Lee B

I just got off the phone with the IRS. A refund check will be issued in about 4 weeks. After my initial call, I spent about 30 minutes waiting for a call back. It took about 10 minutes to verify my client and my own identity. It took another 10 minutes for the agent to go into another system and schedule the refund check. He didn't know why the scheduled Direct Deposit never happened.

I don't see how any of us could verify someone else's identity, client or not. I have never found the third party check box to be of any use

Yes I have a client about 20 years younger than you who recently had an SI Joint fusion to relieve months of Sciatica. Of course, her insurance company insisted that they try all of the less expensive procedures first which didn't help.

Yes

I efiled a Form 1120 a month ago. My client had made estimated payments of $9,600. The corporate tax owed was $8,585 leaving a refund of $1,015, which should have been made via direct deposit. My client just received a CP 267 letter from the IRS asking my client what they wanted them to do with the refund. I went back and double checked the routing number and the checking account number which were all correct

That's why I am signed up for all of the IRS email notices and alerts. Even though a number of them don't apply to my practice, they keep me informed

I looked at it when it first came out some years ago. It was pretty basic and wouldn't do what I needed. It has an online reputation of over promising and under delivering. Frankly, I am surprised it is still around

According to Drake's knowledgebase, Drake made the decision to do this last fall.

Curious, TIGTA released a report saying that the IRS had found concentrations of High Income Non Filers in western Texas, eastern New Mexico, Wyoming and northwestern Nevada.

This sounds like the "Mychart" system that my Doctor's office uses. The pre-registration questions go on and on and on for pages

Oregon has had a decades long battle with EAs and their status in the state. Therefore EAs moving to Oregon from another state have to follow Oregon's licensing procedures to become a Licensed Tax Consultant which is Oregon's version of an Enrolled Agent.

The state of Oregon is in the midst of preparing rules that with the exception of CPAS AND Tax Attorneys will restrict the preparation of any Oregon Tax returns by any out of state tax preparers who are not licensed with the state of Oregon. Hmm, I wonder how the will will affect Turbo Tax?

Using an authenticator must not be required, because Drake gives you the option to elect out of using an authenticator.

The absolute worst is Comcast. It is an exercise is mental torture to get a live person on the phone.

There are a lot of questions that need to be answered before a decision like this can be answered.

If she received a 5447 C letter: https://www.irs.gov/individuals/understanding-your-letter-5447c

I find the request for "Income Verification" very strange. What's the point?

I have used the upload toll before and it worked fine.

I wonder why they want to verify income? What kind of business is this? Do they have cash receipts?

If this was my client, I would be asking for an opinion letter from the law firm as to whether these expenses were a business expense or a personal expense?

Also, you need to whom it was rented, a related party or a friend?

Are you saying that the ownership of the corporate stock was at issue?

It's starting to sound like your client is trying to bend the rules in his favor, which means that you need to ask more questions and ask for more documentation, just like Judy suggested.

Deductibility depends on the ownership of what?

It would have been helpful, if you had included this information in your original post