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Just in case the developers at ATX monitor this forum.... Is there a reason the Tax Summary Carryover Summary doesn't detail QBI Carryforwards? I routinely check the 8995 for any QBI CF, but I can see how this is easily missed if it's a new client and/or if the data isn't rolled over the next year (new tax software). Or if there's a netting of QBI CF, then at least have a *** note on the CF summary that says, "QBI CF present." Something of an alert for this and the other CF info that was present in a previous year. Just my two cents.

Long time clients have had a substantial revocable trust in their SSN's. One has now passed away (2025). Does the trust now become irrevocable with that death and require and EIN? Is it split into a remaining revocable and half irrevocable with EIN? It's been a while since I was actively involved with trusts and am not sure of correct search terms. Need I look at the trust document (usually the best source of info, I know )?

Do you want to make a little bet?

I threw out my magnifying glass when I started working from PDFs of records. You can zoom in as far as you need to on screen.

1. Not if her husband took it out for that year. 2. Yes, all missed RMDs must be taken out ASAP. The penalties are always forgiven by the IRS. The form provides a place to request the penalties be forgiven. And no you don't amend prior years. It all happens in the current year.

Thanks to all who responded. Good to know there are other old fossils besides me.

Other info.

Wisconsin has its own K1 that carries over from the Federal. Adjustments are made there. Remember that Partnerships don't pay tax. That information is passed on to the Partners.

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

Looks like it. https://learn.microsoft.com/en-us/windows/release-health/release-information

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.)

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've answered your own question.

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.

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.