New York/Connecticut Association of Tax Professionals | Thomas Bridgman | Friends Activity https://www.nyctatp.org/members/thomasbridgman/activity/friends/ Activity feed for Thomas Bridgman's friends. Sun, 03 May 2026 04:02:30 -0400 https://buddypress.org/?v= en-US 30 hourly 2 674ad508b981441c5477463d0790e616 Lynn Persson started the topic Overtime questions... Must it be time and a half to qualify?? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/overtime-questions-must-it-be-time-and-a-half-to-qualify/ Thu, 19 Mar 2026 20:41:09 -0400 Does the standard of time and a half or double time apply to all overtime? Have a client, vet tech, who at times is required to sleep overnight at the clinic. They do not pay time and a half, they pay about 10% over base pay for weeknights and about 12% over her base pay for a weekend overnight.
Is this type of arrangement qualifying? Any…Read more

]]> 5bf1cf13e355124ae79995b00fffa160 Rita Lewis started the topic The Tax Book Message Board in the forum Tax Discussion https://www.nyctatp.org/forums/topic/the-tax-book-message-board/ Thu, 19 Mar 2026 05:42:31 -0400 If you were using TTB Message Board this season but gave up on it when it became excruciatingly slow and even refused to accept posts, it’s almost back to its old self again. Finally.

It loads about as fast as ever. It’s still a bit slow to accept posts, but it gets there. And, activity is picking up again.

]]> a5382bf7bb51c4edcfed8e43e6097168 Rita Lewis replied to the topic Senior Discount in the forum Tax Discussion https://www.nyctatp.org/forums/topic/senior-discount/?view=all#post-23085 Wed, 25 Feb 2026 00:43:19 -0500 I haven’t had anyone with a 01-01-1961 birthdate, but I’d contact your software’s tech support.

]]> 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

]]> 0dfda511d6494afef3ee66f0fc6a653f Rita Lewis replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23070 Wed, 18 Feb 2026 00:40:15 -0500 I really like Renee’s method that eliminates all the noise, questions, arguments, ambiguity, confusion, etc.

]]> 9e034ad09547c24e513797ebcca53727 Renee Laferriere replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23068 Tue, 17 Feb 2026 22:11:45 -0500 We are not treating it as an itemized deduction recovery. The check had nothing to do with the actual amount of sales or income tax paid. We are including it as a taxable state refund on all clients.

]]> f6166d6800096e47a8826136084d7d49 Rita Lewis replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23066 Tue, 17 Feb 2026 15:33:58 -0500 From one of our IRS Liaisons:

Yes, all income is taxable unless specifically exempted by law. I have not seen anything to the contrary regarding this pay-out [NYS Inflation Refund checks].

I researched on Google, and this is the response, the payment was considered a refund of NYS taxes:

Yes, NYS Inflation Refund checks are considered taxable…Read more

]]> d71acd8d3d31c8fa1ce3b34e81788165 Renee Laferriere replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23065 Mon, 16 Feb 2026 22:50:22 -0500 Sorry, Bob! To receive a NYS Inflation refund the taxpayer had to file a 2023 IT-201.

]]> 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

]]> 8723ef6830eb1eb3d09f4d2cb706247a Renee Laferriere replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23062 Sun, 15 Feb 2026 19:36:09 -0500 There has been a lot of discussion over the taxation of the NYS Inflation Refunds checks. They were represented as a refund of sales tax, but were not specifically calculated on sales tax paid. There are good arguments for taxable and for not taxable. Our office is treating them as a taxable state refund. They are taxed on the federal return,…Read more

]]> 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.

]]> 64fa4fc47473f36125c242074de661ee Renee Laferriere replied to the topic Claiming Head of Household in the forum Tax Discussion https://www.nyctatp.org/forums/topic/claiming-head-of-household/#post-23058 Tue, 27 Jan 2026 22:41:32 -0500 I agree with Nancy, but luckily, it is not our job to determine is someone is “Permanently and totally disabled”. If they are classified as permanently and totally disabled, there is no gross income test, just the support test.

]]> 4c8a93993ec8e25b154171148b80ad0e Rita Lewis replied to the topic AJ Reynolds - Seven Page Overview on FLSA in the forum Tax Discussion https://www.nyctatp.org/forums/topic/aj-reynolds-seven-page-overview-on-flsa/#post-23031 Wed, 14 Jan 2026 18:25:28 -0500 I’ve been notified that the above 5 files went out to Annual Seminar attendees this afternoon via a Constant Contact email (just like your original course materials) from NY/CT Association of Tax Professionals.

]]> 1dfeb98d50aecaf7d4c3949b9a0291f8 Rita Lewis replied to the topic AJ Reynolds - Seven Page Overview on FLSA in the forum Tax Discussion https://www.nyctatp.org/forums/topic/aj-reynolds-seven-page-overview-on-flsa/#post-23017 Sat, 10 Jan 2026 00:30:53 -0500 The NYCTATP received 5 files from AJ Reynolds from the 2025 Annual Seminar. They’re in the hands of the Seminar committee members who send out communications. If you attended, you’ll receive:

Section 7 outline of the Fair Labor Standards Act of 1938
FairLaborStandAct Section 7.pdf
Overtime FLSA overview Blue J.pdf
Partnership Reconstruct Basis…Read more

]]> 6e257b024ddec53be42c9d53c02446d9 Renee Laferriere started the topic Last Chance Tax Update with Kathryn Keane January 14th 5pm to 8:30pm in the forum Tax Discussion https://www.nyctatp.org/forums/topic/last-chance-tax-update-with-kathryn-keane-january-14th-5pm-to-830pm/ Fri, 02 Jan 2026 21:46:34 -0500 Don’t miss our Last Chance Tax Update! There is one week left to register for the LOW, LOW, LOW price of $60 for dinner and 3.0 CE hours! And don’t be late, we are starting early to get in the extra CE.
Get your ticket now

]]> 3f765f55ed0729ef06334ce42297cf63 Rita Lewis replied to the topic IRA RMD in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ira-rmd/#post-22924 Thu, 18 Dec 2025 18:21:59 -0500 TaxBert’s Answer (summary of TTB cites)
Inherited IRA Overview

An inherited IRA is subject to specific distribution rules that depend on the beneficiary’s classification and when the IRA was inherited[1].

Beneficiary Classifications:
For IRAs inherited after December 31, 2019, beneficiaries fall into three categories[2]:

1. Eligible Designated…Read more

]]> 7ff04c775f5c767ced71e84b72859f41 Rita Lewis replied to the topic IRA RMD in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ira-rmd/#post-22922 Wed, 17 Dec 2025 22:50:52 -0500 https://www.irs.gov/publications/p590b#en_US_2024_publink100090419 is your starting place.

]]> 3ce82df8eaacc4ff93b08884ceb5bd9d Rita Lewis replied to the topic ProSystem fx &/or Axcess Planning in the forum Tax Discussion https://www.nyctatp.org/forums/topic/prosystem-fx-or-axcess-planning/#post-22915 Mon, 15 Dec 2025 19:30:32 -0500 $2,009 so 50% off is $1,004.50. The email offer came from Mike Dance, but I do get different reps for different things sometimes, inside reps mostly for renewal and such. I’ve been shedding clients to slide toward retiring, so not sure I’d use it for enough planning clients to save me $1,000 worth of my time. The brief video demo looks like a…Read more

]]> 5cfcf2efc919bd219275cb7d1276d062 Robert Weinstein replied to the topic ProSystem fx &/or Axcess Planning in the forum Tax Discussion https://www.nyctatp.org/forums/topic/prosystem-fx-or-axcess-planning/#post-22914 Mon, 15 Dec 2025 18:50:33 -0500 I use pro fx. I have requested pricing from them. I know they are running a 50% special. Have they given you pricing? Who is your sales rep? Mine is Nick Shorr.

]]> bd7468e5786fa7d6d0a2a20b478931b2 Rita Lewis started the topic ProSystem fx &/or Axcess Planning in the forum Tax Discussion https://www.nyctatp.org/forums/topic/prosystem-fx-or-axcess-planning/ Mon, 15 Dec 2025 18:32:34 -0500 Do any of you ProSystem fx &/or Axcess users have the CCH Planning module to help you help your clients plan for OB3 and other changes? How do you like it? Pros & cons, please.

]]> 2eec4dd307d98e32579eb28f08d692b5 Rita Lewis replied to the topic Annual Tax Update Seminar has One Big Beautiful Bill Act in the forum Tax Discussion https://www.nyctatp.org/forums/topic/annual-tax-update-seminar-includes-obbba/#post-22797 Fri, 14 Nov 2025 00:11:51 -0500 Early Bird pricing ENDS 11/14!!! Get your tickets now!

]]> 5b41dcb5c113ae6e132d399015040350 Rita Lewis started the topic Annual Tax Update Seminar has One Big Beautiful Bill Act in the forum Tax Discussion https://www.nyctatp.org/forums/topic/annual-tax-update-seminar-includes-obbba/ Fri, 31 Oct 2025 17:24:33 -0400 Sign up NOW for our 2-day Annual Tax Update Seminar on Thursday 12/4 & Friday 12/5 at the Ethan Allen Hotel, Danbury, CT.

One Big Beautiful Bill Act
& other FEDERAL Tax Topics with A.J. Reynolds, EA
+ CT Tax Update with John Biello, CT Dept of Rev. Srvc.
+ NY Tax Update with Sara Carlson, NYS Dept. of Tax

Early Bird pricing before…Read more

]]> 870d5d6449dffe2dc94cbbb57305cc86 Rita Lewis started the topic You Still Can Register NOW for the October Seminar on Friday 10/24 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/you-still-can-register-for-the-october-seminar/ Thu, 16 Oct 2025 05:04:27 -0400 Yes, you CAN still buy tickets for the October Seminar that includes 2 CEs of ETHICS with David & Mary Mellem, EAs.

Friday 24 October 8:00 am – 4:40 pm

Hurry!

2025 October Seminar – 8.0 CE’s

Questions: Contact Nancy Sporbert nstsllc@outlook.com

]]> 429fadfd7bdb17d7ddce4adcfc0efe2d Rita Lewis started the topic Emerging EFIN Scam in the forum Tax Discussion https://www.nyctatp.org/forums/topic/emerging-efin-scam/ Tue, 07 Oct 2025 20:05:07 -0400 From our Stakeholder Liaison…

Good afternoon, partners:

#IRS alert: Cyber thieves are impersonating the #IRS through bogus emails so they can steal #TaxPros’ credentials and potentially file fraudulent tax returns for refunds. Report these schemes: http://www.irs.gov/phishing

Thank you,
Jacqueline (Jacquie) Kelly-Myers

IRS – Communication & Lia…Read more

]]> 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!!

]]> 0ea2d7183b67aa32c95416677166da33 Rita Lewis started 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/ Wed, 01 Oct 2025 04:37:27 -0400 THe One Big Beautiful Bill Act could reshape Medicaid and Affordable Care Act coverage. Listen to Mark Brownstein from Emerald Medicare, and ask your questions.

Zoom meeting:
https://us02web.zoom.us/j/88214340752?pwd=0IZwwoEdLoV59aG7ZaJp1eFR0ZxTWr.1

laura@hartmanngrouptax.com

]]> 183763b26ba59c657f18cfafa11c5b0a Rita Lewis started the topic Do You Know a Clergy Tax Specialist? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/do-you-know-a-clergy-tax-specialist/ Fri, 19 Sep 2025 18:33:51 -0400 Is your niche Clergy Taxes? If so, I may have a recommendation for you. And/or I may have some payroll questions for you.

I’m an assistant treasurer in my Episcopal parish. Our part-time priest is adding another part-time job at a nearby parish and is concerned about them getting her payroll correct. (Years ago our Diocese pushed us all to go to…Read more

]]> 4ec0a1d093148c87ee995b2e60f23b6a Rita Lewis replied to the topic September Super Session - Register TODAY in the forum Tax Discussion https://www.nyctatp.org/forums/topic/september-super-session-register-today/#post-22307 Fri, 12 Sep 2025 04:35:19 -0400 Register TODAY to get the “Timely” price with no late fee for our last dinner meeting until January 2026.

Our speaker, Jason Daughtry, EA, is an NTPI Fellow and specializes in IRS and state representation and mentoring tax professionals.

]]> 163a4b7464ca6c89ab86a26d9b65ed82 Rita Lewis started the topic Survey re Government-run Tax Filing Service in the forum Tax Discussion https://www.nyctatp.org/forums/topic/survey-re-government-run-tax-filing-service/ Tue, 02 Sep 2025 17:12:20 -0400 Good afternoon,

The #IRS is looking for your feedback on free government and private-sector tax filing services. Your input is anonymous and can help shape future recommendations made to Congress. Find the survey here: https://ow.ly/X4GC50WKirp

Thank you,
Jacqueline (Jacquie) Kelly-Myers

IRS – Communication & Liaison
Stakeholder L…Read more

]]> 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.

]]> b7deda33d8e56eb85bb4ee419a0faf89 Rita Lewis started the topic IRS Delay in Processing Electronic Payments in the forum Tax Discussion https://www.nyctatp.org/forums/topic/irs-delay-in-processing-electronic-payments/ Fri, 13 Jun 2025 21:45:32 -0400 IRS statement on delay in processing some electronic payments
June 12, 2025

The IRS is aware that there is a delay in processing some electronic payments, and that some taxpayers are receiving IRS notices indicating a balance due even though payments were made timely.

Who is affected: Taxpayers who paid tax reported due on their tax return…Read more

]]> cca010e9e76f8f89ae400ce08a4484f6 Renee Laferriere replied to the topic Questions for Kathryn? - June 18 dinner meeting in the forum Tax Discussion https://www.nyctatp.org/forums/topic/questions-for-kathryn-june-18-dinner-meeting/#post-22031 Fri, 13 Jun 2025 21:30:36 -0400 Buy your tickets tonight! Only 6 1/2 hours left to save $20. See everyone Wednesday!

]]> ef339727c7259692e1c30426b49afa84 Renee Laferriere started the topic Questions for Kathryn? - June 18 dinner meeting in the forum Tax Discussion https://www.nyctatp.org/forums/topic/questions-for-kathryn-june-18-dinner-meeting/ Fri, 06 Jun 2025 17:01:09 -0400 Don’t forget to sign up for our Mid-Year Tax Update with Kathryn Keane! Did you run into anything this tax season that you would like to ask Kathryn about? Let me know and I will pass questions on to her before the meeting.
Get your ticket here

You may contact me at Renee@HVTaxExperts.com
I am looking forward to seeing everyone on the 18th!
Renee

]]> 4e36a9636c11624b48b5aa592bed1a35 Renee Laferriere started the topic Some clarification on Social Security discussion last night in the forum Tax Discussion https://www.nyctatp.org/forums/topic/some-clarification-on-social-security-discussion-last-night/ Thu, 22 May 2025 18:47:05 -0400 I received this message from Jean Riordan

Hi Renee,

Thank you for such an educational, yet warm & friendly night. My brother’s comment was that he misses these types of events. I guess with zoom so prevalent, we do not often made time for this style of meeting.

Here are some quick clarifications…just because it bugged me all night!

“Y…Read more

]]> 9a4d36bd1cb400e882f2a7dd9c146300 Renee Laferriere replied to the topic May 21st Dinner meeting in the forum Tax Discussion https://www.nyctatp.org/forums/topic/may-21st-dinner-meeting/#post-21893 Wed, 21 May 2025 14:06:53 -0400 Thanks, John! Frank is all set. See you both tonight!

]]> b71f98a705e2078d8f39f003fee0e2ca Renee Laferriere replied to the topic May 21st Dinner meeting in the forum Tax Discussion https://www.nyctatp.org/forums/topic/may-21st-dinner-meeting/#post-21852 Fri, 16 May 2025 00:14:25 -0400 Don’t forget to order your ticket for next week’s dinner meeting with Paul and Jean from Vision Retirement! Late pricing goes into affect tomorrow night.
See details and order HERE

]]> aeba45a34eeccbe627c1214e71ec424a Rita Lewis started the topic IRS Stakeholder Liaison - Rochester, NY, area in the forum Tax Discussion https://www.nyctatp.org/forums/topic/irs-stakeholder-liaison-rochester-ny-area/ Fri, 09 May 2025 21:42:41 -0400 Hello,

Let me formally introduce myself to some and present myself to others. My name is Jacqueline Kelly-Myers, and I am a member of Communication & Liaison, Stakeholder Liaison Field office in Rochester, New York. I am responsible for providing tax outreach to maintain open communication lines throughout our communities in Rochester and…Read more

]]> cb3dcd572bf50073d7ed4d81bde0f39c Renee Laferriere started the topic May 21st Dinner meeting in the forum Tax Discussion https://www.nyctatp.org/forums/topic/may-21st-dinner-meeting/ Thu, 24 Apr 2025 17:41:28 -0400 Hello Fellow Tax Season Survivors! Come have a drink and a lovely meal with us at Anthony’s Lake House and share your war stories. I am looking forward to seeing you all again!
Jean Riordan and Paul Muller are also returning to speak about retirement planning and tax savings.
Don’t miss out – get your tickets now!
See you soon -…Read more

]]> 733a3f92c30135e4b557b960767551a4 Rita Lewis started the topic Joe McCarthy, IRS Liaison, Deferred Resignation in the forum Tax Discussion https://www.nyctatp.org/forums/topic/joe-mccarthy-irs-liaison-deferred-resignation/ Wed, 16 Apr 2025 15:33:46 -0400 Due to significant staffing reductions at the IRS in general and in Stakeholder Liaison in particular, I have decided to leave the IRS under a deferred resignation program. You might have heard this program referred to in the press as “the fork in the road”. This means that while I will still technically be an IRS employee until the end of Sep…Read more

]]> baa18436d7d4cf9cf8061fe4a4c08b23 Robert Weinstein replied to the topic QBID for Rental Income.. to claim or not to claim... in the forum Tax Discussion https://www.nyctatp.org/forums/topic/qbid-for-rental-income-to-claim-or-not-to-claim/#post-21737 Tue, 01 Apr 2025 10:41:57 -0400 I don’t think the number of hours makes any difference. Since she also occupies the house I believe the rental portion does not qualify for QBID.

]]> f13c7c595e48186a5b1354b6aadd058c Lynn Persson started the topic QBID for Rental Income.. to claim or not to claim... in the forum Tax Discussion https://www.nyctatp.org/forums/topic/qbid-for-rental-income-to-claim-or-not-to-claim/ Mon, 31 Mar 2025 22:30:30 -0400 Looking for guidance on this as I find the “rules” confusing. Client rents apartment
in her home, claims 1/3 of expenses to rental. She keeps decent records and is pretty
hands on but the whole 250 hours directly on the rental activities seems daunting. Does
any have a ‘short and sweet’ way to interpret this deductions requirements?

Many…Read more

]]> 4847b51453fa739a0b6321c5602b63fd Robert Weinstein replied to the topic NEW YORK FORM IT-205 QUESTION HOW TO REPORT in the forum Tax Discussion https://www.nyctatp.org/forums/topic/new-york-form-it-205-question-how-to-report/#post-21734 Thu, 27 Mar 2025 17:13:51 -0400 Is your client filing a NYS tax return? If so this is “Fiduciary Adjustment” (subtraction) reported on IT-225. If not then you can ignore it.

]]> 912b3ee2eeb01de18b502a9cd06d1a62 Lynn Persson started the topic Adult Child Dependent: What is IRS definition of "Gross Income" in the forum Tax Discussion https://www.nyctatp.org/forums/topic/adult-child-dependent-what-is-irs-definition-of-gross-income/ Sat, 15 Mar 2025 22:55:28 -0400 client has an older son living with her.. 50’s… he has a part time job but she totally supports him. He earned $ 5,912 at his job and also has a $2,295 carry forward capital loss. So on his 1040 total income and AGI shows $3,617, less than the $5,050 income limit BUT my question is what is the IRS’s definition of ‘gross income’ for adult…Read more

]]> 23c3320e02001d244f667ac4d6962dfa Rita Lewis started the topic New York OPTIONAL Pass-Through Entity Tax in the forum Tax Discussion https://www.nyctatp.org/forums/topic/new-york-optional-pass-through-entity-tax/ Fri, 14 Mar 2025 16:46:58 -0400 From the New York State Department of Taxation and Finance:

To participate in the optional pass-through entity tax (PTET), you must opt in each year. If you wish to participate in the PTET for 2025, you must opt in by March 17, 2025.

Do not wait until the deadline to opt in. You may need assistance from our representatives to update your account…Read more

]]> ff080edfe5bdc43ddd8e6db4550952e7 Robert Weinstein replied to the topic CT-1065/CT-1120SI and CT-PET Due Date/Extensions in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-1065-ct-1120si-and-ct-pet-due-date-extensions/#post-21715 Wed, 12 Mar 2025 20:49:00 -0400 CT revised their notice. We have until April 15 to file the extension and pay.

]]> 20b59c3e77aff712fd95e04c5854aaa8 Lynn Persson started the topic Preparing Power of Attorney in the forum Tax Discussion https://www.nyctatp.org/forums/topic/preparing-power-of-attorney/ Wed, 05 Mar 2025 23:54:26 -0500 I may have read too many articles about PoA as I now find myself confused. I’m wondering if someone has experience and can spell it out in simple language? My questions: Can the person with a Durable PoA stating ok to sign tax forms sign the Federal 2848 as well as the Federal 8879? Do I have to then fax/mail both the State PoA and Federal…Read more

]]> da89b4991af1edefef780860c1d8c8f1 Rita Lewis replied to the topic NYS PTET Help in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-ptet-help/#post-21699 Tue, 04 Mar 2025 16:30:42 -0500 Thank you for sharing!

]]> fa9d2e981b9f8d0bbd5681db988fa91c Rita Lewis replied to the topic CT company with one W-2 NY remote only worker. in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-company-with-one-w-2-ny-remote-only-worker/#post-21686 Thu, 20 Feb 2025 21:06:26 -0500 Your Education Committee is listening. Thank you for your suggestions.

]]>