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I am so happy to read this! Best wishes to you and your husband on his return home.

Thank you to everyone that contributes here. I, too, miss having colleagues to bounce the ideas off, so this board is a definite resource. I haven't contributed as much as in past years, but I do follow the posts and always learn something or have an adjusted perspective that I hadn't considered. I'll still be around, but for those of you that are taking off soon, I'll wish you all a happy, healthy and prosperous remainder of 2012.

Judy

Kea, on 17 April 2012 - 04:11 PM, said:

It's annoying that a message saying that the 8878 is required pops up on the EF tab even when no funds are being paid.

Me too! The last one going out was picked up yesterday.

I have 7 extensions, 5 of which are complete but won't be out before the deadline, and the remaining 2 are 99.99% complete. One is waiting on a K-1 from an estate, the other needs basis from a mutual fund.

Perhaps this couple checked around and found that the H&R or the other big chain preparers would charge them a higher fee to prepare their returns than they've already paid to you, and now the wife is trying to get a return from you to file. They've probably already done that, received the same result as your return showed, and they, or the wife, have again demanded their documents back and refused to pay, this time under the pretense of the return being wrong.

I think you could ingor the whole thing and be done with it.

Or you could attach Form 8948 and also get the signed statement from them that they've requested you not file the returns electronically and give them a completed package. If you do give them a complete package, be sure to attach any W-2s and 1099s showing withholding, and any other required attachments. You might tell the wife that there will be some nominal charge for printing, assembly and signing the return since those functions were not included in the amount they already paid to you.

I would not simply give them a copy of the return if you go this route.