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Things happen. I get this via school and other non work "groups" every now and again. I usually let the sender know of their boo boo. The majority will never notice the mistake, and it is very rare when someone would try to do anything with the list of valid emails they were accidentally sent. Personally, I ignore any such confidentiality notice. Why? If sent via a regular email, the sender already knows the message cannot possibly be considered confidential, making the notice moot and a WOBW (waste of bandwidth). If the message might actually be confidential, then regular email should absolutely not be used to send.

I don't know what, if anything, you can do at this point that won't make matters worse. I feel your pain! Maybe someone else will have a suggestion, or if anyone says something about the someone else on the list, I guess you could always blame it on two lists getting mixed up but I don't think you can take it back at this point.

Pro tip: Delete the 1099G for tax refunds and just enter the refund on the worksheet, if it's even taxable. We haven't had one taxable yet this year, due to SALT limits or just not itemizing last year.

Thanks, Judy. That happens with the church folks on occasion, too, but I never talk about anyone else's business. ILLMAS, here is the bottom of each email: Margaret Champion MBA, CPA 6902 Moorfield Drive Cincinnati OH 45230 513.232.4633 Telephone [email protected] 513.232.2752 Fax www.Champion-CPA.com IMPORTANT NOTICE: You are hereby informed that any U.S. federal tax advice which may be contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. IMPORTANT CONFIDENTIALITY NOTICE: This message contains information that may be confidential and privileged. Unless you are the addressee (or authorized to receive for the addressee), you may not use, copy, print, or disclose to anyone the message or any information contained in the message. If you have received this e-mail in error, please advise sender by reply or by telephone at 513.232.4633 and delete the message. Thank you.

Do you happen to have this on your email? CONFIDENTIALITY NOTICE: This communication is confidential, may be privileged and is meant only for the intended recipient. If you are not the intended recipient, please notify the sender ASAP and delete this message from your system.

I'd like to see a thief put my micro shredded chips back together to steal information because they aren't small enough according to the IRS directive.

No, and yes. If you mention it, then some may want to go back to look more. Let it go because if the church members are close and have come of referrals within the group, chances are they all know you handle each others work anyway. I have a bunch of unrelated older clients that are friends, coworkers, or neighbors that bring me each others tax data. Depending on which one comes earliest, they might bring two or three other clients' papers with them, and sometimes the envelopes or folders aren't sealed. Am I supposed to pretend that those folders being handed to me don't exist or are invisible?

These expenses can be considered by the trust for bookkeeping purposes, but not as income tax deductions. When the trust was a grantor trust they weren't deductible, and now that it's not a grantor trust they still aren't deductible. The property taxes can be deducted as well as legal and accounting fees. Trusts almost always have to use a calendar year. The only exception I know is if a qualified revocable trust (that becomes irrevocable upon death) makes a Section 645 election to be treated as part of the estate, in which case the estate reports the income and deductions. (Sorry, carrying costs like insurance and HOA fees aren't usually deductible for estates either.) If the property had been rented it would be another story. Perhaps someone else knows how a trust can use a fiscal year; I can't think of anything else.

Virginia starts with federal AGI, and makes any adjustments for items that they don't conform to. I am not aware of any wage adjustments that VA is currently not conforming with, so I don't think that I would be overly concerned with the W2 not matching federal and state amounts. ON the other hand, I would want to know what the amount is that caused the discrepancy. Usually health insurance reduces taxable income as well as ss/medicare. I see this pattern more ofter with simple plans, or 401(fkk), etc. Usually that is indicated on the W2 in box 12 but not always. Out local school system does not put the retirement contributions employees make in box 12, but they do deduct them from taxable wages.

I have a key to open my office door. I have a code to disable the alarm system. I have a windows password. I have encryption on all of my drives. I have an ATX password. But, somehow, the IRS thinks I now need 2FA to keep my tax software "safe"? If I was trying to steal a tax preparer's data, I would search for all the PDFs on their computer that are most likely not password protected and just copy those. Why would I want to log in to their tax software? This is like airport security, where taking your shoes off supposed to make you safer, but it's complete .

And this: CONFIDENTIALITY AGREEMENT This Confidentiality Agreement (this "Agreement") is made effective as of _____________, between NAME/ADDRESS, and NAME/ADDRESS. In this Agreement, the party who owns the Confidential Information will be referred to as "NAME1", and the party to whom the Confidential Information will be disclosed will be referred to as "NAME2". NAME1 is engaged in the business of Financial Advising, Accounting, and the Practice of Law. NAME2 is engaged in a contractual service relationship with NAME1. Information will be disclosed to the Recipient during the time he is providing service, either directly or contractually, with NAME1, in order to facilitate his work with said company. NAME1 has requested that NAME2 will protect the confidential material and information which may be disclosed by NAME1. Therefore, the parties agree as follows: I. CONFIDENTIAL INFORMATION. The term "Confidential Information" means any information or material which is proprietary to NAME1, whether or not owned or developed by NAME1, which is not generally known other than by NAME1, and which NAME2 may obtain through any direct or indirect contact with NAME1. A. Confidential Information includes without limitation: - business records and plans - financial statements - customer lists and records, including customer identification numbers and financial information - trade secrets - technical information - client financial plans; client legal documents - pricing structure for fees - computer programs and listings - copyrights and other intellectual property - any information pertaining to the operation or clientele of NAME1, or other proprietary information. II. PROTECTION OF CONFIDENTIAL INFORMATION. NAME2 understands and acknowledges that the Confidential Information has been developed or obtained by NAME1 by the investment of significant time, effort and expense, and that the Confidential Information is a valuable, special and unique asset of NAME1 which provides NAME1 with a significant competitive advantage, and needs to be protected from improper disclosure. NAME2 further understands that in the ordinary course of business, NAME1 comes into possession of client information of a personal and sensitive nature, and that disclosure of this information could negatively affect both NAME1 and the clients of NAME1. NAME2 understands that it is his legal and ethical responsibility to protect the privacy, confidentiality, and security of all customer information, including business, financial, personal, and tax information relation to clients of NAME1. In consideration for the disclosure of the Confidential Information, NAME2 agrees to hold in confidence and to not disclose the Confidential Information to any person or entity without the prior written consent of NAME1. NAME2 further understands that any disclosure of confidential information related to clients violates both securities law and the ethical code developed by the American Bar Association. In addition, NAME2 agrees that: i. No Copying/Modifying. NAME2 will not copy or modify any Confidential Information without the prior written consent of NAME1. ii. Unauthorized Disclosure of Information. If it appears that NAME2 has disclosed (or has threatened to disclose) Confidential Information in violation of this Agreement, NAME1 shall be entitled to an injunction to restrain NAME2 from disclosing, in whole or in part, the Confidential Information. NAME1 shall not be prohibited by this provision from pursuing other remedies, including a claim for losses and damages. III. RETURN OF CONFIDENTIAL INFORMATION. Upon the written request of NAME1, NAME2 shall return to NAME1 all written materials containing the Confidential Information. NAME2 shall also deliver to NAME1 written statements signed by NAME2 certifying that all materials have been returned within five (5) days of receipt of the request. Upon request, NAME2 shall also deliver to NAME1 written certification that all electronic files of any type retained by NAME2 and containing information provided by or related to NAME1 has been destroyed. IV. RELATIONSHIP OF PARTIES. Neither party has an obligation under this Agreement to continue any type of relationship, employment or contractual, with the other party, or commercially offer any products using or incorporating the Confidential Information. This Agreement does not create any agency, partnership, or joint venture. VI. LIMITED LICENSE TO USE. NAME2 shall not acquire any intellectual property rights under this Agreement except the limited right to use set out above. NAME2 acknowledges that, as between NAME1 and NAME2, the Confidential Information and all related copyrights and other intellectual property rights, are (and at all times will be) the property of NAME1, even if suggestions, comments, and/or ideas made by NAME2 are incorporated into the Confidential Information or related materials during the period of this Agreement. VII. GENERAL PROVISIONS. This Agreement sets forth the entire understanding of the parties regarding confidentiality. Any amendments must be in writing and signed by both parties. This Agreement shall be construed under the laws of the State of ________. This Agreement shall not be assignable by either party, and neither party may delegate its duties under this Agreement, without the prior written consent of the other party. The confidentiality provisions of this Agreement shall remain in full force and effect after the effective date of this Agreement. Information Owner: NAME1 By: _______________________________ NAME1 Recipient: NAME2 By: _______________________________ NAME2

I received the following from someone or some company or maybe even my E&O: COMPUTER REPAIR NONDISCLOSURE AGREEMENT Agreement made this _____day of ____________, between _____________________(the “Repair Person”) and _____________________________________ WHEREAS, ____________________________(the Company) stores and maintains records and data of a highly sensitive and confidential nature, the disclosure of which to unauthorized persons or entities is prohibited by law (the “Confidential Information”); and WHEREAS, the Repair Person will be performing repair and maintenance services on or in connection of the computer or computer system owned by the Company, and in connection therewith could have the ability and opportunity to view and obtain access to Confidential Information. NOW, THEREFORE, it is agreed as follows: 1. The Repair Person shall not directly or indirectly copy, reproduce, remove, alter, delete, modify, edit, transfer, transmit, divulge, or disclose Confidential Information in whole or in part. 2. The Repair Person shall treat all of the Company’s records, data, and information, including but not limited to Confidential Information, which it has the opportunity to view or access, in a strictly confidential manner. 3. The Repair Person shall indemnify, defend, and hold the Company harmless from and against any claim or action related to or arising out of any unauthorized access to or disclosure of Confidential Information by or on behalf of the Repair Person. 4. The parties have executed this Agreement as of the day and year first above written. THE REPAIR PERSON The Company By: By: Title: Title: Owner/Accountant