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Those are all things that flow automatically and will do so in the IRS computers as well. I stand by my call for brevity... ALWAYS.

I am thinking that their percentage went up because people have decided that it is a waste of time to try to contact them so they got fewer calls.

Where is she domiciled? If MA, I would file just to start the statute. Why put a potential complication out there for her in the future. Just my 2 cents. Tom Longview, TX

I keep my explanations brief. You listed a bunch of things the IRS already knows just by the nature of the 1040X. Here's how I'd edit your explanation: CORRECTED FORM 1099-NEC ($10,000). CORRECTED 1099-MISC: $10,000 ---------------------------------------------- It seems to me that line 1 net change would be zero, and the other lines only change due to form calculations, so there's no need to explain this to the IRS. And you could combine the two lines above into one line for convenience of copying and pasting. Brevity, above all else.

I was taught to write explanations line by line for those that changed, although this no longer appears in the instructions. This would certainly abbreviate your text. For example: Lines a, b, c : Corrected Form NEC received. Line d: Form 1099-MISC added. Line ?: SE tax changed as result of above. No need to tell them how much the refund is, as that's in the 1040X.

If you only glance, you would think everything will stay the same... only affecting SE, but in some cases, this event will put people outside of EIC (too much income), Make then return ACA premium advaces since the extra income will force them out of the 400%, etc.

I agree. “Brevity, paramount.”

Yes, an accountable expense reimbursement plan has always been useful for employee reimbursements, because even before TCJA unreimbursed employee biz expenses on Sch A were not a help to non-itemizers or to those where AGI limited their other credits/deductions and no help for most states. After TCJA, it's about the only way for an employee/owner of an S- or C-corp to be made whole. The corp gets to deduct reimbursements made to employees per their plan; the employees do NOT have added income. Been using accountable plans for my clients since decades ago at HRB. A snippet from TTB: "Author’s Comment: An S corporation with an accountable plan in place can reimburse shareholder employees for authorized expenses. Under a properly structured plan, the reimbursements will be deductible for the corporation and excluded from the shareholder employee’s income. See Accountable/Nonaccountable Plans, page 8-11, 1040 Edition/Deluxe Edition."

Thanks. What I could dig up confirms that the address on the 1040 is primarily for correspondence. The IRS or a State may question your domicile/residence based on the address, but then it's just a matter of explaining it to them.

Just don't hold your breath!

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