User talk:Blrgcpa

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Contents

Welcome!

Hello, and welcome to TaxAlmanac! My name is Tim Doyle and I serve here in the role of TaxAlmanac Moderator. If you haven't done so already, you might want to review our Quick Start Guide to help you get oriented.

As you begin to interact on TaxAlmanac, your changes will be linked to this page, your personal user page. We encourage you to edit this page and add a short description about yourself. This will allow others to better understand your background and qualifications as they review any replies or information that you submit.

If you have tax-related questions, we encourage you to add them in our Tax Questions Discussion Forum. We also suggest that you introduce yourself to the other members of the TaxAlmanac community on the User Introduction Discussion Forum.

If you can think of anything we can do to make TaxAlmanac a more useful resource to you, please feel free to give us your feedback on the TaxAlmanac Feedback Discussion Forum.

I hope you enjoy being a member of the TaxAlmanac community! If you have any questions, see the help pages or ask me on my talk page. Again, welcome!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 17:51, 7 January 2007 (CST)

nonbusiness energy credits

I noticed in one of the discussion forums that you said you called the IRS Complex Tax Issue sec concerning whether the credit was available for a home newly constructed in 2006 vs improvements made to an existing home, and you said further that they would research the question and get back to you. If you got an answer, I would be very interested to know what the IRS said. I have at least two clients who could take the credit if allowed for a home they built and occupied in 2006.

I will check for messages on Tax Almanac, or you can email me at BarbJN@hotmail.com.

Thanks for your help!

BarbJNBarbJN 16:07, 8 February 2007 (CST)

Blrgcpa: Did you get a firm answer to whether or not a new homebuyer can take the Residential Energy Tax Credits? For some reason this issue has really confused me.

Thanks! Annette

Distribution from S-corp and no salary

Hello Barbara,

Could possibly use your help. Where in NY are you? I'm on Long Island.

Thanks, Phil

Hello Barbara,

from what i've read, and i must say i've been trying to find the answer to this question for hours, the sdi amount in box 14 of my W2 can be included in my 1040 schedule A itemized deductions under state income taxes? i've had someone prepare my taxes using TaxCut, and the first time through, the $31.20 i have in this box was not included in the itemized deductions. when i made a simple change and had them rerun it, all of a sudden, it's included. now i'm not sure why that happened, and even less sure which is the proper way to file the return, included or excluded in the itemized deductions.

I've noticed a lot more discussion about this pertaining to the state of CA, but not sure if that applies to NY as well.

any insight and/or assistance (reassurance)would be greatly appreciated.

thanks,

Karen

FIT W/H on trust income

That is the approach I took, but the TAS says that only backup withholding is allowed to be allocated to the beneficiary.

Thanks for your input though.

your response to an old question

Hello, I hope I'm not being too brazen here, but I was doing some research on NOLs as they apply to S Corps, and saw a response that you made to: http://www.taxalmanac.org/index.php/Discussion:1120S-K-1_Loss

I apologize in advance if this is a really stupid question.

I do a few very simple S Corp returns, and have a client that took a loss that they can't use on their 1040 (they already are getting back all of the taxes they paid). They still have plenty of basis, so according to your reply, they should take the loss against basis instead of carrying it forward. Is this required? The reason I ask, is if you can't use the loss (get a tax benefit from it) on your 1040, wouldn't you rather carry it forward until you can use it? Is that even allowed?

This is actually a simplified scenario. This occurred on his 2006 taxes. We were doing them at the twelfth hour and I neglected to check the 'materially participated' box so the loss never carried over to the 1040. I went to amend it this year, but it doesn't make any difference in his refund since he already got all his taxes back. At that point, someone else pointed out that I should check to see if I could carry it forward instead. Should I amend it anyway?

Wwtaxes 19:47, 4 February 2008 (CST)

phone number

Someone wanted the phone number...they didn't leave the name....so here it is in case it was you. 1-866-255-0654 link http://www.irs.gov/efile/article/0,,id=109708,00.html

Please stop

Barb, please stop with the “profile please” and similar posts.

You are free to ignore any questions you like, just as JR1 was free to provide his insights here, which may very well have set BD on the right path, and Smktax and Lizzit were free to answer here. That last one now has valuable information that many future users will be able to find when they search, and TaxAlmanac is the better for it.

On the days you’re not around, there are plenty of posts by obvious DIYs, students, and other no-profile new users, and maybe some get answers, but lots of times they just get ignored and eventually scroll down off of page one and into obscurity, as they should. After all, they’re warned that that’s likely to happen, right on the info on the Ask a New Tax Question page. There’s no need to bump a DIY thread to ask for a profile – it just puts it back in front of all of us who ignored it the first time, and adds an element of hostility to the board that I, for one, would rather not see.


But listen, you seem to find it important to drop in every once in a while, and bump a bunch of threads with nothing but a profile request, so at the very least consider HOW you do it.

First, ASK, don’t demand. Intuit/Tim Doyle has made it pretty clear (sadly) that profiles are not going to be made a required element of the site. And, of course, #3 of the code of conduct says "don't bite the newcomers" and #8 extends that to DIYs. Finally, by the time you post, new users have already ignored two requests (sign-up page, new question page) for a profile. Frame your request with that in mind!

Second, try to put your request in the context of the question being asked and/or the poster's edit history (click on "edits" next to their name - what are their other contributions like?). Often the original post implies a lot of information about the poster, or you'll find an "introduction" post in their history. So ask them to move that intro info to the profile if you feel so strongly about where the info is rather than who the poster is (but see this recent discussion for some good insights into why other people don't really care).


KatieJ does it so well. She’ll provide a cite, or a lead, and then add that without knowing more about the poster’s background and experience level, it’s hard to be more specific, and that they’ll be likely to get more answers once their profile’s been completed. And then there’s D&T’s classic and much quoted: please fill out your profile, we like to know a little about our friends. (Which is generally posted after he’s answered the question, by the way.)

At the very least add some humor, or a hint or tip for the poor new poster. Something that improves the likelihood that they see it as a reasonable request (vs a rude demand) or at the very least sorta makes it worth while for all of the rest of us that opened it to see what you considered worthy to add to the pantheon of TaxAlmanac knowledge.


Thank you for helping to make TA a better place for ALL the users, new and existing.

Trillium 11:54, 22 July 2008 (CDT)

Just thought I would take a moment....

and say hi. I know we've never formally been introduced, but we've been around the board a while. So I thought I would take a moment and write to you and some others.

I was born in NY (the Bronx), lived there a short time and have been in the DC area for the last 46 years. I am a class clown, known for almost blowing up my kitchen and I am the one who wrote what eventually became the link entitled "The Purposes and Uses of Tax Almanac" that Kevin posted before people ask questions, which I found to be quite an honor. You might also have seen my postings about my health issues in the "Chat Forum." I am not shy about my illness. It's part of life now and I have to deal with it.

I noticed some TA users "piling on" other users and thought I would take a moment to write to some whom I noticed were the "victims" so to speak. It seems that we've all been on the receiving end of those missives from someone (including me) and it's not easy, but as a result, I've learned a few things from it before I answer a question. This is some friendly advice, you can choose to ignore it, it is not mean-spirited, but it is helpful to all of us to maintain some quality control.

First: Read the question, then re-read the question again. (I have to now for obvious reasons).

Two: If you don't know the answer off the top of your head, look it up. I have to plenty of times. There is no shame in admitting or saying you have to look it up.

Three: Take a moment to compose what you are about to write and cite a Code Section if necessary. I do that now myself when I answer a question that requires a reference.

Four: Don't take it personally if someone has a different take or angle. Maybe there is information the person left out or something in looking at the question that might have been misconstrued or misunderstood.

That's the best advice I can give anyone when dealing with these professional exchanges.

I will share this personal story. I had to have a friend bail me out of a jam today. A client wants to pick up a 1041 this weekend. Unfortunately, my illness is playing havoc with my eyesight. I can see okay, but for a short time (I can barely type this). I called him and he generously helped me review the return. It wasn't what I wanted to do, but I had no choice.

Sometimes here, we may not like to do something, but we have no choice. We are tax professionals after all and to maintain the integrity of the community, we sometimes have to cite or look things up and put that in our answer. If we are going to exchange ideas and information, we have to keep up with the times or be swallowed by them. Heck, we all can't be Riley2 (I am so jealous of him)!

I wish you the best. If you want to reach me, my user page has my personal contact information. Just look there. TomTaocpa 12:57, 19 September 2008 (CDT)

Barbara

My name is Matt from Charlotte. (southparkcpa) I am from LI originally, PWC in NYC, LIU masters degree.

Where do you practice on LI?

Matt jelnicky


1099C for deceased wife

There is no estate. It's either MFJ or MFS. Why is each response mentioning an estate. These have to be set up with an attorney prior to death. There isn't even a will in place.

Just acting the fool

Barbara: Please excuse my silliness on that Grant Thornton post. In fact, I have seen large accounting firms, and large law firms, make big mistakes. They are not perfect, as you know. Good luck with it.CrowJD 15:46, 8 March 2009 (CDT)

Call for Funny Tax Stories

Hi Blrgcpa,

My name is Vanessa Piccinini and I work at Intuit's Public Relations agency. We came across your funny tax stories and would like to share them with an accounting Web site interested in running stories like yours during the busy tax season to give readers a good laugh.

In order to participate, just reply to this message giving your permission. We will not share your story unless you respond giving us permission to do so. Additionally, we will give your avatar credit for it, since we do not have your real name and even if we did, we would not probably not include it to ensure client confidentiality (though the chances of your client reading the accounting publication in question may be very slim.)

Thank you in advance for your attention!

Vanessa Piccinini vpiccinini@accesspr.com

IT-Form 2664

Hi Barbara,

Thank you again for your (rather definitive) answer to my question on the forum about stepped-up basis. I feared such was the answer, but at least now I can give it to my client with much greater certainty.

May I put another quick question to you. I see you're from New York, which is why I think to do this.

I posted the other day about a New York Form IT-2664 with payment of estimated taxes. Out here in Oregon, we don't get too many New York returns, and far fewer involving the sale of co-ops (as in: NEVER). I really can't see how I'm supposed to report this on a NY non-resident return, although I imagine it's actually pretty simple. No one responded to my initial query, but perhaps you might point me in the right direction. Thanks in advance!

-- Roger

need C.P.A.

Hi, I am a principal in a small business in NY that is looking for a new C.P.A., I read your posting and you sound very knowledgeable. Please contact me if you are interested in taking on new clients. Thank you and best regads, Gregory Manthei, President, Technology Staffing On Call. Phone: 212-986-7100 ext. 301 or gm@tsoc.net

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