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Wage and Income Transcript does not include a 1099R income
Lee B replied to schirallicpa's topic in General Chat
Perhaps you have a Tax Return Transcript instead of a Wage and Income Transcript? -
A Record of Account Transcript will give you the necessary information. The basic Tax Return Transcript will not.
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Fed refund shorted;CO returned spouses 2023 estimated tax payments
Lee B replied to artp's topic in General Chat
I decided to answer my own question A Tax Return Transcript just shows the original line items without any subsequent changes. A Record of Account Transcript shows the tax return line items plus all of the subsequent changes. I get the impression that there's no history of all of the notices? -
Fed refund shorted;CO returned spouses 2023 estimated tax payments
Lee B replied to artp's topic in General Chat
Now that that they have restarted sending notices, the current notices just show a balance due, so we and our clients never see the suspended notices that were never mailed. If a client signs up for an online account, can they see a history of all of the notices? -
Good point about the bot activity. In which case, caching the site makes a lot of sense.
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That might make sense, except that some regular users probably check the site without logging in just to see if there is anything new that might be interesting.
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Fortunately for me, the Oregon Secretary of State has published a two page guideline with live links that I am going use. I am also going provide a live link to FINCEN'S guidelines which is 51 pages long
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First it's too complicated to cover in 1 page, given all of the exceptions and etc. IMHO, creating a "How To Flyer" is offering advice.
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I have to decided to limit my involvement to informing my clients of their obligation to report I am not giving any advice or answering any questions. BOI has nothing to do with providing accounting. payroll or tax services.
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I had a very similar situation recently. However she was a full time student living at home. The parents were paying her tuition over $8,000 and paying over 1/2 of her support. Claimed her as a dependent and claimed the full AOTC for the parents.
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So this means if I am having difficulty finding a specific worksheet, I can't call Drake Support ?
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When you have support related questions, do you call Sigma or Drake? Does your efiling activity and download updates go through a Sigma or a Drake website?
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I have received mine: 1. Drake has raised the price of their standard multiuser software by about 20%. 2. Drake as added two new selections: Single User Unlimited and Single User 1040 (No business returns) 3. I will continue to use Drake Pay Per Return (ten Individual returns included) as I have the past 2 tax seasons although they have raised the price for additional personal returns from $35 to $40 and additional business returns from $ 50 to $60, which will cost about me $150 more for next tax season but it's still about $600 leas than the Single User Unlmited price.
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Well, it just happened to me, I just updated and had to sign back in
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Given the context, I assume Jim means signing back into Drake? Which hasn't happened to me.