Margaret CPA in OH

Hmm, how did you lock in? I have never been offered or known of that option.

Another possible option is to open a new account in another bank with the check and additional deposit covering it stipulating that all funds would remain in the account at least until the torn check cleared. It seems unkind at the least to not allow it to be deposited when it is clear that it was torn but made out to the payee and has all the parts together. I mean, things happen in the mail. I do like Tom's suggestion of taping very carefully the parts together and making a mobile deposit. If done well, it might work. If not, try something else.

Were the stocks held in a brokerage account? If so, the 1099B should have sales totals listed/grouped as A or D - oops, Randall beat me to it.

Christian, I just have to wonder why you would still consider him a client and go along with 'this farce,' your words. I could not and would not prepare and sign such a return. YMMV but I did fire a client when I did not go along with a pseudo business that clearly was not.

I don't have the answers but suspect no. I am so sorry for this loss, too. That's why for years I have been doing both a local external hard drive copy and BackBlaze in the cloud. My guess is ATX would keep only forms included in an e-filed copy but don't know why ATX would keep copies of your data that is not sent to or backed up to their servers. Good luck with this!

Thanks, Judy. I've already looked at that and forwarded to the sister, both the video and the form. As there is a place for the agent to complete some data, I thought she should next check with the agent. I did caution that there may be 'a delay' in processing. I had read somewhere else though that some things can be managed more quickly in an urgent situation. Of course that would likely need a human at IRS but this is semi-urgent as the funds are needed to support the client. In any event, I'm not sure there is anything I can do at this point. Early on the sister told me they just needed the payoff amount so the agent could take care of it at the closing so I assumed there was some 'magic' that could take place in real estate closings. Not in my skill set! Thanks again.

Gail, I have advised the client(s) sister to next contact the realtor/agent as she was the first one to tell the sister that a payoff amount was needed. None of them could figure out how to get that until the sister of a friend of the client's partner (got that?) suggested that I might be able to help. So I finally got the payoff figure in a fax Wednesday and immediately forwarded to sister with suggested next step - realtor/agent/mortgage company. The property itself has no mortgage, just the tax liens. I am hoping the agent can manage from here. PatHack, good Idea about seeking some abatement later. I will also suggest that to sister. I think there is time to deal with that later but the potential buyers wanted to close by March 31 and had postponed once already. I don't know where that stands now, hoping to hear from sister soon. Thanks so much for all suggestions. After nearly 30 years, this is a first for me. Really stretched me, just hope all works out for the client.

Thanks so much for all this information, PatHack. I will definitely look into this as the client has had dementia for some time according to the sister. I believe it was fairly recently that the liens were discovered when trying to sell the house. The sister says they do have the money to pay the liens including penalty and interest and want to get the house sold as soon as possible. With that in mind, my guess is that filing Form 12153 and follow up would take considerable time. It took a month just to get the balances due and, of course, no one answers the phone these days. I talked to the Lien Collections unit just a day or so before everything shut down. I have looked at the electronic payment options before but nothing struck me as paying off tax liens. The letter from collections did not include that option. Also we don't have any of the original notices. There is the option of sending a check overnight delivery so that could hasten matters. I will present to the client's sister. But then the process of getting the discharge of the lien seems impossible for quick turn around. I am hoping the realtor handling the potential sale can manage although Form 783 has a place for realtor info re the sale and payment from proceeds. They spent a lot of time trying to figure things out themselves. I just hope the potential buyers don't back out.

New client has several tax liens. Sister has POA for brother (owner) with advanced dementia, needs funds to pay facility. I submitted 2848 POA to Lien Processing Unit March 18, yesterday finally got a payoff amount due by May 22. I don't see a way to pay electronically. If by check, processing time will be a wild card but it seems must happen to get discharge. Form 783 has area for agent to provide info about proceeds used to pay lien but, again, time delays. Ideas? I've never had a client with any liens so very new territory for me.

First thoughts - never? They will never allow any family members or friends at reduced or no cost? Just checking. There must be a place to select residential rental. In ATX, looking at my remaining residential rental client, the asset information should be real property #4 27.5 year res rental. I don't think you would select nonresidential real estate as it could be a residence. At least that is what I have done and would do but have no direct experience with AirBnB. I would think they are not unlike a vacation rental in, say, FL. There would/could be 0 personal use days.

On April 14 I received an email offering 15% off if renewing by June 1. So the discount is pretty close to the processing fee so I will renew by then. I have maybe two more seasons left before calling it and am loath to change when I have been using this since 1999 and the original since 1996. I have downgraded from MAX as I no longer do business returns. It is annoying to be limited to just 3 states then $30 for each additional when I have 4 clients, one in each of the other states. I can't really have a surcharge for just those folks after all the years of no extra charge with MAX. So I just sigh and eat it.

Here you go https://www.savingforcollege.com/article/using-your-529-plan-to-pay-for-room-and-board Note the second paragraph "and for students who live off campus with their parents or other relatives." So I recommend contacting the college at issue and asking for this information and perhaps they will have the cite.

No, I don't have the code handy but the client that used this, I believe, has it in the documents. I will look a bit later. Just starting virtual Maunday Thursday services. No foot washing this year. As I recall, no money has to change hands but will get back to you. I believe the idea is that the school determines the equivalent value that would be paid if on campus and you have to use that. You can't use a made up number.

Here is a link I found which does mention expenses for room and board for a student living at home. I believe you have to get from the school their budgeted amount for your records to use this option. I did one last year that was similar. https://www.savingforcollege.com/article/using-your-529-plan-to-pay-for-room-and-board

The forms were updated and now say 7/15. At least mine does. I did not replace the form either, it updated in the client.

I keep a single paper folder for each client and a file on my computer with subfolders for each year for each client plus a misc. folder for misc. items that carry over, sort of a permanent file. I keep the 2848's in the paper folder for handy reference and every tax year I review it as that is what I use with original documents until returning to client. It works for me.

I tried multiple times today to the Ohio area number with chronic busy signals. I began watching a webinar at 6 my time about Best E-Services, etc. About 5 minutes into the presentation, the speaker said that only the Ogden office was accepting faxes. I immediately faxed to that number and it went right through. The presenter is pushing his software product (free webinar) which does get wearisome but this just made my day. It may take a while to get entered into the CAF files but at least I can report to the client that it went through.

I received my notice yesterday but could not login for some reason. New password, etc. 404 stuff. Later, I guess. Did yours go up (she asked facetiously)?

It's $9 per month but how many months do you need it? I think it's pretty cheap for a client portal. And less expensive than the membership dues for the organizations that include it. As I am already a member of AICPA and the state society, I really didn't want more dues for more info. Actually, I set up a personal account to test some features and received an email that it is free to go Pro for a while now. Might check it out.

Hi, see my reply to this in the other thread. Yes, they can send all paperwork that way. Even photos.

Aye, there's the rub. All the documents that they can manage to have in pdf form (download 1099's, W-2's, etc.) they can just upload to the site. You would receive a notice that you have a private message. If the client does not have a scanner to save as pdf's, well, one of my clients took photographs of everything and uploaded from her phone (I guess, didn't ask) as bmp's. I had to finagle a bit to convert to pdf's but we got it done.

You highlight in the software the areas you need for signatures, dates, initials or special (which didn't work for me. The program automatically inputs the name which is the name on the account so don't use Bill for William, etc. Here is a link to several videos you would likely find helpful. No printer or toner needed! Just a computer or even a phone as there is an app. https://www.youtube.com/channel/UCOP_R1kBITnCyU4QoDqkpAA/videos

I have e-filed one, was quickly accepted, state transmitted to agency. Hope you get it figured out soon!

Well, curses! I compared the data entries with the OL-3, City of Covington, Kentucky Annual Occupational Fee & Business Fee & License Renewal Return Form) and it seems to cover everything and calculated correctly. My client has a residential rental in KY. Maybe I will call and see if acceptable. Clearly cannot be e-filed but it's annoying to have to print it out and hand complete.

Yes, the single email address is an issue with Verifyle as is the requirement (I didn't know ahead of time) to match the name of the account with the legal name. So Bill Smith with email bill.smith@whatever shows up for signature as Bill Smith not William. And neither of us can easily change the name to William. There is a really clunky way to do it but a couple of clients have not managed that. And a joint return requires two separate email addresses or the clunky change. Verifyle techs are apparently aware and working on a better solution. Not everyone has a printer to print out for physical signatures, either. It's been an adventure!