New York/Connecticut Association of Tax Professionals | Rochelle Partrick | Activity https://www.nyctatp.org/members/rochellepartrick/activity/ Activity feed for Rochelle Partrick. Sat, 02 May 2026 03:04:05 -0400 https://buddypress.org/?v= en-US 30 hourly 2 151afcb3bcad684ac46ae04a068b1e0d Rochelle Partrick posted an update: @ritalewis https://www.nyctatp.org/activity/p/2321/ Fri, 12 Aug 2022 01:54:21 -0400 @ritalewis

]]> 0 b2a5d96c6cf1b45ead7401cd82f27a00 Rochelle Partrick started the topic NY employer's state ID number in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ny-employers-state-id-number/ Mon, 18 Jul 2022 14:01:54 -0400 I have a client who lives in CT and worked in NY in 2021. He swears he only got page 1 of the 2 page W-2 form. Unfortunately page 1 is missing one piece of information the employer’s state ID number. I have gone around with NY’s Tax department, they are very nice but say they can’t help me. I tied the company and got no where.

I know CT has a…Read more

]]> d870bae6d4026aec05eaca6c423aa123 Rochelle Partrick started the topic 1099-R received in 2021 for client who died in 2019 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/1099-r-received-in-2021-for-client-who-died-in-2019/ Sun, 20 Mar 2022 17:03:31 -0400 Hi:

I’m not sure how to treat this.

My clients were MFJ. The husband died in 2019 and someone else did their taxes that year. The wife came back to me in 2020 and this year(2021) she has a 2021 1099-R for him in the amount of 1562.24 from a NYC pension plan. What do I do with this?

Rochelle

]]> a0cb1563ad997404713e291117acaa89 Rochelle Partrick 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-16660 Tue, 25 Jan 2022 01:51:40 -0500 Thank you both very much.

rochelle

]]> 9e92b99cc9f310259aae97e060c85333 Rochelle Partrick started 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/ Mon, 24 Jan 2022 17:20:05 -0500 I have a client who lives in CT and works in NY. He belongs to a NY teamsters union. He took an early distribution of ~35k from the union’s annuity fund. My question is which state gets to claim the early distribution income — NY or CT?? I think I found that the regular annuity payments are taxed by CT (state of residence), I can’t find any…Read more

]]> e4a587e431478a6367857d07ecbde698 Rochelle Partrick replied to the topic looking for New York tax preparer in the forum Tax Discussion https://www.nyctatp.org/forums/topic/looking-for-new-york-tax-preparer/#post-16274 Fri, 19 Nov 2021 00:44:15 -0500 the business is a LLC. don’t know how he will file and don’t if he does.
I know he is trying to put all data in Quickbooks and needs some help.
He will need help with some payroll aspects.

]]> e1af7923f935721b0b7829d03105c9f3 Rochelle Partrick started the topic looking for New York tax preparer in the forum Tax Discussion https://www.nyctatp.org/forums/topic/looking-for-new-york-tax-preparer/ Thu, 18 Nov 2021 15:45:53 -0500 I have a client who has moved to New York and bought a bagel shop in Hopewell Junction.
He is looking for New York Practice that deals with business taxes – income, wages, sales, etc and to prepare his personal return.

Anyone interested?
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]]> e12616f6c35ebd744894e11ba26fc68b Rochelle Partrick replied to the topic QBID and specified trade or business in the forum Tax Discussion https://www.nyctatp.org/forums/topic/qbid-and-specified-trade-or-business/#post-15519 Wed, 05 May 2021 17:27:39 -0400 LOL Rita knows what’s going on.

]]> 8a75f14d9c99442d2dad353008fb4702 Rochelle Partrick started the topic 1099Q distributions in the forum Tax Discussion https://www.nyctatp.org/forums/topic/1099q-distributions/ Tue, 03 Mar 2020 15:13:55 -0500 I can’t find a firm answer for this question, and I’m wondering where you all fall: is a 1099-Q distribution of $30,539.00 which covered all the student’s college expenses for 2019 considered part of his support?

The student is 20 years old and his name is on the 529. He has $3157 as W-2 earnings and $5861 in investment income.

I’m trying…Read more

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