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Chapters

Arizona Chapter

 

Chapter President

Andrew Mark, CPA
16420 N. 92nd Street, Suite E215
Scottsdale, AZ 85260-1946

Phone: 480.991.2820

 

Chapter Announcements

  
  
June 5th Seminar Early Bird DeadlineYes
  
Picture Placeholder: Lynn Tracey, CPA
  • Lynn Tracey, CPA
14/21/2015 10:10 AM

​I am a  tax preparer in New Mexico.  My client is a full year resident of AZ and has large capital gains and rental income from NMand rental income from CO.  How do I deduct the NM and CO income from the AZ income?  Here are the facts:

Federal AGI            288,033

Colorado income       5,632

NM income            277,210

AZ income                 5,191

My program has calcualted an AZ tax of $6,542!  What am I missing?  Thank you for your help.


Lynn




Andrew Mark, CPA4/21/2015 11:12 AMNo
  
Picture Placeholder: Laurence Schuster, EA
  • Laurence Schuster, EA
22/14/2015 4:18 PM

Can an AZ resident deduct medical marijuana on their AZ tax return

even though it is not deductible on the federal return.?

Laurence Schuster, EA2/15/2015 12:01 PMNo
  
Picture Placeholder: Steve Baum, EA
  • Steve Baum, EA
01/30/2015 11:37 AM

Taxpayer desires to amend 2013 tax return, which was originally filed as MFS - no dependents, and also file 2014 tax return. He wants to claim his girlfriend as a dependent. Taxpayer and wife were legally married, but separated from each other the entire year. Wife lived in MD, taxpayer lived in TX. Girlfriend (unmarried) lived all year with taxpayer, and was fully supported by him. She had no income. It would appear that she meets the qualifications for a dependent as a qualifying relative...correct?

Taxpayer also requested to change his filing status to Head of Household, but it appears to me that because she is not a relative (only a dependent because she lived with taxpayer the entire year), she is not a qualifying person for him to claim Head of Household...correct?

Appreciate any assistance!

 

1/30/2015 11:37 AMNo
  
Picture Placeholder: Patricia L Doerfler, EA
  • Patricia L Doerfler, EA
112/29/2014 2:48 PM

​I paid for but was unable to attend the AZ Tax Update due to a death.  I was told written class info would be sent to me.  Would it be sent by email and when?

Andrew Mark, CPA12/29/2014 5:58 PMNo
  
Picture Placeholder: Jeanette Mueller
  • Jeanette Mueller
212/9/2014 7:41 PM

​I recently had clients move from California to Arizona. Is there any special filing I must due to be able to e-file their Arizona return?

I know that I am ok to do Arizona returns- but just wondering if I can get a heads up on any surprises that I might face on these returns.

Thank you

Jeanette Mueller12/16/2014 7:56 PMNo
  
Picture Placeholder: Pat Hahka, EA RTRP
  • Pat Hahka, EA RTRP
19/15/2014 12:33 AM

Where do I find  my CPE credits for the June 6, 2014 Spring Seminar?  Thank You.

Andrew Mark, CPA9/15/2014 4:03 PMNo
  
Picture Placeholder: Laurence Schuster, EA
  • Laurence Schuster, EA
37/25/2014 5:58 PM

​My client's tax return was file 7/19/04 after filing for an extension   (6 mos). The IRS says the CSED is 1/11/15, coincidently 10 years and 6 months after the date that the return was filed. Does the extension toll the CSED? Is this true regardless of the date filed?

Steven Katz, EA9/9/2014 10:51 AMNo
  
Picture: Megan Sonicksen
  • Megan Sonicksen
012/6/2013 10:17 AM
With tax season fast approaching, remember your Chapter discussion board can be a great resource for state and local tax issues as well as utilizing the state tax volunteers.

http://www.natptax.com/TaxKnowledgeCenter/Pages/StateTaxVolunteers.aspx

Megan Sonicksen, NATP Tax Communications


Andrew Mark, CPA7/29/2014 4:03 PMNo
  
Picture Placeholder: Anthony Harrington, EA
  • Anthony Harrington, EA
16/16/2014 11:47 AM

During the 2014 Spring Seminar Michael Whittle pass around a sign-in for an scholarship.  I would like more information. ​

Andrew Mark, CPA6/16/2014 4:05 PMNo
  
Picture Placeholder: Greg Leopard, CPA
  • Greg Leopard, CPA
24/1/2014 4:33 PM

I understand per IRS Pub 555 that wages earned (on W-2) while married are community property.  For couples married filing separately, those wages are to be reported 50/50 on the 1040s.   This can be particulary tricky during the first year of marriage where part of the W-2 income is separate property (before married) and the other part community property (after marriage).  In practice, do most AZ tax preparers take the time to calculate the appropriate wages using community law, i.e. calculate separate income, then add 50% of community income?  Or, do they just assign each spouse their own W-2 and call it good?​

Greg Leopard, CPA4/8/2014 8:49 AMNo
  
Picture Placeholder: Megan Sonicksen
  • Megan Sonicksen
29/27/2013 11:21 AM

​Please use this discussion board for discussions specifically relating to the Arizona Chapter, state or local tax discussions.

For general discussion items relating to business management, federal tax or education, please use the discussion board located under Member Center>Community.

Andrew Mark, CPA1/17/2014 10:20 AMNo

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