Lee B

I had a monthly deposit posted in the wrong quarter in late 2020. Since I couldn't get thru on the phone, I went ahead and made another payment, which of course resulted in an overpayment. I finally got thru on the phone about 4 months ago and got the overpayment applied to 1st quarter 20022. It took me 5 attempts to even get into the "on hold" queue then I had to wait 45 minutes to talk to someone. It took the IRS person, who was very nice, at least 20 minutes hopping back and forth between systems just to apply the overpayment to 1st Quarter 2022. Fortunately, I was able to head off the refund check that Tom is receiving.

My experience is that streaking usually means that the drum needs to be replaced, which can be over half the cost of a new printer.

In the past some users have posted that they resolved this problem by uninstalling their "bloated" Print Manager software and reinstalling their printers by using Windows basic default printer drivers.

"The IRS is aware that some payments made for 2021 tax returns have not been correctly applied to joint taxpayer accounts, and these taxpayers are receiving erroneous balance due notices (CP-14 notices) or notices showing the incorrect amount. Who is affected: Generally, these are payments made by the spouse (second taxpayer listed) on a married filing jointly return submitted through their Online Account. Some other taxpayers may also be affected outside of this group. No immediate action or phone call needed: Taxpayers who receive a notice but paid the tax they owed in full and on time, electronically or by check, should not respond to the notice at this time. The IRS is researching the matter and will provide an update as soon as possible. Taxpayers who paid only part of the tax reported due on their 2021 joint return, should pay the remaining balance or follow instructions on the notice to enter into an installment agreement or request additional collection alternatives. Taxpayers can ensure that their payment is on their account by checking Online Account under the SSN that made the payment. Note that any assessed penalties and interest will be automatically adjusted when the payment(s) are applied correctly. Additional information for tax professionals: In general, when certain payments are processed, programming does not move the payment to the married filing jointly account when the payment is: - not electronic and is made by the secondary spouse. - electronic, is made by the secondary spouse, and posts before the joint return indicator is present to identify the primary taxpayer. - made by the secondary spouse using the Online Account (OLA) Make a Payment functionality"

Might be a sign of identity theft?

"The IP PIN should be entered onto the electronic tax return when prompted by the software product or onto a paper return next to the signature line." You will not be able to file a paper return without the IP Pin. Does this mean your client applied for an IP Pin?

There was another thread about this earlier this year, saying that a number of young adults used the Non Filers tool so that they could get the $1,400.

This week the IRS is mailing out 226J Letters assessing Employers for noncompliance with the ACA for 2019. I hadn't seen one of these letters for 2 or 3 years so I haven't been thinking about them. Well, my largest client may be paying some more penalties for not providing Health Insurance.

Yes, hiring people is definitely a trial and error process. Just because someone interviews well doesn't mean they will be a good employee.

I don't think it's a scam. However their sales and marketing personnel are very aggressive.

I previewed their their software the second year they were in business before I switched from ATX to Drake and you're right they promise more than they can deliver. I am kinda surprised they are still in business, although this year's user reviews are favorable?

I know how to amend W 2s and 941s, but I don't know how to void them?

"Ernst & Young employees in the U.S. were upset Tuesday to discover their paycheck deposits from last Friday had been reversed after a glitch at its payroll processing company ADP. In some cases, the problems may have led to overdrafts on some EY U.S. employees’ bank accounts. “Our payroll vendor erroneously reversed EY’s July 15 payroll impacting our US employees and we are urgently working with them to correct the error,” said a spokesperson for the firm in an email to Accounting Today. “Late fees, penalties or other charges they may have incurred as a result of this error will be covered.” ADP confirmed the problem originated in its system. “We can confirm that we experienced an error that caused a payment reversal for a group of U.S. employees of one of our clients,” said a statement from ADP. “We understand the urgency of this issue and our team is working swiftly to resolve this to ensure employees receive their pay as quickly as possible. Later in the day, on Tuesday afternoon, an ADP spokesperson said the problem has been resolved: “As an update, we have resolved the error and have completed processing with our banking partners. All transactions are expected to process by end of business day today. Availability of funds is dependent on each employee's personal banking provider.” The problems affected approximately 55,000 EY employees in the U.S., according to the Financial Times. Late in the day, after the fix was announced, some employees said they were still experiencing problems, while some reported they had been paid double." Well that will remove some of the glitter from ADP's image.

The IRS has so many systems that don't talk to each other that I am not surprised. There could have been a data entry error when the paper filed return was entered.

I agree, rather than taking the time to develop an approach that effectively addresses the problem. the IRS is moving ahead with ID.me to be able to say, "Look we are doing doing something."

Another free efiling tax system that I have never heard about: "MilTax online software is also available for members of the military and certain veterans, regardless of income. This software is offered through the Department of Defense. Eligible taxpayers can use MilTax to prepare and electronically file their federal tax returns and up to three state returns for free."

Yes, there are taxpayers out there trying to game the system. Years ago I fired a Hairdresser filing HOH, once I realized that the income she was reporting every year hit the exact sweet spot to maximize her EITC. Personally I am far more irritated by the large international tech companies that report billions of profits and pay very little tax. For example, for years Apple's effective tax rate runs about 8%.

Funny, my client finally went up in their attic and found the W 2 they needed

Two of my better business clients have rentals that generate profits, however their primary source of Income are operating businesses.

I am curious, how did you determine that?

Unfortunately with our audit so low, audit roulette works for many taxpayers who brag about about it to their friends who then complain and whine that we need to do something because they pay way too much!

I didn't know the IRS offered this until I stumbled across it earlier this year: "About Free File Fillable Forms Free File Fillable Forms are electronic federal tax forms you can fill out and file online for free, enabling you to: Choose the income tax form you need Enter your tax information online Electronically sign and file your return Print your return for recordkeeping If you choose Free File Fillable Forms as your Free File option, you should be comfortable doing your own taxes. Limitations with Free File Fillable Forms include: It won't give you guidance about which forms to use or help with your tax situation It only performs basic calculations and doesn't provide extensive error checking It will only file your federal return for the current tax year No state tax return option is available You can't make changes once your return is accepted Free File Fillable Forms is the only IRS Free File option available for taxpayers whose 2021 income (AGI) is greater than $73,000. Taxpayers whose income is $73,000 or less qualify for IRS Free File partner offers, which can guide you through the preparation and filing of your tax return, and may include state tax filing."

I understand your post and what you are saying, but I don't understand what your client expects you to do?

"On May 20 the Houston headquarters of R&D tax credit consulting firm Alliantgroup was raided by the IRS, in the weeks since we’ve had plenty of speculation about the whys and we’ve heard countless accounts from current and former Alliantgroup employees about the “evil, toxic, and emotionally damaging company” that employed them. We’ve now learned that the government is sending subpoenas to CPA firms that referred clients to Alliantgroup and is seeking client tax returns as part of the investigation. Going Concern has reviewed a letter from one CPA firm to clients that received services from Alliantgroup advising these clients that the firm has received a federal grand jury subpoena seeking information relating to Alliantgroup. The government’s demand for information is “broad” and includes tax returns and related information in the firm’s possession for clients who received services from Alliantgroup. The government’s demand references R&D tax credits, cost segregation, and IRC Sec 179D and any related information from January 1, 2011 to present. Clients are assured the firm believes the focus of the grand jury proceedings is strictly related to Alliantgroup, not the clients. The letter states in explicit terms that the firm has no reason to question prior tax credits and/or deductions clients took as a result of their relationship with Alliantgroup at this time. The letter does advise however that clients are welcome to consult with their own attorneys to better understand their rights in this legal matter."

Or if it ends up in a savings or investment account, then it won't be support