Taxes...
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Elder User
Joined: Jan 2011
Posts: 567
Likes: 1
From: Northern CO
Taxes...
What does everyone do for tax prep? With getting married this year and having purchased a new 5th wheel(home), I've thought about having someone do them this year, but wondered what everyone's thoughts were. I've done H&R block software myself the last few years.
FTE Chapter Leader
Joined: Nov 2006
Posts: 21,070
Likes: 245
From: Fresno, CA.
Can't help much, I always file free for federal and state, and my taxes have never been complicated. Since I have been unemployed, I have not made enough to even file last year, or this year. However, with this new job, and me being sub-contracted, I can only imagine how complicated it will be next year, so I may just pay someone to do them.
Jim
Jim
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Laughing Gas
Joined: Mar 2012
Posts: 1,052
Likes: 28
From: Portal, AZ
Hacienda Tax Service
2440 S Hacienda Blvd, Suite 134
Hacienda Heights, CA 91745
Phone 626-369-0900
Fax 626-369-0909
I have been using them for years. I have several complicated things with my taxes and they take care of it all. Owned home, rental, married, several W-2's, 1099's, 2 home businesses and so on... Best part is I have never stepped foot in their office. For years I have mailed all my info in, last couple I have scanned and emailed it. I always work with Trish, let her know I referred you. It will lighten the mood some her and I get along pretty well I call and email w/ questions sparaticly though out the year.
2440 S Hacienda Blvd, Suite 134
Hacienda Heights, CA 91745
Phone 626-369-0900
Fax 626-369-0909
I have been using them for years. I have several complicated things with my taxes and they take care of it all. Owned home, rental, married, several W-2's, 1099's, 2 home businesses and so on... Best part is I have never stepped foot in their office. For years I have mailed all my info in, last couple I have scanned and emailed it. I always work with Trish, let her know I referred you. It will lighten the mood some her and I get along pretty well I call and email w/ questions sparaticly though out the year.
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Hotshot
Joined: Aug 2006
Posts: 17,398
Likes: 317
From: Whittier, CA
Hacienda Tax Service
2440 S Hacienda Blvd, Suite 134
Hacienda Heights, CA 91745
Phone 626-369-0900
Fax 626-369-0909
I have been using them for years. I have several complicated things with my taxes and they take care of it all. Owned home, rental, married, several W-2's, 1099's, 2 home businesses and so on... Best part is I have never stepped foot in their office. For years I have mailed all my info in, last couple I have scanned and emailed it. I always work with Trish, let her know I referred you. It will lighten the mood some her and I get along pretty well I call and email w/ questions sparaticly though out the year.
2440 S Hacienda Blvd, Suite 134
Hacienda Heights, CA 91745
Phone 626-369-0900
Fax 626-369-0909
I have been using them for years. I have several complicated things with my taxes and they take care of it all. Owned home, rental, married, several W-2's, 1099's, 2 home businesses and so on... Best part is I have never stepped foot in their office. For years I have mailed all my info in, last couple I have scanned and emailed it. I always work with Trish, let her know I referred you. It will lighten the mood some her and I get along pretty well I call and email w/ questions sparaticly though out the year.
)
Hotshot
Joined: Aug 2006
Posts: 17,398
Likes: 317
From: Whittier, CA
Speaking of...
I'm struggling with TT right now. I made a bone-headed move I think.
In 2007 I put $5k in an IRA. But I wasn't qualified for an IRA deduction because of an employer sponsored 401k. I should have put it in a Roth at the time. That's the bone-headed part #1. Still, the taxes were paid at that time.
In 2012 I got around to converting that account to a Roth, so now I don't want to pay taxes again on the distribution. So far I haven't found where TT covers that situation. This may have been bone-headed move #2. I've got a feeling they will want me to upgrade versions.
I'm struggling with TT right now. I made a bone-headed move I think.
In 2007 I put $5k in an IRA. But I wasn't qualified for an IRA deduction because of an employer sponsored 401k. I should have put it in a Roth at the time. That's the bone-headed part #1. Still, the taxes were paid at that time.
In 2012 I got around to converting that account to a Roth, so now I don't want to pay taxes again on the distribution. So far I haven't found where TT covers that situation. This may have been bone-headed move #2. I've got a feeling they will want me to upgrade versions.
Hotshot
Joined: Aug 2006
Posts: 17,398
Likes: 317
From: Whittier, CA
Thanks. That place is really close to me if I ever need their service.
I figured this out. Form 8086 is required, but I had to go directly to the form to enter the 2007 info. The step-by-step method doesn't prompt for the info.
Speaking of...
I'm struggling with TT right now. I made a bone-headed move I think.
In 2007 I put $5k in an IRA. But I wasn't qualified for an IRA deduction because of an employer sponsored 401k. I should have put it in a Roth at the time. That's the bone-headed part #1. Still, the taxes were paid at that time.
In 2012 I got around to converting that account to a Roth, so now I don't want to pay taxes again on the distribution. So far I haven't found where TT covers that situation. This may have been bone-headed move #2. I've got a feeling they will want me to upgrade versions.
I'm struggling with TT right now. I made a bone-headed move I think.
In 2007 I put $5k in an IRA. But I wasn't qualified for an IRA deduction because of an employer sponsored 401k. I should have put it in a Roth at the time. That's the bone-headed part #1. Still, the taxes were paid at that time.
In 2012 I got around to converting that account to a Roth, so now I don't want to pay taxes again on the distribution. So far I haven't found where TT covers that situation. This may have been bone-headed move #2. I've got a feeling they will want me to upgrade versions.
Laughing Gas
Joined: Mar 2012
Posts: 1,052
Likes: 28
From: Portal, AZ
Speaking of...
I'm struggling with TT right now. I made a bone-headed move I think.
In 2007 I put $5k in an IRA. But I wasn't qualified for an IRA deduction because of an employer sponsored 401k. I should have put it in a Roth at the time. That's the bone-headed part #1. Still, the taxes were paid at that time.
In 2012 I got around to converting that account to a Roth, so now I don't want to pay taxes again on the distribution. So far I haven't found where TT covers that situation. This may have been bone-headed move #2. I've got a feeling they will want me to upgrade versions.
I'm struggling with TT right now. I made a bone-headed move I think.
In 2007 I put $5k in an IRA. But I wasn't qualified for an IRA deduction because of an employer sponsored 401k. I should have put it in a Roth at the time. That's the bone-headed part #1. Still, the taxes were paid at that time.
In 2012 I got around to converting that account to a Roth, so now I don't want to pay taxes again on the distribution. So far I haven't found where TT covers that situation. This may have been bone-headed move #2. I've got a feeling they will want me to upgrade versions.
When I file I send costs of everything and let her figure out what I can write off (usually most of it), I still get Questions from her every year. Last year was the first year I had to pay. Mainly b/c I no longer have a home or a rental, those give a ton of possible deductions.
