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This hasn't been a blip on my radar, YET. Since my state follows the federal AGI, I wasn't concerned. I'm so close to retirement that if they move, they get a new preparer! LOL LOL

Is the person that is not your client local? If so, and you can find their number, you might call and see if you can get in touch with their preparer/representative and contact them to tell them you have this correspondence IF you want to go the extra mile. Otherwise, I think I would revoke the power of attorney and let them start over but at least get your name off the record so you are not receiving correspondence that you don't want and can't help with.

"Job Security!"

I don't know for sure if what the IRS rule is, but in my office we don't send it if we did not prepare it. Period. End of discussion. So I don't care what the IRS rule is. That does not help you, I am sorry. Just putting an opinion out there. Tom Modesto, CA

Thank you! He is still a captain for SkyWest and living in Colorado. He should get a promotion next month to check airman. He will be one of the youngest to get this chance. (Sorry, I am a proud mom.)

As most of us know by now the IRS is allowing taxpayers to spread the distribution of IRA/PENSION for PANDEMIC reason over 3 years. I am not concern about the IRS, but rather if any STATE have conformed to IRS handling (most specifically Arizona) and i have not been able to find any guidance. At first I was not too concern, then I had a client that was 100% AZ state for 2020, pick up there file and stated to me they were all pack up and moving to Colorado. It then dawned on me about the states handling over the next 2 years. 1) they would now have a split return in 2021 and would the income from 8915E go on an AZ state return (100%) or a Colorado or both (in some prorated amount) and then in 2022 would it go all on the Colorado. (Don't get stuck on what state I use in the example *** SUBSTITUTE*** the states in the example for any ones you choose. 2) has anyone giving thought of the consequence of the state issue that come from this issue. All your thoughts please. and yes i have search my states data base for guidance.

I do the same as Possi with ATX.

So is the nephew of this proud uncle! Back home, sort'a, in Columbus.

The answer is on page 15 o Pub 3112 that I quoted shown below, but like the others have said, I wouldn't do it either. First, how are you going to get the return into your system without preparing it, even if it is mostly just data entry? Second, what exposure do you have if you spot things that are clearly in error , especially if you suspect intentional disregard of the tax law?

Can he be using your boss's EFIN? Possibly, but your boss should check the number of returns filed under that EFIN to be sure before proceeding. I said possibly because unless the former employee is still accessing the firm's software, if he has purchased his own software as an ERO he would have to provide his own EFIN and PTIN to the software provider and enter that in the setup, and all of that would be transmitted with each e-filed return. Considering all of this, if your boss sees that more returns have been filed under the firm's EFIN than he knows the firm as prepared, then at that point he should contact the IRS. I think that the IRS would replace his EFIN without the 45-day wait. Below is a page from the IRS that may be useful: https://www.irs.gov/tax-professionals/how-to-maintain-monitor-and-protect-your-efin#:~:text=The firm must call the,to request a new EFIN.

Why be sorry? Congratulations to your son!

That's the winning response! She said it was "insurance" and the do not get social security, so you are exactly right. They have ALL ALONG excluded this from their taxable income and have never been questioned. That's what gets my goat. Oh well, step into a new world where we comply. Thanks, Hahn1040

Thank you Lion and Pacun. FYI: Looks like their going to tighten up things in EIP #3: My understanding of the proposed 2021 stimulus payments in the House bill includes language that says that an individual is not taken into account more than once, including by different taxpayers and including by reason of a change in joint return status or dependent status between the taxable year for which an advance refund amount is determined and the taxable year for which a credit is determined. Grace

I would assume the prior preparer did it wrong, and move on.

I don't know about anyone else, but I would welcome it. My mother passed away much sooner than expected on 2/18 and we had the funeral yesterday. I am waaaaay behind, because I spent as much time with her as possible. Most of my clients have been very understanding. We still have so much to do in her house, but my sister took a leave of absence to help out as much as she can. I really wish that this was going to be a normally difficult tax season, but no such luck. Bonnie