Tax Prep deduction calculation

Jan 07, 2008 1 Replies

Does this deduction work on a cash basis or is it tied to the year for which the return is being filed. For instance, if I delay buying my



2006 Tax software to 2007, is it a deduction for 2007 or should it have been a deduction on my 2006 return? (I believe it goes on a cash basis, but just trying to make sure). Related: Same first scenario but then I buy my 2007 software also in 2007 to do early estimating. That means I've bought two tax packages in the same year, but they apply to different tax years. Do I deduct them both on the
2007 form?

And the make this even more convoluted, while I bought the 2007 software in 2007, today I found I was eliglble for a $5 discount. To give me this credit, the store treated it in their system as a return and a repurchase at the lower price. So now it will look like I bought it in 2007 on one credit card statement andreceipt and in 2008 on another. Actually I'm not sure of the receipt situation... I'll have to check to see if I ended up with all receipts or just the final one in this year. If that's what I end up, do I just ignore the 2007 initial purchase record?



I know this is trivial compared to other questions, but I'm curious what the right way to handle it is. Thanks.


"jo" wrote

Cash basis -always.

Yup.

If you actually receive a tax benefit (a deduction) for the tax software, then you would (in 2008) recapture in income (on Line 21) the refunded amount.

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