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Thanks for letting us know the outcome. Yes, it could have been so much worse. And your client is to be treasured for being so understanding. For sure their emotions were on a roller coaster, too, thinking first of how to use that big refund in this challenging time to having to pay a bit, even if not a lot. I understand about that ratio and have implemented a second review before return completion. And I'm so glad to have said bye to my small businesses and the last remaining partnership. My remaining individual clients are friends, too, even if we communicate just annually. So two more years on my license. It will be really hard to tell my clients but the tax laws are not getting easier or more stable. This forum is so very important to many of us for technical and emotional support. We love you, too, Possi!

Well, God is really looking out for me. If only I would trust more and be less fearful. My client never received his initial refund (grace) because the IRS was missing those forms. After splitting the PTC with the daughter, they went from a refund of about $4k to owing $155. My client extended every grace and thanked me for getting him through this practically unscathed. I'm still pulling back on my business. My ration of errors to home runs is small, but it still makes my stomach hurt when they surface. I love y'all. Honestly, I do.

There are lots of divorced dads who can't claim their children as dependents but are required by the divorce decree to keep them on their insurance.