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My last thought, maybe-because my head isn't working well at the moment, is if an MFJ return is filed and signed by wife on behalf of husband using her authority of the POA, I wouldn't attach any further statement about the husband being missing. In other words, don't give the IRS any more of a reason or anything else to question. Give them nothing more than the required information. If IRS will accept that POA, then no further explanation should be needed. Sorry if I'm rambling.

I would not use fixed assets to do this. In fixed assets, use the disposal code of removed for personal use. Then go to 8949 and enter like any other sale of residence, just enter the total depreciation claimed and pay tax on only the depreciation.

Delete the pdf and close the return. Rescan the document and name it something different, and make sure to close it. Reattach the pdf with the new name, calculate the return, recreate the e-file and try again. https://support.cch.com/kb/solution.aspx/e-file-Rejection-X0000-029-A-binary-attachment-submitted-in-the-PDF-format-must-begin-with-the-file-header-PDF

If you need any assistance with OHIO return, send me a PM, and I will assist you. I work part time at a firm, and we will do1,800-2,000 OHIO returns every year. I can help you.

Thank you Judy, this didn't come up on my knowledge base search. Can't thank you enough, I should be your servant for a day, this was driving me crazy.

I won't touch ANY representation work without a retainer (unless I'm willing to do it pro bono). They are already proven to be fiscally irresponsible, so if I respect my own time and expertise, I have to get that retainer. It's also an excellent way to weed out the ones who are not going to follow through. Once they've handed over money, they are invested in the process - which makes it worth my while to dive in to the work.

Do you prepare and file their quarterly and annual payroll reports for your client or does your client do their own?

Don't sweat it, just enter info on box 1, people are going to be more upset when they try to use the insurance and find out it doesn't cover that.

The short answer you are looking for is this: if MFS and BOTH PARTIES AGREE, then the overpayment carryforward may be split in any manner they choose, and the IRS will accept that allocation. This is done by each filing a return claiming their agreed-upon share of the carryover. Absent both filing or If they can't agree, then the IRS will allocate based on a formula that divides based on each person's proportional share. Cite is reg sec 1.6015(b)-1(b) Also, the IRS may still question and reject that POA even though it includes "tax returns" because IRS wants its POAs to include the very specific language found in the code. Sorry if that isn't much more help on how to file. At the risk of being rejected, I think I'd try to file it as MFJ rather than as separate returns because at least the attention won't be drawn to the splitting of the carryover right from the beginning. The only other thing I can think of is on a MFS return is questioning whose funds mostly created the overpayment to begin with? If it came from a separate account in husband's name, or if it was all from withholding from husband's retirement distributions or social security, I think the wife would have a harder time claiming the overpayment if the IRS questioned the MFS return claiming the carryover if a return for the husband is rejected or never filed.

You might want to read this older article in its entirety about filing MFS: http://archives.cpajournal.com/1996/1096/features/Married.htm For those that don't like links, I'll include the entire last section here:

I would be extremely wary of any general POA's, especially if it is purchased online, or from a stationery shop. The IRS looks for certain wording and if that is not present, they will reject the return. If it is drawn up by an attorney, it might have a better chance. The POA has to be sent in with the tax return. Filing MFS is a safe bet. There is not enough time to refile if it gets rejected filing MFJ. If hers is also filed MFS, and the IRS accepts the return, it can be amended later to MFJ, if necessary.

Did you fill out the sale of personal residence tabs in sch. 8949? it walks you thru it.

It's really true for tax year 2020 !!! Prepare the 8962 and the bottom line will be -0- to be repaid.

I didn't know the IRS (PPS) had this feature until yesterday, I requested to be called back and when it was my turn, I missed the 1st call because I was on the phone with a client, 5 minutes later the automated system call me back and I was speaking to an agent. My call was in regards to a client refund from early February, the agent was very helpful and was practically reading the script given by the head honcho's line by line. "Tell the taxpayer we are experiencing huge delays because of COVID" "Tell the taxpayer the service centers are not fully in operations" "Tell the taxpayer the IRS is trying to do it's best under these unusual circumstances …."

and duct tape and staples. While Slippery Pencil may never have had an issue, I prefer to give whoever at the IRS sees the paperwork first absolutely no reason or excuse on God's green earth to take any action other than the one I want them to take. And I always assume that the person opening the envelope is the newest hire with a forged GED, and word everything so that s/he cannot help but understand exactly what I want done.