User talk:Umk395

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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.

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- Tim Doyle, TaxAlmanac Moderator, Tdoyle 18:03, 14 December 2005 (CST)

Moving your question to a more appropriate forum

Since you’re asking a question about software, rather than a technical tax issue, I’ll move your Roth conversion calculator question over to the Practice Management/Business Growth forum. The people that frequent that forum are much more interested in that type of question, and that forum is quite active (although perhaps not so much over the holiday weekend!), so you’re more likely to get helpful responses over there than in the tax forum where you started it. You’ll still be able to get to it by going to the “my contributions” link in the upper right of your screen.

I see you’ve been a member here at TaxAlmanac for a long time, back to 2005, I believe. Since the site first started, there have been several changes. The most significant is that we now request that all people participating on the forums update their user page – their profile – to include some info about their level of experience/background as a tax pro. You can just click the link in the line above, or click on your user name in any post, and then click the edit tab. Make changes to the boilerplate language, and click Save Page. (This is consistent with step 2 of the 4 steps toward asking a new tax question that you saw when you started your question.)

Many people like being able to click on your user name to see a little about your level of experience in case they want to tailor their responses to be more helpful to you, and also it's quite helpful for those of us who have been asked to identify questions from non-pros, which will be moved over to the consumer forum and out of the accounting and tax forums.


Trillium 21:49, 26 November 2009 (CST)

Your new tax question may be moved

Your question may be moved to the Consumer Questions Discussion Forum because you have not updated your profile to provide any information about your level of experience/background as a professional tax preparer. As a result, your question may be perceived as not complying with the guidelines established for TaxAlmanac and the tax forum, which are intended for use by tax professionals only. (This is consistent with the info in Step 2 of the four steps to "asking a new tax question.)

If you are a tax professional, please update your profile (user page), to provide some info about your experience level/background as a tax professional. Select edit at the top of that page, replace the boilerplate with your info, and then click Save page.

Your level of experience may be an important consideration when users are developing an appropriate answer for your questions. Beyond that, though, some users won’t respond at all if your profile hasn’t been updated, and as you’ve seen, having no profile leaves your question subject to being moved out of the professional tax forum. (Once your profile has been updated, one of the moderators can move your question back to the professional tax forum if that’s appropriate.)

Note – updating your profile is just one of the four steps in “asking a new tax question” – if you skipped any of the other steps as well (e.g., searching the archives, familiarizing yourself with TaxAlmanac), please do that now, too.

If you are not a tax professional, please ask your question on the TurboTax website or consult your tax advisor. If you don't have a tax profesional that you work with regularly, information about finding a local tax advisor can be found here: How to find a local Tax Professional.

Trillium 21:49, 3 December 2009 (CST)

Your Fees question has been moved to the Practice Mgt/Business Growth forum

Here's the quote from the bottom of the page that gives you the four steps toward asking a new tax question:

"If your question is about CPE, licensing, tax software, practice management, fees, business growth, and the like, post to the Business Growth forum rather than to the Tax Forum."

Also, please be sure to update your user page - your profile - soon. It helps all of the users to be able to get a bit of context behind the posts (any user can click on the user name of any other user in every discussion, to find out more about the people they're conversing with) and it also helps to build the community and improve the reliability of the forums overall. Thanks for wanting to be a member of the community here.

Trillium 20:24, 4 December 2009 (CST)

You asked for info on how to update your profile?

Hi, I think I may have missed a request you left in a discussion a day or so back - you wanted info on how to update your profile, because you were apparently trying to do it via preferences?

There's a pretty good description of the steps you take in the Forum FAQ, FAQ #1, but the key is that instead of clicking on the preferences link at the top of the screen, move over two links to the left and click on your user name - next to the little person icon. That's the boilerplate user page. Then click the "edit this page" tab, and you can highlight the boilerplate and delete, make changes, etc. You can click the "show preview" button at the bottom of the page to see how it'll look, or just skip right to clicking the "save page" button, which you need to do to save the changes you made.

Hope that helps.

Trillium 23:29, 7 December 2009 (CST)

If you'd like to get my perspective on combining financial planning with tax prep, call me anytime 281-433-3938 (cell 24/7)

Fletch (Lynn Fletcher)

Your fees/collections/1099 question is being moved to PM/BG

Hi - if you are asking a new question, and it's about CPE, licensing, software, fees (including collections and related ideas), E-filing; or really about any practice management/business growth topic, then you should either start the question in the PM/BG forum (easiest method) or go through the "4 steps" page for asking new tax questions and click on the link that says "Ask a question about CPE, licensing, software, fees, E-filing; any practice management/business growth topic." That way, your question will be in the proper forum to begin with, and won't have to be moved.


Trillium 15:13, 7 March 2010 (CST)

Sub S Late Filing Penalties

Hi, I saw your response regarding penalty for late filing of Sub S return. I seem to recall under old rules penalty would be abated if shareholders filed their individual returns in a timely manner and reported their prorata share of Sub S income and paid appropriate tax. Do you know if this exception is still avalable in light of the new section on penalties?

Any help would be appreciated.

Thanks, Dennis.

Just Gotta Know

Dear Umk395,

Would you happen to know, does the accelerated depreciation become ordinary income recapture instead of unrecaptured 1250 gain in the case of cost segregation?

Also,I hope you don't mind this question because it's off the subject of taxes but I saw your profile comments a few days ago and wonder if you are living for the the same kingdom as me and my family and friends. Please advise.

Thank you.Taxplanner139 17:52, 29 March 2010 (CDT)

Your 8879 discussion has been moved over to the Practice Mgt forum

There are some other discussions like it over there, and both e-file issues and client mgt are definite practice management issues, as opposed to tax questions. Here's one of the more recent discussions on the topic: Discussion:Spouse signing 8879, you might get some other good input from that.

Trillium 17:54, 18 February 2011 (UTC)

Question pertaining to Series 7 Licensing

Hello Umk395,

You provided response to a discussion last year related to a post concerning 'Route to fee-only financial planning'. I believe that you indicated that you sat for Series 7 after only 30 days of preparation. Wow ! Can you tell me what study material that you used? I've been trying to operate under the fee-only model but it is just not working. So to avail more options, I am taking steps toward preparing for the 7 and 63. Thanks in advance for your reply.

Dan, CFP(R) EA HGCO Hgco 03:16, 24 June 2011 (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 23:24, 4 May 2014 (UTC)

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