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YOU CAn use any mailing address you want, many of our clients that snowbird use our office. Not something I love but they have been doing it since before I was here. I would use the POA address in this case.

Also, some happy couples figure out that it often pays to NOT be married under our tax code (no offense to your clients, Bart, and any similarity to them is accidental): 1) Single + HOH standard deduction > MFJ standard deduction 2) Being divorced might cause one or both parents to be eligible for EIC Would I ever tell a client that? HECK NO. NEVER. A friend recently attended a seminar where the presenter actually said, "If you want to know anything about EIC, just ask your clients who receive EIC."

This helped answer some of my "procedural" questions on the ATX software --- From a comment on the ATX site made 11/17/14: The software will include the IRS instructions and forms, however there are several pieces of data that you must obtain from the client and enter manually. If the taxpayer had full coverage all year, then you will just need to check the box on line 61 of the 1040. If the taxpayer receives a 1095-A, you will need to complete Part II of the 8962. If there is a difference between the Premium Tax Credit calculated and the Advanced Premium Tax Credit received, it will flow to line 46 if the taxpayer received too much or line 69 if the taxpayer did not receive enough. If the taxpayer didn't have insurance or is claiming an exemption, you will need to fill out form 8965. If the taxpayer claimed an exemption through the marketplace, then the preparer will enter the Exemption number in Part I. (The taxpayer would provide that exemption ID number to you) If the taxpayer is claiming an exemption on the tax return, then you will select the exemption in Part III. If the taxpayer did not have insurance, then you will have to complete the Shared Responsibility Payment worksheet for each member of the household that didn't have insurance and the total amount will flow to line 61 of the 1040. Note: Part I, Part III and the Shared Responsibility Payment worksheet could be filled in the same return depending when the exemptions or lack of coverage apply. It is also possible that a 8962 and 8965 could be completed in the same return if the taxpayer had insurance for part of the year. Stephanie B Customer Care Director

Margaret, as you probably know, a durable POA is for all matters but is not for tax matters. The IRS will not accept this as valid unless it contains all the required information that a standard 2848 contains. Your client and his son might want to consider perfecting this durable POA so that it is also valid for tax matters. Pub 947 has the details. Sorry I don't have the easy answer about the address. Are there any other trusted relatives nearby that the father and son could work with?

Use the address of the son with POA. Don't overthink this.

I'm pinning this topic so that it will stay at the top of the post listing and be readily available without searching.