I ended up with an actual Field Audit of a 2014 return, back in 2018. IRS initially determined the taxpayer owed $247.00, instead of processing it correctly as a refund of the $247.00 due to the taxpayer. I could not get thru to anyone that understood it should have been the refund. WTF? $247.00, a field audit? I laughed when I got the notice that they would like to do this in May 2018. I called and said "sure stop by whenever you want". I LMAO until I found out about all the documentation, bank statements and everything else the taxpayer was required to provide. My client was terrified, even though I assured them they would not have to be there, as per the Field Agent, and that we would be successful when it was done.  A very nice Field Agent came in, spent the entire day pouring over this simple little return and all the documents, and the only question she asked was "why I depreciated a bobcat used in the operation of their small farm for 7 years instead of 5 years" I got out my handy dandy, Deluxe Edition of the Tax Book for 2014 and showed her the 7-year property, Asset Class, 01.1, Agriculture and that resolved that major issue. It took about 6 months for my clients to get their refund of $247.00, which almost covered the charges from their bank for reproducing all the old bank statements, which they couldn't find. Of course, the couple each had 2 individual accounts, checking and savings, at two separate banks, in addition to their joint account at a 3rd bank. When I received the notice that the correction was made and a refund would be issued, I called the wife to let her know and then, she mistakenly text me, instead of the husband "It's OK, no jail time". I could not believe they were that scared over nothing, but they didn't believe me, I guess, when I reassured them over and over that it would be OK. Every time I hear on the news that the IRS is unable to audit taxpayers, due to staff shortages, I laugh and yell at the TV, "I know where one of them wasted an entire day" It was so ridiculous, I couldn't even bring myself to charge the clients anything for my wasted day. It was my first and last audit, "Knock on wood"😂

Try the Taxpayer's Advocate office. If they accept the case, which they should, they will get the prevailing case of "terminal dumb ass" resolved for you and the taxpayer. I've worked with them on a few hopelessly, fuc*ed up returns and they are great, at least in my experience.

Unfortunately, it's our new reality, and not likely to improve due to the increasing state of anger and  misinformation that are now part of our everyday life. I still think the internet is the real Anti-Christ. It's just so scary and volatile out there.

I was wondering if we were all reduced to numbers now? I just happened to log in, so thanks for the heads up. I was thinking it was probably all the new EA's with the credentials but no practical experience.  Enjoying my retirement, which I highly recommend to anyone that's ready and can do it. Thanks IRonMaN for all the years this forum and you, got me thru the tax years. 🙂

The software will not do what you want because it does not have the ability to do so. If you're filing a CA 990-N, follow the directions in the link or go directly to the CA tax website for an answer.

What are you asking? Itemized deductions have to be greater than the standard deduction for MFJ. Complete Schedule A and if you want to force Itemized deductions that are less than the standard deduction, check the box on the Federal Info Worksheet.

If you are filing a Municipal return for a tax due or refund of less than $10.00, it will not be collected or refunded. Ohio rule. Maybe the software will not let you file a non-resident Municipal return, if that will be the outcome. If that is the case, uncheck the RITA return and file.

Traditional School Districts tax a percentage amount on the Ohio taxable income, based on Lines 19-23 on the SD 100. Earned Income School Districts tax on all earned income, based on Lines 24-27 on the SD 100. The AGI is just the starting point for Ohio, and the $300 in charitable deduction on the 1040, reduces the AGI so it will not equal the W2, box 1 totals. There should not be any error if you let the software do it's job and not override fields.