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Not really. We've seen microsoft treat their customers like dirt and their bloatware like a gift from on high for decades. It's for them - or they'd fix problems that have been around for way too long.

I agree that the return would be rejected if a return had already been filed for that SSN. However, there is something new this year for dependents. If the primary taxpayer has an IPPIN and claims a dependent that has already been claimed on another return, the return will be accepted. The dependency will still have to be resolved and the taxpayer should expect a notice, but they do not have to paper file. If the primary taxpayer does not have an IPPIN, the return will be rejected as in prior years. (If they want to e-file, they can obtain an IPPIN and re-submit.)

Just to be clear, there is one AOC per student, not per institution. You total the expenses for all instututions to claim the credit. There is room for two institutions on Form 8863 - add more if needed. For the LLC, there is one credit per tax return, regardless of the number of students or institutions. There is no choice as to whether someone can be claimed as a dependent - the support worksheet is needed. There is a choice as to whether someone is claimed as a dependent. The AOC is a bit unusual in that someone who can be claimed as a dependent but is not so claimed can still claim the AOC for themselves - at least the non-refundable part. For the refundable part, you must follow the rules for the kiddie tax, which are similar to but not the same as the rules for dependency. See the instructions for line 7 of Form 8863.

Distribution in my book Tom Longview, TX

Your client's identity may have been used to obtain Health Care through the Marketplace by the other women. Your client may want also check her credit with Experian, Equifax and Transunion.

Yes, your would have rejected. Your client can take an extra step by going to his/her online IRS account and requesting an ID theft Pin. That would seem to stop anything in the future happening if the thieves would try again next year.

ok, you are right. and we won't get a letter for years and then won't remember what iit is about.

Considering how broken the IRS is, I'd pay it to avoid time-consuming letters later. If you're e-filing with direct debit, it takes little time now to avoid a possible time-drain later. But, let your client decide.

Be careful with your optional upgrades. No sense inviting trouble during the busy season. https://www.windowslatest.com/2025/01/23/microsoft-is-now-officially-rolling-out-windows-11-24h2-on-windows-10-as-an-optional-upgrade/amp/

Windows 10 22H2 was originally released back in the fall of 2022. This is the latest revision to fix known problems of 22H2.

A little different question: Does a trust have to give the trustee a 1099 for the fee the trustee receives? I still have to find out if any fee was paid in 2024 or will be paid in 2025.

This is a little more detailed. " The deadlines for filing 1099 forms are as follows: 1099-NEC: Jan 31 for paper or e-filing with the IRS. 1099-MISC: Feb 28 if paper filing, Mar 31 if e-filing with the IRS. 1099-K: Same as the 1099-MISC form. Most 1099 forms: Due to the recipient by January 31. If mailing a paper form to the IRS, send it by February 28 (postmarked by that date). "

Whether electronically filed, or mailed, most 1099's are due Feb. 28. 1099-NEC is an exception, it was due Jan. 31.

You can download Medlin and try it out fully as regards what your workload would be - all you can't do is print, without paying them. For the tiny price, you could even spring for it and give a shot. I've used it for years and it's fabulous.

If its been accepted your good to go. If their socials had been used on a previously filed return, it would have been rejected on your end.

Copied from The Journal Of Accountancy: https://www.journalofaccountancy.com/news/2025/feb/boi-smith-case-fincen-motion-to-stay.html

My largest client on Medlin has 13 employees and it's my most complicated payroll. Entering payroll in Medlin is fairly quick for me. I do have another client with 60 employees but I use a different online program for that payroll.

Yes. I have multiple payroll clients on Medlin

Full service payroll would be generating paychecks and advising +/or making the payroll deposits for the client, much like payroll services like Paychex or ADP provides. It sounds like you are doing after-the-fact write-up work and the quarterly and annual tax filing.

I have used Medlin for 3 years now for 6 different clients with one license. It's desktop software not online. You and/or your clients are responsible for making all of the payroll tax deposits. Medlin prints Forms 94x so you can paper file these reports. Medlin is located in Napa CA so your CA payroll issues should be well taken care of. The software works well and I really have no complaints and the price is very reasonable. https://medlin.com/

Have you used Medlin? Does it allow you to do payroll for multiply clients or do I have to buy a license for each client?

Medlin

If you wait for an amendment to be processed, it can be a long wait. If your client needs to make any elections that have to be made on an original, timely-filed return, you'll want to do a superseding return. Otherwise, an amended return is fine. (Your state may differ.)

I was leaning to amending. Thanks for the confirmation. I will wait until the amended return is processed and then amend. Tom Longview, TX

I would amend this. For everyone reading this, also keep in mind that plenty of states don't recognize superceded returns so that a consideration. This doesn't answer the question for Tom,but it is a good discussion of the differences and has a chart comparing the 2 methods: https://blog-mbgcpa-com.cdn.ampproject.org/v/s/blog.mbgcpa.com/amended-vs-superseded-tax-returns?amp_gsa=1&amp_js_v=a9&hs_amp=true&usqp=mq331AQIUAKwASCAAgM%3D#amp_tf=From %1%24s&aoh=17385457517143&referrer=https%3A%2F%2Fwww.google.com&ampshare=https%3A%2F%2Fblog.mbgcpa.com%2Famended-vs-superseded-tax-returns

Superseding returns must be filed before the due date (including extensions). https://www.irs.gov/newsroom/irs-taxpayers-now-have-more-options-to-correct-amend-returns-electronically If the original return and amendment were efiled, I believe you can efile up to 3 amendments total.

You've got to wonder whether these upgrades are really to "serve you better" or whether they're really for Microsoft.