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ampCT

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    CT
  1. I know this probably won't help preparers, but I've been lurking around Reddit's r/tax. It sounds like some taxpayers whose checks were cashed and are getting notices have gotten help calling the Taxpayer Advocate's office. Maybe call TA with the client in the office?
  2. Somewhere in all those messages, it says if an organization doesn't have an EIN you can use all zeros. I was unable to find the EIN for SSA, so I've been using zeros. No pushback yet. Thank you to Max W for the real one!
  3. They both get it. Check out the last "plus mark" on this page: https://www.irs.gov/newsroom/economic-impact-payment-information-center-topic-j-reconciling-on-your-2020-tax-return I can't tell you where I originally heard this, but I caught it in training somewhere. Filling out the reconciliation automatically gives you the extra payment if you are truthful about the amount you actually got. BTW, the same works if your client was a dependent last year and claiming herself this year.
  4. For 2017, these should be the instructions: https://helpx.adobe.com/acrobat/using/edit-text-pdfs.html We used to have Adobe Pro where I worked and one of the "updates" took away all ability to edit the text. It could be the company went cheap, I couldn't find edit text anywhere. But, there's a work around. Save the doc as PDF. Then import the PDF into MS Word (I think most word processors do this now). It won't be perfect, but you should be able to add text, get it more or less lined up, and then save it as PDF again. Be warned, you will curse a lot.
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