User talk:Wwtaxes

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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.

As you begin to interact on TaxAlmanac, your changes will be linked to this page, 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. I see that you've already added information to your user page - thank you!

If you have tax-related questions, we encourage you to add them in our Tax Questions Discussion Forum. 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 - Talk to me 17:38, 23 February 2007 (CST)

Your Question

I moved the question you asked in the article area to the Tax Questions Discussion Forum. You can view your question and any answers it receives at Discussion:1099R for an Estate.

Let me know if I can be of any further help.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 10:17, 8 March 2007 (CST)

Regarding, capitalization of expenses on property held for resale and under construction. All expenses relating to property under construction or rehab must be capitalized under Sec. 263A. Once the construction period ends, the interest is eligible for deduction.


Roth distribution-Taxability

My name is Don Boggus(pronouned Bogus), CPA or Bogie. Yes, I do prepare bogus tax returns.

Thanks for your response to my question. I have been out of the 'Almanac' for a few days and did miss the earlier discussions pertaining to my subject. This was helpful.


You asked about old discussions vs. new discussions and whether it was appropriate to contact people directly.

I can see people's point about resurrecting old discussions - it takes time to read through the discussion, perhaps users think that it is current and may spend time on it only to find the new question at the bottom. My suggestion is to start a new discussion and reference the old one. This way, users can go look at it for the background. You can grab the title of the page (it starts with "Discussion:Something") and put that between two square brackets, like this: [[Discussion:Something]]. That will add a link from your current question back to the old one so people can get to it easily.

As for contacting people on their user talk pages, I think this is fine. If specific members do not like to be contacted this way, they are free to leave a note there to that effect.

Please let me know if I can help you in any other way.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 11:05, 11 April 2007 (CDT)

You're Welcome!

You're very welcome. I'm glad you jumped in and asked some of the users, and I am glad to hear you're participating. The best I can say is just jump right in. If you ever have any questions, feel free to ask.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 12:19, 11 April 2007 (CDT)

Michigan Forms

The version of the Michigan program that I order every year includes all of the Michigan forms. Which form are you looking for? If you're using ProSeries Pro, aren't you able to download the Michigan program? Deb 19:52, 2 May 2007 (CDT)

Michigan Forms

It says ProSeries in my title bar, but I know it's the Pro version. I use the ProSeries Michigan program, but I also order separately the ProSeries Michigan SBT (Single Business Tax) program on a PPR basis for businesses with gross receipts over $350,000. The forms in the regular Michigan 1040 program are those that are used with the Federal 1040. For Forms 1065, 1120, and 1120S, I would have to use the Michigan SBT program, but only when gross receipts are over $350,000. That program has to be downloaded separately from Intuit's web site or it can be downloaded from the "upgrade" or "download" functions in the top menu or from the installation CD.

Deb 15:32, 4 May 2007 (CDT)

thanks for your help

Joyce, it's so tough sometimes to figure out the law and then how to figure out the input. Thank you again. Great, prosperous tax season to you!

1099-misc for employee

When you use 2106, how do you input the mileage allowance, since 2106 doesn't seem to be used for that purpose from my research (it's for Box 12 of the W-2)? In other words, can you use a 1099-misc Box 3 to go to the 2106. This is what you've done before?

Thanks, Aggie1959

17:04, 2 March 2008 (CST)

Private Message

Absolutely. Go to my user or user talk page and then look for the "E-mail this user" link in the left-hand column. This requires that both the sender and recipient have entered and verified an email address in their TaxAlmanac profiles. You can also email me at

- Tim Doyle, TaxAlmanac Moderator - Talk to me 10:49, 7 March 2008 (CST)

Email Confirmation

It only takes as long as it takes the email to get from your system to TaxAlmanac... almost instantaneously.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 11:22, 7 March 2008 (CST)

No confirmation email

We've had reports of that, and I suspect some sites are filtering emails from certain senders. May I ask who your email address is with (the part after the "@").

- Tim Doyle, TaxAlmanac Moderator - Talk to me 11:30, 7 March 2008 (CST)

Negative Amort

You bring up a very good point about negative amort. I am not a CPA, or math wiz, I'm a lawyer. But, back before this new Bankrutpcy law (2005), I would do some Ch. 13 payment plans, and they would be paying mtg. arrears to try to save the house. But, since they were in negative amort., they would have this large chunk due at the end still required to get current and save the house. I learned early to warn them about this, though I never really understood the math of it. CrowJD 20:37, 1 April 2008 (CDT)

Thanks for that

I appreciate the lesson. It's insanity, that's the only thing you can say about it. I knew that those "interest only" loans would come to no good also. We have a nation of debt slaves it seems, and the insane govt. is permitting it to happen. CrowJD 21:20, 1 April 2008 (CDT)

ND Property Tax Credit

Hi Joyce

Regarding the ag portion of ND property tax.

If the entity is a passthrough a portion of the property tax paid by the entity MIGHT be deductible in Section III of the ND PTC Form - hopefully your client will have received the maximum property tax credit before needing to consider the ag land.


spring snow pic

Did you upload your picture? When you try to link something and it shows up red, that usually means there's an error somewhere. Natalie 01:10, 8 April 2008 (CDT)Natalie


Hi Joyce:

I've added the link to your picture from your user page. Looks cold!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 07:33, 8 April 2008 (CDT)

Bad Link

Got it. The image name is upper/lower case sensitive. The picture you uploaded had the .JPG extension in uppercase, and you had added the link with lowercase. Once I changed that, the picture displayed properly.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 07:44, 8 April 2008 (CDT)

Thank you Joyce...glad to be missed!!!! :)

I am ok; even much better than OK....I am learning to get paid up front and of course like you, I am working until late hours to get things done but God is good....more clients, better clients and just trying to keep moving on.

The move went great...I am now on the river and at night it is so peaceful. Serene even.

Thank you sooo much for thinking of me. I will be back just trying to get all the messes straightened out...hehe

Take it easy and know what I appreciate your note very very much!!


Sorry, I have been way behind.

I didn't see your message until now. Sorry.

I have done a lot of research into the HRA / 105 and it seems to be a very well documented and a great deduction to help small business owners who are trapped into high limit health policies by the whoreish insurance companies. Can you tell a little anti-insurance company bias in my tone? :D

Basically, what I came to understand is that to qualify you must not have access to any other employer sponsored health plans. For the business owner to qualify, they must employ the spouse (and therefore must pay her/him minimum wage at least). The business owner would then stipulate an amount that is set aside per employee each month/quarter/year for out of pocket expenses for deductibles, over the counter meds, other non-covered expenses. I don't know of an actual requirement to set it aside in a different fund like a pension plan but knowing the small business owner's tendency to tap payroll taxes, I tell the clients it is required. When the employee encounters qualified expenses, they submit their receipts and the business owner or 3rd party administrator validates the expense and pays the employee back--up to the limit. The business owner would deduct health insurance premiums per usual 'above the line' on the 1040 and the 105/HRA expenses on the Schedule C. The long and the short of it is that the employer gets to deduct otherwise non-deductible expenses as an employee benefit. The real draw is when the wife/husband of the business owner does the books or otherwise works in the business and neither of them are covered under any alternate healthcare. It cushions the effect of the high dollar limit policies forced on the small business owner.

Keep in mind that I was researching for a sole proprietorship, not an S Corp. I know there are special rules for S Corp owners but I wouldn't want to try them. Take a look at this for some great information:

Shoot me an email at if I can answer any questions.


hi there

Where in the midwest? I am in Minnesota. Nancyshoemake

Thank you

Joyce-Thank you for adding that sentence highlighting "The Purpose and Use of Tax Almanac" at the beginning of the "Submit A Tax Question-Professional" page. I am frankly tired of people glossing over it. I wrote it to help them understand this site and us, but they just skip by it and ask their question and we chase around asking "Profile please" and watch Kevin get ticked about them not being pros (which he's right) and so on and so forth. I really wish we would set up a DIY and student area here so we could direct them over to that section of this site and keep them off the main site. Thanks again. TomTaocpa 22:26, 24 April 2008 (CDT)

I know how you feel....

Joyce - I know where you are coming from, trust me. I frankly think we need to share our thoughts with Tim Doyle, the moderator, about this issue. I'm so frustrated it's not funny anymore. Too much bandwith is wasted on it.

There's a guy right now who is really ticking me off because he joined in February but is chastising us for not being "friendly" and going after Dennis, a long-time poster, telling him he's wrong about Dennis' area of expertise. He hasn't put up a profile when asked nicely and it's just idiotic. There was another poster who acted like an authority with no profile, but it turns out he was posting inaccurate answers because he was mad at an answer he got about a question he asked.

Something has to be done. I am tired of this nonsense. TomTaocpa 16:10, 30 April 2008 (CDT)


Joyce - I believe you're right that posters with no profile should be referred back to the "Purpose of Tax Almanac" Page. I think we need to stop saying, "Profile, please" and just re-direct them there. If they can't take the hint, then we ignore them. I agree with you about the professionals who can't fill out a little bit about themselves. I don't want a real name or whatever, just some basic background would be nice. I like that Riley2 told Cooljoy to talk with a tax pro. It's those questions that bug me to no end from a DIY'er because they aren't easy to answer because there are so many factors that go into an answer for a DIY'er.

We've all posted bonehead things in the past so don't worry about that. But you are right that most newbies are just flat out ignoring the rules, blowing right by the page and asking a question. It's getting old. We need a section to dump that stuff into as you suggest. TomTaocpa 13:41, 2 May 2008 (CDT)

Hi, I just thought I should leave a message thanking you for your always helpful and concise responses. They have definitely helped me. I'm a new EA (Ok, there, the cat's outta' the bag), and most of my experiences has been with individual returns. Some things you can only learn from experience, which you clearly have. Thanks!!

Regarding golf-club guy

Regarding golf-club guy: Actually, he posted to the tax forum, Kevin responded, and *then* I moved it all to the Consumer Forum.

If you're interested, you can use the "history" tab to try to figure out where the question started. This discussion is a little tougher to figure out than most would be, because the guy posted his question at the end of an existing discussion that was all tax pros, and I had to create a new discussion to move his posts, and Kevin's reponses, into. So unlike most normal histories, you don't see his post, Kevin's post, mine, etc. But you do at least see my activity with my notes about what I was doing and when. And by the absence of any actual activity from either the OP or Kevin, you could infer that it all happened on the tax forum before I moved it. (I do try to be as true as possible to what did happen before, when I move things around like this! And, as always, the creator is informed on his talk page about what happened to his posts.)

For an example of how the history would look if the entire discussion had been moved, see: Reporting rental - this is a guy who is trying to look like a tax pro by setting up the situation as if it's for a client. In the history tab, you can see that I move his discussion to the Consumer Forum not long after he posted it, and that Roy responded after it was already on the Consumer Forum.

I know, this is all "inside baseball" but you seem interested in how stuff works, and if you're giving these guys a break for at least posting to the Consumer Forum, you might be interested to know that they didn't actually!

Hey, actually, for something really interesting, if you're into this "how stuff works" kind of thing, take a look at Cosmicflux's later activity, after he got the note I put on his talk page (on that discussion I linked above, click "edits" next to the creator's name) - he posts to someone's talk page asking for help with his situation and does actually admit it's for his own tax issues, not a client's: User_talk:Brianb - confirming our presumption that many of these people are their own clients!

Trillium 15:00, 17 April 2009 (CDT)

Joyce, Have you considered being an Enrolled Agent? Abdul 18:59, 1 January 2010 (CST)PACDALLAS

Software questions = PM/BG forum

Hi, Joyce - I saw your note to Tim (Kevin and I try to help him out with responses from time to time). We're trying to keep all software-specific questions categorized into the Practice Management/Business Growth forum, unless they have to do with a specific tax issue that would affect preparers using any kind of software.

Since the question you just asked is not only ProSeries-specific but also not a tax issue per se, it seems to me to be properly categorized on the PM/BG forum, and if you'd started it on the tax forum it would have been moved fairly quickly anyway. The people that like to answer software questions tend to hang out on the PM/BG forum, and the people reading the tax forum complain if they see too many questions that aren't about tax issues....

You might actually do well to take a look at the ProSeries community forum for something that's this specific. I actually had just prepared a response to your question; it has a link to the Intuit knowledge base article I found that seemed on point, and when I searched the ProSeries community for the topic, I was given a couple of results from Lacerte community instead - possibly still helpful. If you scroll way down to the bottom of your screen here on TaxAlmanac, over to the left there's a series of links called "Intuit resources." Click ProSeries (top link in that section, I believe), and then click "support" - from there you can search the Knowledge Base (kind of right/middle searchbox) or over to the left you can click to get to the community, which is a forum where other ProSeries members answer Q&As. The search box for the community forum is toward the upper right.

Good luck!

Trillium 12:32, 2 April 2010 (CDT)

Got your note

You're right about the name "Business Growth" forum needing to be changed - we've already renamed the forum name to Practice Management/Business Growth, but the page title still says just Business Growth... that's a wiki re-programming thing that we were trying to work out last summer, and then other things just started to take priority. I do see that we could make some additional changes to the top of that page to make it more clear. But I've gotta tell you - it's amazing how much traffic that forum gets. The people who have been around a long time - longer than me, as you have - tend to think of the "tax forum" as the only place where discussions get responses, but that's not really true anymore! That said...

Yesterday, I had really read your question as being about ProSeries, not so much about this imperfect return tool functionality - I believe that's a combination of having "ProSeries" as the very first word in the title (so I was already thinking "software question!" before I even read the post) and the content of the question. But I see your point about it being a question more about an IRS tool / IRS functionality and have therefore moved it over to the tax forum now. I also took the liberty of renaming it, removing ProSeries from the title, adding (IRS Tool) at the end - maybe those aren't the best words to use, if you want it changed again just use the "move" tab to fix "IRS Tool" to some better term.

And lastly but not leastly, I really didn't mean to imply in my responses yesterday that you hadn't already looked elsewhere - it was clear from your first post that you had already been to the ProSeries knowledge base (and even PS support!).

Trillium 12:39, 3 April 2010 (CDT)

Help with returns

Hey Joyce, feel free to fire a question at me now and then. Glad to help...and I think I finally charged only one person over the years, but that was a real job!

When it's free, I can always say no! LOL. Jeff Probably easier to hit me at

Sorry. I don't do that. Don't be afraid to ask questions in the forum. Better to ask than to get it wrong Dennis 12:47, 8 July 2010 (CDT)

Joyce, You had posted on TaxAlmanac in 2007, I think, that you had never had a client assessed a late-filing penalty for filing 1096/1099-MISC forms late. I don't have any experience in this and was wondering if you still have the same track record for 1096s/1099s filed after 2/28 but before 8/1? Thanks for any input you may have.


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