New York/Connecticut Association of Tax Professionals | Robert Williams | Activity https://www.nyctatp.org/members/robertwilliams/activity/ Activity feed for Robert Williams. Sun, 03 May 2026 04:02:30 -0400 https://buddypress.org/?v= en-US 30 hourly 2 e8939b17c77dceddf9e7e6a5a05d8b0d Robert Williams replied to the topic New Client Business Possibilities in the forum Tax Discussion https://www.nyctatp.org/forums/topic/new-client-business-possibilities/#post-23077 Sat, 21 Feb 2026 17:55:33 -0500 A THANK YOU TO THOSE THAT RESPONDED !!!

]]> 94aa406d8749be2755bfc8a0b620654c Robert Williams started the topic New Client Business Possibilities in the forum Tax Discussion https://www.nyctatp.org/forums/topic/new-client-business-possibilities/ Thu, 19 Feb 2026 19:03:12 -0500 I have two family members that have been advised that their New Milford tax preparer has closed her business. One member lives in Ridgefield and another in Danbury.

The only taxes that I will be preparing for 2025 are my own!

Please advise your interest. If desired, do so via an email to me, taxrew@gmail.com.

Thanks,
Bob

]]> 475c10ed0016ee6ac26b3421834e94b6 Robert Williams replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23064 Mon, 16 Feb 2026 18:20:28 -0500 Does the refund apply to non residents who file IT-203? Do they qualify?

Thanks

]]> 3e878a7d1ccd5c98d83fbd3faf790438 Robert Williams replied to the topic Coffee & Chat on Wednesday 10/1 at 8:30 am in the forum Tax Discussion https://www.nyctatp.org/forums/topic/coffee-chat-on-wednesday-10-1-at-830-am-2/#post-22404 Wed, 01 Oct 2025 13:58:07 -0400 The Chat reinforced the idea that there is a significant need for us to get into the details of enrolling into a plan or our Current Medicare Plan vs New Options. Mark is a resource for NYCTATP Members and our clients

The enrollment plan begins this October 15th.

Thanks to Laura and Rita!!

]]> e360bb45e24bb5ebdbd762c9bc387aa7 Robert Williams replied to the topic Is anyone familiar with Heartland payroll service? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/is-anyone-familiar-with-heartland-payroll-service/#post-19633 Wed, 01 Nov 2023 00:09:08 -0400 PayChex and ADP will be Supporting us as exhibitors at the Annual Seminar. Suggest they check them out.

]]> 0d3e7e45087aedd9cd7f6439ebc880d2 Robert Williams replied to the topic IRS refund in the forum Tax Discussion https://www.nyctatp.org/forums/topic/irs-refund/#post-19227 Tue, 05 Sep 2023 15:39:56 -0400 Definitely go to an IRS office!!!! To many scams going on. Even some showing IRS identity on the documents as we would think is valid.

]]> b65eef5025f9648981d1e8547b4536f2 Robert Williams started the topic VENDOR SUPPORT-2022 ANNUAL SEMINAR in the forum Tax Discussion https://www.nyctatp.org/forums/topic/vendor-support-2022-annual-seminar/ Thu, 23 Mar 2023 21:56:50 -0400 Please utilize and recommend those that support NYCTATP. Also, send me potential

business that could be benefitted by supporting us. taxrew@gmail.com

\tps://www.nyctatp.org/2023/03/23/vendors-at-the-2022-annual-seminar/

]]> 3aa6747c383d203b15da518e5bf6569e Robert Williams 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-18492 Sat, 18 Mar 2023 18:19:40 -0400 8879 Must Be Signed Prior to Submission!!

]]> 4af24337956fef79905755f4a7c3b1d0 Robert Williams replied to the topic CT CONTRACTOR WORKING REMOTE FOR NY COMPANY ON W2 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-contractor-working-remote-for-ny-company-on-w2/#post-18476 Sun, 05 Mar 2023 20:39:37 -0500 The contract is the only one that is provided. However, as I stated, client does not receive any “employee” benefits.
Your information is good, but I don’t see how I can change the W2.

]]> 292b26797bc9bfafe18d18d32b77f181 Robert Williams started the topic CT CONTRACTOR WORKING REMOTE FOR NY COMPANY ON W2 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-contractor-working-remote-for-ny-company-on-w2/ Sat, 04 Mar 2023 00:09:13 -0500 All of the following are NY Based and at the same NYC location except CAST & CREW Payroll, that is Calif. based:
A. Global office of corporation that owns the following:
B. Company that hires the Contractor (my client) & is Employer on the w2.
C. My client then does exclusive work for a Firm D assigned by B.
Company B Pays on w2,…Read more

]]> 08d9eb93ef77de786c2e0ae938990ab7 Robert Williams replied to the topic Connecticut 1040 Acknowledgement Delay in the forum Tax Discussion https://www.nyctatp.org/forums/topic/connecticut-1040-acknowledgement-delay/#post-17420 Wed, 07 Sep 2022 15:39:40 -0400 Thank You

]]> be7a059211d8d574a5c5a4fbac021376 Robert Williams replied to the topic Massachusetts Tax Preparation in the forum Tax Discussion https://www.nyctatp.org/forums/topic/massachusetts-tax-preparation/#post-16743 Thu, 17 Mar 2022 15:21:43 -0400 Early this week I was advised that the folks received a referral from their attorney and are pursuing that avenue. Thank you for your offering of support.

]]> 5a7d6293c33a598f2e9afaaa9f542383 Robert Williams replied to the topic Massachusetts Tax Preparation in the forum Tax Discussion https://www.nyctatp.org/forums/topic/massachusetts-tax-preparation/#post-16719 Thu, 17 Feb 2022 19:51:23 -0500 Anthony, let’s see if there are any other options in response to this inquiry. They appear to want to do it by physical correspondence vs virtual.

]]> c088289b459fc90ae193afd89bd44e2f Robert Williams started the topic Massachusetts Tax Preparation in the forum Tax Discussion https://www.nyctatp.org/forums/topic/massachusetts-tax-preparation/ Wed, 16 Feb 2022 18:19:44 -0500 HAVE TWO MA RELATED FAMILY MEMBERS THAT ARE LOOKING FOR A TAX PREPARER. BEING RETIRED, I AM NOT INTERESTED.
ANY RECOMMENDATIONS WILL BE APPRECIATED.
THANKS,
BOB

]]> 21a7c51e306844b50e43018b3abde31c Robert Williams replied to the topic CT Preparer Requirements in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-preparer-requirements/#post-16180 Thu, 11 Nov 2021 01:29:48 -0500 Rita,
Just got the notice from DRS. Thank you for keeping us informed. I would have missed this.

I thought my license was for two years of prep. (2021 for 2020 and 2022 for 2021)

]]> 510f7fc95d412beb7dbe6b334d3c9db9 Robert Williams replied to the topic CT Preparer Requirements in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-preparer-requirements/#post-16172 Wed, 10 Nov 2021 16:31:18 -0500 My Permit has an Effective date of 01/01/2021 and a Expiration date of 12/31/2022. Two Year Permit? I will also have all necessary CE’s in 2021 to do 2021 tax returns in 2022.

My understanding is that I would have to complete AFSP in 2022 and renew my CT Permit in 2022 in order to do 2022 taxes in 2023?

]]> 3d5f33de9c10306417cea6d389edc971 Robert Williams started 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/ Thu, 09 Sep 2021 17:09:43 -0400 Client has Visiting Angels 24hr live in provider that is not a nurse. She shops, makes and assist with meals. Assists taking of medications, bathing etc. Handles bed making +.

Dr recommended 24hr due to a number falls, hand tremors and cannot walk without a walker or wheelchair. Some minimal house cleaning. However daughter comes often to…Read more

]]> ca849719aba7d03a61f848f8c55485f3 Robert Williams replied to the topic Recovery Rebate Credit for Stimulus Checks Received in 2021 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/recovery-rebate-credit-for-stimulus-checks-received-in-2021/#post-15352 Mon, 01 Feb 2021 17:09:33 -0500 Assuming the Taxpayer and Spouse filed 2018 & 2019 Federal 1040 and applicable NY and CT State returns as MFJ.

Can they file their 2020 returns as MFS, if the only advantage is by Filing MFS they get additional Stimulus from the 1st and/or second payments?

If thought to be valid, would this be Circular 230 challenge?

]]> 84b84528673b4a5f090e544cf238ce97 Robert Williams replied to the topic Medicare supplement specialist? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/medicare-supplement-specialist/#post-15327 Wed, 20 Jan 2021 01:27:01 -0500 I have the AARP Medicare Supplement Plan provided by United Health Care

]]> aaf0f8f26ddab6afd24055b35025f353 Robert Williams replied to the topic Labor Department finalizes rule on employee vs. independent contractor status in the forum Tax Discussion https://www.nyctatp.org/forums/topic/labor-department-finalizes-rule-on-employee-vs-independent-contractor-status/#post-15308 Thu, 14 Jan 2021 21:39:41 -0500 Clint, my wife’s cousin, currently has services being provided from Visiting Angels 24hrs per day. He needs assistance with transferring, bathing, toileting and dressing. His care person also prepares meals, cleans house etc.
Question:
A. I believe all Visiting Angel fees are deductible ?????

Client’s daughter is looking at possibly hiring the…Read more

]]> a2879b9816aecb12a96e3f2cd7b9621c Robert Williams replied to the topic Massachusetts Tax Preparation Client in the forum Tax Discussion https://www.nyctatp.org/forums/topic/massachusetts-tax-preparation-client/#post-15202 Tue, 29 Dec 2020 17:01:45 -0500 OOOPPPSSS Correct Email TAXREW@GMAIL.COM

]]> f2a99a1e1dde5f6c051ffb9a75947731 Robert Williams started the topic Massachusetts Tax Preparation Client in the forum Tax Discussion https://www.nyctatp.org/forums/topic/massachusetts-tax-preparation-client/ Tue, 29 Dec 2020 17:00:12 -0500 I have a friend that lives in Gardner MA, in vicinity of Leominster MA, and would like me to refer a tax professional for her 2020 tax preparation.

If you, someone you know, that may be interested, please send me an email, TAXDREW@GMAIL.COM, for the contact information.
Thanks

]]> 6863efcbcdfdb5f82fc4ddf18175a156 Robert Williams started the topic Tax Clients Available in the forum Tax Discussion https://www.nyctatp.org/forums/topic/tax-clients-available/ Mon, 23 Nov 2020 19:59:24 -0500 I have individual tax payer clients that I have been doing income taxes for the last two years.

If you are interested, please send to me at TAXREW@Gmail.com your contact information and the town that your office is located. Request that you do not use this FORUM to respond.

They will be provided your information and asked to contact you.

I am…Read more

]]> 1fbdc794392c586ce123b121d7b057dd Robert Williams replied to the topic NYS and Ct Transcript in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-and-ct-transcript/#post-14500 Sat, 12 Sep 2020 01:37:55 -0400 Maybe our ADP Vendor that has been supporting our December seminar for years can give you some suggestions. Give her a call at 203-228-4336 or email Barbara.Kuehnle@adp.com

]]> 6d3a6552d4977eeb907c6c9eebc58ff6 Robert Williams replied to the topic FORM 1041 INCOME LESS THAN $600 WITH BENEFICIARIES in the forum Tax Discussion https://www.nyctatp.org/forums/topic/form-1041-income-less-than-600-with-beneficiaries/#post-14252 Wed, 24 Jun 2020 19:06:15 -0400 Thank to all of you!

]]> 6d2ad9460b898bcf4b4c92b4673e856a Robert Williams replied to the topic FORM 1041 INCOME LESS THAN $600 WITH BENEFICIARIES in the forum Tax Discussion https://www.nyctatp.org/forums/topic/form-1041-income-less-than-600-with-beneficiaries/#post-14248 Tue, 23 Jun 2020 14:58:31 -0400 The total income is $242. ($195 LTG, $47 Div.) Fed Withholding $47. No spouse or excess deductions situation.

]]> 1fd78e0dfeb9dcfcb842a947389684e8 Robert Williams started the topic FORM 1041 INCOME LESS THAN $600 WITH BENEFICIARIES in the forum Tax Discussion https://www.nyctatp.org/forums/topic/form-1041-income-less-than-600-with-beneficiaries/ Mon, 22 Jun 2020 22:17:13 -0400 Is the Executrix of a deceased persons estate that has gross income less than $600 have to file the 1041 with K1’s because there are beneficiaries to the deceased? No 706/709 etc. had to be filed.

]]> 8f7129e801eff730bbd3af26a04562c8 Robert Williams replied to the topic Lump Sum Election in the forum Tax Discussion https://www.nyctatp.org/forums/topic/lump-sum-election/#post-14164 Fri, 17 Apr 2020 15:35:41 -0400 Thank you Art. Please send TAXREW@GMAIL.COM

]]> e2e4e2b52e8ca80628708097e6af6af9 Robert Williams replied to the topic ESTATE FORM 1041 -JTWROS in the forum Tax Discussion https://www.nyctatp.org/forums/topic/estate-form-1041-jtwros/#post-14145 Mon, 06 Apr 2020 14:07:51 -0400 Emmett, Thank You!!

]]> 179d8e26547b89d8d2f58248c1efd667 Robert Williams started the topic ESTATE FORM 1041 -JTWROS in the forum Tax Discussion https://www.nyctatp.org/forums/topic/estate-form-1041-jtwros/ Thu, 02 Apr 2020 23:51:30 -0400 DECEASED IN 2019 CLIENT HAD A BROKERAGE ACCOUNT WITH TWO OTHERS. ALL HAVING JOINT TENANCY WITH RIGHT OF SURVIVOR SHIP. I BELIEVE THAT A THIRD OF THE ACCOUNT ACTIVITY (1099-B,I,D ETC.) SHOULD GO DIRECTLY INTO THE DECEASED AND SURVIVORS’ 1040 AND NOT GO THROUGH THE DECEASED 1041 ESTATE RETURN.

DOES THIS MAKE SENSE?

]]> 75747adb7f1f84077d0adac259d46acf Robert Williams replied to the topic IT 203 New York State Non Resident in the forum Tax Discussion https://www.nyctatp.org/forums/topic/it-203-new-york-state-non-resident/#post-14035 Tue, 03 Mar 2020 18:57:11 -0500 Tom,
IF SHE DID NOT HAVE HER PERSONAL PENSION WOULD, THE 4d PENSIONS FALL WITHIN THE $20k, OR SHOULD THEY BE EXCLUDED? Thank You

]]> 540428b98b5b4cbb4aaae7f483c49077 Robert Williams started the topic IT 203 New York State Non Resident in the forum Tax Discussion https://www.nyctatp.org/forums/topic/it-203-new-york-state-non-resident/ Mon, 02 Mar 2020 20:30:35 -0500 TAXPAYER AND SPOUSE LIVE IN CT AND FILE MFJ. TAXPAYER WORKS ALL YEAR IN NY. HIS W2 HAS ALL HIS WAGES CORRECTLY TAXED TO NY. NO OTHER INCOME IS EARNED OR ATTRIBUTED BY EITHER PARTIES TO NY.

SPOUSE RECEIVES A 1099-R PENSION, GREATER THAN $20K THAT SHE EARNED FROM A CT CORPORATION. WITH CODE 7. SHE ALSO RECEIVED TWO 1099-R’S CODED 4D, PLUS AN IRA…Read more

]]> 77f2e9e64896c6fcbc34f614b4c7fa00 Robert Williams replied to the topic Has anyone worked with Carnell Newsome? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/has-anyone-worked-with-carnell-newsome/#post-13943 Mon, 13 Jan 2020 18:37:40 -0500 I met him years ago in a networking group and he was a client when I was the owner of Jackson Hewitt, Danbury. I have not heard of any negatives. The United Way of Western Ct. also supports a Financial Stability Program. However I don’t know your clients situation.

]]> 13df7033eec240ba43f4cfff27ce64db Robert Williams replied to the topic Why You're Not Charging Enough for College Credits in the forum Tax Discussion https://www.nyctatp.org/forums/topic/why-youre-not-charging-enough-for-college-credits/#post-13388 Fri, 25 Oct 2019 20:07:42 -0400 Thanks Tom

]]> fe40a576b0c7faa758b7d6bf07c2d67e Robert Williams replied to the topic Worksheet for Determining Support in the forum Tax Discussion https://www.nyctatp.org/forums/topic/worksheet-for-determining-support/#post-13345 Tue, 22 Oct 2019 18:22:11 -0400 Art, Please send me one and thank you! taxrew@gmail.com

]]> 72d03f7189cdb21227be22ff61884284 Robert Williams started the topic Joint Tenancy with Right of Survivor Ship Acct. on 1040/1041 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/joint-tenancy-with-right-of-survivor-ship-acct-on-1040-1041/ Tue, 27 Aug 2019 20:29:22 -0400 Clients’ parent passed late May this year. For tax advantage purposes, is it okay to keep parent’s Social Security number on the account until year end and then put first 5 months (5/12) of 1099Div/Int broker activity on his 1040 and remainder (7/12) on his 1041? The 1041 would offset deceases income with medical and final expenses that would…Read more

]]> 29fbb3325834029bd52d240558eace1d Robert Williams started the topic Tax Accountant Resume in the forum Tax Discussion https://www.nyctatp.org/forums/topic/tax-accountant-resume/ Mon, 20 May 2019 16:20:21 -0400 I have the resume of an analytical professional with extensive experience as a Tax Accountant in support of high-net worth clients
MBA, BA and CT. Licensed Real Estate Agent.
I will email resume upon request. TAXREW@GMAIL.COM

]]> 4064d2c4a494f27b173d6a52a9261298 Robert Williams replied to the topic Topis for Upcoming PLM in the forum Tax Discussion https://www.nyctatp.org/forums/topic/topis-for-upcoming-plm/#post-6219 Tue, 23 Apr 2019 17:32:28 -0400 Tom,
Any chance that IRS will have a test for un-enrolled tax professionals that have EIN & PTIN’s that would be a “one time test” with only annual CE’s required vs. the annual AFSP test requirement each year?

]]> fde4f7291460d265763cd2aac5306653 Robert Williams changed their profile picture https://www.nyctatp.org/activity/p/383/ Wed, 21 Nov 2018 01:38:41 -0500 0 4e1da7d91c0eabe6ac61ea7871bdad21 Robert Williams changed their profile picture https://www.nyctatp.org/activity/p/382/ Wed, 21 Nov 2018 01:38:07 -0500 0 b674b76908ac840165e44e775faea185 Robert Williams's profile was updated https://www.nyctatp.org/activity/p/362/ Thu, 15 Nov 2018 00:42:18 -0500 0 318b5268b2563fc04bd9d719551b23e0 Robert Williams changed their profile picture https://www.nyctatp.org/activity/p/361/ Thu, 15 Nov 2018 00:42:05 -0500 0 fd8f5545595dec9c2c3760050343afd8 Robert Williams replied to the topic Testing the Notifications Setup in the forum Tax Discussion https://www.nyctatp.org/forums/topic/testing-the-notifications-setup/#post-2512 Fri, 26 Oct 2018 19:29:01 -0400 Got it!

]]> b39d0707025c9e0691386393c87ed8bc Robert Williams replied to the topic CT DRS Website Update Arriving Soon in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-drs-website-update-arriving-soon/#post-2443 Tue, 23 Oct 2018 14:25:15 -0400 Thank you, Tom
Bob Williams

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