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Arizona Chapter

 Chapter President

Lin LeClair, EA
3950 N. Campbell Avenue
Tucson, AZ 85719

Phone: 520.320.1041

Chapter Announcements

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Picture: Salvador A Campos, EA
  • Salvador A Campos, EA
12/9/2018 7:06 PM

​Pretty cool how you guys now have a website.

Andrew J Mark, CPA2/9/2018 9:02 PMNo
Picture Placeholder: Janet K Slack, AFSP
  • Janet K Slack, AFSP
03/13/2017 4:31 AM


I'm in NY doing a return for an AZ resident with Capital Gain Distribtutions on 1099-DIV, Box 2a.  The source is mutual funds.  Am I correct that I cannot take this subtraction on the AZ return because there's no way to trace the acquisition dates in a mutual fund?  ​Thanks in advance for your help!

3/13/2017 4:31 AMNo
Picture Placeholder: Greg Leopard, CPA
  • Greg Leopard, CPA
22/17/2016 3:01 PM

Client is filing MFS, because she is not legally separated or divorced, but has not lived with her spouse since 2012.  Drake/AZ is requiring form ​8958 for community allocations.  However, my client has no clue about her estranged husband's income or financial info.  Any advice on how to handle this situation when MFS, but unable to complete community property allocations?

Steven Katz, EA12/4/2016 1:44 PMNo
Picture Placeholder: Kevin L Clark, CPA
  • Kevin L Clark, CPA
111/17/2015 2:37 PM

While researching a tax issue on the AZ DOR Website, I was totally impressed to see a link to the AZ NATP Tax Update in December 2015.  This link was ON THE FRONT PAGE.  We have wonderful dedicated board members and officers in the AZ NATP. Thank you for all of the direction, education, and service. 

Andrew J Mark, CPA11/17/2015 4:21 PMNo
Picture: Laurence Schuster, EA
  • Laurence Schuster, EA
18/19/2015 2:54 PM

​I recently had a situation where my clients AZ tax return has a rental loss indicated by brackets in my software (Drake). The state tells me they do not recognize the brackets on electronically filed returns and I must use a minus sign to show a loss. I have not experience this in the past, perhaps it is new this year. Has anyone else experienced this? Is the state aware of this problem?

Andrew J Mark, CPA8/20/2015 1:26 PMNo
Picture Placeholder: Patricia L Doerfler, EA
  • Patricia L Doerfler, EA
07/28/2015 2:35 PM

​I am seeking advice & possibly work from an Estate tax preparer for a California decedent.  The trustee lives in Arizona.  Any Suggestions? 

7/28/2015 2:35 PMNo
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.


Andrew J Mark, CPA4/21/2015 11:12 AMNo
Picture: 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 J Mark, CPA12/29/2014 5:58 PMNo
Picture Placeholder: Jeanette Mueller, CRTP
  • Jeanette Mueller, CRTP
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 Mueller, CRTP12/16/2014 7:56 PMNo
Picture Placeholder: Pat Hahka, EA
  • Pat Hahka, EA
19/15/2014 12:33 AM

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

Andrew J Mark, CPA9/15/2014 4:03 PMNo
Picture: 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.


Megan Sonicksen, NATP Tax Communications

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