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IRonMaN
Level 15
March 19, 2023
Solved

I could have used some Jim returns today

  • March 19, 2023
  • 4 replies
  • 32 views

That pile of returns didn't shrink all that much today. No Jim returns in the pile so it looks like I am going to have to get that shredder out.  Excuse the noise if it gets a little loud.  For everybody working today, just remember it's the last day of the work week today so be happy.  But then again, we are all tax preparers so the day of the week doesn't really matter.  Ok, you don't have to be that happy.

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Best answer by PATAX

They had like three 1099-DIVS, some actual capital gains and losses (not just capital gain distributions)  and I think two 1099-Rs in addition to their W-2.  That one took me I think 13 minutes. 


Jim if you would stop checking your watch all the time to see how long the returns take you might be able to get another one or two returns done each day.

4 replies

Level 15
March 19, 2023
IRonMaN
IRonMaNAuthor
Level 15
March 19, 2023

I guess I can skip putting on that helmet that came with the shredder.

Slava Ukraini!
abctax55
Level 15
March 19, 2023

From a favorite client:

For the office dictionary 

Sunday return - noun, a term reserved for difficult client returns, clients who's tax situation changes every year and isn't ever the same twice. Must have a minimum of three K-1's, although two-for-one credit is available for K-1's restated after the return is finished, but not yet filed.  Bonus credit if one K-1 is from a PTP.   A similar term to used in the office is "Sunday Client", as in "The Smith's are Sunday Clients" as I'll be working on their return all day Sunday.  

Yep.. by now there aren't any easy returns.  Only 'less bad' returns.   BTW, I *hate* the month of March.

 

HumanKind... Be Both
IRonMaN
IRonMaNAuthor
Level 15
March 19, 2023

March isn't so bad, it has my birthday included in it.  My month to hate is December.  After this many years, I know what follows it ☹

Slava Ukraini!
abctax55
Level 15
March 19, 2023

Awww... then I'll lighten up on March.  Mine is in April but AFTER the 15th (not that 4.15.xx seems to be relevant in tax prep world anymore 😂 )

HumanKind... Be Both
rbynaker
Level 13
March 20, 2023

The one Jim return I have decided she should start playing with virtual currency.  So she opened this trading account . . . in Australia.

Jim-from-Ohio
Intuit Community Champion
March 20, 2023

 I only did 14 returns today.. only worked about 1/2 day.. down from my usual 22 or so returns a day during the week.. I had one today that was super easy.. all he needed was a 2021 city return.. that one took me maybe three minutes but I spent another minute building a 2022 file until he told me we were doing 2021 city. 

Jim-from-Ohio
Intuit Community Champion
March 20, 2023

thought I would try and fit in two remote ones in this evening. did i say how i dislike remote tax prep.. this one guy sent me his info on a google drive. i especially dislike remote returns using google drive.  doing returns this way. back and forth from one screen to another. if i print them out they are real dark pdfs and will take up half my toner.. just meet in person like a normal person... well these folks moved out of Ohio but they could have flown up here to see me.