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A taxpayer with an installment agreement will also have a state refund sent to IRS to apply to the balance.

Are his benefits based on W 2s or is he a self employed SP or a PTS?

Ca and Il have it too. I suspect all are back ended and “sold” to the states by one company. It looks good to the public, and creates a new board or similar in each state to oversee. Hard to believe there are not already better returns available open market. I can see the merit of something for those who have not bothered to setup something on their own, but those are the ones not likely to set this up either. old reference… As of July 2022, 11 states have passed legislation authorizing auto-IRA programs. Six of those states — Massachusetts, Connecticut, Illinois, California, Oregon, and Washington — have live programs. The other five ― Colorado, Maine, New Jersey, New York, and Maryland ― have not fully implemented the programs yet.

If you set your starting pages, under Setting, On startup, to: Open a specific page or set of pages chrome://newtab/ chrome://settings/help it will automatically update whenever you start it. Same goes for Edge, but it's under Settings, Start, home and new tabs: Open these pages: edge://newtab/ edge://settings/help I wish Firefox would adopt a similar approach, but that's why I run SUMo at startup, and restart my computer daily.

The payroll software can transmit the 1099 file just like a tax return, but there is a fee for e-filing though the software instead of being included in the price of the software. If I remember correctly - I have not transmitted any 1099s this year so far.

Best payment ever!!!! Tom Longview, TX

In my experience, which thankfully is limited, if the funeral home arranges for the minister/musicians, then they pay them. If the family/deceased has a relationship with the church as members or regular attendees, then the pastor and musicians may perform the services as part of their regular duties. The family may choose to gift the minister or other staff for their service. But around here, that typically does not run through either the funeral home or the church in those circumstances but is given directly to the people performing those services.

I wish I had the same faith in our government institutions that you do, but I just don't see the IRS taking on HRB and Meta. I guess I am just jaded at this point. However, I did contact both my Senators via their website and let them know about this. Tom Longview, TX

Exactly. What Judy says. There is a confirmation hearing coming up for a new IRS Commissioner. Perhaps we should send an email to our Senators and ask them to ask the new commissioner designate about this situation and his plans about it moving forward. If IRS lets them get away with this, we will have no good reason to try to persuade our clients that their personal data included in their tax return is safe with the IRS. Tom Longview, TX

If I, as a tax preparer, shared any of this personal data with anyone it would be considered an ethical violation under circ 230 and my professional standards. Why is the IRS not cracking down and fining these software companies when the agency has other ridiculous standards for us such as the size of micro-shredded chips and all the various other rules for safeguarding taxpayers' data and privacy? This is infuriating!

April 2021, client filed her 2020 1040. August 2021, client receives CP10 stating irs changed return and overpayment applied to 2021 was reduced from $14K to $7K. Other than a vague statement about charitable contributions, the CP10 doesn't state what the changes were or why changes were made. No calculations of the changes were included with the notice. If I recalculate her return limiting charitable contributions to 60% of her AGI instead of the 100% allowed by the CARES act, I get close to the numbers on the CP10. August 2021, I write the irs asking for details as to what they changed on the return and why. I also stated the limit on charitable deduction was calculated correctly according to the CARES act and included the limitation worksheet that was also included with the original return. So far, the client has received 4 letters stating the irs needs 60 more days to reply to our inquiry. So last week I got a POA from her and called the irs. Got through fairly easily but the agent disconnected me after getting the POA off the fax machine. Called back, again getting through fairly easily and again getting disconnected about 10 minutes after the agent put me on hold to get the POA off the fax machine. Called a third time. Got through fairly easily. Agent asked if I had POA. Told her I've faxed it twice today but the agents disconnected me. She states, "we're having a problem where the phone system disconnects everyone we put on hold". I respond, "have you considered not putting people on hold?" while refraining from telling her what I really think and wondering why it would take until 3pm to figure out you have this problem. An hour on the phone with the lady and I can't get her to agree that if the irs changed a return, then it's ridiculous that the irs needs any time, much less 16 months, to tell the taxpayer what the changes were and why the return was changed. She has no way to figure out what the changes were but tells me, "it looks like a letter went out yesterday requesting 60 more days to investigate the matter and you need to wait to receive a response".