Skip to main content
Jim-from-Ohio
Intuit Community Champion
March 23, 2024
Question

Six state return!

  • March 23, 2024
  • 5 replies
  • 27 views

Couple comes out.. ten minutes early.. i had just finished a return in about 12 minutes so I was ready for this couple.. had a pretty thick set of folders of data.. new client. i thought..uh oh. this may take me longer than 12 minutes.. sure enough.. lady worked in six states! 

I thought this might  mess up my next appt starting time in a half hour.. but then i realized they were ten minutes early so i had 40 minutes to do the federal and six states.  At first thought I was feeling a little overwhelmed but i methodically, briskly, but methodically worked on the federal return while thinking about these various state.

I called up each state, one by one and worked through the six states, marking five of the six as non-resident returns.  ProSeries called out where I needed to allocate income earned in the state and went through each state one by one.. then back to ohio.. and voila.. ohio created the credit, the tax credit for taxes paid to other states.

ProSeries worked flawlessly through all six states. Big props to Intuit on this one.. took me 39 minutes for the federal and the six states. 

 

5 replies

IRonMaN
Level 15
March 23, 2024

@Frustrated-in-IL told me he could have done that return in 35 minutes and @PATAX told me he could have got in done in 34 minutes --------- but he doesn't like to brag.

Slava Ukraini!
PATAX
Level 12
March 23, 2024

I just finished a client a few days ago that had two different states. It took me hours to do. Maybe I'm slow I don't know

dkh
Level 15
March 23, 2024

Hey @Jim-from-Ohio  this will overwhelm you.......I spent an hour talking with a client just for fun.

Yep, 5 Jim-returns-worth of good old fashion conversation.  It was great.

Jim-from-Ohio
Intuit Community Champion
March 23, 2024

@dkh an hour talking?  even thinking about it sounds painful to me. 

IRonMaN
Level 15
March 23, 2024

The friends that you make and leave behind will give you a teary send off when you go to that big tax return in the sky.  The money that you leave behind in the bank won't shed a tear when you are gone. 😢

Slava Ukraini!
Accountant-Man
Level 13
March 23, 2024

At $100 an hour, what did you charge, $65?

I bet they grumbled about that amount.

** I'm still a champion... of the world! Even without The Lounge.
dkh
Level 15
March 23, 2024

@Frustrated-in-IL      lol....pants on  -  might explain why I was irritable this morning

@meoleson   1000% agree

BobKamman
Level 15
March 23, 2024

Sorry not to change the subject, but I agree that ProSeries does a surprisingly good job with figuring credits on one state return for taxes paid to another.  Makes me wonder if they spend too much time on that and not enough on other situations.

@meoleson commenting that all his clients are friends, reminds me of a survey they did years ago about preparer fees.  They found that newer preparers charged higher fees than experienced ones because, well, it's hard to raise your fees when you work for friends.  

PATAX
Level 12
March 24, 2024

When it comes to surveys and statistics, sometimes you have to be a little bit pessimistic and/or look a little bit deeper into it. For example, on TV they said that only 1% of college students in America are Native Americans. That may be true, But Native Americans are probably only 1% of the American population. And there are those who claim to be Native American and really aren't. People like Elizabeth Warren. She is almost as phony as John Kerry and Algore.