User talk:Natalie

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[[User:Death&Taxes|Death&Taxes]] 18:25, 8 January 2008 (CST) [[User:Death&Taxes|Death&Taxes]] 18:25, 8 January 2008 (CST)
 +
 +== www.filetaxes.com ==
 +
 +Natalie,
 +
 +Thank you for mentioning this website in one of your posts.....it can't get much better than this, email 1099s and they send the 1099 copy to the recipient!
 +
 +In the past I would buy Turbotax and print, mail, etc......this is a much better solution.
 +
 +Thanks,
 +
 +Mike McKee

Revision as of 14:39, 10 January 2008

Leave a message for Natalie


This page is where you can leave a message for Natalie. Natalie will be notified of messages the next time they access TaxAlmanac.

Please make sure to sign your message by adding four tildes: ~~~~ at the end of your message.

If you are actually Natalie, this is your page. Feel free to edit your discussion page to add or remove anything you'd like.

Leave a message for Natalie by clicking here


Contents

Hawaii User Group

Natalie:

I'm not sure if you saw it or not, but on the Hawaii User Group page, click on the discussion tab at the top. I created an area where you can chat with others in the group. These don't have to be tax questions, but can just be chit-chat type topics.

- Tim Doyle, TaxAlmanac Moderator 15:33, 21 April 2006 (CDT)

Chit Chat Area

Natalie:

I meant that you could click on the discussion tab on the Hawaii User Group page and see a list of discussions. I have now added this list directly on the page as well so it'll be easier to find.

Thanks!

- Tim Doyle, TaxAlmanac Moderator 10:15, 24 April 2006 (CDT)

Name of Oahu CPA firm

Aloha Natalie, you mentione that you know of a firm on Oahu that was purchasing small practices. Do you know if they are still interested in doing that? Can you provide their name and contact person?

Thanks.

Actionbsns 18:37, 17 May 2006 (CDT)Paula Wilson

Kiosk Fix

Hi Natalie:

Thanks for letting me know about that - it's all fixed now.

Not that you need to know how to do this, but I'll offer it just as an FYI. What I had to do was to go back to the version prior to the last version that you had saved. I clicked on history, clicked on the date and time of the version that I wanted. Once I saw that it was the right version, I clicked edit. That displayed a warning saying that I was editing an older version (which is what I wanted to do). Then I just saved the page, which made that older version the most recent version. I fixed your spelling correction as well.

In any event, no harm done, and please do not let this little hiccup deter you from making more edits on the pages!

- Tim Doyle, TaxAlmanac Moderator 07:38, 19 May 2006 (CDT)

Logging In Issues

Natalie:

That certainly isn't what should be happening - thank you for alerting me! I need to ask a few questions to help me to understand and to diagnose the underlying cause.

  1. Do you see a "Log out" page displayed, or do you just find that you are no longer logged in?
  2. Are you by chance pressing Alt-O (which will log you out).
  3. Do you (or can you) use TaxAlmanac on another computer and even better, from another location? If you told me that this happens on all computer at your office, but not from your home system, that would help me.
  4. Has this always been the case, or has it just started? Has anything changed?
  5. Do you have any "cookie cleaning" utilities installed?
  6. What web browser do you use (Internet Explorer? Firefox? other?)
  7. Each time you get logged out, look at the very top line. There will be a little 'head & shoulders' picture with a number next to it like "123.42.12.18". Write down that number each time and the date and time. When you get 3 to 5 of these, send me the results.

I'll run this by our system architect tomorrow to see what he can think of.

Thanks!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 18:32, 5 September 2006 (CDT)

Logging In

Natalie:

Are you still having log in problems? If so, have you noticed the number on the top line changing at all each time it happens?

Thanks!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 13:30, 7 September 2006 (CDT)

Loggin in Issues

Excellent to hear. Do you connect via a cable, via wireless?


- Tim Doyle, TaxAlmanac Moderator - Talk to me 14:54, 7 September 2006 (CDT)

Thank you

Thank you Natalie. Have a great weekend!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 14:52, 29 September 2006 (CDT)

Hi Natalie

Hi Natalie:

I saw that you were looking for me -- I asked an accounting question -- you had asked Tim Doyle who "Jeff Chickering" was....well, it's me...."JCCPA."

I got the answer I needed but I wanted to introduce myself, especially since I'm looking forward to using Tax Almanac a lot more.

I was also thinking of starting an "Audit, Review and Comp." Users Group. What are your thoughts on that?

By for now....

Jeff

Follow-Up

Hi Natalie:

I believe I had described creating another User Group to you, not another Forum. Tim specifically created the Accounting Discussion Forum based on my request (and I suspect others as well) to have a separate Forum relating to Accounting, Audit, Review and Comp., etc. I was looking to see if other folks wanted to have a "User Group.." relating to Audits, Reviews and Compilations - a more specific and unique group that easily bounce ideas off of each other.

Kindest regards,

Jeff

Thanks, Natalie for you response.....I'll look into it at some point --- talk to you soon....

Jeff

Dennis' Talk Page

Natalie:

Dennis has repeatedly cleared his talk page after users have left tax-related questions there. I think he prefers to answer in the forums. I'll drop him a message to see if we can't come up with a better solution.

In the meantime, the easy link to add a message on those pages is just that - a shortcut. You can also click the edit link and just add to the page directly, or you can click on the little plus sign next to the edit tab to add a section (very similar to what you're used to).

- Tim Doyle, TaxAlmanac Moderator - Talk to me 07:53, 14 November 2006 (CST)

Links

Here's how to add links on the site:

Links to other pages on TaxAlmanac: [[PageToLinkTo]] or [[Discussion:PageName]]. Basically just grab the title at the top of any page and put it between two square bracket characters.

To link to other web pages not on TaxAlmanac: [http://www.google.com]. Note the single square brackets here.

Hope this helps!

Mainland Audit Problems...

Yeah, Natalie....I'm up early worrying about all the audits I have going on..... !

Have a good day....

Answering Student Questions

Sorry for the delay in responding. Since I'm fairly new here, I need some time to learn how to navigate this board. Regarding answering the accounting student's question - if you recall I opened my response by advising her that this forum was not meant to be a homework substitute. Since she had very honestly and politely described her confusion - and it didn't take much to explain - I felt it didn't hurt to clarify a couple of basic theories. She attempted to think things out by reasoning and just needed a little direction. I doubt whether I would respond to her again. As you can see, she hasn't posted since then.

Need your help

Natalie:

I need your help. I am trying to get people to fill out their user pages. Could you reply to the "Who are you?" discussion and just say that you have added information to your page?

Thanks!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 11:54, 5 December 2006 (CST)

JUST WANT TO SAY THANK YOU.

Picture and Did I leave the thank you

Natalie:

I've added the picture you uploaded to your page - great photo!

No, I was not the person who left you the thank you on your discussion/talk page. To find out who left that for you, go to your talk page (you should be here now if you're reading this), click on the history tab at the top, and you can see each change made with the date and time it was made and the summary. You can see in the summary who left the thank you. Just click on their name and then you'll be on their user page, and you can then leave them a message if you'd like.


- Tim Doyle, TaxAlmanac Moderator - Talk to me 08:22, 12 December 2006 (CST)

Need some Hawaii help if you're able.

Hi Natalie,

I need some help with a Hawaii corporation question. Is it possible for you to either email me or give me a call? I'm on Pacific Standard time. I would greatly appreciate it. preceptorcorp@yahoo.com or 1-800-477-6342 M-W-F from 10-4.

Thanks, Sandy tilt53 15:14, 13 December 2006 (CST)

Links

Hi Natalie!

Here's the problem... you're trying to link to the exact subsection, but TaxAlmanac only lets you like to the section. If you change:

This: [[Sec. 61(a)(12)]]

to this: [[Sec. 61]](a)(12)

the links will work perfectly.

Just click on the edit tab at the top of the page and edit your entry. Let me know if you have any more questions!


- Tim Doyle, TaxAlmanac Moderator - Talk to me 15:06, 11 January 2007 (CST)

Membership Dues and how to report ??

Hi Natalie:

I know you are an expert in this area and I still have questions on whether the dues paid to this one non-profit (501(c)(3)) that I have are considered public support (line 1) or Membership Dues (line 3.) The non-profit is designed to have forums where marketing professionals can network, there are educational seminars offered, best practices, etc. In the past, the prior CPA recorded all of the dues on Line 3 -- I always thought that Line 3 amounts were automatically UBI -- in the past, I did some work on a non-profit and we received a letter from the IRS that we should have been filing the UBI return for amounts related to the membership dues on Line 3. Also, I cannot find an exclusion code for the membership dues.

Can you help me with this one? I would really appreciate it.

Thanks!

Membership Fees

Hi there:

Yes, I am referring to that discussion from November. The membership fees are paid by members only. Sometimes, they open up the forums to the outside and these are booked as program revenues. Yes, there are other benefits provided to the members. They have a career services center as well as a subscription to the magazine of their choice. Would it make a difference if the fees are designated as non-deductible by the organization -- non deductible as a charitable contribution but deductible by the members as a business deduction (similar to my Chamber of Commerce dues)?

Thank you, Chase :)

Editing my message to you

Hey there: I'm trying this out to see if my user name will appear on your message .... hope so because I think it'll make life easier ....

ChaseChase 12:59, 1 February 2007 (CST)

Membership Dues

The magazine subscription is related to the association -- it is a business magazine. The dues run about $205 for the national membership and then around $45 for the Chapter membership. They benefits of the organization once you join are that you gain networking opportunities, speaker forums to learn more about the profession, the complimentary magazine and "secret" access to the website --- areas of the website that only accessible by membership. If you think this is Line 3, isn't that subject to UBI rules -- is there an exclusion code that most people use for this type of thing?

Thank you for helping me ! (and just a couple more minutes of your time - please :)

Yes, the purpose of the organization is educate its members -- I guess I can list these dues in VII, Analysis of Income Producing Activites, in Column E for Related or exempt function income. Does that sound reasonable? What impact is there if membership dues are not deductible for charitable purposes, i.e. may be deductible as a business expense, in the overall scheme of things? Does this fact impact the placement of the dues on the tax return?

THANKS!!! Chase Chase 19:35, 1 February 2007 (CST)

Just wanted to thank you again for walking me through this !!!!

Grrrrr

TC

Not at all Natalie

Thank you for your note to me. I DID write the man a thank you letter for the time I spent with him the other day and gave him an idea that I would contract for $25.00 an hour either remotely from my own office or at his office.

No word back from him; but I saw in the newspaper this morning that he is advertising for an employee to do what he wanted me to do...don't know how far that will go in this small town, but I left things on the table for him and we shall see.

One thing he asked of me also that I was uncomfortable about....he wants copies of the tax returns I do for my own clients as well as a list of my clients in order to contact them about my work for them. I told him that I cannot give out client tax returns as it is private, privileged information. Then to think he wants my client list....I don't know. Maybe I am just being paranoid, but I certainly do not need him to market to my clients....

I am plugging away on the stuff I have right now and trusting God for my needs to be met I suppose. My son is going to run an ad for me on craigslist.org and also place a business size card ad in a couple of newspapers in Vero and then in Orlando where I came from.

Funny thing is...I have about 8 1040's right now for people who do not have the money to pay for them...in my heart I cannot turn them away as I have done their returns in the past when I did not need the money so badly. Makes me feel good to help others; but then and now I need help as well. Perhaps something will come of my son's help with the advertising. He has been so helpful to me as he is an IT administrator and has set me up with an FTP site, remote accessing, and setting up web mail, etc. for me.

The window of opportunity for this year is going to be gone before you know it, but each day is a new day and with friends like you guys here it helps me smile and know that I am not alone in times of stress...

Thank you again Natalie!!

Sandy

Dates & Times

Hi Natalie:

I think the system uses UTC (previously GMT) for the dates. So it must be Sunday already in London.  :-)


- Tim Doyle, TaxAlmanac Moderator - Talk to me 18:23, 10 February 2007 (CST)

IE7

Natalie:

You asked to be informed when it was ok to install IE7. With our recent upgrades, TaxAlmanac should work fine with IE7. I can't say if that's the case with all Intuit products though.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 15:25, 19 February 2007 (CST)

Good news Natalie!!

I wanted to touch base with you after my "whining" a few weeks back. The accountant in my town, called me again and told me he would take me at 25.00 an hour (whatever hours I can give him will be fine with him). He asked again if I would show him my personal client returns, I declined again but he said that he would see how I prepare returns for him anyway. Today I worked at his office from 7:00 a.m. until a bit ago.....new system ProFX, new format, he does not want or need workpapers, copies, etc. so it was all new to me, but I worked all day and he was pleased with my work....

We will see where this heads, but at least it will give me a few hours per week that I can depend on income for as I keep building my own client base...thank you again for your well wishes!!

Sandysea

Columns of Data

Hi Natalie:

You're right - there isn't a good way to enter pre-formatted columns of data in the forums. The website is designed for free-flowing text and does a lot to do that for you, which can really get annoying at times! This is on my list to look into and see what I can come up with. Thank you for bringing this to my attention.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 09:31, 7 March 2007 (CST)

Moving Forums

Hi Natalie:

Yes, just edit the topic and look at the top line - a heading line. Just change the name of the forum listed there from Accounting to Tax. There are two versions, one with a space between words and one with an Underscore between words. Just keep the same format and change the name and it'll move to the other forum.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 12:08, 7 March 2007 (CST)

Spam

Natalie:

It's deleted. Thank you so much for bringing this to my attention!

By the way - I'll be in Maui in 2 weeks!  :-)

- Tim Doyle, TaxAlmanac Moderator - Talk to me 21:31, 14 June 2007 (CDT)

Schedule O

Natalie I've only done schedule O one time and if you could tell from my post I had problems with it. But I do see that on screen 9, under the Apportionment Amounts, down past regular tax you enter the accumulated earnings credit and AMT expemption and then right below that is the share of penalty for failure to pay estimated tax. That's all I see there. The one I had to do had DPAD and it was a nightmare in my opinion, I had to go back and forth between the two companies to get the figures to put in there, I wish Lacerte could do it for you and link the two together but it looks like you have to do it manually.

Maui Visit

It's all vacation! I've actually been to the islands about 8 times in my life - my grandfather's major accounts were in Honolulu and they had good friends who lived there - now moved to the big island. My parents honeymooned there and went back for their ten year anniversary. With all of those visits, I just had to see it myself. I went twice with my parents as a child, and several other opportunities came up over the years. I've been to Oahu, Kauai, Maui, and Hawaii.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 08:47, 19 June 2007 (CDT)

Capitalizing Rental Fleets

I have a question about depreciating rental fleets. What life and depreciation method would you in the Hertz scenario? Let's say you'll only rent it for a year before putting it into inventory and selling it. Could you use straight-line depreciation over a 3 year life so when you sell it after a year you will still have a 2/3 basis? Or are there stricter guidelines for life and method? I am not familar with the rental industry accounting practices. ~Shawna

Tax software

After having been drained by Lacerte's PPR fees, I'm a happy Drake user. Costs about $1k for everything - all States, all forms, all entities. BethAZ 02:32, 5 August 2007 (CDT)

Drake Tax Software

There are no added fees for anything. Drake has PPR, looks like $285 for 15 returns and $19 per after that. All States. I think that includes corp returns. The website is www.drakesoftware.com. JofA did a survey of tax software and looks as though it's pretty popular. Not as easy or intuitive as Lacerte so proofreading is especially important, but can't beat the price and the customer service is outstanding. Kind and knowledgeble local Humans answer the phone and I've not called often but never been put on eternal hold. My email is aescpa@hotmail.com. BethAZ 16:52, 5 August 2007 (CDT)

And . . .

I got your message. I'm not sure what it means.

Oh! I went back to that thread. Now I get it.

Can you keep a secret? That picture is Nicholas Cage. Some people say I look like him, but I don't see it. I figured I could post his picture instead of mine and maintain some sort of confidentiality.

Notification emails

Hi Natalie:

This could be something on our side, or it could be a simple preferences setting. Let's check your settings to make sure it's not something simple.

Select "preferences" from the very very top line to get to your preferences page.

Select the "Email" tab

Make sure the "Send me an email when a page I have bookmarked is changed." checkbox is checked.

The line above that should read "Your e-mail address was authenticated on..."

If either of those aren't that way, let me know.

Thanks!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 20:20, 6 September 2007 (CDT)

Notifications II

Natalie:

Two more things to try:

1) Make sure your email address in your preferences is still a valid address.

2) Log out, click the link to log in, and then click the send new password link to see if you get that. If you do, just ignore the instructions - your old password should still be valid.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 21:24, 6 September 2007 (CDT)

Email

Natalie:

I just did the Send new password process and got the email right away. Hmmm... Could you send your email address to taxalmanac@intuit.com. Once I get that, I'll try sending an email to you from that account.

Thanks for having patience as we work through this issue.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 09:28, 7 September 2007 (CDT)

Honolulu

Yes, I will be flying in Oct 31 and leaving Nov 4. I will have time the evenings of Nov 1 &2 and most of the day the 3rd and 4th before I fly out. I'd love to go hiking. Kevinh5

JR1 stated that you have worked with ministers

Current thread from me is active.

Minister is fired by church (affair with female church member). Ex-wife (divorce is not final yet) and kids stay in parsonage. Church sends ex-wife money.

1. Is the free rent taxable? I found a rev rul that said that widows don't qualify for housing allowance.

2. The money the ex-wife receives from the church is it taxable income and if so what kind of income?

3. Is it all tax free?

Tax partner here thinks it is all "other income" not subject to S.E. tax. Everyone who has commented here thinks it tax free.

I am concerned about the tainted relationship. Most churches claim to be hiring the minister but many times they are hiring both spouses. This would taint the relationship to the ex-wife. It is almost impossible to give a gift to an employee.

Treasurer of the church use to work for me on weekends. He knew enough to ask various questions. This one, I can't find the answer. I have asked help from a financial officer at a state denomination who gives talks on minister taxation. No answer from her yet.

The ex-wife doen't need a tax suprise in April.

Thanks for your help.

Mark 276-628-1123

Smog 16:22, 7 September 2007 (CDT)

The Night Shift

That is the name I have for those on the extreme left of the map of our country! Sleep well. I am taking a few days off to see our unintended investment in upstate PA.

just kidding

I was concerned that some people thought I was serious when I posted that, so I wanted to save credibility. Then I changed my mind, and thought it would be more interesting to let people freak out and harass me for making such a ridiculous claim.

You are a super sleuth!

We have an incredible sense of humor. It's just that nobody else gets it.

Categorization Forum

Hi Natalie,

I went to the Categorization Forum but was not able to find any catagories lol. Just a couple posts, am I looking in the right place? Thanks for the help.

Will

Catagorization

Ok found it, thanks. Yes it does help, I think coming at it this way will be quicker than sifting through the search-box results. Appreciate it.

Will

Reply to your message 

  1. 1 I'm curious what your client does.

Natalie,

My client is in the public health profession and specializes in habit cessation programs (drugs, alcohol, tobacco). Apparently, my client has been asked by contacts in EU countries to submit grant proposals for these types of programs. The only way the EU countries will honor their proposals if they are a non-profit organization. My client will set up the non-profit and be Executive Director but will not receive compensation for their work. I will only act in an advisory capacity and be paid by my client from their personal funds. I have no interest in assisting them further as once they go outside the US, I am in over my head. 

  2. 2 I noticed you list "controllership" as one of your services. Do you use engagement letters? And do you have a hard time renewing your insurance when it comes time to complete the percentage of revenue categories?Natalie 14:51, 12 September 2007 (CDT)Natalie

I don't do much, if any, in the way of controllership. Only if asked do I provide controllership functions. If I am asked, I will use an engagement letter. I tend to stay away from it in most cases. I use engagement letters for all bookkeeping clients and tax clients. I have no issues renewing my insurance. Most of my practice revenues come from tax and tax advisory services.

Not to sound rude, but why do you ask?

Controllership Question

The reason I asked the controllership questions was that I was hoping to be able to bounce some ideas off of you. I provide controllership services to several clients, and every year when I renew my insurance, I have to figure out how to categorize that income. The insurance company has their own ideas of what constitutes controllership service, and it usually means a higher premium. Since I do not make management decisions for my client, however, the risk is lower, and I don't want to include the income in that category. My services do not neatly fit in as bookkeeping, however, because I do much more than that.

The other thing is the engagement letters. They are always a challenge because of the variety of things that I do.Natalie 18:17, 12 September 2007 (CDT)Natalie

Natalie,

Sorry. I'm not having a good day, so I jumped the gun when I saw your question and my response was rude. I apologize.

What categories is the insurance company giving you? If you aren't making management decisions, I would think bookkeeping/write up services fit the category. However, the more I think about it, many of my bookkeeping services lead me into controllership functions as I am helping the client with financial analysis that banks and others use to make decisions about my clients. After doing it for close to 20 years, it became second nature and I didn't realize until now I was doing it. But I really try hard not to make management decisions either. I simply tell the client that the final decision is theirs after giving them all the options available to the client.

But to be honest, I am not going to change how I report it to my insurance carrier because my accounting/writeup/bookkeeping services are only about 10% of the revenues I generate as a whole.

As far as engagement letters, that's a tough one in dealing with the controllership issue. I saw one many years ago that was pretty much about all the things the accounting firm wouldn't do, but they ended up doing them anyway. I can look for a sample one and get back to you within a day or two when and if I find it. Just leave me a note Friday as a reminder. My 6-year old is home from school tomorrow and I won't be doing much work.

I look forward to talking with you in the future.

Tom O'Connor

PS: By the way, how did you get your user page on this forum to look like it does? It's well laid out and easy to follow. I like what you've done. I wish I could do that.

Pointing out IRS mistake, audit

Natalie: Sorry for the long post. I think you can definitely distinguish this matter from preparing the return. TaxSrv really impressed me with his post...Examinations are also adversarial proceedings. To take a stark example: lets say last day of an audit, the examiner picks up a stack of items to substantiate travel expenses. You know these are clean as a whistle. However, you know the M&E records were not kept quite so well, and would likely result in some kind of error being found. Do you have a duty to advise the examiner not to pick up the travel expenses, but rather that he should spend his limited time working on the client's M&E substantiation? No! You don't have to make the examiners case, and this is not unethical. In my opinion, PVV's post was an extension of this further on after the audit had concluded. Now, I would certainly get my client's opinion. Maybe my client would desire me to notify the IRS of the mistake at this point. But, at least for a lawyer in these matters, it can actually be malpractice to make a disclosure that the client is not required to make (unless he consents to it).

Sample Engagement Letter

Natalie,

I didn't get a chance to look for it yet. I spent my morning playing plumber as we had a huge water/sewer backup in our house. I just got done fixing it. I will look over the weekend and get back to you Monday.

Tom O'Connor

Your Question

Not being sarcastic. I thought the Govt has penalties for ALL late filings. I recently learned on this site that S Corp filed late have no penalties (Federal). This has not been a issue here as most clients file timely or owe no tax. Are you helping Doyle weed out inappropriate posts?

Moving threads

Hi Natalie, I was your post. Can you please tell me the secret of how to move threads? - PVVCPA

Spam

Thank you - all gone!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 13:17, 26 September 2007 (CDT)

Lake in Wisconsin

Natalie,

I know vey little about how this site works and just saaw the meassage you left me back in September. My husband and I go to Lake Viola every summer - it's near Siren, WI about 1 1/2 hours from St Paul. My sister-in-law's friend has a cabin there and we go every 4th of July and stay with them. I'm from Indiana originally and really miss the midwest so I love our visits there. Each time we go we look for cabins for sale with the goal of being able to spend our summers there in a few years. Sandy SKPCPA 21:55, 5 October 2007 (CDT)

Flamers

Appreciate your comments on being civil. The instigators should know better than to flame like that. This site has turned into a bad playground, complete with bullies (or one bully with multiple login names). Accountant's World forums appear to be flame-free. BethAZ 11:00, 7 October 2007 (CDT)

Hi Natalie

I fixed the discussion page, so it should work now. Ooops. BethAZ 17:32, 24 October 2007 (CDT)

Hiking on Saturday

YES - I just checked into the Pacific Beach Hotel on Waikiki and needed to check email, and got your message. I am up for hiking - let me know where to be and what time and how to know it's you. My cell phone is 828-280-6975. I will be teaching until 5 PM Thurs and Friday - am hoping to go down and watch the costume parade outside tonight!!! Kevinh5

New Picture

Hi Natalie:

There are instructions for how to upload a picture in the Frequently Asked Questions, whcih is linked from the Tax Questions Discussion Forum. You can also get there by clicking here: How to add picture. Let me know if you have any problems.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 20:57, 31 October 2007 (CDT)

Thanks for your thoughts

on that message. The reason it is mysterious to me is that the only place National Heritage was mentioned was in comments between Beth and myself, not on the thread she posted on her audit. It was Beth's client who made contributions. After she told me who the charity was, I referred her to a link to an article I found on a Google search, but I have never contacted anyone in this regard.

Does this mean that someone is 'trolling' through our messages? I decided the best course was deleting the message and have done so, but now I wonder if I should not have contacted Tim first.

Another oddity is that Beth received no such message, but it is her client that is involved.

Once again, thanks for your thoughts on this cold rainy November day.

Death&Taxes 07:37, 10 November 2007 (CST)

Bob Jennings Stuff

Natalie: Here is the Jennings website. http://www.taxspeaker.com/ He offers some online courses also. He is a super careful type, and yes, some of my clients do not like all of this paperwork. But, what can you do? Let me know if you have any trouble with the website.

Self-study too

Looks like he's got some self-study on there too. Last year, I went to one of his seminars here in Atlanta, and then I also went to a CPE just on Circ. 230, so I was filled to the brim with this stuff. I don't know how much I really understand it, though! Both posts are from me. CrowJD 16:16, 19 November 2007 (CST)

I agree

I agree, it does not seem to be completely resolved. There is only so much CPE the brain can process during a year, besides the fact that the cost adds up pretty quickly! I did really enjoy the Jennings seminar, if one comes to HI, you might want to catch one. The one I attended was called: "Compilation & Review" or something like that, but he included A LOT of stuff on current events in tax in it, a lot of forms, letters etc.. Good value, and great materials to take home. CrowJD 16:31, 19 November 2007 (CST)

Re: User Page

Hi Natalie,

What is "ins"? Well, that sort of crossed my mind. TA is open to the world. You don't need even need to be a member to view the user pages. I just thought that I had to much personal information on it. I condensed it and threw up the picture of Nicolas Cage to keep my groupies away. :)

--PVVCPA 06:11, 20 November 2007 (CST)

Aloha Natalie, when you get the chance, can you send me an e-mail at actionbsns@aol.com. I had an e-mail from Kevin that I thought you would be interested in.

Thanks,

Paula

Home Office w/ S-Corp (clarification please!)

Hi Natalie,

After reading your contribution on home office for S-corps, I'm confused about one aspect.

In a situation where the sole employee rents the home, it seems that rental expenses not reimbursed would be returned anyway as shareholder distributions. In either case, there would be no payroll tax implications, but the income taxes would be the same. If that's correct, what's the point?

You seemed to suggest that this reimbursement does not need to be claimed on Schedule E. If that's correct, then it would make sense to reimburse the employee who rents the home.

Can you offer a clarification? Thanks!

Best, Jeff (jeffrey_ropp@hotmail.com)

I agree

I agree - take a look at my reply and let me know what you think. Thank you for bringing this to my attention!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 10:25, 6 December 2007 (CST)

Master Builder

Hi Natalie,

I have never used Master Builder, but I do know I can find out from the guy I do work for.

Knowing that each different program within the Sage family have similar features, I am pretty positive that you can search for most things.

the main thing would be to know what version of Master Builder they are on. If it's thelatest update, then you should be able to preview any report and then there would be an envelope at the top, this is the export feature, you can then export into excel and use excel's search feature.

You can also use excel's import database feature and then use excel to generate multiple reports like a simplified access database.

You really have no idea the additional funstionality you get when you jump up to these other programs.

My e-mail is FSteinCPA@aol.com

If you shoot me an email, we can communicate that way and I would be more than happy to assist you.

rain rain and more rain!!

It just keeps raining and raining. Haven't seen this kind of rain since we moved from California. And the puddles are spectacular. The windshield wipers on my car have a hard time keeping up. How are you holding up. I just watched the news and it looks like Oahu has some serious flood warnings posted and Maui as well. Stay safe and be careful.

Natalie,

I recently found TA again. I am impressed at your posts.

GrizzlyCPA

Payroll Service Calculation Correct?

Hi Natalie: You are quite knowledgeable in this area and wanted to email you directly. Client needs to add health insurance premiums to the W2 at year end in the amount of roughly $1,000. From that, income tax withholding will be deducted. However, payroll service is telling me that there would be no net check to the shareholder if this addition to the W2 is run as a separate payroll. The tax withholding amount is roughly $200, let's say, so I would expect that the shareholder would receive a net check of $800 -- I am so confused at this point. Or, is this just a book entry for the payroll company?

Thank you for any assistance you might be able provide.

All the best and Happy Holidays!

Chase Chase 21:10, 20 December 2007 (CST)

Thanks, Natalie !!

Happy Holidays to you!

Chase Chase 09:41, 21 December 2007 (CST)

You're Welcome!

You're very welcome Natalie!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 17:46, 26 December 2007 (CST)

HSA

Natalie, I am to embarrassed to display my ignorance by posting a reply to your thread. I do not understand what you meant when you said you have health insurance through your corporation therefore you do not qualify for an HSA. I understand that you cannot do an HSA if you have Section 105 plan or an FSA (neither of which are possible for an S-Corp shareholder). But I have not run across a prohibition to an HSA simply because you have health insurance through a corporation. As long as the health insurance is a qualfying HDHP, then I though it was OK to open up an HSA. Can you please explain what you meant. --PVVCPA 18:20, 29 December 2007 (CST)

Phew! You scared me. I have a HDHP through my S-Corp, and I have an HSA account that I have paid for my daughter's braces through. That would have been very embarrassing for me if it turned out that was not allowable. Thank you for your reply.

$3,000 for Phase 1. I have dental insurance that has ortho coverage up to $1,500. So that paid half. My HSA paid the other half.

Natalie, you are right

You are right, I have to be more careful, I was tired, and being silly. But, yes, I do have car insurance, and have paid for years! CrowJD 07:38, 30 December 2007 (CST)

Hawaii Visit

Thank you for the invite to your paradise. My wife Pam's lifelong dream is to go there, and I think some day we shall. Thank you for the nice comments.

Death&Taxes 18:25, 8 January 2008 (CST)

www.filetaxes.com

Natalie,

Thank you for mentioning this website in one of your posts.....it can't get much better than this, email 1099s and they send the 1099 copy to the recipient!

In the past I would buy Turbotax and print, mail, etc......this is a much better solution.

Thanks,

Mike McKee

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