Catherine

Well, yeah, and I tell them all the time, but I can't make them listen! In her case, she hung on literally for years (incurable cancer) because her husband's health was failing and he needed someone to advocate for him (dementia, among other issues). She outlasted him barely seven weeks. No energy, time, or mobility to deal with anything but the absolute essentials for several years beforehand. I tried. I really did. As it was, I'm still working on the dregs of the 2022 returns. We got 2020 & 2021 filed the day before she passed on.

The IRS will take $$$ out of a live account. They don't ask for a name, and don't care a dingleberry who is paying, as long as they are getting paid. I've seen parents pay for kids, kids for parents, one couple who paid tax due for a dear friend having a hard year... as long as the account is live, and there are sufficient funds in it, the IRS is happy.

I tell my clients to use a phone scanner app like CamScanner (or any of the others) and not to send pictures because they can't be read reliably. However, I have one lady who keeps sending me heic files. Adobe Acrobat reads them just fine (not sure about the Reader). Click the file, right-click and choose "open with" Adobe. One client would send me everything stapled to a fare-thee-well, until the year (after multiple warnings) I charged him a $50 staple removal fee, so named on the bill. I'm tempted to do likewise with photos of documents.

From my memory, there was a large-ish 1099-R paid to her estate.

She was dying; there were only a couple of weeks between the attempt to get the distribution for her church and when she passed on. That's why the issue with the custodian could not be fixed; she was already gone before it was known they didn't like the way the paperwork was filled out. I'll check with her son to see where the funds were paid to; I know the contribution came out of the estate accounts. That could be counted as money not paid to him.

However, it has been useful to have the facebook group to see or to report what's going on if there is a problem with the forum. I think that's why it was set up; so there would be an alternative just in case.

ALWAYS go up the food chain to the manager. They are usually far more reasonable. And the auditor is required to give you the manager's name and full contact info.

@NECPA in NEBRASKA retire now; people have time to find someone else. Just say "personal issues" or "health issues in the family" and anyone who doesn't respect that you would not want to have as a client anyway! If you do not want to retire, hike the price as much as you need and then $50 more. Your family is more important.

You can also use one of the third party services to e-file, like EFileMyForms, for you and your clients. Just pick "efile only" as the option. It's only about $5 per form and gets it DONE for you. Then you fix the ID.me issue at your leisure - or at least, not under a nasty hard and looming deadline.

Facts and circumstances. RC is a big issue, yes. However, it's not a huge issue for a small S-corp without big distributions. A corp in its first few years may well be just barely scraping by. In which case I'd look at IRA limits based on spousal earnings rather than S-corp earnings. No one can put all their $ into an IRA unless they have a working spouse with a good job - or are taking distributions instead of wages. For the latter, you have an RC issue for sure.

The only good thing about call support for Drake is that the phones are generally answered within a few rings, and sent to the right department right away. Therefore one would not get the royally-ticked-off-by-phone-tree calls. Still, I'd give this a hard pass. I have easier ways to hurt myself.

Hi folks, I have a lovely grey area. Elderly lady made a church the beneficiary of her IRA so they would get $$ after she passed on. This change was submitted to them very shortly before she died. Custodian refused to honor it (due to their delay in processing the request, as can be seen from her date of death and the date the papers were submitted). Instead her son gave the amount she wanted them to have from the estate funds to replace what they did not get from her IRA. Does that count as a per-will/per-trust/per-paperwork donation, or not? Only those things called for in the will or trust is allowed as charitable deduction - but she did everything she could to get a distribution from her IRA, and the custodian mucked it up. Opinions?

I'd get that in writing (email, at least) as proof that the client tried to get the code changed, and the custodian refused to cooperate.

I wonder what is going on with the computers that these letters are being generated in the first place. Please report back!

Gee, I didn't get one. Or, not yet.

I still recommend Ben Roberts very highly, to everyone here at the ATX Community Forum. He got me an excellent WISP in short order. Ben Roberts, [email protected] - tell him I sent you send me a PM for his phone number.

Yes indeed - just finished presenting, in fact. They'll have it on self-study webinar at some point. We'll see if they ask me back!

Today I have gotten a couple of emails for orders that have been accepted by the IRS. Yesterday I got emails saying they had been submitted.

Thank you, @Lion EA - I'll contact her tomorrow.

That would be a great question to ask them. It might be that if the help is needed, at that point you get a section 7216 Disclosure Authorization from the client. If they want the help, they'll sign.

I have submitted several. In general, they wait until nearer the deadline to submit, in case you have changes. Once they submit and the files are accepted, they email you the submission confirmation (by order number). That delay has proven useful in the past. Post-deadline, reporting to the IRS is done within 24 hours.

I had one case for tax year 2021 that ended up taking over a year and a half to settle (state issue). Had I billed for that time, it would have exceeded the amount of tax at issue - which itself was over $1,500. Why didn't I bill for it? High school friend of my older daughter, who had quit work to go back to school for some special certification program. Can't get blood out of a turnip, or money out of a starving student.

Very true - but the reason to contact support at EFMF is to make sure only the RIGHT one(s) get filed. I don't recall their process.

I have not yet submitted any this year; those are on the schedule for next week. I'd contact support and ask them; my memory of what to do with wrong amounts is fuzzy at best. I did have one, and I recall it wasn't hard to deal with but I don't recall, sorry! Plus if they've made any changes, my memory would still be of no help.

Installed yesterday. Mostly customized the Eng Ltr; one detail left to fix.