jbelle

Taxpayer legally claims son as dependent. However, e-file is rejected due to the need of son's "special ID #". Son has never rec'd special # & taxpayer is tired of mailing 1040. Suggestions to 'rid'~'renew'~'void' "special id" is appreciated. Issue has continued for years - no reason for son (disabled) to have ever rec'd sp ID ~ no ID theft etc. Suggestions are greatly appreciated to make t/payer's life easier as I retire. (p.s. last yr I called tax prep's hot line & rec'd : "well, I don't know, bla, bla" type answer.)

Of course, those were the Greatest days of your life ~ mine too. I noticed you're in MO. We're both "Show Me" people. I was born on a MO farm & experienced like kind incidents. Our barn cat, Bimbo loved popcorn & would be @ back door before it finished popping. We know the catch our cats bring us are not for the dog to eat, they're "I love you ~ praise me" trophies.

I can not improve on mcb39's comment one iota. Everything Marilyn stated is spot on. When downsizing, I started with the most time consuming clients (a.k.a - pain in butt), Ones who proved they couldn't / wouldn't get their 'stuff' together regardless the number of times I explained things. Clients seldom complained when I raised fees for same work as last year. They usually realized everything increased. If one questioned why - I explained, "many recent tax changes required added work" or reply on a more personally identifiable level "At least it's not as much as our utility company's monthly increase." Today, grocery prices are # 1 topic. Of course that worked for general type returns. Make a few lists, by category, of clients who take too much of your time for their fee ~ the ones you know they won't change. If they won't change ~ guess what, You gotta make the change ~ for your individual and / or family's health & wellbeing. I wish you well on your changes. So many of us have been there. REMEMBER: Your mental & physical wellbeing is more important than any tax return. Reread mcb39's comment. I've "known" her via ATX for decades & I trust what she says.

Hi Margaret, Yes, the BBQ bash was fun. KC Jenkins created the idea & collected funds. I went to a great Memphis BBQ restaurant I knew would treat our order special since it was for special people. Good luck with your downsizing. I think it would be easier if we were abducted my aliens.

Hi Jim, Gosh, it's good to be remembered & pls. know I remember our conversations too. Some "talks" surely seemed to be crazy to an "eaves-reader." However, each officially started w/ a tax question / situation. The path it took from there depended on the time & how many ATXers were still awake. I recall late night legit tax conversations ~ complimented w/ silliness to keep our sanity. ♦I haven't posted for a hand full of years. I often check the site ~ seeking already asked tax opinions + browsing familiar names. ♦I hope life's been good for You & others during my / our "quiet years." ♦My life has been okay. Things less than likable must be classified as acceptable, as I am not the one with ultimate control. ♦To clarify my philosophical stmt. I was widowed 11/23/15. Not a surprise. I provided in-home hospice. We talked / laughed until the last second. I knew. I was more prepared than most. I'd provided in-home hospice for Mom, an uncle, & helped w/another uncle (mom's brothers) + my hubby's oldest brother & would have helped w/another Bro-in-law, but Covid prevented travel. ♦I post my personal info as support for anyone currently going thru situation & for those who "turn around" & find themselves facing a loved one needing such care. Is it fun?¿ ~ not really. But, it's Overwhelming Heart Rewarding because You're helping someone You Love, Who is in Need of Your Love. ♦I'm currently helping some older clients w/ a variety of situations. They know I'm available to listen. I want to retire ~ but, I'm still here for my older clients (my peoples) whose partner's have dementia & don't have family who give a damn. The same wonderful people helped us after a devastating flood & helped me when hubby declined & moved on. ♦ Jim, see what you started when you "hoped life had been good to me." A 7 word answer: "Sure as heck, my life's been good" Your "hope for me" triggered me to share my hope for you & others.

Lynn, I'm sorry I've taken so long to thank you for jogging my memory re date. I knew I'd read it somewhere, but with the hassle everyone has this time of year I couldn't recall exact date. Thus, I took the "easy way" & asked (a.k.a the Lazy Way). Thanks again. If you're near NOLA or not, "Laissez les bon temps rouler." (yes, I copied & pasted. This TN girl doesn't spell in French)

What's the last Nov. '22 day to e-file for ATX users? I have a few that gotta get in gear, So I can e-file before shut down. Don' t know if I should smile or kill 'em. I've used ATX 25+yr. 2001 or 2002, my family included Caribou, Maine in our road trip to visit orig. ATX (yrs before they sold). Sadly, we arrived after they closed since it was "off season." Oh well, Caribou is lovely & has a funny zigzag street, After 50 yrs. I am ready to retire + travel since Covid restrictions have lifted. I stopped accepting referrals yrs. ago & gradually decreased clients for several yrs. It's painful ~ because I consider my clients as "my peoples" vs. just clients. I'm sure other tax people with long term clients feel the same. To many long time & pre ATX sale users ~ I wish you super well. My prior sign-in was "Judy EA." We had a tighter/more personal sight before ATX sold & expanded. Which is NOT an insult or negative in any ~ simply fact. I sincerely hope all others enjoy their work as much as I have.

cbslee, Thank you for confirming the approx. date I've had "mentally tattooed" for yrs. Time plans to retire is a pain & made me doubt my mental calendar.

Has ATX announced this year's official e-file shutdown date?¿ My quick search = no info. I want to use my time wisely. After 47+ yrs in "Our profession" ~ I'm ready to 98% retire. I'll likely hit 50yrs. before being concerned with only my taxes. Yes, I was @ my desk with a Pencil & ten key calculator Before "Earned Income Credit" existed. Oh, the stories all of us could tell.

J.B. ~ Did you discontinue "curb-side / car-hop" service? I'm sure you offered such service years ago. (ATX was in Maine & we saved taxes in early a.m. hrs) Stay safe & good season.