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I keep a copy on file and have them sign as POA. “Taxpayer name, by so and so, POA”

Copied from Accounting Today: "As a result of Section 2102 of the Taxpayer First Act, the IRS is launching an online portal that will allow taxpayers to electronically file both small and large volumes of Forms 1099, according to Mankowski. "The new portal, known as Information Return Intake System, will launch in January 2023 for tax year 2022," he said. "It's a means for smaller practitioners or small to midsized businesses that only do a handful of 1099s to go in and upload data. They will know that it's been filed and has been received and isn't just sitting there." With IRIS, practitioners will be able to: Submit small or large volumes of the 1099 forms series, and the system will retain the records from year to year; File electronically without software; and Choose an electronic filing option." This sounds promising since it's free, although it doesn't say which 1099s will be available?

"Whether the IRS can accept a durable power of attorney in place of a Form 2848 depends in each case on whether the following requirements are met. As a very general starting point, the IRS will accept a durable power of attorney instead of a Form 2848 if the durable power of attorney includes all of the elements specified in IRS procedural regulations at 26 CFR sections 601.501 – 601.509 (reprinted as IRS Publication 216, Conference and Practice Requirements.). See 26 CFR § 601.503(b)(4) (discussing durable powers of attorney). Specifically, the durable power of attorney must include all the elements of section 601.503(a): Taxpayer’s name and mailing address Taxpayer’s TIN (i.e., SSN, EIN, etc.) An employee plan number, if applicable Name and mailing address of the appointed representative(s) A description of the matter or matters for which the representation is authorized that must include, as applicable— Type of tax involved; Federal tax form number involved; Specific year(s) or non-annual period(s) involved; and Decedent’s date of death in estate matters. “A clear expression of the taxpayer’s intention concerning the scope of authority granted to the…representative(s)."

I am certainly capable of doing what you did, however I would never try to do that.

Pub 15T (2023 draft) has been updated with what appears to be the actual 2023 calculations. https://www.irs.gov/pub/irs-dft/p15t--dft.pdf The usual pattern is to post a draft with changes other than the calcs, then update the calcs, then the final. IOW, there is a 99.99% chance the calcs are good.

Me too. Never had is questioned yet, could provide the doc if ever asked. Tom Longview, TX

I always attach a copy of the POA to the 8879.

If you're comfortable using an online firm, it's a good deal. Personally, I wouldn't be but that's me.

We will see how it shakes out. Almost sounds too good to be true. I hope it is as advertised. Tom Longview, TX

I am not setting things up for myself, so I cannot reply on myself to unravel what I setup. I need to leave my heirs in the hands of an expert, with E&O coverage, training, etc. When one gets to a point where there is something to manage outside of intestate, one should likely pay an expert.

My experience on the tax side is many have trusts set up but don't understand what they are, how they work or the tax implications. Grantor, revocable, irrevocable, living?

MeF accepts the current and prior 2 years for e-filing. You are correct that the e-file for 2019 was rejected because of the shutdown and will need to be paper-filed. IRS will reopen the MeF system again in late January, 2023 for the 2022 tax year. At that time, the 2020 tax year returns will be the earliest that can be e-filed (current year 2022 and two prior of 2020 and 2021).

I attended on 1 Hour online CPE class this morning where Nina Olson, the former National Taxpayer Advocate was the main presenter. One thing she said really caught my attention, that the IRS has a current Backlog of 10 Million Non Filers waiting to be processed. Unbelievable!

It turns out that Taxslayer provides the software used by all of the VITA clinics. The IRS without any indications of investigating these issues has announced that the VITA software did not include any pixels.