Jack from Ohio

TaxScripts = Only $149.95 for a 1-year, 1-user software license. Fax call long distance = $.07 + First Class Postage on envelope $.41 = $.48 per 2848 filed.

Can't be done. Mail and/or fax.

That is why I DO NOT discuss how much "rebate" clients MAY get. Then they CANNOT say to me: "You told me...." I refer them to the IRS website. Then any discrepiancies can be addressed by the IRS.

How do you show the refund of FICA on the 1040X?

Client has a W-2C from 2004. The amount of SS earnings, Med earnings, and the associated withholdings are all that are changed, and all are lower. Attached was a letter with references to CSX vs. United States Case No. 95-858. Bottom line, the court decision said that some severance pay to former employees should NOT have been subject to FICA taxes, so the company issued W-2C showing the change. The letter says: The Company will not request a refund from the IRS for the FICA taxes withheld... Also: Independently, you may want to pursue a refund under Treasury Regulations 31.6402(a)-2. This refund must be filed by April 15, 2008. The last paragraph has me confused, as this is the first instance of this we have seen. We understand that the IRS has not agreed with the US Court of Federal Claims ruling in the CSX case and my not process your refund request. However, you may want to file a protective claim in order to keep your tax year open until this matter had been resolved with the IRS. You should make certain that your claim clearly states it is a "Protective Claim." My question... What forms to file to make this "Protective Claim", and what are my client's chances of being reimbursed? Total amounts to approx $600. Anyone else dealt with this before?

. My post is cloning itself...

It goes on the line right below the credit for corn burning stoves. Urban myths, or sales pitch myths, die hard.

http://www.irs.gov/pub/irs-utl/economic_st...ment_notice.pdf

Here is the answer about using the rebate to pay tax owed from 2007: Q. I owe some money on my 2007 tax return but the amount I owe is less than my expected stimulus payment. Can I wait to pay the balance due and simply let my stimulus payment cover it? A. You should file your 2007 return and pay the entire balance due by April 15. You should not wait for your economic stimulus payment to offset the balance due. If you wait, penalties and interest will accrue between April 15 and the date the balance is paid, even if it is ultimately covered by the stimulus payment, which will not be available before May. [New 2/28/2008] http://www.irs.gov/newsroom/article/0,,id=179181,00.html Just tell your clients to expect interest and penalties which can be avoided by paying timely. It is amazing to me the lengths people will go to, to avoid paying something they legitimately owe.

Keep us informed if your client receives a notice. Our e-file went through just fine, but information from line 41 Form 1PNR did not get transmitted. No evidence of a problem till client got the notice.

These people also vote and procreate... :wacko:

That is old information from the last fiasco a few years ago. Kinda like the e-mail about Microsoft and AOL teaming up to send thousands of dollars to people who forward worthless e-mails.

Has anyone else experienced this? We (at the firm I work at) had a client receive a Notice of Refund from Wisconsin, and it boils down to information (in the return when the e-file was created) that was not sent with the e-file. I know the process to correct, (just file appeal with documentation), but we have several clients with part-year Wisconsin. Did I miss someone posting about this issue?

<<For now, taxpayers in this group filing a tax return can only file a paper copy of the Form 1040 or Form 1040A. The IRS is working to update its systems to accept electronic versions of these limited-information returns for taxpayers who otherwise have no need to file a tax return. The IRS is also working with the software community to handle these returns electronically at a future date.>> My question still stands. Has the IRS system been "ignoring" these types of returns in the past? It would seem that the "system" has not been able to accept "limited-information" returns. I would like to know the definition of "limited-information." What if a taxpayer has enough W-2 income to qualify for the rebate, but not enough to be taxable? Is this a "limited-information" return? The Practitioner Priority Line person could not answer these questions for me with more than "we will just have to wait and see."

Did you ask the IRS person what would happen if the person had more than $1 of other income? Would it still not "process?" I am of the mind that the IRS does NOT KNOW what will work or what will not. If a retired taxpaying couple had $21,000 in SS earnings, $800 of interest income, and $1,500 of W-2 income, could the 1040A be e-filed? Could we file a 1040 with all the information to get the taxpayers into the system for the stimulus payment? Has the IRS been "ignoring" all the "information returns" where there is no tax liability? I have a notion that when the second letter from the IRS telling who is eligible, and how much they will receive, start arriving in mailboxes, lots of people are going to be disappointed, and I am not going to put myself in the position to be told... "But you said I would qualify." Another thought, how would someone at the IRS entering the information from a paper return into their system, be any different from us e-filing the same information?

I hope you realize that neither ATX, nor CCH have anything to do with the running of this board. It is being run by a group of ATX users that decided it was too great a resource to let disappear. ERC is the username of our webmaster, and he has a group of people assisting him. They are doing a wonderful job and deserve our respect and support. CCH decided to DELETE the old ATX board just a few days before the end of tax season last year.

The 2007 SD 100X is different than the 2006, and being a State agency, they probably have not seen fit to distribute the new forms till all the old ones are passed out. It will still work, just change 2006 to 2007. The ATX SD 100X is easier to use (I don't believe I just said that).

After more investigation, the issue with part-year and non-resident SD 100 forms IS an ATX problem. If you create an e-file with either of these in the return, you get a blue message that states something to the effect of "...information from line 2 or 16 will not be transmitted with the State of Ohio return." Does anyone at ATX care? This is the second year in a row for EXACTLY the SAME issue. (I guess that is a rhetorical question...) I have sent several e-mails (more futility) in an attempt to get them to correct the problem. Nonetheless, Part-Year and Non-Resident SD100 forms must be paper filed, and the form must be removed from the return to create and send the e-file. Hopefully this will save some other folks on here some headaches. I have a template with the SD100X and accompanying letters set up already, and have used it 3 times. Seems the State of Ohio is johnny on the spot with those variance notices this year.

Which form is the wrong zip code on?

23. When the word yankee is always the second syllable of a word that starts with D, and the first syllable sounds like that thing that impedes water flow on a river. (By the way, I was born in Tennessee)

♪♪ ♫ ☼ ► ◄ ↕ ♫ ♪ ‼ ¶ § ▬ ↨ ↑ ↓ → ← ∟ ↔ Such fun Hold the Alt key down and push numbers ☺☺☺☻♥♦♣♠•◘○◙♂♀↑∟▲ It is a sign of toooooo many depriciation schedules when doing that becomes relaxing....

19: Everyone knows what taters, maters, and backee are.

My wonderful and lovely wife is "requiring" me to take her to LoneStar Steak House for supper. I told her since it is, after all, our 13th wedding anniversary, I would do that. We got married before I decided to start my tax career or I would have not gotten married in Feb. I guess one evening off from taxes wont' kill me. :rolleyes:

I feel your pain.... :spaz: