User talk:Swheeler

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Hi, Steve, could you please let me know the search terms you used for your Roth conformity question? I've been noticing that the search engine is "balky" lately, so having additional input would be helpful if it gets bad enough to ask someone from Intuit to look into it. The search terms I used to find that discussion were [Roth California]. If you used the same or similar and didn't get the proper search results, I'd like to be able to report it.


Trillium 13:31, 23 December 2009 (CST)

Old "article"

Hi, Steve, I've been clearing out old articles that actually look like tax questions (as you're probably aware, TaxAlmanac has both "articles," which are for passing along facts and info to future researchers, and "discussions" where you can actually get feedback).

Back in 2008, you posted the following tax question as an article, and I will be deleting it since it doesn't fit the requirements to actually be an article. But to keep a copy readily available for the record, here's the content of the article:

"Controlled corporations, employee benefits: I understand the requirements on a superficial level regarding pension plans and brother-sister corporations. Would the same apply to medical benefits. I just brought in a brother sister corp each owned 100% by the same individual. He was using one corp to pay a small salary to himself and paid for all his medical expenses through the corporation. The other corporation, the main business, doesn't have a medical plan for its employees. I am assuming this would be considered discriminatory and that if there were a medical plan in one corp., under the controlled corp rules, it would have to be afforded to the employees in the other corp."

Trillium 22:52, 6 June 2010 (CDT)

The question you posted to an old "tax tips" article

I had cut and pasted your question in an effort to start a new discussion for you, then you went back and edited the tax tip page again. Just ask the question as a new tax discussion topic. I have work to do right now and can't do it. Kevinh5

PS - Kevin had gotten pretty far along in the process of setting up your question in the proper place, but then I think you reposted the question he'd already removed (in the process of setting it up elsewhere), plus he had client responsibiities to take care of. So I picked up where he had to stop and was able to post your question here: Discussion:1244 Stock - required to be in writing?.

In the future, before posting a new question to an old thread, you can check whether or not it's in the tax forum by looking at the very top of the discussion, it'll say "Discussion Forum Index --> XXXXX -->" and if the XXXXX doesn't include "Tax Questions" then that's not a good discussion to post a new tax question to.

But thank you, by the way, for searching before you posted.

Trillium 18:36, 24 February 2011 (UTC)

Changing the headline

Sorry I wasn't online earlier, I'd have passed this along then:

To change the title of your discussion, open it up, and click the "move" tab at the top right-ish (past history and before "bookmark this page"). It shows you the old title, and presents it again for you to make changes to. If you're replacing it completely, just be sure to keep "Disussion:" at the start (including the colon), as that is what puts it into the forum index.

You can also use the post you're making to bump it back to the top to make a plea for somebody else to change the name for you! There are several here who will respond to those requests (in case you don't want to deal with the move tab on your own).

Trillium 23:00, 16 March 2011 (UTC)

Not claiming dependent exemption

Steve, I see you are a California CPA. I just posted a follow up question to your discussion Discussion:Support_test_in_reverse-exemption_and_education_credit. I thought that perhaps you may know the answer to this.

--Wiles 17:02, 11 February 2012 (UTC)

End of the forum

You may have heard by now that the Tax Almanac ( ) web site forum is permanently closing its doors effective June 1. Perhaps you have seen the pink bombshell “Important Service Announcement” when logging in.

Long-time TA user ChrisV2 has volunteered to set up a new website where TA users may continue the discussion. The site is up and running now and has an active base of contributors.

We invite you to take a look and join your fellow TA refugees.

Frankly (TA member and new member of TaxProTalk)

Frankly 19:28, 4 May 2014 (UTC)

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