Ask TaxMama Issue 548 – TGIO

Thank Goodness it's Over! Tax season, I mean

Dear Family,

Wow. What a hectic tax season. We were so exhausted that we didn’t even hold our annual end of tax season party. Lulu opted for leaving early and going somewhere to get pampered. I was going to do the same thing, but the phone kept ringing with clients with last-minute emergencies. And a surprise in my e-mail. An invitation to be on Fox Business News today. So watch for me sometime between 11:00 am – Noon Pacific time.  Watch quickly. It will only be 5-7 minutes.

Got a lot to finish before I head out. But first. THANK YOU.

So many of you have been such an important part of making this tax season wonderful. And thank you for making the transition to the new site work smoothly. We did hit some rough patches. But we are finding solutions. And as soon as Andrew gets over his turn at the flu, we’re implementing some more improvements so you have no more problems with the site. Ever.

I especially want to thank the following people who have been answering the most questions in the Tax Quips Forum:
Rita Lewis, EA in Connecticutt –
David Toelkes, EA in South Carolina –
Toni McIntyre, CPA, EA in Texas –
Kris Hix, EA in Kentucky

Feel free to look them up – and hire them. They know things.

I want to thank everyone else who asked questions, answered, provided commentary.
And of course, the two biggest sources of humor –

Floyd Greenman, EA in Chatsworth
Blakely Sanford, EA in San Diego

Great news. Next month, a very special team of writers will be providing you with a wealth of interesting information. Look for a special new resource on the Equifax site. Including a weekly column by TaxMama. The first column, after the introduction, of course, will be a bit controversial. You’re going to get some tips you’re going to find emotionally difficult to implement. I won’t tell you what yet. But you’re going to find it very interesting.

So, how did you survive? Was it busy? Was it fun for you, too? I have to tell you, one of the best parts of tax season is the people. I love to see all my friends and catch up and gossip. Of course, there is always a bit of sadness. One friend lost her uncle last weekend. A bittersweet experience. He’d been living with them forever. Had Alzheimers and could never be left alone. You’re familiar with that burden. But still,…they miss him. That’s rough.  Have you ever noticed how things go in cycles? All of sudden, everyone is dying.

Then there are the good cycles. One year, long ago, I was responsible for 3 divorces and at least as many marriages. That year, it seemed as if we were always going to weddings. Then, no weddings for ages. Of course this past year, in fact these last few months, have been full of weddings. All these beautiful, smart, fun women have finally found suitable men to enhance their lives.

Jennie Phipps was among those nice enough to send people to TaxMama for last minute extension information. Thanks!

Three upcoming workshops you should know about for next week:

1) TaxMama’s Tax Roundtable – April 22, 2010 8:00 am PT
All Family Members and IRS Exams Students will be invited

2) IRS Live  – A Live Broadcast for Tax Professionals
Meeting: International Tax Issues
Date(s): April 21, 2010  Time: 10:00 a.m.; 1:00 p.m.; 4:00 p.m.
Location: Your home or office
Contact: National Phone Forum; E-mail:,,id=158856,00.html#1
3) CCH is holding an online workshop about the new law on Friday, April 23rd – TAX ASPECTS OF HEALTH CARE REFORM: What You Need to Know Now About the Patient Protection Act. Get the details here:

APRIL SPECIAL EXTENDED – Tax Professionals interested in taking the EA Exam. The first 50 people to sign up before May 3rd will get free TaxMama FAMILY MEMBERSHIPS. You will also be getting this handy dandy tote to hold all your books, notes and discs.

The Queensboro Shirt Company is having a special sale on everything. Get super cheap clothes and novelties with your LOGO embroidered or imprinted for 45% – 75% off TODAY. They don’t charge you for the logo set-up, either. Great values. – some fun notes for National Organize Your Files Week, which start next week.

This week TaxMama gives you two TaxWatch columns again, for the last time. After this, we go back to a monthly schedule. Whew! That weekly deadline is tough!
First, there were tips for last-minute filers. Don’t worry, the article is still relevant. You’ll find tips that can still help you right now! Next, what to do now that the deadline is past. How to evaluate the past and re-coup tax benefits through amended returns; and what records you can get rid of – and how.

In today’s Money Funny your memory is tested. A fun 20-question quiz that only old fogies, like me will get right. Well, mostly. I did miss one.

In IRS News today you will learn what happens after you file. And more information about how to implement the provisions of the Health Care Credit. IRS has HIRE Act forms ready for you. And answers. Of course, we did keep you alerted how to get an extension yesterday, when you needed it most.

Remember, IRS is seeking volunteers for the Taxpayer Advocacy Panel.,,id=220433,00.html

In TaxQuips this week we learn how to file prior year tax returns when you are self employed. What to do if your new spouse, who was formerly your domestic partner, was taxed for all those domestic partner health insurance benefits. Does a vocational school that trains helicopter pilots qualifies for the education credits or deductions? Can you deduct the enormous cost of your child’s substance abuse treatments as medical expenses? All this and more at TaxMama’s TaxQuips.

As always, we love your feedback, opinions and ideas.
You are what makes all this fun – and interesting!

Please use the Comments link online.

TaxNerd gear makes a bold statement year-round.
It helps attract the opposite sex!
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Hugs from your favorite TaxNerd,*

Eva Rosenberg, EA

Your TaxMama®  is watching…out for you.


04/30/2010 1st Quarter Payroll Taxes Due
04/30/2010 1st Quarter Federal Excise Tax Return & Payment Voucher
05/17/2010 Employers Make Monthly Payroll tax deposit on the 15th of each month

From TaxMama® to You!

Follow TaxMama®’s Tweets –

You are invited to put a TaxQuips Widget on your phone, social networking page, website, or… You’ll get the TaxQuips as soon as they published – long before they are distributed in by e-mail. It’s a nifty gadget. Just pick up the code and paste into your site or application.

Download TaxMama’s 2010 iphone Tax Calendar. My gift to you.

Never miss a tax deadline again!
The customizable tax calendar is here.
Add or Remove dates. Add your own reminders – get alerts.

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They do a gorgeous job.


Take TaxMama®’s 2010 EA Exam Review Class 

– sign up now – and join the FUN!

APRIL SPECIAL – Tax Professionals interested in taking the EA Exam. The first 50 people to sign up before April 15th will get free TaxMama Family Memberships. You will also be getting this handy dandy tote to hold all your books, notes and discs.

Read the ebook –  Everything You Wanted to Know About the EA Exam
=== CPA Exam Review

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