New York/Connecticut Association of Tax Professionals | Anthony DiCaprio | Activity https://www.nyctatp.org/members/anthonydicaprio/activity/ Activity feed for Anthony DiCaprio. Sat, 02 May 2026 03:04:05 -0400 https://buddypress.org/?v= en-US 30 hourly 2 641daa296a8071a78a0744eacc70962e Anthony DiCaprio replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23061 Sun, 15 Feb 2026 19:06:32 -0500 we inquired and the payments are not considered taxable as it is not a refund of income tax.

]]> a26d9f9cbc833d0c5ad0dff54de026cd Anthony DiCaprio replied to the topic How deeply do we need to vet people before releasing information to them? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/how-deeply-do-we-need-to-vet-people-before-releasing-information-to-them/#post-22237 Mon, 25 Aug 2025 14:38:20 -0400 Hi Amy, I tell my customers i only keep 3 years worth of taxes and I purge anything before that for security purposes. i explain it is for their security and safety. . hope this helps.

]]> 11535c3ef29f798e8750819588c7a94e Anthony DiCaprio replied to the topic Repaying SS benefits in the forum Tax Discussion https://www.nyctatp.org/forums/topic/repaying-ss-benefits/#post-22070 Fri, 27 Jun 2025 16:30:15 -0400 YOU HAVE TO WAIT FOR THE SSA-1099 FOR 2025 AND ENTER ON SS LINE.

]]> 98036c88db0aa3404773ddce2e6c188a Anthony DiCaprio replied to the topic CT Special Consent to Extend the Statute of Limitations in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-special-consent-to-extend-the-statute-of-limitations/#post-20703 Wed, 24 Jul 2024 21:05:19 -0400 CT is notoriously slow in auditing. I wound advise my client not to sign. you can call DRS and respond to the letter as appropriate and take care of the situation in time.

]]> 1e8689369d5841d2db9d10caa6070c05 Anthony DiCaprio replied to the topic ESPP - Help in the forum Tax Discussion https://www.nyctatp.org/forums/topic/espp-help/#post-20148 Sun, 24 Mar 2024 21:29:06 -0400 I DONT THINK, IN WHICH CASE YOU WOI THE 3922 IS NEEDED UNLESS THE OPTIONS ARE SOLD IN WHICH CASE YOU WOULD USE THE 199B AND OFFSET BY WHAT IS IN THE W2 AS AN ADJUSTMENT. SOMETIME THE IS A SUPPLEMENT TO THE 1099B.

]]> 1e353aba50093b1c213476367f9d65ae Anthony DiCaprio replied to the topic Is this a Scam? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/is-this-a-scam/#post-20128 Wed, 13 Mar 2024 10:52:38 -0400 YOU SHOULD REQUEST A COPY OF THE LETTER AND THEN CHECK WITH THE IRS.

]]> 217338521d5a96da657a383855f2f8cd Anthony DiCaprio replied to the topic Unwanted SS payments in the forum Tax Discussion https://www.nyctatp.org/forums/topic/unwanted-ss-payments/#post-20123 Thu, 07 Mar 2024 13:42:10 -0500 HE SHOULD KEEP THE MONEY AND PAY THE TAX!

]]> 45e4bd14777df9c4561a17853103c859 Anthony DiCaprio replied to the topic CT Premium Pay (Hero Pay) in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-premium-pay-hero-pay/#post-20112 Tue, 13 Feb 2024 18:34:16 -0500 HI MIKE, I RESEARCHED IT AND COULD NOT FIND IN WRITING WHERE IT WAS NOT TAXABLE TO CT. I AM STILL USING FED AGI WITHOUT A SUBTRACTION.

]]> 26ef4085ce48f31fa3a843be03390d5b Anthony DiCaprio replied to the topic CT Premium Pay (Hero Pay) in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-premium-pay-hero-pay/#post-20110 Sat, 10 Feb 2024 22:31:41 -0500 I dont think it is SE income. Why would it not be taxable in CT if that is your residence?

]]> 406be99b0fbae5cd1e2ecf415ca527ef Anthony DiCaprio replied to the topic Update on John Appelt in the forum Tax Discussion https://www.nyctatp.org/forums/topic/update-on-john-appelt/#post-19888 Sat, 23 Dec 2023 17:24:48 -0500 MERRY CHRISTMAS AND HAPPY NEW YEAR, JOHN!!!!!

]]> 85b0e77d5c4eaec25ec1ce4165c1bcee Anthony DiCaprio replied to the topic Prize winning in the forum Tax Discussion https://www.nyctatp.org/forums/topic/prize-winning/#post-19617 Fri, 27 Oct 2023 18:50:29 -0400 I think the right way would be to put it in as other income and then subtract it as payment to school. You should hold on to all documentation.

]]> 64ba47b73d04f6fa1f04b96f30b92d46 Anthony DiCaprio replied to the topic NYS tax warrant in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-tax-warrant/#post-19357 Mon, 18 Sep 2023 17:37:41 -0400 You should review their 2017 tax returns, if available to see if it matches anything to do with the letter. Then a letter should be written to respond to the letter.

]]> 88d3c617e4ecd784bdcccc121e93ea00 Anthony DiCaprio replied to the topic IRS refund in the forum Tax Discussion https://www.nyctatp.org/forums/topic/irs-refund/#post-19210 Wed, 30 Aug 2023 17:56:47 -0400 Certainly, some form of investigation is needed. 2014 sounds like it is wrong. also, $17000 interest does not seem right. should call the number and speak to a live person from the IRS or visit a local office.

]]> 9934f80906e491dac971bf4b3253c2e8 Anthony DiCaprio replied to the topic Shared Allocation on 1095 A in the forum Tax Discussion https://www.nyctatp.org/forums/topic/shared-allocation-on-1095-a/#post-19133 Sun, 13 Aug 2023 20:45:59 -0400 I think that if he did not pay the premiums then they cannot allocate the insurance to him whether he is on the 1095a or not.

]]> 68e1b0801894215bb0cb5d1ce691b7d9 Anthony DiCaprio replied to the topic Paying back SS benefits in the forum Tax Discussion https://www.nyctatp.org/forums/topic/paying-back-ss-benefits/#post-19066 Tue, 11 Jul 2023 20:27:51 -0400 THE SSA-1099 WILL SHOW THE REPAYMENT. PERHAPS IT IS USED IN THE YEAR THE SSA-1099 WAS GIVEN.

]]> f4d7d00cebafefa6b3c475e6189f2be5 Anthony DiCaprio replied to the topic May 2023 Dinner Meeting: Post Pandemic Cyber Security in the forum Tax Discussion https://www.nyctatp.org/forums/topic/may-2023-dinner-meeting-post-pandemic-cyber-security/#post-18807 Sat, 13 May 2023 15:08:52 -0400 See everyone on Wednesday.

]]> 2c20ba74f97897c72e237a0274a5324f Anthony DiCaprio replied to the topic Preference Practitioner Liaison Meeting in the forum Tax Discussion https://www.nyctatp.org/forums/topic/preference-practitioner-liaison-meeting/#post-18806 Sat, 13 May 2023 15:07:41 -0400 I PREFER LIVE MEETING.

]]> 5978b9a39c53f814ec83b4d9c41d307b Anthony DiCaprio started the topic FORM 8115-F in the forum Tax Discussion https://www.nyctatp.org/forums/topic/form-8115-f/ Thu, 06 Apr 2023 01:03:34 -0400 IS THIS FORM AVAILABLE FOR USE YET?

]]> fa10910ab7971984eb029b156895f239 Anthony DiCaprio posted an update: ANYONE HAVING DIFFICULTY WITH FORM 8115-F? ULTRA TAX IS […] https://www.nyctatp.org/activity/p/2464/ Mon, 13 Mar 2023 12:30:09 -0400 ANYONE HAVING DIFFICULTY WITH FORM 8115-F? ULTRA TAX IS SAYING IT IS NOT READY AND WE HAVE A FEW CUSTOMERS READY TO FILE WAITING ON IT.

]]> 0 d79be0adbfa5225f66664b4b1813b009 Anthony DiCaprio replied to the topic Taxpayer Signature on Form 8879 when Preparer selects PIN in the forum Tax Discussion https://www.nyctatp.org/forums/topic/taxpayer-signature-on-form-8879-when-preparer-selects-pin/#post-18484 Sat, 11 Mar 2023 18:35:49 -0500 I AGREE WITH EMMET.

]]> 306b0b451c487ab79dcbbba6272150fe Anthony DiCaprio started the topic Book Orders Due on November 10, 2022 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/book-orders-due-on-november-10-2022/ Mon, 07 Nov 2022 12:54:02 -0500 Hello NYCTATP Members,

Thursday, November 10 is the last day to order books at the heavily discounted rate of $60 for the first book and $85 for each additional book.

You must be a member to order The Tax Book at the NYCTATP subsidized price. So renew your membership or join now.

Have a wonderful week and don’t forget to vote!!!!!

]]> bab272ae81f1cdd77ec924574ce1aed2 Anthony DiCaprio started the topic OCTOBER SEMINAR in the forum Tax Discussion https://www.nyctatp.org/forums/topic/october-seminar-2/ Tue, 25 Oct 2022 17:25:14 -0400 HELLO ALL NYCTATP MEMBERS AND PROSPECTIVE MEMBERS

I just wanted to thank everybody who participated in our October Seminar. Since it was the first time in 2 + years that we met live, it was a challenge to make sure it was done at least as well as before. Hopefully we succeeded!!! We will do it better each time in the future.

]]> f2c6f0743330d0aea9a254b859f3f0bf Anthony DiCaprio started the topic BOOK PROGRAM FOR 2022 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/book-program-for-2022/ Mon, 24 Oct 2022 14:07:15 -0400 HELLO ALL NYCTATP MEMBERS AND PROSPECTIVE MEMBERS!!!!!!

I just wanted to thank everybody who participated in our October Seminar. Since it was the first time in 2 plus years that we met live, it was a challenge to make sure it was done at least as well as before. Hopefully we succeeded!!!

Our book program is in full swing and The Tax Book is…Read more

]]> a2c39c57dad82f0145b1fbee3774d335 Anthony DiCaprio posted an update: @ferreiraj4718 CHECK IN IS AT 8 AM CLASSES START AT 8:30AM https://www.nyctatp.org/activity/p/2374/ Thu, 20 Oct 2022 13:41:45 -0400 @ferreiraj4718

CHECK IN IS AT 8 AM
CLASSES START AT 8:30AM

]]> 0 f535c2fa3d557a0f0f6698f11d084cd9 Anthony DiCaprio started the topic OCTOBER SEMINAR in the forum Tax Discussion https://www.nyctatp.org/forums/topic/october-seminar/ Mon, 26 Sep 2022 13:34:52 -0400 HELLO EVERYONE!!!

PLEASE CONSIDER SIGNING UP FOR OUR OCTOBER SEMINAR. IT IS ALL DAY ON FRIDAY OCTOBER 21 AT ETHAN ALLEN INN.

THE SPEAKERS ARE DAVID AND MARY MELLEM FROM GREEN BAY WISCONSIN. WE HAVE SEEN THEM MANY TIMES BEFORE AND THEY ARE AN EXCELLENT DUO.

THERE WILL BE 2 HRS OF ETHICSAND SIX HRS OF TAX LAW INCLUDING:

DEATH OF A SPOUSE
LIFE…Read more

]]> 5cda7a677ba63b9ade591154c0cbd507 Anthony DiCaprio replied to the topic Connecticut 1040 Acknowledgement Delay in the forum Tax Discussion https://www.nyctatp.org/forums/topic/connecticut-1040-acknowledgement-delay/#post-17424 Wed, 07 Sep 2022 19:50:30 -0400 THANKS, RITA.

]]> cecfa6652bac082f4cfeffe2cf244592 Anthony DiCaprio replied to the topic NYS NR Filing Requirements in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-nr-filing-requirements/#post-17292 Thu, 28 Jul 2022 12:55:08 -0400 Hi Rita and all, I file NY if there is any NY income period.

]]> 62af6b7afdb6b9bc1c21b87a1c7e7ccd Anthony DiCaprio replied to the topic NY employer's state ID number in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ny-employers-state-id-number/#post-17265 Tue, 19 Jul 2022 13:12:48 -0400 Thanks, Tom

Sometimes there is only one w2 if all NY income with only NY withholding.

]]> 82f881f4c9ffa7bf055f39dbe59b568c Anthony DiCaprio replied to the topic NY employer's state ID number in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ny-employers-state-id-number/#post-17263 Mon, 18 Jul 2022 22:08:30 -0400 If the client worked entirely in NY then only NY income. If he worked in both states for thwe same employer, then the employer has to show all withholding from both states.

]]> 9d942a7d6376e078abacd8e768011b4b Anthony DiCaprio replied to the topic NY employer's state ID number in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ny-employers-state-id-number/#post-17261 Mon, 18 Jul 2022 14:09:58 -0400 I think NY uses the EIN number of the employer, same as Fed. You should be all set if you have what was withheld.

]]> 77be3d64172744cf6db7fd2b35032611 Anthony DiCaprio replied to the topic Section 121 exclusion in an Irrevocable Trust in the forum Tax Discussion https://www.nyctatp.org/forums/topic/section-121-exclusion-in-an-irrevocable-trust/#post-17173 Tue, 28 Jun 2022 12:19:13 -0400 While I am not an expert, I have don estates that sold primary residences that have taken the 121 exclusion.

]]> 41d8ff46c75b766ae46efec05ed40038 Anthony DiCaprio replied to the topic CT Email in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-email/#post-17068 Thu, 09 Jun 2022 16:14:53 -0400 LOOKS LIKE SPAM TO ME!!!

]]> d3ba8a89f269c52f30b7783fb0d55163 Anthony DiCaprio replied to the topic Client receives a 1099R in 2020 because of job loss due to Covid. in the forum Tax Discussion https://www.nyctatp.org/forums/topic/client-receives-a-1099r-in-2020-because-of-job-loss-due-to-covid/#post-16929 Thu, 12 May 2022 11:32:42 -0400 I BELIEVE THE TAXPAYER CAN AMEND 2020 TO ELECT THE 3 YR OPTION.

]]> c3dd5d0ba7bc60a402a826f2d62c3a99 Anthony DiCaprio replied to the topic Qualifying Widow in the forum Tax Discussion https://www.nyctatp.org/forums/topic/qualifying-widow/#post-16761 Tue, 05 Apr 2022 18:21:51 -0400 LOOKS LIKE SHE MAY QUALIFY!!!!!

]]> 2da58043f7dd5e4795353d650491ffaf Anthony DiCaprio replied to the topic Johanna Straczek Passing in the forum Tax Discussion https://www.nyctatp.org/forums/topic/johanna-straczek-passing/#post-16757 Sat, 02 Apr 2022 20:31:34 -0400 GOD BLESS JOHANNA!!!! WE WILL MISS HER.

]]> a57ef07c453eb836f2826610d02148b5 Anthony DiCaprio replied to the topic What to do with "rent" collected from 20 year old disabled child. in the forum Tax Discussion https://www.nyctatp.org/forums/topic/what-to-do-with-rent-collected-from-20-year-old-disabled-child/#post-16747 Tue, 22 Mar 2022 10:59:34 -0400 I LIKE YOUR 3RD CHOICE. THATS WHAT I HAVE BEEN DOING. HOPE IT IS RIGHT. ANY THOUGHTS?

]]> 5b82e386cc2c8aa3ba8a435e2bd85566 Anthony DiCaprio replied to the topic Massachusetts Tax Preparation in the forum Tax Discussion https://www.nyctatp.org/forums/topic/massachusetts-tax-preparation/#post-16742 Thu, 17 Mar 2022 01:48:12 -0400 HI BOB, NO PROBLEM. HOPE ALL IS WELL. SEE YOU SOON.

]]> 2a57b9416d492ee6308c70033917ac6d Anthony DiCaprio replied to the topic CT Due Dates in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-due-dates/#post-16733 Wed, 09 Mar 2022 18:37:12 -0500 THE WEBSITE SAYS THE 15th

]]> b38465f47dc6b256bfbea1c9ec897dbc Anthony DiCaprio replied to the topic Massachusetts Tax Preparation in the forum Tax Discussion https://www.nyctatp.org/forums/topic/massachusetts-tax-preparation/#post-16712 Wed, 16 Feb 2022 19:12:22 -0500 HI BOB, I WOULD BE INTERESTED. ANTHONY

]]> 08c6e48c72d0f816f5fba34ad4e8080e Anthony DiCaprio replied to the topic Waiting for CT Tax Forms in the forum Tax Discussion https://www.nyctatp.org/forums/topic/waiting-for-ct-tax-forms/#post-16706 Tue, 15 Feb 2022 22:33:47 -0500 I HAVE NO TROUBLE WITH LACERTE FOR CT. NY IS A DIFFERENT STORY.

]]> 90607d1c6ef9f2a3ba20a9e08cc0b994 Anthony DiCaprio replied to the topic Should a taxpayer get an EIN for Air BnB activities? Major income expected. in the forum Tax Discussion https://www.nyctatp.org/forums/topic/should-a-taxpayer-get-an-ein-for-air-bnb-activities-major-income-expected/#post-16669 Thu, 27 Jan 2022 17:55:43 -0500 I DONT THINK SO. WHAT WOULD BE THE REASON. THEREIS NO SE TAX ON RENTAL INCOME.

]]> 896f06660cedadfc067e609f195e123c Anthony DiCaprio replied to the topic where to report an early distribution from a NY teamsters annuity fund in the forum Tax Discussion https://www.nyctatp.org/forums/topic/where-to-report-an-early-distribution-from-a-ny-teamsters-annuity-fund/#post-16658 Mon, 24 Jan 2022 21:06:35 -0500 I THINK IT IS WHERE HIS RESIDENCE IS THAT HE SHOULD BE TAXED.

]]> 3bd3ad5933af071c220609019cfef302 Anthony DiCaprio replied to the topic Still waiting for refund in the forum Tax Discussion https://www.nyctatp.org/forums/topic/still-waiting-for-refund/#post-16465 Fri, 10 Dec 2021 16:49:06 -0500 Hi John and Larry, I did not know this. I will start using form 911-Taxpayer Advocate. What a great forum we have!!!!!!

]]> 0f3119e0e7621b1f1e6530de2e4bc118 Anthony DiCaprio and Thomas Bridgman are now friends https://www.nyctatp.org/activity/p/2079/ Fri, 19 Nov 2021 22:10:30 -0500 0 65550b212ebc70f4cbf0f9608e3f7f51 Anthony DiCaprio replied to the topic Frank Vassallo in the forum Tax Discussion https://www.nyctatp.org/forums/topic/frank-vassallo/#post-15933 Tue, 26 Oct 2021 14:16:36 -0400 SORRY, FRANK WAS A WONDERFUL NYCTATP MEMBER!!!!

]]> 1b4156f969773e5cf1aaa490d327f28a Anthony DiCaprio and Frederick Banty are now friends https://www.nyctatp.org/activity/p/2055/ Sat, 09 Oct 2021 13:20:33 -0400 0 26cf2d3572382b4cac571e7cf1d5c419 Anthony DiCaprio replied to the topic Determining Non Professional Nursing Services That Are Not Deductible in the forum Tax Discussion https://www.nyctatp.org/forums/topic/determining-non-professional-nursing-services-that-are-not-deductible/#post-15731 Thu, 09 Sep 2021 22:38:06 -0400 I THINK IT IS ALL DEDUCTIBLE AS MEDICAL EXPENSE.

]]> 10300f02bd78a633b4026f598d215ce9 Anthony DiCaprio replied to the topic Liable for state taxes, lives in Thailand? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/liable-for-state-taxes-lives-in-thailand/#post-15676 Thu, 12 Aug 2021 22:12:49 -0400 I ALSO AGREE, NO STATE TAX AS HE DOES NOT LIVE IN A STATE.

]]> 0bb92e5bfa14b9166ba3eaabfb0a6b8b Anthony DiCaprio and John Trinchitella are now friends https://www.nyctatp.org/activity/p/1992/ Fri, 25 Jun 2021 14:49:31 -0400 0 63756078f86db6ab3321ae630e1c1a86 Anthony DiCaprio replied to the topic Small Tax Practice for Sale in the forum Tax Discussion https://www.nyctatp.org/forums/topic/small-tax-practice-for-sale/#post-15528 Tue, 01 Jun 2021 21:12:50 -0400 HI BOB. WOULD BE INTERESTED IN A PERCENTAGE OF GROSS OVER 2 OR 3 YEARS. LETS DISCUSS.

ANTHONY DI CAPRIO.

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