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My client wanted to know if the $.02 interest earned on his single member account was reported on sch b or sch c.

So, I will be 65 next month and applied for Medicare. I did not realize that really special people are born on the 1st of a month are eligible for Part A the month BEFORE turning 65, while Part B can begin in the month of the birthday. This means that I was not eligible for that HDHP or to contribute to my HSA for the month of April, but at least I haven't overfunded it. But WHY is eligibility a thing where Part A kicks in a month ahead? WHY?! Next, I decided to renew my state permits to practice. The portal is always very slow and now has a box that requires the date when I first registered for peer review. Well, I found the original letter from the AICPA showing my registration back in 1998, so the state is getting a copy of it! So there, take that you pesky state! I mean, It's only been 27 years already! And then in the middle of that renewal, my most procastinating client ever called (again) to say is "working" on get documents together. I still don't have anything from for 2023, let alone this past year! Arrggh! On a brighter note, I delivered my final returns that have been completed for the season and filed the few that are on extension. I am taking a few days off now and will take hostilities out on some clay pigeons tomorrow!

While in the Efile Manager, with the return highlighted/selected, press Ctrl+R and it will open the return and display any messages or rejection errors.

@Patti in Upstate NY exactly. Mom is insufferable. Owns the S-Corp. Love the kids who get the K-1s. 4 total returns. @Sara EA Slowly raising the Corp and Mom. She is starting to notice. Afraid if I raise her too much she will tell the kids. Tom Longview, TX

One way of getting rid of such clients is to significantly raise their fees so they leave on their own. Beware, though, they may just pay it, but at least you'll be compensated for the aggravation. I had one jerk whose fees I raised by $500 each year for a couple of years. He started out at $800 and went to $1,800. He was on schedule for $2,300 when another accountant in the office took him over.

I printed my client list in January. Because it's all a blur by April, anytime someone left my office and I wanted to scream, I highlighted their name. They will get a letter at the end of April saying I am no longer able to assist them. My problem is I have several families. I love Mom/Dad. I love sister/brother. But one family member is ridiculously difficult to deal with. It's been hard to figure out how to fire one and not all. My go to in the past has been to say "I no longer have the time to dedicate to a return as complicated as yours and since I want you to get the best service, please look for someone else." In my head, I'm saying "you are insufferable, and I don't like you. There is no amount of money that makes it worth it to have you sit across from me ever again and good luck finding someone like me who will put up with your $h1t." Sure. They may go out into the community and tell people I couldn't handle it. I don't care. My reputation speaks for itself and I'm not taking new clients anyway.

My money is on the chainsaw gang who have shown time after time that attention to detail is not their forte.

One and it was my own. Late corrected 1099 on April 4th.

You already have the answer for the federal superseded through ATX, but this topic came up earlier this season, and at that time when I checked, there were only three states (CA, UT, NY) that accept superseded individual returns. That means that if your client's state return(s) also requires correction and isn't one of those three states I listed, then you will have to create a separate file for the state amendment. It may be easier to process by amending both the federal and state at the same time.

I'm mostly 1040's now but the number of clients with complex K-1's has multiplied--Enterprise Partners in Texas (I think it's a pipeline) must have a very convincing pitch for the number of brokers in Tallahassee who put it in my clients' portfolios. And I just did a Form 6781 for a client who I'm certain had no clue what their broker was up to. So I simplified by getting out of corporate returns, only to have partnerships and 1040's get more complex. Would be hard to specialize in estates when so few Form 706's are filed now. I imagine it would be very hard to specialize in representation now. Pricing is a tough nut--but if you're busy and someone new comes along, that's the time to enforce a minimum price.

I only got this last year on business returns and it seemed to relate to IRS having a responsible party on file. I ignored it. I think to see what it said I clicked on "display selected e-file action required" in the menu under e-file on the e-file manager. If I remember correctly. I haven't e-filed anything but 1099s this year