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If using eSign for MFJ, each spouse need an separate email. Each spouse gets an email on my behalf via eSign and follows the instructions. eSign combines the signatures and sends me an 8879 with both signatures and dates on it. I had a couple this year where the husband doesn't have email. Wife had email and could have one also at her work, so she had me use one for her and one for hubby, and all worked fine.

Margaret and I were posting at the same time!

I think you have to do that with Verifyle, also. And, I have clients without printers, and not just the elderly. The young do everything on their smart phones and don't print anything!

Oh, I know. Searching directly on IRS brings up pages upon pages. I just use Google and look for the ones that go to the IRS site b/c Google narrows the search more.

Just a side note. Had this happened before. Created an excess FICA wh. Service a first refused the credit excess until I spoke to them about it. Otherwise I enter them as 2 W-2's.

Just follow the sequence you suggest There is no way to request that the refund be applied to a different year than the following year. Frankly, if you do nothing, the IRS will take care of it, but I would want to double check.

That is what I have. It has a good portal, but the app for phones is a little clunky. My millennial clients don't like the app. Tom Modesto, CA

I have tried a few Efile software systems, but found them wanting, especially where 2 signatures are required. I have my clients print out the 8879 and sign it. Then they can email it back, fax it, USPS. https://www.irs.gov/e-file-providers/frequently-asked-questions-for-irs-efile-signature-authorization

You can get an inexpensive website here that comes with a portal. https://getnetset.com

Lawry's is closing?!

If it was a tax-exempt entity, would they be listed in the IRS website database at https://www.irs.gov/charities-non-profits/tax-exempt-organization-search-bulk-data-downloads

Supposedly EIN FINDER will allow you 3 searches for free after you register with them.

The other states tax credit and improved automation of state and local taxes, make it worth it to me. I've never been able to make the 1099-Q calc's work and the education credit optimization is no big deal since you can easily see which is best by switching between them.

They can use their finger on their smart phone or touch screen, but there's an option to just type in their name -- or so clients tell me. I myself cannot pass the verification (ex used this address for a long time, so no matter how many times I work with the credit bureaus, I still have things from his second marriage creep back in, get questions like what street did you live on in Syracuse or who was your mortgage holder on your current house or which number is your Brooks Bros account? that have nothing to do with me!!) so haven't been able to get all the way to the signing to test it myself. I'd hoped to have a client eSign in my office so I could watch the process from a client's perspective, but I had NO clients in my home office this year. I haven't had anyone "fail" eSign due to not being able to sign. I've had young kids without much of an electronic footprint out there who couldn't pass. (All my college-kid clients pass.) Because NY wouldn't accept any type of electronic signature until they tested it a bit this year (and finally voted it in) and I have NY residents and a lot of NY commuters, I haven't used eSign a lot until this year and not for all of this season. This is my third year with it. But now that NY allows electronic signatures, I try it first with all personal returns. (I don't think biz returns are eligible.) I think it's three out of four questions to "pass," but I've had clients who "fail" (usually a question way in their past) a couple times over my three years, and I just resend and they "pass" the second time. The resulting signature box is really teeny, tiny, but there's also a box that verifies it was eSigned with date/time. I'm going to ask around about the touch screen issue.

Yes, you are correct, sorry about that. And yes, it sad seeing restaurants (apart of people passing away due to Covid) closing, just in these past days they have announced two long standing restaurants to close after many years of business: https://chicago.eater.com/2020/9/8/21427128/ronnys-steakhouse-closing-downtown-loop-chicago https://chicago.eater.com/2020/9/21/21448969/lawrys-the-prime-rib-chicago-downtown-closing-pandemic-coronavirus-steakhouse