Ask TaxMama Issue 638 – Happy Friday the 13th

Dear Family,

Happy Passover. Still a couple of days left. Are you craving bread yet? Getting ready for the traditional pizza frenzy after the holiday is over. Soon. Soon.

Meanwhile, get your tax questions answered – live. Call us this morning – TaxMama and Bob McCormick on his Money 101 show  on KFWB Los Angeles. We’ll be on from 9:00 am – 11:00 am Pacific.  Call us 888-KFWB-980 (888-539-2980) . Phone lines will open around 9:15 am Pacific.

So today’s Ask TaxMama will be brief. It’s raining and the roads will be slick. There WILL be traffic. Even this early in the morning, it should take me about 2 hours to make the 45 minute trip.

Today’s Money Funny is in the spirit of Passover, which ends this weekend.  We visit with a teacher who invites her students to ask some questions of God.

In today’s IRS News, the IRS tells us what records are important to keep and for how long. You can also see TaxMama’s take on the subject, here, in the Equifax blog. Congress is on spring break, so there’s nothing new out of there. And we haven’t heard from the Supreme Court about Health Care yet, have we?

Yesterday’s Tax Roundtable turned out to be very interesting. You can listen in, if you like. This link will only be good for about a week.

Remember, we have opened registration for the 2012 season of TaxMama’s EA Exam Review Course. We’re doing something a little special this year.

1) Everyone gets a 15% early bird discount until May 6th.

2) Family members will get a 15% early-bird discount, IN ADDITION TO the regular early-bird discount everyone else gets – until May 6th.

3) We will have, not one, but THREE, free sessions to explain all about the EA Exam and TaxMama’s course. They will take place at different times to accommodate various schedules:

Thursday April 19th            10:00 am Pacific time
Tuesday May 1st                  Noon Pacific time
Thursday May 10th             4:00 pm Pacific time

Sign up for IRS News at to get an invitation. Readers will get an announcement next week. Or read the daily TaxQuips. I will provide log-in information next week.

Note: Present members of the class – do NOT re-register. You don’t have to pay for the class again. You will be getting an order form for new books and software (if you want them) in a couple of weeks.  

Remember to follow TaxMama®’s Tweets –

Have you grabbed the TaxQuips Widget for your phone, social networking page, website, or…? You’ll get the TaxQuips as soon as they published – about an hour before they are distributed in by e-mail. It’s a fun gadget. Just pick up the code and paste into your site or phone app.

Let’s address a few tidbits of news – and go back to work!

TaxMama’s fun new contest has ended. TaxMama has announced the Ultimate TaxNerds of 2012 – they are Clint Masser and Melissa Guy!

1) Weekly Equifax blog is still going strong.
Filing Taxes: Paperwork For Your Tax Professional
Avoid Paying Penalties on Estimated Taxes

Coming – Last Minute Payments
April To-Do List

BizFilings (I will be writing a half dozen articles for them this tax season)
What is the Best Entity for Your Business?
The Non-Profit as a Business Model

Home Based Business Accounting Software Options

3) I am off to Los Angeles to join Bob McCormick on his Money 101 show on KFWB Los Angeles. We’ll be on from 9:00 am – 11:00 am Pacific.  Call us 888-KFWB-980 (888-539-2980)

You can find daily TaxQuips into YouTube videos

Remember TaxMama’s Tax Calendar has been updated for 2012, with enough information to carry you through to the first quarter of 2013.

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!

Shop at  or*


Hugs from your favorite TaxNerd,*


Eva Rosenberg, EA

Your TaxMama®


Your TaxMama®  is watching…out for you.






04/17/2012 Last Day to set up and fund IRAs and Roth IRAs for previous year

04/17/2012 Individual Personal Returns due

04/17/2012 Personal Returns due – Nonresident, US income, etc.

04/17/2012 Personal Returns due – Easy Form Return

04/17/2012 Personal Returns due – Not Itemizing Return Form

04/17/2012 Personal Return – Extensions due

04/17/2012 US Gift and Generation-Skipping Transfer Tax Return

04/17/2012 US Gift and Generation-Skipping Transfer Tax Return Extension Due

04/17/2012 Partnership Returns due

04/17/2012 Issue K-1′s with Partnership Returns

04/17/2012 Electing Large Partnership Returns due

04/17/2012 Estate & Trusts Returns are due; Bankruptcy fillings use the same form

04/17/2012 Partnership, Estate & Trusts Returns – Extensions due

04/17/2012 Individuals, Farmers & Fishermen Pay 1st Quarter Estimated Tax Payment

04/17/2012 Corporations – 1st Quarter Estimate Tax payment Due

04/17/2012 Estates & Trusts 1st Estimated Tax Payment

04/17/2012 Employers Make Monthly Payroll tax deposit on the 15th of each month

04/30/2012 Deposit FUTA tax if more than $500 was paid through March 31st

04/30/2012 1st Quarter Payroll Tax Returns Due

04/30/2012 1st Quarter Federal Excise Tax Return & Payment Voucher – Form 720

—————————————– 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.

—————————————– SPECIAL DEALS —————————————–

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(disclosure – TaxMama receives a commission)

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Incorp Services Inc. in Nevada – DISCOUNT

20% off on formation services.

Similar discounts on Registered Agent services.

Call 800.2.INCORP – use coupon code – TAXMAMA  – no coupon needed

===> Business Uniforms – 3 Choices:

Zazzle   –   Cafe Press  – Queensboro

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Great for promotions – and to gear up for tax season!

Zazzle your Imagination.  Are you a TaxNerd?

Tell everyone – proudly!

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Get volume discounts on orders of 2 or more.

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Cafe Press is the home of TaxMama® ‘s shops

You can upload your own art and graphics

Get extra discounts for yourself and friends after you order.

===>WOW! Embroidered Logo on ANYTHING – on sale!

Always a sale at the Queensboro Shirt Company

(They have clothes and novelties – and all sizes)

They do a gorgeous job.  CHEAP!




Take TaxMama®’s 2011 EA Exam Review Class

I’m geting notes from people who are passing their exams. How exciting!

Replay the session –

Everything You Wanted to Know About the EA Exam

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