lydia33

Super Simple. I got my ack. back a couple of weeks ago. Best way to go. :rolleyes:

Mine have been accepted for a while, know.

As I have previously posted, I would put in the retirement so you can efile. Just easier. If they were a client that had just quit filing because they have no tax liability I do not charge them. That is the least I owe my past clients for their loyalty over the past 33 years. Know on the other hand if they owed taxes and were not aware of that until they brought you the information (like have capital gains) that is a little different story for the fee.

Couple divorced in 2007. Husband had to give wife half on his retirement. The 1099R came in husband name. He wrote the wife a check for half per the divorce settlement. Does she not have to pay the tax on the part that she got? And how because it all is in his name? I should do both of the clients returns, too.

Thanks for the up and up. That is a neat site. May be big help when it doubt.

60 is the NEW 50!!!!! :lol:

That's what happened to me Friday. This couple calls me every year to make sure that they do not have to file. Called about a week ago and told me what they had read in the paper that it looked like they would have to file just to qualify for the rebate. Thurs. morning read the bill that was signed and sure enough we did. Call them and made an appointment for them Friday. We had 4 years to catch up on and they are my neighbors. Anyway I hope that we can be patient and help these elderly folks. I hope to be one someday.

Makes the heart feel good to do something for someone else. I'm glad we are not a bunch of Ebenezer Scrooge's. Long day today. No more clients to come in but the weekend will be work, work, work, to fill the ones that left their info in my office. Everyone have a Great Weekend.

ir-2008-18: says that the ss adm ensure that they will make the recipients aware of the issue. Read this and you will see. Go to irs.gov

Some of us have been doing tax returns for a long time. (33 years). Keep in mind I live in a small town. Over the years I have had loyal clients. When they retire they still call me to make sure that nothing has changed to make them have to file. They bring me their info and I run a quick tape on the totals and show them that they do not owe any taxes. I do not charge for this because they were with me until they retired. Today I have decided to do their returns for Free. I have been blessed over the years and now it is time to pay it forward. If I did not do their return in the past and when I figure the one for the rebate I am only going to charge $25. It will be another story if they owe some tax. Think about it, we all hope to be there (retired) one day. :rolleyes:

1099 AND 1096 are filed together.

Just got all mine accepted and back!!!!! :D

Will we be able to efile the returns for the people that have social security benefits, interest income etc with to tax liability with a ZERO tax on them? That will determine what I will charge for them. We should not have any problem on these returns with the social security numbers and name match because we will have the ss 1099 with their names and ss numbers on them. What do you guys think? Saves a tree if we do not have to print the return to mail and save the postage.

Hey, KC you know I'm a blonde. But it's funny anyway. How are u doing?

Also if they had direct deposit on their refunds or amounts they owe that is the way their rebate will be sent to them. Now I have to remember, if I can, all my clients that come to me ever year or call and ask that faithful question........Do I have to file a tax return this year? Then you ask, How much was your income not including your ss? They give you the figure and you say, No. Some come in and see me, but some just phone. What are you guys going to charge for this service?

I like both, but when I need help with taxes that is all I look at. All taxes and no fun make for a boring Lydia. I like the off topic so I do not have to think about taxes for just a FEEEEWWW minutes during tax season. I would read and post on both.

No problem with education credit, energy credit, but I do have a piggyback fed and state that has not been approved after other were that I efiled later.

Checked on mine that I efiled yesterday and all of them were accepted. I was expecting it to take a while per the talk from atx. Got an energy credit sent this morning but have not heard from it yet.

I have 27 different companies with w-2's. All but one has gone through to the ss adm. I have one that when you do the accuwage check it says it is something wrong with one of the 57 w-2s for that company. I have deleted that w-2 and retyped it and I know that there is nothing wrong with it now. Do you have to deleted the efile return that is under efile to get a correct file to send to the ss adm. It still tells me every time that there is still something wrong with the ss wages, med. wages and tips.

Oh, sorry misunderstood. Thinking ATX help line, not IRS. I am soooo sorry for dogging out the atx support line. NOT. I have nver been on hold with the IRS line but just a few minutes.

Please note that the red notes at the top of the 8879-pe refer to 2006 returns.

I efiled two partnership returns after the client signed a form 8879-PE. I efiled them and they are accepted. Is all that okay because at the top to the 8879-pe it says it is only good with extentions.

What an excuse. Is that the reason hold time is so long because our clients have the tech support number. Realllllly. Pleeease.

A big THANK YOU ! for your repsonse.

Okay, yesterday I posted for help with the 8453-pe. I know that it is accepted but I do not have a scanner. Please walk me through the process if I were to go to Wally World and but one. How do I use it with the atx software? Tech People please respond. How much trouble will it be?