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I, too, agree with everything Margaret said and Lee too. I'm sorry for all you are dealing with and hope that lightening the work load sooner than later will make life more manageable. Many of us put others' needs ahead of our own wellbeing, as do I much of the time, but we have to be at our best to best care for those we love.

In my experience, ending your payroll services at the end of the 3rd quarter would be easier. without the complications of year end reports. Margaret is right placing a higher priority on your own health allows you to deal with everything else.

Oh my, you do have lot going on! Your health, physical and mental, should be the highest priority, in my opinion. I'm glad you have a diagnosis and plan for treatment. I would suggest that you migrate your payroll clients to another provider/service midyear rather than waiting until year end. It will be less stressful for you and you can be available to help the process. My guess is that your clients will appreciate the care you are providing as you have for all the past years. I would also guess that the potential loss in revenue would be not so much while easing the stress you would otherwise be having. You could assess a charge for assisting in the migration and helping clients choose the right provider. They will have to make changes anyway and may will be grateful for your hand holding on the path. When I decided to stop doing business returns and payrolls after my other CPA assistant retired, this process worked well for me. I still retained several for individual return preparation and some chose payroll services. I believe they all appreciated a transition period, my guidance and oversight and lack of abrupt change. Best outcome wishes for all of your future moves.

the first time a couple files jointly, they may find out something unpleasant about the other's past. However, with no withholding, then there's not much chance of losing a refund. But as a rule of thumb, I'd probably want an 8821 for the new client to check their account.

You should be able to just amend her MFS to MFJ adding his items as the adjustment. You don't have to file him as MFS first.

"The IRS is now providing this capability to an additional 51 notices and letters received from the IRS. These updated IRS notices and letters, which taxpayers will receive in the coming weeks, will include instructions that guide them to the appropriate upload tool."

No, I didn't have to do either. I had to provide Business Name, EIN, IRS Letter number plus a few other details plus a copy of the IRS letter. The letter code had to be on the dropdown list!