RE is a science, not a game, not a series of steps, not a mechanical process, it is a science that includes the artful manipulation of applicable elements, rues and laws just as any other science is practiced or applied to arrive at a solution or end result.

I understand the need to have an application that works on all of your devices, just not sure if getting Office 365 is the best bang for your buck.

So, if I understand this correctly, when you filled out the form (like http://www.trustetc.com/applications/App_trad-roth.pdf), you checked the "Traditional" box under the Account Type You Are Applying For, and they switched it to a Roth anyway?

To the extent the exclusion is not available or is insufficient to offset the entire gain on the sale of the principal residence, any remaining gain will be subject to tax at the 20% federal income tax rate plus the new 3.8% tax rate, as well as any applicable state and local taxes.

The excel functions VLookup or alike would not work for the desired application.

If you receive the house through gifting you will also inherit the current cost basis of the house including depreciation if applicable and thus lose the step up in basis.

Your business must pay taxes on the imputed interest it earns.Applicable Federal RatesThe Internal Revenue Service won’t stop you from making interest-free installment sales or below-market loans, but it will tax you as if you collected interest at applicable federal rates, or AFRs.

They still need to come to us for any repair and we will call our normal maintenance people and if applicable we will bill them for the $100 fee.  

Good news everyone, the $500 de minimis safe harbor limit was increased to $2,500 for taxpayers who place property in service, that are NOT required to produce an audited financial statement(applicable finance statement).Effective for January 1st 2016 they are adjusting audit procedures to ignore items below this threshold provided provided you have a receipt.This means you will not have to depreciable items below this threshold as long as you elect that safe harbor.Of course it was released this morning, after I prepared for my presentation this evening.This represents HUGE $$$ savings and time savings.IRS Notice Notice 2015-82This Notice is effective for costs incurred during taxable years beginning on or after January 1, 2016.

She filled out an application and I did an online background/credit check.