New York/Connecticut Association of Tax Professionals | Joanne Morton | Friends Activity https://www.nyctatp.org/members/joannemorton/activity/friends/ Activity feed for Joanne Morton's friends. Sun, 03 May 2026 13:37:14 -0400 https://buddypress.org/?v= en-US 30 hourly 2 ed66ac953b3b76100b23e1cc6c2a8654 Nancy Sporbert replied to the topic Gambling Winnings in the forum Tax Discussion https://www.nyctatp.org/forums/topic/gambling-winnings/#post-23088 Mon, 02 Mar 2026 00:32:58 -0500 I have FanDuel clients. I use the numbers on the Player Activity Statement as Amount Won and Amount Wagered. In my client’s case (which is probably most cases!) his losses were more then his winnings and he was able to itemize.

]]> dd4c71bb7cdacbf1cb7d673c0aa7589d Nancy Sporbert replied to the topic W-2 box 14 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/w-2-box-14-2/#post-23082 Tue, 24 Feb 2026 20:59:14 -0500 Premium Overtime Earnings

(One of the many aliases that Overtime is going by in Box 14!)

]]> 48b0c9b053911851e3cdf71d0e2d1333 Nancy Sporbert replied to the topic Claiming Head of Household in the forum Tax Discussion https://www.nyctatp.org/forums/topic/claiming-head-of-household/#post-23057 Tue, 27 Jan 2026 22:27:48 -0500 Hi!

Was their work in a sheltered workshop? If not, I’d be concerned that the ability to work outside of a sheltered workshop would indicate that the son is no longer completely and totally disabled.

]]> 958ee1f64e7e71ea1f8fb69597184c59 Nancy Sporbert replied to the topic DEADLINE APPROACHING!!! Order The Tax Book through NYCTATP by November 11th!! in the forum Tax Discussion https://www.nyctatp.org/forums/topic/the-tax-book-through-nyctatp-for-preparing-2025-returns-available-to-order-now/#post-22718 Sat, 08 Nov 2025 20:46:00 -0500 Get yours now!!

]]> 6b114bee04f0ad5662094a523b0c45ea Nancy Sporbert started the topic DEADLINE APPROACHING!!! Order The Tax Book through NYCTATP by November 11th!! in the forum Tax Discussion https://www.nyctatp.org/forums/topic/the-tax-book-through-nyctatp-for-preparing-2025-returns-available-to-order-now/?view=all Wed, 08 Oct 2025 15:03:35 -0400 Our book program for current NYCTATP members (for preparing 2025 returns) is live!

The Tax Book Deluxe Edition Plus is available to our members at a reduced price from retail. The first book is only $100, and an additional book is $125. That is a savings from the retail price (plus shipping) on TheTaxBook website.

The $100 price tag is for…Read more

]]> 0614ea9904984741331d289ff46d9169 Nancy Sporbert started the topic October Seminar on October 24th. DEADLINE APPROACHING (10/10.) Act now! in the forum Tax Discussion https://www.nyctatp.org/forums/topic/october-seminar-on-october-24th-deadline-approaching-10-10-act-now/ Mon, 06 Oct 2025 00:44:17 -0400 Here’s your reminder about our upcoming October Seminar – 8.0 CEs
October 24, 2025 @ 8:00 am – 4:40 pm

Our venue is Anthony’s Lake Club (where our regular Dinner Meetings are held) with
speakers David & Mary Mellem, EAs

*****IMPORTANT NOTE: The texts for the day will be provided in .pdf format and available for download before the Seminar…Read more

]]> eac7dbb764fa1b07e4cd1a79763a2ba9 Nancy Sporbert replied to the topic Lossing her tax license in the forum Tax Discussion https://www.nyctatp.org/forums/topic/lossing-her-tax-license/#post-21947 Wed, 04 Jun 2025 21:34:39 -0400 I think we’d need more information ragarding the basis of the lawsuit. But the fact that she’s being sued, in an of itself, doesn’t really seem like a violation of the code of the Office of Professional Responsibility:

Copied from Section 2600-2.1 of the Tax Return Preparer Requirements page on the NYS Dept of Taxation and Finance Website:…Read more

]]> 4332312398b615845489d54ccb0ac305 Nancy Sporbert replied to the topic Schedule C LLC in the forum Tax Discussion https://www.nyctatp.org/forums/topic/schedule-c-llc/#post-21744 Tue, 08 Apr 2025 19:18:03 -0400 I agree with Emmet. The LLC is fine, but the facts and circumstances are the primary way to help you determine business vs hobby. There can be many reasons that a business doesn’t make a profit at first. It seems that client’s intent is to be successful. I wouldn’t dismiss it just because it isn’t profitable in year two.

Enjoy the…Read more

]]> 4a12298ce577babd294b3de66a11574e Nancy Sporbert replied to the topic Imputed income in the forum Tax Discussion https://www.nyctatp.org/forums/topic/imputed-income/#post-21728 Sun, 23 Mar 2025 19:43:53 -0400 Hi, Rosemarie! You are correct; imputed income is not subject to withholding, but is subject to income tax. When I worked for NYS, it was generally the difference in the (employer portion) of health insurance premiums of a single plan and a family plan, due to the additional coverage of a domestic partner.

]]> ea70e97885a2f913ad93480c9beb2cbd Nancy Sporbert started the topic Please give your feedback on our Annual Two-Day Seminar in the forum Tax Discussion https://www.nyctatp.org/forums/topic/please-give-your-feedback-on-our-annual-two-day-seminar/ Thu, 11 Jul 2024 16:50:05 -0400 Hello!

Very early in 2024, we asked for your feedback on our Annual Seminar using a Google Forms survey. Because it was so close to tax season, the number of responses was a little lighter than we had hoped.

So, on behalf of the Education Committee, I am reissuing the survey. I encourage you to take a few moments to answer these multiple…Read more

]]> 1b996dec98157481be9be2e340d84a11 Nancy Sporbert replied to the topic Form 8283 changed for 2023? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/form-8283-changed-for-2023/#post-20142 Tue, 19 Mar 2024 02:32:02 -0400 In tax prep groups on Facebook, this is an issue that the IRS caused (requiring signatures by donees on values under $5,000 on the 17th) and that will likely be resolved by software update in your program today or tomorrow.

]]> 4d1a63d3f5eef100bdd35db899d60cf4 Nancy Sporbert started the topic Please give your feedback in this short survey!! in the forum Tax Discussion https://www.nyctatp.org/forums/topic/please-give-your-feedback-in-this-short-survey/ Mon, 29 Jan 2024 00:15:41 -0500 Realizing it’s a busy time, we would appreciate a few minutes of that time and your attention to complete a short survey about the Annual Two-Day Tax Update Seminar.

NYCTATP Annual Two-Day Seminar Survey

Thank you so much!

Happy Tax Season!

Nancy Sporbert
Education Committee
nstsllc@outlook.com

]]> eca1b781a7fd06f0c63bf80d37388c33 Nancy Sporbert started the topic The Tax Book Deluxe Plus for Tax Year 2023 is distributed! in the forum Tax Discussion https://www.nyctatp.org/forums/topic/the-tax-book-deluxe-plus-for-tax-year-2023-is-distributed/ Tue, 16 Jan 2024 03:12:00 -0500 Hello!

For those who ordered TTB Deluxe Plus for Tax Year 2023 through NYCTATP and did NOT pick it up at the Last Chance Update meeting on January 10th, your book is enroute in the mail. You should receive your book by Friday 19 January. Please feel free to reach out with any questions or concerns.

Thank you and have a great tax…Read more

]]> 094c8f3d09ac5a81187a77753c2e5c37 Nancy Sporbert started the topic Continuing Education Sponsor Agreement Renewed with NYS in the forum Tax Discussion https://www.nyctatp.org/forums/topic/continuing-education-sponsor-agreement-renewed-with-nys/ Fri, 06 Oct 2023 20:27:59 -0400 Greetings!

This message is for NYS CPAs who are reporting their CPE with the NYS Education Department.

At the September Super Session, I advised NYS CPAs in attendance to delay reporting credits earned on that date until our agreement was renewed.

I received confirmation today that the Sponsor Agreement is renewed so NYS CPAs can go ahead and…Read more

]]> 87ddc4f361c2171e7ce51c3d031e654f Nancy Sporbert started the topic Book Package (Plus an online subscription option) for 2023 Returns! in the forum Tax Discussion https://www.nyctatp.org/forums/topic/book-package-plus-an-online-subscription-option-for-2023-returns/?view=all Sun, 24 Sep 2023 22:37:39 -0400 Our book program for current NYCTATP members (for preparing 2023 returns) has launched!

The Tax Book Deluxe Edition Plus is available to our members at a significantly reduced price. The first book is only $80, and an additional book is $95. That is a savings of almost $50 for the first book and $23 for an additional book.
Learn more about…Read more

]]> 5bfc790ba0bfc96809661c2c94eaa343 Nancy Sporbert started the topic Annual Tax Book Order Survey. Please respond ASAP in the forum Tax Discussion https://www.nyctatp.org/forums/topic/annual-tax-book-order-survey-please-respond-asap/?view=all Tue, 22 Aug 2023 17:50:41 -0400 Greetings!

Please take a moment to answer a short (ONE QUESTION, TO BE EXACT) survey about how we’ll offer TheTaxBook products this year. We’re looking to gauge your interest in their WebLibraryPlus online subscription in addition to (or instead of) the printed Deluxe Edition Plus. The link to the survey is at the bottom of this post.

H…Read more

]]> 372c06373b7bcafb368c68cfbfedcf15 Nancy Sporbert started 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/ Mon, 08 May 2023 17:08:13 -0400 Welcome back to regular meetings after our tax season “break” on May 17th at Anthony’s Lake Club. The general business meeting begins at 5:30; buffet dinner begins at 6:00 p.m.

Our CE topic is Post Pandemic Cyber Security: It’s more than just “DON’T CLICK!”

John Shelly, EA returns to offer us a deep dive into our responsibility for mai…Read more

]]> 7c09f5caebc30776ba8bb622a6921d5a Nancy Sporbert replied to the topic January Testing Ends Saturday 19 February at Midnight in the forum Tax Discussion https://www.nyctatp.org/forums/topic/january-testing-ends-saturday-19-february-at-midnight/#post-16721 Sat, 19 Feb 2022 18:02:06 -0500 I must have not paid close attention. I cannot get in today, February 19. I thought the midnight was Saturday into Sunday. At the portal, in expired Midnight Friday into Saturday.

]]> c0efa67dbf1ed33812f867e958e93480 Nancy Sporbert replied to the topic IRS Refund Delays in the forum Tax Discussion https://www.nyctatp.org/forums/topic/irs-refund-delays/#post-15568 Tue, 15 Jun 2021 18:49:28 -0400 I just popped in to ask the same question. I only have a handful of clients in the same situation, and the oldest of these is also from mid-March. Three months just seems excessive. At least I feel better knowing I’m not alone!

]]> a44aafd943a645fb0004b707ac92a819 Nancy Sporbert replied to the topic Processing time for a paper filed return (with 1310) in the forum Tax Discussion https://www.nyctatp.org/forums/topic/processing-time-for-a-paper-filed-return-with-1310/#post-14967 Fri, 13 Nov 2020 20:57:27 -0500 Thanks so much for your input, everyone!

]]> 16d1eeb43e1775ce29e02c015193a34d Nancy Sporbert started the topic Processing time for a paper filed return (with 1310) in the forum Tax Discussion https://www.nyctatp.org/forums/topic/processing-time-for-a-paper-filed-return-with-1310/ Tue, 10 Nov 2020 20:19:26 -0500 Does anyone have any sense of current wait times for a paper filed return? A client return was mailed nearly eight weeks ago and (at least through the “Where’s My Refund?” tool) there’s no indication that it has been received by the IRS. Is there still that much of a backlog, do you think?

]]> 370f1bbd0a98e8c467ba0864ad87671b Nancy Sporbert replied to the topic Wait time on NYS refund (W2 notice and solar energy credits) in the forum Tax Discussion https://www.nyctatp.org/forums/topic/wait-time-on-nys-refund-w2-notice-and-solar-energy-credits/#post-14573 Wed, 23 Sep 2020 15:11:02 -0400 Thanks so much!!

]]> 0da4fe9eb15e80d7e5c0302725ee993c Nancy Sporbert started the topic Wait time on NYS refund (W2 notice and solar energy credits) in the forum Tax Discussion https://www.nyctatp.org/forums/topic/wait-time-on-nys-refund-w2-notice-and-solar-energy-credits/ Tue, 22 Sep 2020 17:08:31 -0400 I have a client for whom I had to submit proof of the W2 to NYS. I responded to the NYS notice on 27 April. I can see the response to the notice (with the date the fax was received by NYS) in my client’s online account with NYS tax. The request, in my experience over the past few years, generally holds up a refund by 10-12 weeks.

So, to my…Read more

]]> 06bad9ae589efaf8b547eec848c01c83 Nancy Sporbert replied to the topic Form 1310 on taxpayer's final return. How is the refund issued? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/form-1310-on-taxpayers-final-return-how-is-the-refund-issued/#post-14491 Thu, 10 Sep 2020 18:57:54 -0400 Personal Representative is Executor and court-appointed. I’ll skip the 56.

I’ll just prepare to paper-file with the 1310. Knowing how the check is made payable will enable me to give direct deposit information with confidence. The DD is going to the Estate’s account…and my client says the bank is adamant that it’s for “the Estate of…”…Read more

]]> 82fbe37b944a14653949d5f9e87c9ccc Nancy Sporbert started the topic Form 1310 on taxpayer's final return. How is the refund issued? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/form-1310-on-taxpayers-final-return-how-is-the-refund-issued/ Thu, 10 Sep 2020 02:56:37 -0400 In all these years, I haven’t had to file a return for a deceased taxpayer that wasn’t a surviving spouse.

The decedent’s son is the executor of her estate, and I’ve completed the 1040-SR and attached form 1310 with Box B checked in Part I.

I know the return, along with form 1310, must be mailed.

I’ll also file forms 56 on behalf of the…Read more

]]> 07b283f0e45cd87ab25a4796d960afd0 Nancy Sporbert replied to the topic NYS and Ct Transcript in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-and-ct-transcript/#post-14481 Thu, 10 Sep 2020 02:08:26 -0400 I have not tried it myself, but here’s the information from NYS Tax website.

To request a transcript, call our Withholding Tax Information Center at 518-485-6654, Monday through Friday, 8:30 a.m.–4:30 p.m. Have a tax return at hand so we can verify your identity for your protection.

]]> 4aab4ce6265650d81d04db3c78403d5a Nancy Sporbert replied to the topic IRS balance due letters in the forum Tax Discussion https://www.nyctatp.org/forums/topic/irs-balance-due-letters/#post-14319 Fri, 14 Aug 2020 16:43:12 -0400 I had a client in the same situation who received a letter yesterday. She made a copy of her canceled check from her bank statement (cashed in March, by the way) and mailed it to the IRS with the letter.

]]> b47cfdd8f8d9bb150643b127c9b66521 Nancy Sporbert replied to the topic Earnings paid via purchase order? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/earnings-paid-via-purchase-order/#post-14085 Tue, 24 Mar 2020 02:07:51 -0400 In NYS Parks, we do pay personal service contracts via Purchase Order (think folks who come in and conduct special programs) but it’s not a substitute for a 1099-MISC. In my experience, they would receive both. The PO is a promise to pay, just as William said. (Gov’t entities also tend to ignore reporting rules, just as Emmet said!) I’d…Read more

]]> 97fa1f455d4792e8bb514909fdb3e1d6 Nancy Sporbert replied to the topic Legal Fees Taxable Settlement in the forum Tax Discussion https://www.nyctatp.org/forums/topic/legal-fees-taxable-settlement/#post-14024 Thu, 27 Feb 2020 23:02:22 -0500 I had a client in 2018 who won an unlawful termination settlement, and I deducted the legal fees as an adjustment to income. I got a statement from the attorney that it was a civil rights discrimination lawsuit for my own records. Income and adjustments all occurred in the same year. I don’t have any input on the timing…but if you meet the…Read more

]]> 4dd1bbff6bfd414c5f100bf306499cb2 Nancy Sporbert replied to the topic FILING STATUS in the forum Tax Discussion https://www.nyctatp.org/forums/topic/filing-status/#post-13654 Thu, 21 Nov 2019 20:27:25 -0500 I have filed someone as unmarried for tax purposes with a decree of separate maintenance, which is slightly different that a simple separation agreement. They actually still lived in the same house. Awkward! The decree was a court-filed petition.

Decree of Separate Maintenance (courtesy of Legal Beagle!)
The decree of separate maintenance…Read more

]]> bf1d49ed5edf28e797e43e64c665a641 Nancy Sporbert replied to the topic NY DTF-160 Account Adjustment Notice in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ny-dtf-160-account-adjustment-notice/#post-6221 Tue, 23 Apr 2019 17:39:53 -0400 Thanks, Rita! As I suspected. I’ve just heard of a third client today who received this notice. I’ll have to see if they were submitted in the same time frame. I bet it’s a big batch!!

]]> 548400308e7b983534332afb3e419d34 Nancy Sporbert started the topic NY DTF-160 Account Adjustment Notice in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ny-dtf-160-account-adjustment-notice/ Mon, 22 Apr 2019 23:09:00 -0400 Two clients of mine have received letters from NYS advising that their NYS refund is being “adjusted.”

For $0 dollars.

It correctly reports the original overpayment requested to be refunded (and paid) as the “Previously refunded amount” and then $0.00 as the “Refund after NYS 529 account deposit” (which is the bottom line NYS refund — line…Read more

]]> ca9f707d7775b9a6b9252d711b0643f2 Nancy Sporbert changed their profile picture https://www.nyctatp.org/activity/p/222/ Tue, 23 Oct 2018 01:45:38 -0400 0