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In that case it sounds like you will have to amend the return. As a result your client's return and amendment will probably end up in "Suspense" behind over 8 million other returns.

Stop the check, otherwise it might be awhile before gets his $4,300 back.

Be sure to get a POA and ask for a hold on his account when the notices start coming in.

For a balance due of $27 I would not sweat it.

ATX doesn't care. They do something like this every year. They never bring back the functionality they remove.

I don't think so. I think it used to be allowed many, many years ago but I believe you need an EIN now. Although the fact that there are absolutely no taxes being reported makes me wonder....

And at first I was thinking that cbslee wanted some "warped" emojis added!

First, put in all those ES payments with the correct pmt dates, regardless of the quarter, as 1-2-3-4. Then in the fill-in quick-navigate box type "LATE" and check the 2nd box - "Calculate penalties and interest on this return." The interest will only calculate if you have - outside of the return - gone to Setup --->Options ---> Optional Items on Return screen and checked the box at the bottom "Automatically calculate penalties and interest on returns filed after the due date." It seems that as of 2022, you no longer have to manually enter the interest rates the IRS uses in this section. That's a bonus for us! Hope that helps.

Ha! Yes, but not my problem.

Key Question: Did your client check the box, sign and mail the the portion of the CP2000 agreeing to the $4,300?

Too many unknowns to get the full picture. SSI could be an issue (means test). Money put into ABLE or not? Dealing with finances of someone likely receiving aid is a specialty, with very few one stop resources.

It would take a Private Letter Ruling to grant an extension of time for the rollover; and to show reasonable cause for a uniformed decision. I think they might have a case. I researched and filed a PLR several years ago and found a lot of favorable cases where mental capacity was compromised. My case was a surviving spouse who inherited husband’s funds, she was granted an extension of time to make the rollover from the date of the ruling.

Maybe I jumped in to soon. Damages specifically for medical expenses related to emotional distress should be excluded.

Spoke with ATX technical support today. She says this isn't an option this year, the removed it. I asked her to pass on to the powers that be that this was a really dumb move on their part and is wasting our time.

I think they're fixed!

Hey, look at that, they're broken. Thanks for bringing this to my attention, I'm looking into it now.

OP said that only 26 days were work performed in MA. Still need a MA non resident return but only for 26/280 days.

I was going to ask if there is a will- and so there is. The will should have named an executor and been notarized.. If you can find out who that is, then you can send them a form 56 which will allow the executor to signoff on a 2848. When you have that you can then call PPL and fax them the forms along with the notarized will. The CT probate will have to confirm the person named in the will as executot unless there is some controversy involved.