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I have 8821's on about 70% of my clients. I don't require it, but have toyed with the idea of requiring it of all clients. I push it every year in my annual letter. Anyway, I just finished my review of their 2022 IRS accounts. Two biggies and one take away. 1) Client's name and SSN being used in California for DoorDash payments. Impersonation has to be the worst form of identity theft, what a nightmare. Client had no idea and would not have found out until getting a nastygram from the IRS (1099-NEC, so self-employment taxes as well). 2) Client's professional association was reporting all their income under her social (large $$$--can't believe she hadn't heard from IRS). Square is cooperating with reissuing 1099-K's, so kudos to them. Once again, client had no idea this was happening. 3) Client's 5498's--seeing how much client's have in their IRA's may seem intrusive, but I was able to match up the accounts with 1099R's, make notes for those approaching RMD age, and verify that everyone was receiving distributions who were supposed to. The slow response of the IRS to discrepancies means that you can get out ahead of problems--I highly recommend collecting the authority.

I did the Auburn University's tax seminar in person a couple weeks ago. I was impressed, and the price was great. Printing a 650 page book was a workout for my printer, but it was cheaper than buying the book. Tom Longview, TX

Two full days of Webinars attended via Iowa State University. I hope that I am at least a little smarter. A lot to absorb in a couple of long days. However, I am one step closer to Tax Prep Season 2024.

NY/CT-ATP Annual Tax Update Seminar Thursday 30 November - Friday 1 December Danbury CT off I-84 Ryan Reichert/Brass Tax Presentations We INCLUDE the printed book! 3-ring 2-3" binder with hundreds of pages (last year's was over 500 pages) Continental breakfast, sit-down lunch (NOT buffet), morning & afternoon break snacks each day. Cocktails 5-6:30 pm Thursday with hot & cold appetizers & 1 free drink included. https://www.nyctatp.org/event/annual-tax-update-seminar-2/ Ethan Allen Hotel group room rate $109 + taxes.

I've done a bunch online and will be at the NE IRS Representation Conference Nov 30-Dec 1. I think they still have online "seats" available. It's always fabulous. https://irsrepconference.com/

I prefer to wait and efile. I have one who just brought in info. Missing additional info. I'm not going to bother. Whenever he brings in the info, I'll wait until Jan to efile.

mcb is right. Those old deeds and abstracts are fascinating. We have the deed to my in-law's home that they bought (for more than $1) from their father. The deed passed from owner to owner, starting from when the house was built in the late 1800s. The land boundaries are defined by from a certain tree to a certain boulder or neighbor (all long gone). The tax stamps are actual stamps--the kind you lick and stick on--in a variety of colors. Kind of like old stock certificates, which were works of art.

Thank you all. She says she does have proof that she paid more for it, just wasn't sure she could use it. Sounds like I can use the actual amount paid providing documentation exists.

We do not offer job accounting/tracking. The phone recording says you can contact us directly via email, or via an email form on our web --- We stopped offering phone support in 2019. This allows us to be fair, and efficient, with our support. We stopped allowing voice mail messages in 2021, as many were not leaving their email information, customer ID, etc. We stopped accepting text/SMS messages as well, for the same reasons, and because they are simply inefficient, as they do not contain any of the previous information. We were also getting SMS messages such as "help", or "what is wrong", in other words, messages it is impossible to give a solution to. Since at least 2010, the overwhelming majority support questions have been arriving via email. When we get a stack of messages awaiting replies (such as overnight, waiting for a reply when we open for the day), it is not fair to bypass the queue and allow a phone caller to jump the line of those already waiting. We have pondered offering paid support, but we run into the same issue of fairness. We are not comfortable with someone having to wait longer because another person paid to jump the line. Even on our most busiest days, Mondays and Fridays in September, December, and January, we are usually able to reply within an hour. We strive to offer a usable reply/solution in our first reply, saving you from waiting longer to get back to work. We also OFTEN reply outside of business hours, especially if the message contains complete information explaining the issue. Thank you for your understanding.

I believe it is better to request a check, otherwise the bank might reject the deposit since the name on the account does not match that of the deceased tax payer.