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Yeah, I tried everything. I called four local offices, secretary at one said, "Yes, we know about this problem but I can't remember the settings you have to change, can I fax it you?" Got it. I actually used my phone and took screen shots of the file that I couldn't print and emailed them to myself before she sent the fax. The quality is better than the fax. Haha. Thanks, everyone!

"We can't open this file. Something went wrong." I'm thinking I will call somebody at Edward Jones. My client almost got a hug telling me his dividends are reinvested so they're not taxable.

I try to keep the ball in the client's court for this very reason. I give them Forms 1040-ES and tell them to write checks. I have a handful that want me to have IRS directly debit their account when I submit the e-file. I'm sure that handful of people now think I screwed something up. They'll be sweet about, but I know what they're thinking, and I know I'll be dealing with their phone calls this week. Got a text Friday, in fact. I'm just glad 95% of my people who owe at filing pay with 1040-Vs and checks because they don't want IRS knowing their bank account information. /s

After 42 years of tax seasons, I feel the same way. This has been the worst for too many reasons. I am just trying to stick it out until 65 (16 months!) so that I can get Medicare in place of ACA. I don't even know that my business is worth selling. I wish that I didn't love most of my clients, but I honestly am sick of the liability and stress of doing it on my own and feeling guilty every time I do something not work related.

I've never been so far behind. Really trying to figure out how to make a career change!

so far behind, too. Glad to know I'm not the only one. Me too, have a client who owes, I've redone twice, and still the same. He says it isn't fair. I said, not enough withholding. Told him the same last year. Ready to send him on his way.

Agree with Dan, except that Pacun said that the taxpayer is a general partner. Pacun, keep in mind that the guaranteed payment of the majority partner is an expense against income to arrive at ordinary trade or business income, so it could be that the other partner paid enough in the 2020 year to create the loss you are reporting. It is possible that in a future year this partner may not draw out enough as guaranteed payments so that the restaurant shows some trade/business income, and your client's share of that will be on the K-1 and would be available to offset the loss that is being carried forward from 2020.

The term ordinary income can be confusing since it comes in different types and flavors In the broadest sense, it is any source of income taxed at ordinary rates which basically distinguishes it from capital gains. Ordinary income is then broken down into different class types such as rental, interest, dividends....and so on. These classes can have different characters: such as passive, active, investment, earned, SE.....etc. Your clients share of the income/loss is reported on his K-1 as ordinary "business" income since it is his share of the ordinary operations of the business. Since he is a limited partner, his income is of passive character, therefore his losses are either suspended or used to offset passive income. The only way he would have SE income would be for services provided to the business. For example, if he decided to spend his lunch hour busting tables and received compensation, that would be classed as Guaranteed Partner Wage subject to SE tax.

I tried direct debit ONCE - on my own tax return. It did not end well and will never offer it to my clients. They are given vouchers (1040-V or 1040-ES) and advised to either send checks or pay online via IRS Direct Pay. I use IRS Direct Pay to remit my taxes.

One client called in a panic that her payment didn't go through (1040 pmt) and I had her call. They told her there were delays (no specifics got back to me, at least) but that they'd get them all eventually.

Their "lending" is very businesslike and at low interest rates. Now, CT has high rates, a flat fee, and paperwork that borders on tell us what you own, sell it, and give us all your cash.

They were divorced. I just spoke to him. He took all the money and put it on a house. He knew he'd pay tax, but was blown away at the amount. I didn't even mention the ex because HE didn't mention her. So, he's taking the hit. "What do I do, I don't have $85k...." I would suggest you borrow it from anybody but the IRS. You can't fix stupid. But boy, the anticipation of telling him this and wondering if he was going to try to dish half off had my stomach hurting. Oh wait, I didn't eat... that's what had my stomach hurting.... INAD (I need a drink)

All my clients who needs this form have multiple hatchlings, and I can't believe the inefficiency in going between 4 different returns to tally all of the information for the 8615 and the Family Schedule D worksheet. What am I missing? I feel like I have to be taking the long way around this field. Is there a path through the center that I'm not seeing? As an aside, I don't hate 8615 as much as I hate 8283, which I hate with the power of 1000 suns.

Woo hoo The SBA just officially forgave 100% of the PPP Loan for my largest client. I am surprised because it was only two weeks ago that I submitted the application and all the supporting documents to their bank. It was the long form 3508 with all the supporting document requirements. I must say, it was the most strenuous project that I have tackled in many years. Darn, I wish I could take the day off and celebrate

Received a few calls that automatic state estimated tax withdrawals occurred on the 15th but no federal. I tell them to wait, it will happen. Just found out that an amended return filed in March 2020 was processed, just thought I would pass that little tidbit along.

Anyone else behind where they usually are this year? I still have 150 returns to process; returns are in the office longer than usual. I have worked solidly (until at least 11 each night and sometimes as late as 1 a.m.) and all day on weekends. 4 hours off on Easter, 3 hours last Sunday because my son was confirmed, and 9 hours for my son's track meets). I had a few grouchy clients call about estimates today. (Both had enough carry forward in my first draft of the return to cover 1st quarter). I'm feeling down. Am I just super slow this year? I'm really trying to figure it out. Did you go through every return and calculate estimates, or only those whose 1st quarter estimate would be sizeable? Misery loves company ... looking to see if I'm alone ;).

It is only April 19 and Maryland is ready to accept and correctly calculate ATX 1040 with unemployment benefits. I have a lot of MD returns to efile.

Oh poor tax payer - isn't it just a pain to have to get paperwork corrected........Why is it always our problem to figure it out when the TP is too lazy to pursue the correction?

I have found those receiving the RRC are also seriously delayed. One filed second week of February is still pending. Simple return with no other refundable credits so that is the issue that I can think of that could be delaying it.

THIS!!!

The form for the daughter to sign to obtain he refund is form 1310. The daughter should be the estate representative, fiduciary, or executor that is appointed by the court.

Refundable Credits usually go through what is sometimes called "enhanced electronic screening" looking for indications of fraud or other malfeasance. If your clients check"Where's My Refund?" and the status is "processing" that means their return has been designated to be reviewed by a live person, and there is no way to know when that might happen.

Judy, I can see the statement just fine, yes. I get a "something went wrong," when I print to PDF and then try to open it. cbslee, yes. (Ok, I use Word; I'm going with that.)

I really don't think so. That wouldn't pass the smell test! As rushed and swamped as the IRS has been, we have all seen details repeatedly omitted, reversed, confused, or . . . . . . . . .! Just because a spouse isn't on that list, it's still fairly clear who doesn't qualify. In addition, if you look at the FAQs regarding what constitutes qualifying wages, I don't see how a spouse jumps thorough those hoops.

Copied from the IRS FAQs: "59. Are wages paid by an employer to employees who are related individuals considered qualified wages? No. Wages paid to related individuals, as defined by section 51(i)(1) of the Internal Revenue Code (the "Code"), are not taken into account for purposes of the Employee Retention Credit. A related individual is any employee who has of any of the following relationships to the employee's employer who is an individual: A child or a descendant of a child; A brother, sister, stepbrother, or stepsister; The father or mother, or an ancestor of either; A stepfather or stepmother; A niece or nephew; An aunt or uncle; A son-in-law, daughter-in-law, father-in-law, mother-in-law, brother-in-law, or sister-in-law. In addition, if the Eligible Employer is a corporation, then a related individual is any person that bears a relationship described above with an individual owning, directly or indirectly, more than 50 percent in value of the outstanding stock of the corporation. If the Eligible Employer is an entity other than a corporation, then a related individual is any person that bears a relationship described above with an individual owning, directly or indirectly, more than 50 percent of the capital and profits interests in the entity. If the Eligible Employer is an estate or trust, then a related individual includes a grantor, beneficiary, or fiduciary of the estate or trust, or any person that bears a relationship described above with an individual who is a grantor, beneficiary, or fiduciary of the estate or true." If related individuals do not qualify, I think we should assume that owners don't qualify. In addition, if you look deeper into the FAQs regarding what constitutes qualifying wages and what doesn't, I really don't see how wages paid to an owner would meet the definition of qualifying wages. would ever qualify.

Checked with one client whose balance due debit came out on the date as scheduled.

Who is taking the responsibility for making the payments, you or your client? I do payroll for some clients and sometimes I receive calls like I closed my bank or how come you didn’t tell me they are taking out the money on the 15th so I can deposit more to cover the payment etc....

If it's a limited partner, se tax would not apply.

Wow, this is really not good!

ATX won't let me open two returns at a time; even simple ones. I clearly have something amiss in my setup.

Had an ACH delayed 9 days after date requested, but it did happen. Agent on the EFW hotline said delays are up to 2 weeks.

A beneficiary has equitable ownership. An equitable owner who makes the payment is entitled to deduct mortgage interest, so why not?

Next season how many will remember the 2021 EIP they received nearly a year ago? Those with children will start receiving some CTC as an advance sometime this summer. My understanding is that those payments will have to be repaid if income or the child's status change, so they will HAVE to know how much they got. If we think this season is unbearable.... Our two-page client questionnaire includes blanks for both 2020 EIPs. Some fill them in, a few even include the IRS letters, some ignore it, and some put in amounts you know are wrong. I either connect with them or put in the right amount. I've had very few who actually didn't receive anything, mostly clients where one spouse had died. Then there are those whose income went down and are entitled to the recovery credit but don't know how much they already received.... Why didn't the IRS website give amounts instead of the fact that a payment was made? And why did they take it down for 2020 before filing season was over? I hate this tax season!

I have them write down and initial what amount they received. The statement they are initialing says if they told me the wrong amount, and it involves correspondence or phone calls on my part there will be an additional charge for those services. It hopefully eliminates some of the discrepancies.

Another important thing to do (and something IT techs often ignore) is turning off all that crap that runs automatically without asking you. There are several places to manage "Startup" programs in windows but the only way to see everything is to download and install Autoruns from Microsoft/Sysinternals. I turn off all 'update' programs that run 24/7 in the background, and lots of other stuff that I don't need or use, including a lot of Google, Adobe, QuickBooks, GoToMeeting and even some Microsoft programs. The leaner and meaner your machine, the better off you will be.

I'm sorry. I have a new computer but I'm a stand alone. So I don't have as much going on.

And printer utility software that comes with printers should never be installed. If you buy a new printer, just connect it to your computer and let windows find it and install it.

I've been meaning to post that the Unread Replies Bar is a nice feature that certainly helps when scrolling through posts. Thanks for that upgrade, Eric.

Most of us have a decent computer and it crashes a few times a month. In my case, it has solid state hard drive, 16G of RAM and this is my work machine. I don't play games or watch cool videos that my friends send me. I don't allow programs to stay resident and I don't have cool screen savers or other cool programs that are not needed for my work. If ATX would have programming errors, then most of us would suffer more than you because not all of us have 65G of RAM... not even half. Remember also that the default printer, its driver, its age, its memory, it firmware update, the connectivity between your computer and the printer, and its manufacturer have something to do with this crashes.

I use an organizer for those of my clients I think will fill it out, or al least use it to help them remember what to bring. But for the vast majority of my clients, I also use a one to two page form. First page is for everyone, second page just has them list children and/or estimated tax payments. Just in case you are interested, I have attached the word file. Questionairre for Drop Offs mailed 1-9-21.docx

And I have seen 1099K generate a letter - repeatedly. Customer who has a corporation let her daughter set up the square account. Daughter set it up in her own name and social security number, even though the bank account belonged to the business. So for at least two years the corporation reported the income but the daughter got a letter because she did not report the income shown on the 1099K. First year that happened was a surprise because I did not know how it was set up. Thought the daughter changed it. But apparently once set up under a SSN you can't convert the square account to a different tax id.

What I do is enter it on two lines: 1. "personal transactions $x" followed by 2. "personal transactions $(x-1)" so the info ends up showing $1 taxable income. Why add taxable income? Because a lot of detail fields don't transmit if there is $0 total. Leave in the $1 and they get the details. Many states require 1099-K be explained.

Simple! If we make a mistake, it's our fault. If they make a mistake, it's still our fault! Just keep that in mind and it all falls into place.

Yes, I'm not positive, but I believe my detail statements follow the returns. I would note it as a personal exchange. And these two LIVE TOGETHER UNDER THE SAME ROOF. ermagerd I'd be like GIMME MY D@#* MONEY!

So, the IRS would likely not question this? Or, should I have it "in and out" and mark the detail as a personal transaction instead of ignoring it?

I clicked on your picture and then clicked Message. Thank you very much for sharing your Questionnaire. I like having a one-pager to have clients sign.

Don't know where you sent messages, but here it is for everyone. Due Diligence Questions 2020.pdf Let me know if it works.

The reason is that post death wages are not subject to any employment taxes. If the W 2 shows any employment taxes withheld those taxes should be refunded.