User talk:Death&Taxes

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Enjoy, as a former Philadelphian.

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Podolin 16:05, 20 December 2011 (UTC)

Good Morning, David. I know you use ProSeries and I was wondering if the program has password encryption. I email returns to some clients to review, sign 8879's, etc. and I tell them to use the last 4 digits of their SSN which I encrypt the pdf using Adobe Standard 8. I read that Drake offers encryption in their tax program but I don't think Proseries does. If you don't mind me asking, what do you use to transmit returns electronically? thanks, Paul BrushPBinNJ 13:16, 23 February 2012 (UTC)

D&T, thanks for the note re Philly Orch members. I imagine they are interesting folks to know. i assume when you were in Fidel Bldg. you had many more. My love for classical music goes way back. My Dad was a Russian Jewish immigrant in the early 1900s. He loved and was openly emotional about it. He tried to make a violinist out of me, but it didn't take. But he took me to several concerts at the Academy (way better than the Kimmel Center where they now play), and that did take. To this day, when I hear certain pieces played, even on disc or radio, let alone live, I cry. Thanks for writing. Len Podolin

Contents 1 Orchestra 2 Can I efile NJ Nonresident using ProSeries basic? 3 Thanks for answering so quickly! 4 Inquiry (curiosity) 5 Thanks (and I'm relieved) 6 PTPs - oil & gas for PA 7 PA & foreign earned income 8 Post Office Havertown not good ol' days 9 Clergy 10 We are in agreement 11 Practice Before the IRS

Orchestra

"about 15-20 clients are members". OK, and I assume, about 15-20 members are clients too? Sorry, just can't stop myself. BTW, forgot to mention, we sat in the very highest seats at the Academy because at $1.00 per ticket, it was all my dad could afford.

Can I efile NJ Nonresident using ProSeries basic?

PA resident, worked in NJ and employer withheld NJ. I know the routine with the NJ Non-resident to get the refund and PA resident return where he'll owe.

I've never done one of these on Proseries Basic before and I know that NJ will not refund the taxpayer unless the return is submitted with that reciprocal statement "I swear that I'm a resident of PA, blah, blah, blah". Is there any way to add this to the e-file or does the client have to mail in a paper return?

I appreciate the help - I am truly cursed when it comes to using that yellow search box DJCCPA 00:09, 11 March 2012 (UTC)

Thanks for answering so quickly!

It's an issue specific to PA residents working in NJ - from page 7 of the NJ nonresident return instructions "Signed Statement. Pennsylvania resi- dents employed in New Jersey who had New Jersey income tax erroneously with- held must enclose a signed statement declaring the following, “Under penalties of perjury, I affirm that I am a resident of the Commonwealth of Pennsylvania and that, pursuant to an agreement existing between the Commonwealth and the State of New Jersey, I claim exemption from payment of New Jersey gross income tax on compensation paid to me in the State of New Jersey. I understand that under the agreement between Pennsylvania and New Jersey this information is available to the Commonwealth of Pennsylvania.”"

The only reason I even know about it is because I used to have to send the statement when I worked in NJ for a contractor. I was the only PA resident and they wouldn't withhold for me and after NJ holding my refund two years in a row, I learned that I had to mail a paper return with the statement. I'll probably have the client do that - rather deal with it now than get a phone call from him later.

Thanks again! DJCCPA 00:31, 11 March 2012 (UTC)

Inquiry (curiosity)

Hey, D&T - I saw that you've supposedly posted 3 times to the "back in the day" discussion. But post #2 doesn't sound like you at all...

The site has been having these strange issues with the wrong user name appearing on posts, due to something the Intuit programmers did to speed up the site. It has something to do with how posts are cached, apparently. Anyway, I was wondering if perhaps post #2 of yours was really not yours, in which case I'll remove your user name from it (I'll probably change it to "Unknown OP" even though that isn't an OP actually - the user name is handy and already exists).

Thx,

Trillium 18:08, 13 March 2012 (UTC)

Thanks (and I'm relieved)

I guess I'm losing my touch on being able to tell who has posted just based on "style." But I'm glad all three posts were yours. This bit with the caching errors has been too much of a problem; I'm glad it hasn't caught you up in it.

Thanks for responding,

Trillium 02:13, 14 March 2012 (UTC)

PTPs - oil & gas for PA

You have mentioned the crazy reconciliation needed from federal to PA Do you have a spreadsheet "formula" you use? If you do could you send me a copy. Having trouble with a Kinder Morgan K-1. Thanks! Szptax 14:02, 11 April 2012 (UTC)

PA & foreign earned income

Hi D&T - I am reasonably sure PA does not allow the foreign earned income exclusion and I found your comment in this link

http://www.taxalmanac.org/index.php/Discussion:Use_of_Foreign_Earned_Income_Exclusion_and_Foreign_Tax_Credit

Is this still correct? I looked all over the PIT book, but couldn't find it spelled out. Thanks!

````Krav

Post Office Havertown not good ol' days

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Clergy

Hey David,

My clergy client wishes to force the issue of housing allowance from their pension that was transferred. Here's the link to the conversation you assisted with

http://www.taxalmanac.org/index.php/Discussion:First_IRS_office_audit

I've told her I don't think so. That their IRA they transferred church funds into doesn't qualify and that based on what I know of the law that I cannot argue that it should be. I'm aggressive as can be if client wishes, but I still need to be able to argue the merits.

In your opinion, do I have a argument for using the housing allowance and can I use it without having it disclosed as one of those of questionable positioning?

Any advice would be appreciated.

Will also post and call forward the other threads.

Fsteincpa 14:16, 9 May 2012 (UTC)

We are in agreement

I only asked again because your comments on the non-qualified plan. I have told her no and boy did she have a fit. She used to get a housing allowance of $20,000 but then deducted $50,000 in housing expenses, taking the $30,000 loss against other income.

Took me 3 years to stop this and then he retired and she wanted the housing allowance used and for 2010 I didn't. We had that whole pool audit/health deduction audit that I won for her then too. Fast forward to now, she wants the deduction and I said no, that Rudy might let her, but I need to provide for my family the next 20 years, Rudy and her not so much. She said that maybe she should talk to Rudy and I said fine, but it's still not being filed using my software.

http://ministrycpa.blogspot.com/2008/02/ministers-retirement-distributions.html

That link is to someone I would imagine is an expert and they say the same thing. Case closed, no longer researching, she can stay or go, I am fine.

Fsteincpa 14:44, 9 May 2012 (UTC)

Practice Before the IRS

Hey D&T, always enjoy your posts, appreciate the unique combo of expertise and humor you bring to the forums. Question: is there a forum that specializes in tax collection/appeals/resolution matters? Most of what I see online has to do with tax prep, but I'd also like to plug into an EA forum that might focus more on "Practice before the IRS" matters. Thanks much!

Anchorman 15:57, 9 May 2012 (UTC)Anchorman