mcb39

I just got a letter today CP14, asking for money that I paid on April 23 with an EFT that cleared the bank. Plus penalty and interest. How do we reason with such craziness. No phone number on this letter.

She sent it to my phone, which is always very hard for me to read.

I get a sick stomach every time I think of setting up an ID.me account. I have to, though, in order to get my husband's meds from the VA. I have also had a login.gov account for some time.

I just had a client receive a letter saying that they cannot apply their overpayment to the next year estimates. No reason;; no way to find out why, no way to question the letter, no indication of further correspondence. Now what? I say, "Ignore!". I checked Where's My Refund". No refund pending. Duh!!!

My saving Grace is that I print all of my own. The simpler, the better because I don't believe most clients give it a second look even though I do have it nicely laid out and assembled. I don't plan on moving, but the Power Plant across the road might have different ideas. At the same time, I am playing this game year by year anyway. I haven't done an engagement letter in years and they all keep coming back and bringing others. This is the year that I put an end to the "others". You will both be fine. The quality of your work speaks volumes for you. Best of luck to both of you and don't leave us. We need all the help that we can get.

The same, and so many of them are being questioned. This was not the case throughout most of the tax season. Some of the questions don't make any sense.

He came to WI several years ago to help out a member of this board. I haven't heard from him in quite a while.

BINGO!!!! ACCEPTED!!!! I can't thank both of you enough. This afternoon, I carefully entered all of the numbers just as TEX TAX laid them out. Then Judy, you came to the same conclusion. I was so afraid to go and look and teared up when I saw the magic word. This couple is going to be so happy, as am I. I am always happy to go the extra mile but have never had anyone take that trip with me before. I am beyond grateful and can now move on and perhaps get these other extensions finished up. This was such a thorn in my side. Blessings to both of you!

You are both amazing and I am still in a world of hurt. Here are the answers to Judy's questions: 1z = 44,173 2b = 0 3b = 194 4b = 0 5b = 129 7 = 175 8 = 0 Thank you both for taking all your precious time to help me out. It is not fair for her to pay back $3150

Loved and Miss Rita and her posts.

I have never seen so many small, meaningless and unprofitable K1s in my life as I have seen this year. Almost everyone with investments has two or three of them.

Total AGI 61531 Gross SS 16860 Taxable SS 13736 The only other thing is that I cannot get her name on the top of the 8962 without reversing the names in the setup.

The original MAGI that I gave you did not include the addback of the portion of SS that was not included in taxable income. Who knew? Would it be advisable to paper file this return and put it to rest?

We rejected again. We redid all of the calculations and came up with a slightly different number of $55; so tried that. If this fails, I have no idea what to do. I do not have an option to change the 8962 to her name without changing all of the main information entry. It will not allow me to override. This has been the horror story of 2024. I hope I never have another one of these.

The rejection this morning said "Form 8962, Line 36b 'Monthly Contribution Amount' for the Spouse must be equal to the amount comuted using the Form 8962 instructions." As far as I can tell, they are equal at $49. I totally don't know where to go with this. Thank you for trying to help.

I did get your results and changed everything; one step at a time. I get a different rejection notice every time. I change what they want changed and the next time it is something else. I just refiled it again. Sometimes it comes back with several of the numbers changed. I am furious. This time it was just one number that had to be changed. I will let you know in the morning. I am tempted to just let it go; but in my heart I know that she doesn't owe all that money. Once they didn't like the $49 and changed everything to $79. I changed everything back. They found something else they didn't like. One more time, I will delete the 8962 and start all over. There has to be a solution.

After four tries, I cannot get it to accept.

Left leg Sciatica (and/or Arthritis, and/or ???) for a few years now. At my age, nobody takes that seriously so I just wear a leg sleeve for outdoor activities.

So many letters, so early about the least little thing! Clients are furious and afraid. Sometimes I can fix it,(like the case where the IRS tried to draw from the wrong account); sometimes I can"t. On the other hand, a miracle happened. A gal came in with a return that she had attempted to do on Turbo Tax. Married filing Separately, mind you. It was a total mess. Apparently TT lets you import your W2. Well, don't try that! Numbers were all incorrect. She was getting a very large refund according to her return. The IRS said NOT SO! I did an amendment on the return and the miracle was that it was accepted on the first filing. Actually she owes a large amount which just gets added to the payment plan that she already has active. Reason for the MFS. This was a new marriage and they didn't know what to do. Needless to say, she won't be trying that again. One more reason for me to stay active for at least one more year.

So, the side of the printer isn't acceptable either?

I haven't even left yet and you already have the answers. I can never thank you enough. Some of these extensions are worse than the entire tax season in real time. Either our brains are fried or we just want to be done. So kind of you.

I had one of these today. We had designated direct withdrawal from a checking account. The IRS tried to take it from a Savings Account that didn't have the funds. Client came in and because of what I read this morning on this board, we went to Judy's link and used Direct Pay; easy as could be. The client was so relieved. He said that he hadn't slept at all last night over this. Thanks to all of you who contributed your experiences. Before today, I didn't know about Direct Pay. This board is the BEST.

I am thankful for every day that I get to open my eyes. At my age, some of that is the result of routine exams. For my husband, as well. Eight years ago, when I had breast cancer, he was diagnosed with prostate cancer. Both were caught very early. Last summer, I had not been breathing well for over two years before it got to be too much for me. The result was 7 days in the hospital and I am lucky to be here. The hospital Dr said that I had been sick for a long time and would have a long recovery. I am just now turning the corner and will soon be driving again for the first time since last June. I survived another tax season and am considering another one because I don't believe that my work on Earth was finished. The medical practice certainly can be annoying, but it can save your life.

I prepare a Partnership for a client of mine. I have four years of K-1s for her Partner who has never filed a return in those four years. It's not high income, but is SE income and a fair amount of money. How can this not be caught?. I file the Partnership return with the IRS and Wisconsin. My client claims her Partnership and pays her taxes religiously.

MAGI is $58,407 1256.48 1193.13 1194.00 Yes, all of the amounts are the same.....Thank you so much for taking the time.