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Khalid Howes
Anyone else having issues with tax software not correctly identifying long-term vs short-term capital gains when you enter 12/31/23? My software keeps defaulting some of these to short-term even though the purchase dates are clearly from 2021. I have to manually override each transaction!
Ben Cooper
ā¢Which software are you using? I had the same issue with H&R Block last year but this year it seems fixed. Try entering the acquisition date as 01/01/2021 instead of 1/1/21 - sometimes the date format inconsistency causes problems.
Khalid Howes
ā¢I'm using TaxAct. The weird thing is that it's only happening on some transactions, not all of them. I'll try your suggestion about the acquisition date format! I've been using month/day/year but maybe it needs the leading zeros. It's just so tedious to fix each one when I have about 40 transactions from 12/31/23.
Naila Gordon
Is anyone else's brain just automatically typing 123123 for everything now? I accidentally put it as the date on a check yesterday š Tax season is officially melting my brain!
Cynthia Love
ā¢HAHAHA I did the same thing on an email to a client! I typed "As of 123123" instead of today's date. And I keep reading the number on receipts as dates now. Tax season madness is real!
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To add some practical perspective on 704(c) vs 743(b): I'm a tax accountant working primarily with real estate partnerships. 704(c) affects ALL partners when someone contributes property - it's about allocating the "pre-contribution" gain/loss to the right partner. 743(b) only affects the purchasing partner when an interest is sold - it's about making sure they don't get taxed twice on value they've already paid for. Most of our clients get confused because both address disparities between basis and value, but they operate very differently in practice. Common mistake: thinking you can just choose whichever is better - but 704(c) is mandatory while 743(b) is optional via the 754 election.
Ethan Davis
ā¢Does the 704(c) allocation method choice (traditional vs remedial) need to be documented somewhere specific? Our CPA just checks a box on our return but never explained if we need more formal documentation.
The 704(c) allocation method should be specified in your partnership agreement ideally, but at minimum it should be documented in your partnership's internal records. While the tax return just has a checkbox, you should maintain documentation showing which method was chosen and the rationale. This is especially important because once you select a method for a particular property contribution, you generally can't change it without IRS permission. Many partnerships get into trouble when they can't substantiate why they used a particular method, particularly if they use different methods for different properties. Consistency is key unless you have a strong business purpose for varying the methods.
Yuki Tanaka
I'm confused about something basic here. If I buy into a partnership for $100k, but my share of the partnership's assets' tax basis is only $60k, does the 743(b) adjustment just give me an extra $40k of basis that only I get to use?
Carmen Ortiz
ā¢Yes, that's exactly right. The 743(b) adjustment of $40k is personal to you - other partners don't get to use it. It's essentially creating a "step-up" in basis just for you that will typically be allocated to specific partnership assets based on their FMVs. Without this adjustment, you'd end up being taxed on gain that was already reflected in your purchase price. The adjustment is usually allocated to appreciated assets and often results in additional depreciation/amortization deductions just for you.
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Long-time practitioner here. Everyone's giving software advice but honestly, the most important factor isn't which software but how much training you get on it. I've used ATX for 15 years and it handles everything from basic to complex returns, including multi-state and PTE. Look for a software company that offers comprehensive training and excellent support during tax season. ATX may not be as flashy as some others, but their support is top-notch, and that matters more than anything when you're in the middle of a complex return with a deadline looming.
Jamal Brown
ā¢What about the interface though? I tried ATX at a previous firm and found the navigation really clunky. Has it improved in recent years?
The interface has definitely improved over the last few versions. They did a major update about 2 years ago that streamlined a lot of the navigation issues. It's still not as pretty as some competitors, but functionality-wise it's much better. They've also added a really nice client dashboard that gives you at-a-glance status updates on all your returns, which has been surprisingly helpful for practice management. The learning curve is shorter than it used to be, but I still recommend taking advantage of their training resources to get the most out of it.
Mei Zhang
Don't overlook Lacerte if you're planning to grow into complex returns. Yes, it's pricier than Drake, but there's a reason most large practices use either Lacerte or Ultra Tax for complex work. I switched from Drake to Lacerte 3 years ago and would never go back. The time savings on complex returns more than pays for the higher cost. Multi-state returns are much easier, and the PTE handling is stellar. The tax research integration alone saves me hours on tricky situations.
The price difference between Lacerte and Drake is substantial though. For someone just starting with a small book of business, wouldn't it make more sense to start with something more affordable and upgrade later?
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Something I learned the hard way - don't forget about state taxes too! I only saved for federal and got hit with a big state bill. Depending on where you live it can be another 5-10% on top of the federal taxes.
This is such a good point. I live in Washington state so we don't have income tax, but when I moved from Oregon I got a nasty surprise tax bill because I didn't realize how different the systems were.
Exactly! The state differences are huge. I moved from Tennessee (no state income tax) to California (high state income tax) and didn't adjust my savings strategy. Big mistake! Just remember that the general 25-30% rule people mention is usually just for federal taxes and self-employment tax. You need to add your state's rate on top of that.
Don't forget you'll need to track all your income too. Most platforms like YouTube, TikTok, Instagram etc. won't send you a 1099 form unless you make over $600 from them individually, but you still legally have to report ALL income even if it's just $20. I use a simple spreadsheet to track earnings from different platforms every month. Makes tax time way less stressful! Also helps with seeing which platforms are actually worth your time.
Do you use any specific apps for tracking? I'm terrible at keeping up with spreadsheets and worried I'll mess it up.
Malik Robinson
3 One additional consideration - if your business buys the vehicle instead of you personally, there are different rules. My S-Corp actually purchased my vehicle, and we were able to take advantage of bonus depreciation. Talk to your CPA about Section 179 deductions too if vehicle weight is over 6,000 lbs. Just be aware that if the company owns the vehicle, any personal use needs to be tracked as a taxable fringe benefit to you. We track this using a mileage log and then calculate the personal use value using IRS tables. This gets added to my W-2 at year end. For many S-Corps, this can actually be more advantageous than personal ownership with reimbursement, but it really depends on your specific situation and driving patterns.
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Malik Robinson
ā¢10 How difficult is the paperwork for having your S-Corp own the vehicle? I'm considering this approach for my next car purchase.
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Malik Robinson
ā¢3 The paperwork isn't particularly difficult. The vehicle is purchased and registered in the company name, and you'll need commercial auto insurance rather than personal insurance. Your S-Corp makes the payments directly. The main ongoing requirement is diligent record-keeping. You must maintain a mileage log distinguishing between business and personal use. At year-end, your accountant will calculate the value of your personal use based on IRS rules (there are a few different methods), and this amount gets added to your W-2 as taxable compensation. The company can still deduct all vehicle expenses and take depreciation (potentially including Section 179 if applicable). The biggest considerations are making sure this approach makes financial sense based on your business use percentage and having the discipline to maintain proper documentation. Many business owners find it worthwhile, but it's definitely something to discuss with your tax advisor based on your specific circumstances.
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Malik Robinson
22 Whatever you do, make sure you keep DETAILED mileage logs. I got audited last year and that was the first thing they asked for. I had been lazy with tracking and just estimated. Ended up losing about $4,300 in deductions that I had claimed but couldn't substantiate with proper records. Lesson learned the hard way!
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Malik Robinson
ā¢9 What kind of mileage log did the IRS accept? Is a spreadsheet enough or do you need something more official?
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