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Problem resolved today successfully. Response was excellent. In the Client Communication Manager you select the federal client letter and the federal estimated letter and restore each, then delete all the letter options originally selected, including state letter options. Save. Then restore your original letter choices. The problem should be corrected. I was attempting this yesterday unsuccessfully. The difference seems to be that you need to delete all letter options after you have restored the one(s) where the problem was evident. I was deleting only the federal letter and the estimate letter. Today, with the assistance of support, I deleted all letter options, and then attached all letter options. That resolved the problem. Apparently the client module letter is "sensitive" to changes so restoring the letters that were showing a problem, then deleting all letters and then adding them back resolves the issue. Not sure why this problem surfaced with this particular return. I do remember there was a last minute change to the estimates just before filing. Also, the voucher amounts were correct. It was only the letter that had the incorrect amounts. I had difficulty determining what had actually been processed by the IRS as I couldn't find a verification in the ATX program to reassure me that the amounts on the vouchers were what was transmitted to the IRS. A satisfactory conclusion thanks to the support staff.

It used to be the an individual could get an FEIN. That way, no LLC needs to be formed with whatever state fees are due at formation &/or annually to SoS &/or DRS.

Wow, I never knew you could do that. Thanks @Lee B Tom Longview, TX

You just put your personal name on line 1 and your trade or business name on line 2,then on line 10 check . . . . "Banking purpose. Check this box if you're requesting an EIN for banking purposes only, and enter the banking purpose (for example, a bowling league for depositing dues or an investment club for dividend and interest reporting."

There's more than one variable for estimate amounts. I was hoping you would tell us which one EXACTLY you are using.

I assume they did this so they could have an EIN and not have to give out their Social Security numbers to all of these contests. In my state, you don't say how many members are in the LLC you're forming, but when they applied for the EIN, I'm guessing they did tell the IRS that they had multiple members, and the EIN letter says the IRS is expecting a 1065. Cheapest solution is to dissolve the LLC, form a new LLC and get a new EIN for a SMLLC that will be disregarded for tax purposes.

Now my client's corporate refund for $1,015 showed up in their bank account 6 weeks late on May 27th with no explanation? Hopefully, they don't mail the check the IRS representative scheduled? I don't even know what to say

I am finding people who do these dumb things on their own with no understanding of what they are getting in to. Example: A couple who intends to paint houses; not married; has maybe painted one or two houses so far. I refused to prepare the return because SHE already has an IRS debt and I cannot see any prospect of getting paid to prepare a 1065 and two 1040 returns. Where do people get these ideas? I believe it makes them feel important, but they have no clue what they are doing and seem to forget that, often, less is more.

I do my own calculations for Estimated Payments and in most cases have them directly withdrawn. However, this year I am having discrepancies with what we calculate and what the IRS says was actually paid. In fact, we just settled on Tuesday over a case that went back to 2022 where our numbers and theirs did not agree. I am beginning to be afraid to authorize Direct Withdrawals, even though I have my clients bring in their bank statements to prove the amounts that were taken from their bank accounts. I am finding this to be a lose/lose situation as there is no live person on the other end to argue the matter with. I had one client receive a letter stating that "we cannot apply your refund to your 2025 estimates, as requested". They gave no reason and no refund. This one is still up in the air. Something strange is going on between the IRS and clients who make payments; even payments made through pay.gov. My two cents worth. I am finding that tax season is never over until it's over and you cannot argue with a recording.