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  #15  
Old 04-07-2008, 09:14 PM
taxxcpa
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Posts: n/a
Default Re: How to state occupation?

Harlan Lunsford wrote:

- quote -

> Efiling requirements are no more stricter than "average" reporting.
> ChEAr$,
> Harlan Lunsford, EA n LA


There are several extra requirements for e-filing: PIN signatures, EI
numbers for W-2 forms and 1099R forms, etc.'

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #14  
Old 03-27-2008, 09:54 PM
joetaxpayer
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Default Re: How to state occupation?

D. Stussy wrote:
- quote -

> "Ernie Klein" <ecklein[at]pacbell.net> wrote in message
> news:ecklein-B6C8B6.07544527032008[at]news.newsguy.com...
> > In article <D5EGj.2717$p24.1740[at]nlpi061.nbdc.sbc.com> ,
> > Mark Bole <makbo[at]pacbell.net> wrote:
> > > > I once put in "anteater" for occupation and never got a letter.
> > > > > One can also use generic terms that are hard to argue with, like
> > > "manager", "analyst", "researcher", "occupier", and so on.
> > > How about just - Occupation: taxpayer

> Well, if you're going there, then just put "slave" and be done with it.
> Just don't ask for 40 acres and a mule.


When we had a nanny for Janetaxpayer 2.0, I had to fill out the
paperwork as employer. For Title I used "Dad".
Joe

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #13  
Old 03-27-2008, 09:35 PM
D. Stussy
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Default Re: How to state occupation?

"Ernie Klein" <ecklein[at]pacbell.net> wrote in message
news:ecklein-B6C8B6.07544527032008[at]news.newsguy.com...
- quote -

> In article <D5EGj.2717$p24.1740[at]nlpi061.nbdc.sbc.com> ,
> Mark Bole <makbo[at]pacbell.net> wrote:
> > I once put in "anteater" for occupation and never got a letter.
> > > One can also use generic terms that are hard to argue with, like

> > "manager", "analyst", "researcher", "occupier", and so on.

> How about just - Occupation: taxpayer


Well, if you're going there, then just put "slave" and be done with it.
Just don't ask for 40 acres and a mule.

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #12  
Old 03-27-2008, 01:54 PM
Ernie Klein
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Posts: n/a
Default Re: How to state occupation?

In article <D5EGj.2717$p24.1740[at]nlpi061.nbdc.sbc.com> ,
Mark Bole <makbo[at]pacbell.net> wrote:

- quote -

> I once put in "anteater" for occupation and never got a letter.
> One can also use generic terms that are hard to argue with, like
> "manager", "analyst", "researcher", "occupier", and so on.


How about just - Occupation: taxpayer

--
-Ernie-

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #11  
Old 03-27-2008, 02:01 AM
Mark Bole
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Default Re: How to state occupation?

Harlan Lunsford wrote:

- quote -

> Back when I did put in occupations, two of my favorites were "sewer",
> for one who sewed (clothing) for a living, and of course
> "loan arranger" for a girl who worked for a mortgage lender.
> Of course Columbus, GA once being a textile town, we used to have some
> like:
> fixer, doffer, sweeper, and spinner.


Hi-yo, Silver! Away! (or, as the Congress of Wonders comedy act once put
it, "Ohio River! Up Up and Away!").

I once put in "anteater" for occupation and never got a letter.

One can also use generic terms that are hard to argue with, like
"manager", "analyst", "researcher", "occupier", and so on.

-Mark Bole

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #10  
Old 03-26-2008, 11:10 PM
seaweedsl
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Posts: n/a
Default Re: How to state occupation?

On Mar 26, 8:30 am, Mark Bole <ma...[at]pacbell.net> wrote:
- quote -

> Is there not a single data field on any published form (the ones that
> can be efiled, of course) that is mandatory for efiling but optional for
> paper filing? Not even telephone number?
> If all third party tax prep software products require certain fields
> before forwarding to the IRS, that would be mandatory.
> -Mark Bole


Well, I've established that for e-filing, one MUST have a number for
the spouse ssn field. Cannot enter "NRA" though that is exactly
what I was supposed to enter. TaxAct (my online software) support
said I must hand write that field and mail it in.


Steve

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #9  
Old 03-26-2008, 09:33 PM
Harlan Lunsford
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Posts: n/a
Default Re: How to state occupation?

Katie wrote:
- quote -

> I don't think anybody ever looks at it unless you get audited. Some
> computer programs may consider it an error if the line is not filled
> in, but you can generally print and file or e-file the return without
> it anyway.
> My primary occupation is "retired grandma with car," but it's too long
> to fit on the line <G> .


Back when I did put in occupations, two of my favorites were "sewer",
for one who sewed (clothing) for a living, and of course
"loan arranger" for a girl who worked for a mortgage lender.

Of course Columbus, GA once being a textile town, we used to have some
like:
fixer, doffer, sweeper, and spinner.

ChEAr$,
Harlan

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #8  
Old 03-26-2008, 09:30 PM
Harlan Lunsford
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Posts: n/a
Default Re: How to state occupation?

Mark Bole wrote:
- quote -

> Harlan Lunsford wrote:

> > > Efiling requirements are no more stricter than "average" reporting.

> Is there not a single data field on any published form (the ones that
> can be efiled, of course) that is mandatory for efiling but optional for
> paper filing? Not even telephone number?
> If all third party tax prep software products require certain fields
> before forwarding to the IRS, that would be mandatory.


I was speaking of and thinking in terms of these auxiliary type
informational items. however now that I think about it, things like
FICA wages on W2 forms, FICA and Medicare taxes,..... anything on a W2
form except for block 1 and 2 are not required for federal filing.
On a 1099R form only blocks 1 and .. taxable payments and of course
federal withholding (block 4) are required.

ChEAr$,
Harlan

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #7  
Old 03-26-2008, 01:30 PM
Mark Bole
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Posts: n/a
Default Re: How to state occupation?

Harlan Lunsford wrote:
- quote -

> Mark Bole wrote:
> > removeps-groups[at]yahoo.com wrote:
> > > On Mar 24, 12:59 pm, "Paul Thomas, CPA"
> > > <paulthomascp...[at]bellsouth.net> wrote:
> > > > > > I doubt they care.
> > > > Is the occupation field even required? Seems telephone number is not.> > > There is not a penalty for not providing it. E-filing requirements

> > may be more strict.

> Efiling requirements are no more stricter than "average" reporting.


Is there not a single data field on any published form (the ones that
can be efiled, of course) that is mandatory for efiling but optional for
paper filing? Not even telephone number?

If all third party tax prep software products require certain fields
before forwarding to the IRS, that would be mandatory.

-Mark Bole

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #6  
Old 03-26-2008, 02:58 AM
Katie
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Posts: n/a
Default Re: How to state occupation?

On Mar 24, 11:42*am, seaweedsl <seaweedst...[at]gmail.com> wrote:
- quote -

> I am filing for the first time in many years, thinking it's best to
> file not just this year - I earned a bit of taxable income- *but also
> for last year (no taxable income, just a small rental income).
> For last year's 1040, when I did not work, *under occupation, should I
> put "unemployed" or "retired" or what? *You could say that I'm
> retired, as I live in Mexico and do not work. *I'm only 50 yo,
> however!
> For this year, I might enter " handyman" for occumpation since I did
> work six weeks in such capacity helping some people. *Problem is, my
> state (NM) has a gross receipts tax. *If the work is occasional and I
> do not hold myself out as being in business, then it is exempt. *I'm
> concerned that calling myself a handyman makes it my official
> business.
> Is it best to simply put "retired" for both years? *Do they care?



I don't think anybody ever looks at it unless you get audited. Some
computer programs may consider it an error if the line is not filled
in, but you can generally print and file or e-file the return without
it anyway.

My primary occupation is "retired grandma with car," but it's too long
to fit on the line <G> .

Katie in San Diego

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #5  
Old 03-26-2008, 01:57 AM
Harlan Lunsford
Guest
 
Posts: n/a
Default Re: How to state occupation?

Mark Bole wrote:
- quote -

> removeps-groups[at]yahoo.com wrote:
> > On Mar 24, 12:59 pm, "Paul Thomas, CPA"
> > <paulthomascp...[at]bellsouth.net> wrote:
> > > > I doubt they care.

> > Is the occupation field even required? Seems telephone number is not.> There is not a penalty for not providing it. E-filing requirements may

> be more strict.


Efiling requirements are no more stricter than "average" reporting.

ChEAr$,
Harlan Lunsford, EA n LA

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #4  
Old 03-26-2008, 01:30 AM
Mark Bole
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Posts: n/a
Default Re: How to state occupation?

removeps-groups[at]yahoo.com wrote:
- quote -

> On Mar 24, 12:59 pm, "Paul Thomas, CPA"
> <paulthomascp...[at]bellsouth.net> wrote:
> > I doubt they care.


> Is the occupation field even required? Seems telephone number is not.

There is not a penalty for not providing it. E-filing requirements may
be more strict.

-Mark Bole

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #3  
Old 03-26-2008, 01:18 AM
D. Stussy
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Posts: n/a
Default Re: How to state occupation?

<removeps-groups[at]yahoo.com> wrote in message
news:dbd81840-a939-4bb7-ae62-1fcd7e94b998[at]i7g2000prf.googlegroups.com...
- quote -

> On Mar 24, 12:59 pm, "Paul Thomas, CPA"
> <paulthomascp...[at]bellsouth.net> wrote:
> > I doubt they care. What you are supposed to put down is what your

~primary~
> > activity is. So for you it may be "retired" and for a college kid it

might
> > be "student" although you both may have part-time jobs or

self-employment
> > income of some nominal amounts.
> > > An alternate would be "retired/p-t handyman"

> Is the occupation field even required? Seems telephone number is not.


I leave it blank and make them look at Schedule C.

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #2  
Old 03-25-2008, 07:45 PM
removeps-groups@yahoo.com
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Posts: n/a
Default Re: How to state occupation?

On Mar 24, 12:59 pm, "Paul Thomas, CPA"
<paulthomascp...[at]bellsouth.net> wrote:

- quote -

> I doubt they care. What you are supposed to put down is what your ~primary~
> activity is. So for you it may be "retired" and for a college kid it might
> be "student" although you both may have part-time jobs or self-employment
> income of some nominal amounts.
> An alternate would be "retired/p-t handyman"


Is the occupation field even required? Seems telephone number is not.

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #1  
Old 03-24-2008, 08:26 PM
seaweedsl
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Posts: n/a
Default Re: How to state occupation?

On Mar 24, 1:59 pm, "Paul Thomas, CPA" <paulthomascp...[at]bellsouth.netwrote:
- quote -

> I doubt they care. What you are supposed to put down is what your ~primary~
> activity is. So for you it may be "retired" and for a college kid it might
> be "student" although you both may have part-time jobs or self-employment
> income of some nominal amounts.
> An alternate would be "retired/p-t handyman"



Thanks!

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
 
Old 03-24-2008, 06:59 PM
Paul Thomas, CPA
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Posts: n/a
Default Re: How to state occupation?


"seaweedsl" <seaweedsteve[at]gmail.com> wrote
- quote -

> I am filing for the first time in many years, thinking it's best to
> file not just this year - I earned a bit of taxable income- but also
> for last year (no taxable income, just a small rental income).
> For last year's 1040, when I did not work, under occupation, should I
> put "unemployed" or "retired" or what? You could say that I'm
> retired, as I live in Mexico and do not work. I'm only 50 yo,
> however!
> For this year, I might enter " handyman" for occumpation since I did
> work six weeks in such capacity helping some people. Problem is, my
> state (NM) has a gross receipts tax. If the work is occasional and I
> do not hold myself out as being in business, then it is exempt. I'm
> concerned that calling myself a handyman makes it my official
> business.
> Is it best to simply put "retired" for both years? Do they care?







I doubt they care. What you are supposed to put down is what your ~primary~
activity is. So for you it may be "retired" and for a college kid it might
be "student" although you both may have part-time jobs or self-employment
income of some nominal amounts.

An alternate would be "retired/p-t handyman"







--
Paul A. Thomas, CPA
Athens, Georgia

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #-1  
Old 03-24-2008, 05:42 PM
seaweedsl
Guest
 
Posts: n/a
Default How to state occupation?

I am filing for the first time in many years, thinking it's best to
file not just this year - I earned a bit of taxable income- but also
for last year (no taxable income, just a small rental income).

For last year's 1040, when I did not work, under occupation, should I
put "unemployed" or "retired" or what? You could say that I'm
retired, as I live in Mexico and do not work. I'm only 50 yo,
however!

For this year, I might enter " handyman" for occumpation since I did
work six weeks in such capacity helping some people. Problem is, my
state (NM) has a gross receipts tax. If the work is occasional and I
do not hold myself out as being in business, then it is exempt. I'm
concerned that calling myself a handyman makes it my official
business.

Is it best to simply put "retired" for both years? Do they care?


Thanks,
Steve

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
 

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