Margaret CPA in OH

From my research, LLC's are not corporations, they are companies so I prepare 1099's for those recipients whether single or multiple member. I look at the W-9. If any of the corp boxes are checked, I don't send. I realize this form is about backup withholding and that a handful of corps still are to receive 1099MISC. I tend to follow the Instructions for Form 109MISC. And I have occasionally sent to corps. I don't think there is a big downside to erring on this reporting, in my opinion.

The way I handled a similar situation several years ago was to send a bill with a letter explaining that the returns were completed and ready to submit. For me, I indicated that they should pay what they thought the work was worth. They didn't pay and I never saw them again. I decided it was good riddance to bad rubbish, sighed heavily at the lost time and deemed it another learning experience. Maybe these folks are under tremendous financial pressure or maybe he is just a jerk and you don't want him around any longer anyway.

I hear you and besides, the wrinkles are already in full bloom!

So what do you want, Marilyn? Dry, wrinkled lean or soft, smooth fat? Oooh, phrased that way, I'm not so sure of my own answer now!

Just LOVE this! It explains my 'image' problem perfectly. Jack you are so very kind to share this invaluable advice with us! Your wisdom in all areas is to be admired - along with that new, improved figure.

I am also a one person office but have had an EIN from the beginning even before my PTIN. It's so easy to do you may want to just go online today and get one. I don't know if you will then have to amend your PTIN file or other things, though. Anyway, think about it. I don't want to use my SSN and am frankly surprised that your PTIN isn't enough.

I always input the state distribution the same as federal. This works for Ohio as Ohio tax begins with federal agi. My guess is that it may not matter what the state distribution is or, at the least, make it equal to the tax withheld. It had to be at least that much, correct? Or you could have the client contact the originator of the 1099R and ask why it was not included on the form and what it should be. Perhaps in your state it is critical and someone else will chime in.

That was the reason for my comment. I showed it to a client whose face just fell. I think it's called job security for tax preparers. And the term 'barter' doesn't seem to be in the vocabulary of anyone I know. "Are you serious? You mean I have to report that?" Sometimes it's better not to ask...

Not only did I enjoy the story but the emoticons were just perfect! Once again I am so glad that I don't have folks like those - I've long ago fired them! But it's going to be another loooooonnnnggggg season. Schedule D anyone?

Not gloating here because I'm sure something will happen down the road, but I have no problems in IE or Firefox and have not deleted cookies and history. Have I just tempted Fate?

I just logged in without any problem with access to the forums. I found this message: ATX: Important message from TPG about refund disbursements 2/2/2012 Updated 2-2-12--Message from TPG to their customers: IRS FUNDING DELAYS FOR RTs With the enhancement of multiple processing systems this year, many of you are aware of the processing delays at the IRS. There is conflicting information on when refunds will be disbursed based on all the IRS channels (website, automated number and taxpayer hotline), and from what we understand the IRS is working on resolving these issues and will release a message soon addressing this. In the meantime, our customer service representatives will be referring taxpayers to check the IRS website and hotline more frequently for a better gauge on when to expect their refund rather than contacting us since the IRS will be the best source to determine the delivery date of their refund once they update their channels. We ask that you refer your clients to those channels before contacting us as well. If the IRS has disbursed their refund, we will assure the customer that we will send out their proceeds within 24 hours of receipt. HELPFUL TIP: For assistance with these clients, we have posted a notice called "IRS Refund Delays" under the ‘Downloadable Forms’ link when you log in to the TPG website. This can help you explain to your customer what may have happened. Does this help?

I've heard of this and have been wondering myself. My inclination would be that it would be deductible as much as a copay would be as it is for the physician's services. I can imagine that there will be some litigation and a determination on this at some point.

I have obtained for or with each client their own PIN for 940/941 and am authorized to use it. That way they can take over at any time and some already have. I am phasing out of payroll processing and this is what worked for me. Obviously payroll services such as Paychex or Paycor must use a 'master' number as a reporting agent. That was not my choice, it may be yours.

Although some folks don't use them or think it an unnecessary extra step, I utilize Form 9325 for all of my efiled clients. Bring one up in a client return and see all the great information it provides. I never worry about a dcn on an 8879 which accompanies the pdf of the client return (password protected) because the return could be rejected or whatever before final acceptance. The 9325 provides the client with the needed info as well as instructions about finding the status of their refund without calling me! It may be worth a try to avoid the angst you seem to be having with dcn's.

Ohio, my location, has a website called Ohio Business Gateway where much business can be transacted including filing and paying withholding for the state and many municipalities as well as filing the quarterly reports for same. As with EFTPS and efiling 941's, I 'print' pdf's for my files and clients and attach to emails. Workers' Comp can also be managed through this means as well as through their own website. It works for me and my clients and has done so for a few years now.

Good luck! It's something that never interested me but I know a true devotee.

Yes, you have to jump through more hoops. If you open a Form 941 )r W-2/940) and choose Forms, add the 940/941 EF Pin Reg form. Complete this and submit. It will take a few weeks for the response and it may not work the first time. For one client, it took 3 tries. In any event, you will receive from IRS a 10 digit personal PIN for filing these returns. And you have to observe the rules - no sharing of pin, confirm receipt in a SEALED envelope (yes, it is in capital letters), protect the PIN, and contact IRS in case it has been compromised. With all that, i love this feature. Between this and submitting W-2's through SSA BSO, I efile virtually everything now and 'print' the receipts to pdf. No paper! I believe the deadline for efiling is end of February but I doubt you will receive your PIN in time. There is always next quarter so get started anyway.

Jack, you made me laugh out loud. You know the old saying that just might fit in this situation or not - Plan ahead. It loses the punch, however, with auto wrap. You know what I mean. Keep smiling, folks. It was sunny and beautiful here today, 60 degrees tomorrow. For southwestern Ohio in late January, a real treat!

I've been trying off and on for about the last 10 minutes to update manually and keep getting the message that the download was unsuccessful. I did shower this morning so I don't think it's just me...

The only 'better' paper that I use is my letterhead for appropriate occasions. I honestly don't believe that my clients want to pay me to spend extra for paper for returns. But my clients may differ from yours, Lion. They are mostly mid to high income but still appreciate that I don't waste money so keep my rates relatively low.

Hmm. perhaps I should investigate the limited plan for texting if my provider offers it, just to be less annoyed when unwanted ones appear and to not have to pay to block all. NECPA, I don't really fear the inability to talk in the future but already evident is the great decline is the inability to write complete sentences and to spell as well as handwriting. I am appalled that some schools now have abandoned teaching cursive. What will happen to legal signatures? A foretelling may be our own now no longer required on returns....

I agree with the comment about keeping us informed. What a great turn around from the past. I am greatly encouraged by this and other outreach and support we have been receiving. I am glad I stuck with it!

Hi Marilyn, Good to know there is at least a small group of us who are frugal! I don't know how nor wish to learn at least now how to text and most folks know that. It irks me to have to pay 20 cents for received texts from random marketers but irks me more to have to pay to block them. I must be part of a movement here, though, as I just found out the blocking fee was to be reduced from about $8 to $2 per month. We'll possibly hear from some folks who think we may be troglodytes or worse, but I think we each must do what is best for our business. Most of my clients are elderly and don't use much technology either. It works for me - for now! Next year, who knows?

Ah Catherine, I knew there were several reasons that we get along despite some differences. I, too, am loathe to spend the extra money for a data plan when I use my phone so little already. I'm home most of the time and when out or at clients, I really don't want to be checking email, etc. My phone is off most of the time because I don't want to be interrupted. By the way, I found out recently that what we have are, well, dumb phones. With my netbook and new Kindle Fire, I just don't think I need more even if I am deemed 'old fashioned' or other less than flattering terms. Those monthly charges can add up and be better put, for me, into my retirement.

Heartiest congratulations on your new achievement, Joan! Your contributions are 'well reasoned and inciteful' and a great benefit to the rest of us. Keep it coming and best of luck on your own. It's scary out here but manageable with the help of these great folks.