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First of all, let me assure you that this was NOT a scam. Cbslee is correct that their marketing personnel are very agressive. I spent over an hour yesterday on the phone with their Sales Manager and this is, in fact, a legitimate company. I believe the issue has been resolved. His main concern was removing a black mark from their record; which was really the result of the Sales Rep being over-zealous. I was having a bad day and got talked into something that I did not want. We got what we asked for, which was a chance to test the program without the exchange of money. This is primarily for my assistant rather than myself. She will be the one moving forward when I no longer am able to. For myself, I have no desire to place my clients on a Cloud. If it is the wave of the future, so be it. I am happy with things just the way they are now and I probably don't have that many years to worry about it; but it will be nice to leave her with some options that she can afford. Thank you for your input. I have a load off of my shoulders. There are plenty more loads that still need to be removed.

This week the IRS is mailing out 226J Letters assessing Employers for noncompliance with the ACA for 2019. I hadn't seen one of these letters for 2 or 3 years so I haven't been thinking about them. Well, my largest client may be paying some more penalties for not providing Health Insurance.

You Youngins be nice........

Yeah, I should've used the sarcasm font...

Welcome back to reality!

I tend to tell them to stop about $1,000 short for those same reasons. And, then mom comes in and shows me her canceled check for $15,000 and brags about buying him over $3,000 in ski gear for Christmas!

Back in May an IRS third-party debt collector contacted me for a debt owed by a former client. Well, I got another letter from them. They ignored the response I'd sent back in May, telling them it wasn't me and not to contact me again. They did have it on record that I'd sent them "something" - but the notation was from about a week ago. So right now we know that this particular company certainly got the contract based on criteria other than competence. You may imagine to your own heart's content what that might be. Finally got through to someone vaguely competent on the phone. This was for a partnership return, and the IRS told me over a year ago that my POA on file was no longer valid because the TMP who signed it had died. However, that same IRS told the debt collectors that my POA was valid, and they are required to contact the POA instead of the deadbeat if there is a POA on file. So I had to dredge up the signed POA and fax that in to Memphis with "WITHDRAWN" on it, and hope that Memphis CAF actually processes that withdrawal instead of discarding it as applying to a POA that is invalid. I swear if these people were competent they'd be dangerous. They sure cause enough trouble with their incompetence. But that's where it stands - I have to get the IRS to withdraw my POA that they told me was invalid but told their debt collectors was active. All of this may hinge on someone at the Memphis CAF Unit having a clue. God help me. Hi. I was away for a week and had a lovely time and came back to this *&^$%$ mess. Welcome home?

IR-2022-143, July 26, 2022 WASHINGTON — As part of a special Security Summit series, the Internal Revenue Service, state tax agencies and nation's tax industry warn tax professionals to beware of evolving scams designed to steal client data. The Security Summit partners continue to see instances where tax professionals have been vulnerable to identity theft phishing emails that pose as potential clients. The criminals then trick practitioners into opening email links or attachments that infect computer systems with the potential to steal client information. https://www.irs.gov/newsroom/security-summit-warns-tax-pros-of-evolving-email-and-cloud-based-schemes-to-steal-taxpayer-data

If the original 1040 was efiled, you are allowed to efile 1040X. I would create 1040 exactly as it was filed. Then I would select amend return, make the changes and create the efile file. Then efile.

It's stand-alone, so you should (I don't use ATX anymore).

Thanks, I think.