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About ETax847

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  1. Client recently asked me "which should he exercise first: his ISO grant or my NSO grant?" Does anyone have any reference material for any advice on how to handle different types of stock options and the tax ramifications?
  2. Randall, are you considering filing an electronic return if its not in the system with another two months?
  3. Agreed. They keep suggesting that I e-file their amended return. I'm holding off as I dont want to confuse the IRS or have them process two returns.
  4. I had a client file an amended return by paper in April and it still is not in the IRS system. I'm running out of patience as they call me every monday asking for an update and I have no news to report.
  5. Here is the link to the full article: https://www.journalofaccountancy.com/issues/2020/sep/tax-software-survey.html?utm_source=mnl:cpald&utm_medium=email&utm_campaign=02Sep2020
  6. Thanks Tom. I appreciate the advice.
  7. I have a client who filed a 2019 amended return paper copy in April of 2019. The IRS still has not processed it or even have record of it per the priority practitioner hotline. Would you continue to wait or would you submit an EFiled copy now that this option exists?
  8. I tried amending a return today but did not see any option to E-file it. Has anyone had success with this yet?
  9. That's a great way to frame it. Thanks!
  10. I have a client complaining about how much we charge. Does anyone have a copy of HR Block's fee schedule? I would like to show this client how much cheaper we are than some of our competition. While we don't compete on price, Ive always been told HR Block charges are outrageous.
  11. Has anyone had any success in E-Filing an amended return for 2019?
  12. Did anyone see this recent announcement: The Internal Revenue Service said Wednesday that it would once again begin charging fees to issue preparer tax identification numbers (PTINs) to tax return preparers for 2021. The fee was reduced in response to court cases that challenged the IRS's authority to charge a fee. The fee for issuing new and renewed PTINs will be $21 plus a $14.95 processing fee paid to a third-party contractor.
  13. Taxpayer is MFJ and only one spouse is covered by an employer sponsored plan. MAGI is $130, however, ATX is not showing the IRA contribution as deductible. Any idea if I am missing some type of input?
  14. This was reported on CNBC today: Treasury may consider delaying Tax Day to Sept. 15, Mnuchin says https://www.cnbc.com/2020/06/24/treasury-may-consider-delaying-tax-day-beyond-july-15-mnuchin-says.html Thoughts?
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