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I am a former school board member, board president, and also previously sat for a long time on a district audit committee. First, I would not post anything more publicly at this time. There are a number of considerations and possibilities here (miscommunication or misunderstanding, error, intentional ...

Did you check account as well as wage & income transcripts? It seems situation qualifies for TAS assistance. Consider involving political representative. Sent from the all new AOL app for iOS

I e-filed 2024 1040 for client 04/05/25. In May 2025 client contacted me stating $4,000 refund of social security withholding was not received into their bank account. I phoned IRS with POA was given no explanation what-so-ever. Was told by IRS to call IRS back in 180 days. When I asked from when they ...

Hi Ron, UltraTax is pretty good. I am using it. I think I like it better than CCH. Sometimes it isn't intuitive and early in the season some bugs. It does drive us crazy when there is an unexpected result. Like you I am always learning and sometimes surprised. We are practicing accounting. Emphasis ...

It did. Apparently Ultra tax had a programming issue. Which basically doubled the gain. It's now corrected. Just crazy. Which was the reason for my question. Apparently, for 2025 the input had changed in ultra tax. Thank you so much for getting back to me. Best Ron Sent from my iPhone

As many of you know, I started (after Elliot Hendler's memory tribute was posted on the Exchange) the campaign to bring back 'committee'. Thank you to all of you who posted your agreement and to the Board who voted to reverse the 'community'. Alan ------------------------------ Alan E. Weiner CPA, ...

Hello everyone, I am excited to share the Society's February 2026 event calendar . There's lots of great happenings this month and I hope to see many of you there either via Zoom or in person as your schedules permit. Here's an item I'd like to highlight -- the Brooklyn Nets versus San ...

After a great deal of respectful discussion and exchange of viewpoints at today's NYSSCPA Board of Directors meeting, I am very pleased to announce that the Society Board of Directors voted today (February 4, 2026) to reinstate the use of the nomenclature " committees " in lieu of " communities of ...

My Dear Fellow Society Members, I hope you will join both Society CEO Calvin Harris and me this Thursday, January 22nd at 4:30 p.m. for our next Society Town Hall Meeting . There are several important matters to be shared and discussed with you, including a series of recent significant ...

Hello everyone, I am excited to share the Society's January 2026 event calendar . There's lots of great happenings this month and I hope to see many of you there either via Zoom or in person as your schedules permit. Here's the link (with a cut and paste set forth below). NYSSCPA Event ...

Yes, the only "employees" would have been the husband and wife. I believe the payments to both were transfers that went to a shared personal account. So, yes, I would feel comfortable treating them as distributions.

Was he the only "employee"? were personal returns filed, W-2's prepared? Could the payments simply be distributions ------------------------------ Gerald Cohen Retired (no firm) The opinions expressed are the views of the author alone and should not be attributed to any other individual or entity ...

Hello Everyone, I have new client that came in recently. Her husband died abruptly this month. She owns a firm. He was supposed to oversee the office, including the filing of taxes, but the taxes were never filed. I have emails from her stating that he buried the letters from NYS/IRS and, any ...

Yes, the only "employees" would have been the husband and wife. I believe the payments to both were transfers that went to a shared personal account. So, yes, I would feel comfortable treating them as distributions.

Was he the only "employee"? were personal returns filed, W-2's prepared? Could the payments simply be distributions ------------------------------ Gerald Cohen Retired (no firm) The opinions expressed are the views of the author alone and should not be attributed to any other individual or entity ...

Hello Everyone, I have new client that came in recently. Her husband died abruptly this month. She owns a firm. He was supposed to oversee the office, including the filing of taxes, but the taxes were never filed. I have emails from her stating that he buried the letters from NYS/IRS and, any ...