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Why would anyone risk using an OS that your software provider won't support? You risk mid tax season being up the crick without a paddle?

I actually prefer the Regs to the Code because they usually contain great examples. Anyone who has taken an EA prep course is well-versed in triple negatives ("underline all the NOs and NOTs and count them backwards).

You mean you don't like having to parse out vague conditional triple negatives? Where's your sense of adventure?

If they insisted they didn't get the stimulus, I did enter zero. Some did and their refunds were short. Not my problem. The only pattern I discerned of people who said they didn't get the money were MFJ returns where a spouse had died. I had enough of those where the surviving spouse said no second stimulus was received to believe them. I put in zero for the second and in all cases the rebate recovery was paid. At least I believe it was because if not I'm sure I would have heard about it!

I bet that you will have to use this to sign up for any government benefit, including SS and Medicare, in the future. Scary stuff. I'm not a conspiracy nut but am afraid of how this could used to to control human behavior. In China they are using it for public shaming and punishment (https://www.cnet.com/news/in-china-facial-recognition-public-shaming-and-control-go-hand-in-hand/).

In general, loss carryovers and other tax attributes are traced back to the individual whose activity or business interest created the loss, and those losses of a decedent are not passed on to the surviving spouse or the estate. In the year of death, a married couple filing a joint tax return, both parties can use the losses, even income attributable to the surviving spouse after the decedent's death because of filing jointly. Maybe this article will help: https://www.thetaxadviser.com/issues/2017/jan/carryovers-death-spouse.html

What tax entity is the farm? Partnership? (Any other partners besides H&W?) Form 1040 Schedule F? Other?

Copied from the Taxpayer Advocate Blog: "As of October 30, 2021, the IRS had a backlog of over 2.7 million unprocessed amended returns. The IRS is processing these returns in the order received, and the current processing time posted on its operational page is more than 20 weeks. Our cases indicate that the processing time is considerably longer than 20 weeks, and as such, I have made the difficult decision to suspend accepting cases where the sole issue involves the processing of amended returns until the IRS is able to work through its backlog. We are also analyzing the upcoming filing season and expect to issue revised guidance for original filed returns. Under our current procedures, TAS does not accept cases in which we cannot meaningfully expedite or improve case resolution for taxpayers. Amended returns fall into this category. Due to the broad impact of COVID-19, the IRS has faced significant challenges in all its return processing operations. Unfortunately, until the IRS processes a tax return, TAS cannot assist the taxpayer. For that reason, TAS will not accept new cases solely involving the processing of an individual or business amended return. TAS will continue to monitor IRS developments in amended return processing and will reevaluate this determination as the situation change." I have a family member who has a very large refund on an amended return who has been waiting for more than 12 months. They received their state refund 4 or 5 months ago.

Any who could not tell me about their stimulus payments, were filed as if they had previously received the max amount. So any IRS adjustment would only be in the taxpayer's favor, which makes clients happy... usually.

Some months ago, I logged into my Secure Access account to check the details of my rebates. While it shows that the rebates were disbursed, there wen't any details of how the funds were distributed.

This is scary and I think it's only going to get worse.

I always had to laugh when they remembered after being told - "Wrong information may slow your refund by as much as 6 months".

Half of taxpayers probably don't remember receiving their stimulus. Most of those discover they did when we make them look it up. I had one who says he did look it up after I asked, still swore he didn't get it, and then looked it up again when he got the IRS notice. Sure enough, he got it. I would trust the IRS on this one. He can set up a taxpayer account and see what they sent him and how. Someone on this board said their client who didn't receive the stimulus discovered IRS had a issued a debit card, which is why it didn't show up on the bank statements. This is NOT OUR PROBLEM to solve but the client's. We've given up trying to help and just give them IRS phone numbers.

I have a client who swears he didn't receive first stimulus rebate, so I efiled his return claiming the Recovery Rebate Credit which resulted in him expecting a refund, which was applied toward his estimated payments Four months later he received a CP 11 saying that according to IRS records he received the $ 1,200 rebate and instead of a refund he now owes about $ 300. So now he will potentially be subject to penalties and interest for late estimated payments. I have no idea how this will get resolved.

When I have customers who run into endless logjams, especially when threatened with liens and levies from the collection dept for money they really don't owe, I have had success referring them to their congressman. IRS obviously listens to congress when they won't listen to anyone else, and it might improve the situation with congress well if they start receiving many referrals from their constituents.

I tell my clients NOT to use my mailbox. I have a large mail slot in my front door for clients to drop their tax folders into my locked entryway. I once found my badly beaten mailbox, without mail, in the yard of a house a mile away on another street.

I have a client who ELECTRONICALLY paid $5k with his extension. Turns out he had a huge refund, which came in $5k short. IRS transcript shows the $5k received. This coupled with the other comments here suggests the IRS is now so dysfunctional they aren't even keeping track of the money. Okay, so they can't answer phones or timely look at faxes or correspondence or do enough audits, but keeping tabs on the money? Hey, they're part of the US Treasury, whose job is to account for the money. We might need a new accounts receivable department.

I am still using 2010. I see no reason to update. It does what I want it to do and, yes, I have a disk. I also have a disk for 2017.

I have a client who applied $1500 to 2020 tax return. The IRS is dunning him for $746 dollars because that money was never applied. That leads me to believe that they have not even processed all of the 2019 returns as we went deep into his IRS record and they are saying that he never filed in 2019. However, I have proof of the date of filing and the date of acceptance by the IRS. Since we have not been able to talk to anyone, I sent detailed instructions and copies of all forms to them. In return, he just keeps getting collection letters and so we have decided to sit it out as he does not owe them any money and somewhere in their chaotic world, he has $1500 that he applied from 2019. Therefore, I would not use that ploy. I would ask for the refund.

He's not providing any service to the grantor. "...you will retain ownership interest in your Project while participating in the XYZ MegaGrants program, including the ability to publish your content on the platform of your choice." He's not working for XYZ. XYZ will own nothing. Virtual reality for disaster resilience. Duke had offered to run the grant, memorializing a contract back to 2020 when the funds were distributed, but my client turned them down. He's reopening that discussion.

Just wait for the refund. You can also call the hotline and ask about the refund status. Don't mention your mistake because you might succeed on the difficult task of confusing the IRS.

Another unscheduled update. Several different tech articles that I have read, say that there has been an unprecedented increase in attacks on all of the major browsers. So which ever browser that you use, check regularly to make sure it's up to date. Chrome is up to date Version 96.0.4664.45 (Official Build) (64-bit

@MarieI hope it ends also as it would eliminate having to reconcile the advance payments received.

IRS unveils new online identity verification process for accessing self-help tools WASHINGTON – The Internal Revenue Service today announced the launch of an improved identity verification and sign-in process that enables more people to securely access and use IRS online tools and applications. Taxpayers using the new mobile-friendly verification procedure can gain entry to existing IRS online services such as the Child Tax Credit Update Portal, Online Account, Get Transcript Online, Get an Identity Protection PIN (IP PIN) and Online Payment Agreement. Additional IRS applications will transition to the new method over the next year. “Identity verification is critical to protect taxpayers and their information. The IRS has been working hard to make improvements in this area, and this new verification process is designed to make IRS online applications as secure as possible for people,” said IRS Commissioner Chuck Rettig. “To help taxpayers and the tax community, we are improving the accessibility of online tools that help families manage their Child Tax Credit, check on their IRS accounts and securely perform other routine tasks online.” The new process can reach more people through the expanded use of identity documents and increased help desk assistance for taxpayers who encounter a problem when attempting to verify their identity online. Developed under the Secure Access Digital Identity initiative (SADI), the new process complies with a federal mandate. To provide verification services, the IRS is using ID.me, a trusted technology provider. The new process is one more step the IRS is taking to ensure that taxpayer information is provided only to the person who legally has a right to the data. The IRS also integrated this new account-creation process into some applications used by tax professionals, including those used to request powers of attorney or tax information authorizations online using Tax Pro Account or to submit Forms 2848 and 8821 online. Accessing IRS tools When accessing the tools listed above, taxpayers will be asked to sign in with an ID.me account. People who already have IRS usernames may continue to use their credentials from the old system to sign-in until summer 2022, but are prompted to create an ID.me account as soon as possible. Anyone with an existing ID.me account from the Child Tax Credit Update Portal, or from another government agency, can sign in with their existing credentials. To verify their identity with ID.me, taxpayers need to provide a photo of an identity document such as a driver’s license, state ID or passport. They’ll also need to take a selfie with a smartphone or a computer with a webcam. Once their identity has been verified, they can securely access IRS online services. Taxpayers who need help verifying their identity or submitting a support ticket can visit the ID.me IRS Help Site. This will be really different, having to submit a picture of your identity document like your drivers license, then having to submit a selfie. In addition the IRS is using a third party named, "ID.me" ? Has anyone ever heard of "ID.me"?

These things happen when the software automatically populates fields and we're too busy to attend to minute details. (Anyone pay attention to some brokerages that changed addresses last year?) I looked over the revised Pub 1345 for efiling and was hit with the requirement that if a client has moved and the tax forms have the old address, we are supposed to enter it into the space provided. I guess I always knew that but stopped doing it long ago. Also, any handwritten or typed tax form has to be marked nonstandard. Such items may seem insignificant and don't affect the numbers at all, but I guess they're important to the efile and identity theft guards.

Not an issue at all, just as long as the SSA-W2 Copy A numbers matches the tax return, your okay.

IR-2021-226, November 16, 2021 WASHINGTON – The Internal Revenue Service today announced that, effective Nov. 15, 2021, tax professionals are able to order up to 30 Transcript Delivery System (TDS) transcripts per client through the Practitioner Priority Service® line. This is an increase from the previous 10 transcripts per client limit. "Increasing the number of transcripts a caller can receive addresses the concerns the IRS has received from PPS callers. This is another example of addressing concerns from our partners and stakeholders," said Ken Corbin, the Wage and Investment Commissioner and the IRS Taxpayer Experience Officer. Through PPS, tax professionals can order a variety of transcripts. Practitioners can receive transcripts for up to five clients per call. There's no change to the number of clients. Transcripts available under this newly-expanded limit include the: Tax Return Transcript, Tax Account Transcript, Wage and Income Transcript, Record of Account and Verification of Non-Filing Letter. https://www.irs.gov/newsroom/tax-professionals-can-now-order-more-transcripts-from-the-irs

Since there seem to be multiple different kinds of suspended losses, I guess it depends.