah."

I was crying by the time the message finished.  This is the same lady who told me last year that she did her own return 2013, that it was very easy, and that she still screwed it up ROYALLY.   

I guess we all have those days.

[Roberts]

Completely unrelated - did a 1041 for a client today and enter their fed tax exempt interest income on their state return that is actually state taxable as I'm supposed to do. Got me wondering, what are the odds they actually enter that on their state 1040? It's a single beneficiary 1041 so they get the entire return.

One of those - hmmmmmm -not my problem moments. Got me wondering how often stuff like that gets ignored. Also got me wondering that without an audit, how does the state figure out the portion of the $x in tax exempt income on the 1099-Int which is actually state taxable? It takes a while to go through the 1099 and figure that out sometimes.

 

Oh well! off to exercise.