Margaret CPA in OH

When I first began using it, two email addresses were required but that changed recently.  I still use 2 to be sure each has all the access and information. Except for one client couple who share a single email address and account.  It is possible to change the name.

Verifyle also offers 2FA is you choose to use it.  I do not as I know all of my clients.

I'm not Lynn EA but can answer.  I upload the client copy of the returns, pdf.  I then upload what I call the signature pages, beginning with 8879.  The signer(s) are part of the portal with their email address originally entered as a client. The software prompts me to determine if I want to add signatures.  For the client copies, no, but I click Yes for the signature pages. 

All is then uploaded for client access and I am prompted to indicate which signer is to sign first, i.e., taxpayer.  I scroll to the signature line and highlight it.  Then highlight the date line.  I also highlight for initials the bank information and selection for payment or refund.  At the end, I am prompted for the next signer, if there is another.  Repeat the process, review if desired, send. 

The clients receive an email (each one) and are directed to the highlighted spaces to accept/enter.  When the first signer is finished, an email is sent to the next one.  I am notified at every step. 

A few of the folks were reluctant until I or someone explained it's similar to the now ubiquitous signing pads everywhere. 

I think you can try it out.

Verifyle is only $9 per month if you are not with one of those organizations.  I have been using it for 3 or 4 years and am very pleased with the service and responsiveness to my questions at the outset.  I use workspaces, one for each year, and request that all client communication be managed there.  That way I can keep messages for each client in one place.  At the end of the season, I copy the message string to my client file for each one for each year, just in case.

I ran into something similar with an amended OH return.  I decided it was easier to include a 1040X with no change and the explanation that it was being filed solely to amend the state return.  Apparently OH requires a federal return to accompany an efiled return.  Client received a letter last week from IRS acknowledging no change.  Client is still waiting for the refund from the amended OH return.

Thanks, I will forward this to her.  However she told me that she called IRS (don't know what number) and was told that they could not verify her to tell her the EIN.  Did she print out the webpage?  Receive a confirmation letter?  I've asked.  Her problem.  Record keeping is not her strength.

In 2021 client, a SMLLC, obtained an EIN online and emailed the number to me.  I used it to submit 1099 forms in 2021, 2022, 2023.  Client is now working to obtain a state license for this expanded business and the state cannot verify the number.  Nor can IRS via a phone call.  Client did not print out or save the confirmation information on screen so it is possible that the numbers are not correct. 

I've tried a few different options online to find this but, due to privacy concerns, have failed.  If IRS cannot confirm, suggestions?

You have, indeed, had LIFE!  That is so much in such a short time - well, for any length of time.  I'm so sorry for your losses.  Hopefully the brother and daughter may be finding peace within and with you soon.  I'm sure Frankie and Louie are a comfort despite puppy challenges.  I so much want a little dog.  Two cats are sweet but not the same as a dog.  My husband is less understanding. 

Take all the time you need.  We know that without self care, we cannot really care well for others.  Breathe....

I likely posted about this last year but cannot find it.  Nor can I find actual instructions for these returns online.  I can only find filing instructions but not how to complete the forms or the definitions.  Pro Rata Resident taxable income/loss NOT eligible for Income Based Rate... or same for eligible for this rate.

Anyone here 'eligible' to guide me?  This newer client had only losses for 2022, new LLC based in TX.  This year has guaranteed payments and more.  Not sure what to do.

Thanks

Indeed, posted prominently in my space:

Lack of planning on your part does not constitute an emergency on my part.

I also have to remind myself of this frequently, however, as it seems at times I care more about the client than they do.

Like BrewOne, I stopped using MAX when I spun off my business clients which then reduced my individual base.  I frequently do have to use the PPR for additional states or the odd other return (gift tax this year and next year) but charge for that.  I bill by time and add on additional time to cover the cost.  As BrewOne points out, your add on costs can be significant depending on your practice. 

With only a couple more years to go, maybe, I will stick with what I have and gulp down the annoyance of the push for renewal before April 15.  Give us a break already!  Wait a week!

The clergy worksheets are very good to use and reliable, at least they have been for me.  However, I do not see how to use the link described by gfizer when no Schedule C exists.  I have had clergy with and without Sch C income.  When no Sch C exists, I don't understand how it would be appropriate to list expenses there.  I have used the listing on SE as discussed.  Always ready to learn more!

Yes, I have client initial or sign everything.  And the state of Ohio also has a disclosure statement that must be checked:

Check this box to indicate taxpayer has read the disclosure statement(s) related to the direct deposit option selected.  The Ohio Department of Taxation is not respnsible for the misapplication of a direct deposit refund into a checking, savings, IRA or 529 College Advantage account that is caused by the error, negligence, or malfeasance on the part of the taxpayer, electronic filer, financial institution, or any of their agents.

So no Schedule C, I guess.  My most recent clergy has no outside income either. I suggest you group as logically as you can.  It seems odd to need many more lines outside of parsonage expenses.

I had a recently widowed client several years ago with an investment account and so, so many st transactions that had never happened when spouse was alive.  I believed the client was being taken advantage of and suggested that she interview a couple of other investment firms to ask how they would manage her account.  She swapped brokers within months.  Sometimes you just have speak up to alert folks to the possible ramifications of what is happening.  It is then their decision to do nothing or take a more active interest.  Horse to water, etc.

I seem to recall that happening to me once some time ago.  I deleted that return and rolled over again.  It was fine then.  A one shot event for me.  Also pointed again to how we must be aware of what's happening and what to expect as an outcome.  For me, I typically do a quick review of client documents and have a (really) rough idea of expected bottom line.

Such things as a note for QCD and a state deduction or credit which doesn't show up alerts me to something I may have missed.  But really not nice to have data that shouldn't be there before even beginning.  Did support have any clues?

The last one I had I put on Sch 1, Page 1, line z, Other Income. You can jump to the list which includes Taxable grants and more but I just added in the bottom space Taxable Scholarship and the amount.

I was just checking this for a possible new client.  Per QF, A married taxpayer who is a US citizen or resident during the entire year can file as HOH if all of the following tests are met [IRC Sec.7703(b)]:

1. The taxpayer files a separate return.

2. The taxpayer paid more than half the cost of keeping up the home for the tax year.

3. The spouse did not live in the home during the last six months of the tax year.

4. The taxpayer's home was the main home for more than half the year of the child or ....  The child must be a dependent....

It seems that #3 could be the problem in your case.  I'm waiting to hear back in my case, not sure when spouse moved out.

My clients so far have been reasonable but a few - the few - seem to take offense when I ask about missing document X and list of Y expenses.  And get annoyed when I have to remind them again after they inquire as to the return status.  Just a few cranky folks can spoil the day.  Then there are the super nice ones who express real gratitude - they are a gift.

Well, Terry, I have been with ATX since 1998 as well and knew all the folks  you mentioned.  And the roar.  And the appreciation barbeque we sent to Maine to those great folks that treated us all as friends and were so kind and helpful.  The experience with them made a huge difference in setting up my own practice and having confidence that I wasn't alone.  And here some of us still remain.  I'm good for maybe 3 more years.

The more recent group has also been great and, of course, many of us had a wonderful time in TN a few years ago in the back 40.  Memories....

Terry, so glad you resolved this on your own.  Yes, for several years I prepared CRUT returns for one client but the last one was 10 years ago.  I would have had to go back to refresh the little gray cells and not sure that would be possible.

Good memory on your part though!  What a team here as resources, right?

Yikes!  I hope you managed to shut down everything with lightening speed.  Several years ago something similar happened to me and the computer guy said to just shut down everything and bring it in.  He checked it all out and said I was lucky.  I hope you are, too!

I don't have any MO clients now but on the state tab is there an option to choose Part Year Resident?  If so, maybe appropriate schedules will appear.  The last one I had was 2016 and used MO Form MO-NRI for an allocation.

LOTS of these!  But I just hover over the email address or compare the email address with the Reply to address and invariably they're not remotely related.

They share one main home, the name of one spouse is on the receipt, funds paid from a joint account.  I put it on the return with the name matching the receipt.  All good!

Thanks

Bump Anyone? I've looked everywhere I can think of and can find nothing.  It doesn't seem right for each to have $500 credit but if I put in even half the cost for each, the calculation does not take into account that it's the same home.  The bought two doors and, if split between them, they still would get $500 each filing separately but only $500 combined if filing joint.  This just does not seem right but how to manage if wrong?