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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.

No trouble for me doing mine. I was in the id.me for other reasons recently, which is different from your case. I always look at my deposits before making another to reduce the chances of the “what were you paying for” letters. My other usage was trying to get through the Byzantine requirements to get to where I can “play” with the 1099 efile system.

I don't do tons of representation, but the information I've gotten from these has been enormously helpful. I've staved off more in-depth audits, I've known exactly how to respond to some of the stranger letters that clients get, I've known more what and how to ask about oddities I see in paperwork. Further, I know exactly when something starts to look like more than I want to handle, and who to contact in that case.

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.

Good to know about Square. I do like to have authority for docs with clients. A few are now out of date - thanks for the reminder to get updated signatures from those clients.

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/

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.

Things to try: Run the 2014 Admin Console. (Should be in your windows menu under ATX) Start or restart the ATX Server Service in Windows Services. Reinstall 2014 ATX. Download and run ATX database repair batch files. (2014 is no longer available on ATX's sites, so I'm attaching it. These should be downloaded every year, just in case you ever need them.) If these things are too techie for you, call support. ATX2014DataBaseRepair.bat