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Let's split the difference: "Nonprofit organization employees and board members are eligible for business mileage reimbursement whereas volunteers will receive the charity rate. However, volunteers may receive reimbursement for commuting mileage which employees are not eligible for."

And that makes messages useless because we'll all stop looking at them. 'Accepted' is really the only part I care about.

I guess I am not sure how that works with unclaimed property. Did they not sell whatever it was until after the decedent's death so that effectively the estate sold it? Or was it sold 10 years ago when the state received the property and they are just issuing the 1099B because they finally found out who the property belonged to so that they know who to issue the 1099B in the name of? It doesn't seem like you could move income to another year that way. This has been an interesting discussion.

The standard Accountable Plan Rules apply to non profit employees and directors. I don't think you are going to find a direct cite clearly written in plain english.

The message is "Thank you for using efile" Really IRS!!!

This should be standard procedure for everyone. Computers simply run better after a restart.

"Next week the IRS will begin accepting electronically filed 2022 amended returns with direct deposit information. The IRS will not allow direct deposit if an amended return is paper filed." Every little bit helps

I believe that there are about 10 states that issued these payments. The problem is that many of the state laws implementing these payments, including California, did not legally refer to these payments as State Tax Refunds or State Tax Rebates, which is why the IRS needs to provide more guidance. Note: Washington, which does not have a State Income Tax is calling their payments a Rebate of State and Local Sales Taxes Paid . Film at 11

I saw that explanation as well in my search. I can't find a cite for it in my MTG or anywhere in an IRS pub (yet - it was a cursory search). @cbslee do you have an authorative cite? Thanks Tom Longview, TX

and I was clawing my way out!

At this point admin is trying to contact the state to see if they can tell what was sold. The remainder $ appears to be dividends turned over to state some years back. Admin seems to think maybe 10 to 15 years ago.

https://www.law.cornell.edu/uscode/text/26/172

Wasn't that nice of them to take that away from the Seniors who are working to supplement their Social Security? That was one of the nicest perks about last year.

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

I'm firing clients this year. If he can't answer questions to make me feel comfortable, I would NOT prepare his return.

I'd run from this clients as fast and far as I could!

How do you answer Q 15 on 8867?

Years ago SSA sent people annual statements showing their projected benefits calculated on their past contributions and projecting their current income to stay the same for the rest of their working years. It's amazing how many business clients found religion and began showing more realistic profits. Like others, I would ask a lot of questions of this guy who supposedly supports kids on $12k a year in VA. He certainly doesn't need HOH status as single would yield the same result and prompt less suspicion. He can't supply more than half the cost of the household on that income. I'd have a heart-to-heart with the guy and disengage.

This reminds me of a client which I fired some years ago. She was a hairdresser filing HOH and her Schedule C Income magically hit the maximum EIC sweet spot every year?

I believe you are correct. If he was employed the SS tax would be accessed and credited to his SS account. He "paid" it by reducing his refund. A bigger question may be how is he providing for himself and child (or children) on $12,000 a year (that's about 4 bags of groceries these days ) . I would definitely ask some pointed questions and document the answers for due diligence.

Your previous post was misleading because your client paid SE Tax which was offset by EIC. Therefore timely filing is still required to update his SS Earnings Record.

I accidentally sent this off before finishing it and editing. As noted she provides a notarized statement attesting to the son living with him. I this go around again reviewed this with him and he advised " I ain't worried my wife will swear to him living with me". I note on his return on line 5 of Form 8867 Notarized affidavit from wife and the Service has yet to raise any questions. And now he is off living with his latest femme fatal on a local lake. Some guys have all the fun.

I hate to be the skinflint in this discussion. Yes his Social Security tax was paid. By folks like you and me my friends and when he draws those soooooo sweet benefits his out of pocket contributions will for the most part been 0. There is not the shadow of doubt in my mind judging by his lifestyle he has unreported cash income from his business. He and wife are separarted for years but have a now 13 year old son who likely lives with Mama who has her mother living with her and so can claim HOH without the son. Every year she provides a signed nnotorized document attesting that son lives at dad's home even though I have repeatedly requested a better form of proof of residence.