MA

[Lion EA]

Charlie Card.  Does not qualify as FastLane?

Grown kid working/living in Boston area does not have her insurance card; mom has it.  (Twenty-somethings don't get sick, or do they run back to CT so mom can take them to doctor?)  CT Mom is traveling for work to DC and won't be home until her appointment to sign/pickup her returns Friday.  Mom also doesn't have her Form 1099-B &/or 1099-C from employer that covers mom & dad & under-27 kid.  I really hate to make last-minute changes with client here, proofread one last time, print & assemble.  Gotta raise their prices this year.

[Catherine]

Commuter expenses, small deduction on Schedule XY Line 15.  However - WEKKLY or MONTHLY passes for MBTA or commuter rail.  Not including employer reimbursements.  Not load-on-demand Charlie cards.  Put in total; amount per taxpayer over $175/year is the deduction and it should subtract that $175 from the total.

Hike their bill.

[Lion EA]

That's what it looked like on the return and from what you've told me in the past.  Dad thinks she gets a commuter credit.  But, as I question her, she has a Charlie card that she reloads when it gets low.  She still gets a MA refund, thanks to the rental credit, so should be happy.

Girl's bill is higher now that she's no longer a dependent college kid.  Think I'll increase parents, too.  Dad's a wheeler-dealer with his self employment expenses, but this year even mom is saying things like, "Just work around it."

[Catherine]

Tell her to get a weekly pass *and* keep the records - else no dice.  FastLane/EZPass (whatever they're calling it this year) sends an annual statement.  Or makes it available for download.  Not so the T passes.

Hike their bill.

[Lion EA]

Thank you, Catherine.  Yes, I've already noted to tell her to get weekly passes.  Good to know about the annual statement.  And, I was just checking what I'd charged the whole family last year to hike this year's bills an appropriate amount.  Great minds!