Leaderboard

To all the dads, step-dads, granddads, and more, on the Forum.

Except calm the client down repeatedly until they finally believe you, and subside.

I'm getting close to going back to green ledger paper and blank tax forms on paper. It's just ridiculous.

I did my two businesses - took about 15 minutes total. I'm not handling it for clients - it's their responsibility as it isn't a tax issue. I have 1 client I will remind this fall but I'm not doing the work. Everything I've read says it's a legal issue with the federal government (entity type issue) and not my problem.

So far I have had one client ask because their attorney was pushing to do something, and all that I told them was that I would follow their attorney's advice.

Thank you to the group. Even worked on my cell phone...

I think they are trying to increase their profits by forcing users off Win 10.

unfortunately, they will probably have to call the IRS. Client (who I did not have 2848 on) used direct pay on 4/11 received one (CP14). Since it had been 8 weeks, I recommended she call: the number on the notice didn't even work, (800)829-1040 was overwhelmed but she kept trying at 7:00 a.m. and got through. I don't know how this would happen with properly attributed direct pay but at least she had a confirmation number. Those who mail in checks...kind of like Coach Bo Schembechler's comment on the forward pass: Three things can happen and two of them are bad.

IRS Announcement dated June 12, 2024: "The IRS is aware that some taxpayers are receiving CP14 (Balance Due, No Math Error) notices indicating a balance due even though payments were made with their 2023 tax return. Who is affected: Taxpayers who paid electronically or by check with their 2023 tax return, may show their accounts as pending, although the IRS has received and processed payment through their banking institution. The notice may have been initiated before the payment was processed on the account, or the payment may have been processed but contained errors and requires additional handling to address the error before updating the tax account. No immediate action or phone call needed: Taxpayers who receive a notice but paid the tax they owed in full and on time, electronically or by check, should not respond to the notice at this time. The IRS is researching the matter and will provide an update as soon as possible. Note that any assessed penalties and interest will be automatically adjusted when the payment(s) are applied correctly by the IRS. Taxpayers who paid only part of the tax reported due on their 2023 return should pay the remaining balance or follow instructions on the notice to enter into an installment agreement or request additional collection alternatives. For affected taxpayers, the IRS apologizes for the inconvenience this delay in processing your payment " I am sure we will have some panic phone calls from our clients.

Lee B Thanks for the link to Iowa State Center https://www.calt.iastate.edu/ I agree with Max W comments and I am saving the reference for next tax season.

If you purchase a Win 10 computer, be sure that it is at least 8th Generation. Anything prior to that cannot be safely updated to Win 11. I think they are trying to drive us crazy.

I use Quicken 10 for several clients who do not have payroll. I have the disk and it just works and works without any problems.

I also use Firefox but additionally have AdBlock Plus. You can block just about any thing with it and selectively unblock particular sites always or once. And I never stay signed in to Google anything.

"I have QB Desktop Pro 2003." Sometimes (great) minds think alike. My QB Desktop Pro is 2019 and going strong. I also do not use payroll and no longer update. It still works just fine!

I have QB Desktop Pro 2003. I have the CD (which means I need an external CD ROM drive to load it). When I bought the software, Intuit support gave me the install and registration codes. I kept the license agreement from when I bought it that says I can load it onto every computer I own. I never update it. The software is the same as the day I broke the seal on the case. Before I load it on a new computer, I turn off the internet connection because the first thing the program does is go out and look for updates. I turn off the automatic updates and then turn the internet back on. Since I don't use it for payroll, I have no need to update it. The software is bulletproof so I never need support. I feel like I got one over on Intuit, and it makes me smile... Tom Longview, TX