User talk:Rgtaxservice

From TaxAlmanac, A Free Online Resource for Tax Professionals
Note: You are using this website at your own risk, subject to our Disclaimer and Website Use and Contribution Terms.

From TaxAlmanac

Jump to: navigation, search
Leave a message for Rgtaxservice

This page is where you can leave a message for Rgtaxservice. Rgtaxservice 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 Rgtaxservice, this is your page. Feel free to edit your discussion page to add or remove anything you'd like.

Leave a message for Rgtaxservice by clicking here



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 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.

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 11:31, 24 January 2006 (CST)

How to link to Publications


I saw your comment about not knowing how to link to publications. All you do it to type:

[[Publication 970]]

Note that you need to spell out "Publication" and put the two square brackets on either side. Within the discussion forum index, there's a FAQ topic in yellow at the top. Click on that if you ever need a reminder.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 23:46, 29 January 2007 (CST)


Who said I was human? Remember the TA-Robot that was mentioned earlier?  ;-) Yes, I sleep. It's nearly midnight here and I was just checking in and catching up before I headed off for the night. I'll be back in about 8 hours with my morning caramel macchiato.

Tonight was fairly productive - in addition to reviewing all of the outstanding edits, I was able to import all of the IRS News Releases for this month.

See you tomorrow!



>>Don't you ever sleep? It's 1.40a here on the east coast. I just popped back to see if anyone replied to my question. How to you manage 700+ returns and still stay up so late?

It's 2:15 am here in Michigan, and I'm still doing taxes, but I don't have to get up early tomorrow. So I decided to stay down here and just keep working until I can't see anymore (while doing my laundry, so I don't have to do that tomorrow.) I usually have to work until midnight to 1 am every night during most of Feb, especially during the first three weeks of Feb. In March and April, I should be able to quit at about 8 pm every night. I receive up to 30 returns a day during the first two to three weeks of Feb (drop-offs, mail-ins, and appts), so I really don't have a choice but to work late. When I quit at night, I just go upstairs and try to go to sleep, so I can get up by 9:30 am. Most nights, I get about 7 hours of sleep. I open my office at 11 am and close at 7 pm (and 5 pm on Saturdays). Closed on Sundays, but I used to be open every day and the hours were longer (back when I was doing about 950 returns with no computer), so it's much better now.

I think more of the larger returns have been dropped off earlier this year, so I'm feeling more overwhelmed right now. I don't remember working this late last year every night, but I didn't waste any time on the web (TA) last year. I know that TA is affecting how many returns I'm getting done each day (plus the delays with some forms, new energy credits, clients getting more absent-minded...), but I enjoy having TA available. Last year, it was about 20 a day in Feb and maybe 25 on Sundays, but this year, it's more like 15 or 16 a day (which is too low, if I'm going to keep up and get them all done by April 14th). By the way, I don't know why my total returns dropped to 736 last year. I was doing about 775 each year in several of the years before last year. Probably due to the free efiling on the web.... Anyway, sorry to ramble on....

So, what are you still doing up?  :)

Where to enter 1099 b on my 1040 tax return?

I'm having a difficult time locating the information. I have a few small sales of stocks, less that $200, and a few 1009b forms. Where do I enter the info provided on the 1099b onto my 1040 tax return? It seems like a simple question, but it's very frustrating, because I can't find a clear answer anywhere. Can you please help/


If you find it useful, you're free to steal mine. Newsletters tab... Jeff JR1

My writing

To type your user name to make a link, type ~ ~ ~ ~ but without the spaces.

Try going to any article, like and after you reach the bottom, keep scrolling until you come to the words "View David J is Death and Taxes Portfolio" and click your mouse there. You should come back to a page of My Portfolio, in which are listed directories by subject matter, e.g., The Written Record. Underneath that you will find the articles inside are about my late wife's last years....this is why I began writing.....if you click the title Written Record you will see the titles of 22 pieces, with a small description of their subject underneath. Each of the directories contains groups of articles like about Pets, Working, Life in General, Household Hints....there is a couple of longer pieces too but most pieces are about 1200 words.

Thanks for the nice words.

Death&Taxes 17:51, 16 January 2008 (CST)

Of course, this is funny

Of course, you are right RGTA, and have been right since the beginning! But, it's fun anyway. CrowJD 14:27, 18 January 2008 (CST)

The Petty Cash

Oh, the petty cash discussion. We were all beating around the same bush.

Driver per diem rate

You said in a January 08 posting...

"...Do the 3/4 prorated departure and return days come into play for transportion workers as well? Driver leaves on day 1, day 2 on the road, day 3 returns home. That would 2 3/4's and 1 full per diem ($78 + $52=130 per trip).

It's the same turnaround trip. My thinking that I can use Method 2 and consider day 1 as a full day since the driver will run until he has to log out. Day 3 will depend on how long he actually logged in."

My question is where does the $78.00 per diem rate come from? I thohght the M&IE CONUS rates is $52.

Thanks, cgreed


I think you said in another post that your wife doesn't allow you to smoke in the house. Is that correct? You're half-way there if you slow way down during tax season. Perhaps there's something else (other than food) that can take the place of smoking in the spring time. Do you have kids?Natalie 04:29, 6 February 2009 (CST)Natalie

Well, there's nothing wrong with having a spouse who's older. I was thinking if you have kids, they might be able to help you quit. Perhaps your grandkids might be able to provide some motivation. Yeah, and smoking stinks.Natalie 01:01, 7 February 2009 (CST)Natalie


what does this do

Seaparate Allocations


Do you have Quickfinder? If so, see page 4-7 where it says: "Expenses paid by joint funds are generally considered paid half by each spouse unless they can prove otherwise.' They do suggest an old Revenue Ruling 59-66. I am not sure this is a smoking gun, and I have not used such an approach, but I recall that such an approach used to be used either in Delaware or Virginia, states where taxpayers were allowed to file separately on the same return.

Death&Taxes 08:18, 22 February 2009 (CST)

Thank you

Much appreciated

Death&Taxes 18:38, 27 February 2009 (CST)

You're welcome to use the phrase

'Tax software is no substitute for a good tax professional' as long as you don't try to trademark it. Thanks for asking and good luck! Let me know how many clients you get from your radio ads. Kevinh5

Call for Your Funny Tax Stories

Hi Rgtaxservice,

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

I see....


I see you heard from Vanessa as well. So did I. I am wondering if anyone else heard from her about their funny stories.

TomTaocpa 15:50, 12 March 2009 (CDT)

I did the same...


I did the same thing as you. I e-mailed her to verify the legitimacy, asked which stories and said it was okay as long as I knew what was going on and what website was publishing them. She told me they were only using our Taxalmanac monikers. I seriously doubt our clients will ever know that we wrote about them.

It should be fun to see.

As far as I can tell, me and you are the only ones she has contacted about our stories.

TomTaocpa 16:41, 12 March 2009 (CDT)

Special Phone Number

You've got me; I'd never heard of it or I would use it. Maybe you found it at a seminar.

Death&Taxes 15:32, 24 March 2009 (CDT)

SE Health Insurance

Hi Rick,

I don't think insurance premiums deducted from a pension could be treated as SE health insurance, since it would be health coverage through an employer.


Mary Kay Worksheet


Would you mind sharing your Mary Kay worksheet you use to prepare income tax returns. My e-mail is

Thanks in advance for any assistance!

You were once interested in this...

Hi, at some point a while back, you and several others were interested in having a Practice Management forum that was separate from the other existing forums. At that time, many practice management issues were being lumped in with Tax Questions, but since then we've been trying to have those discussions started within the Business Growth Community, with moderate success.

We now have the opportunity to start a new forum for practice management issues if there's still enough interest in that change. There are some minor complications that would need to be addressed (e.g, what to do with topics that fit in both areas, and how to handle discussions where the OP posts a PM question in BG, or vice versa), but otherwise we could set up the new forum right away and start directing new questions to it right away.

I decided to get some input on how many people are interested in a Separate Practice Management Forum, and so far the status quo seems to be winning out. So I felt that I should alert you to the question, in case you'd like to provide your own input.


Trillium 11:14, 23 October 2010 (CDT)

Your question is being moved to the Business Growth/Practice Mgt Forum

You'll find many other similar discussions there. We try to reserve the tax forum for actual technical tax issues; you can see a list of what each forum is for here: Discussion Forum Index.

Trillium 20:08, 28 December 2010 (UTC)

PS - there are some issues with the search engine right now, in process of being fixed, but depending on the search terms you used you may have only gotten partial results. Try these, for some extra input (and apologies if this repeats stuff you've already seen): Search "direct mail" 2010 or search postcards 2010. Both include "2010" as a search term as one way to try to limit the results to more current info, although that'll pick up any discussion that mentions 2010 in addition to those with posts in 2010. There's a lot of overlap between the two, but some extras in the second one that didn't show up in the first. Hope that helps. Trillium 08:23, 30 December 2010 (UTC)

Schedule T

Schedule T was used to compute a surtax during 1972. The Schedule T used only used for one year.

If my memory does not fail me.

SE HI ded on 1099-R

Rick, you asked a question regarding this way back and no one responded. I have a client who has a Schedule C (profitable) business but who also received 1099-R, which shows Health benefits, which she says are her HI premiums. Last year I put this as SEHI on page one but now I'm not so sure. The difference is that this is not a CSA, which is what you were questioning in the old discussion. Did you ever find an answer to this? Thanks. LJACPA 18:07, 12 March 2011 (UTC)

Question on the gross income test for QR

Hello, I saw a fairly old post (2009) from you regarding to a client that you had who was claiming her mother as a dependent and her mother receives 12k of SS benefits as her only type of income. Incidentally I was in the same situation (exactly the same)today with one of the client at my volunteer site. I was wondering if she could claim her mum as dependent then? Or the 6k (50%) counts against the $3700 gross income test? Thank you for your time


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 05:17, 4 May 2014 (UTC)

Personal tools