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Everything posted by Catherine

  1. If you have an SSA Business login, I'd try filing W2C's there. Put in the doubled-total are original report, and correct amount for corrected.
  2. Yes check with SSA, but the system will indeed accept multiple W-2s per employee per employer. We had a situation last year with double-reporting of income for some employees. One was our client; employer learned of issue when several ee's got CP2000 letters for un-reported income.
  3. That's why we love you! We're all (mostly) kinda scrappy and yappy here.
  4. or in pieces; as long as they don't re-surface!
  5. I'd check the microsoft knowledgebase. But it doesn't sound right to me! Anything real should come via the Updates screen, not this pop-up.
  6. You're probably right. Even if the questions are merely "WHO do I send this check to? When is it due? Is it really this much?" ""Where can I go to get my poodle clipped, in Burbank?" questions, questions, questions facing concerned young Americans today." Frank Zappa.
  7. I see I am not the only cynic amongst the crowds here... lol. Who's that Jeopardy game show host? "Alex, I'll take the float for $8,000, please!"
  8. I feel bad (sometimes) charging $20-ish per form when I'm paying $2.99 - but then I'm still the one getting the questions, and inputting information - and nagging the clients, too.
  9. Maybe that's the answer. Stop all withholding, and have people make quarterly payments. They may be much more leery about who they send to be their local and federal legis-vermin if they get a quarterly reminder of how much it's all costing them! And WE wouldn't get the questions and complaints about the bleeping W-4 forms and owing and lower refunds and heaven only knows what else. That part would be a win for us!
  10. We just had a similar situation, with original return refund applied to 2019. The amended return was sent in without payment, and with a request to lower the 2019 carry-forward. The client immediately got a bill. My partner called the IRS and was told that they cannot change the carry-forward amount. That sounds bone-stupid to me (they HAVE the money already, after all), so it may be worth another call for us to see if we can get someone with a better clue to answer the call. My partner now has a far-better understanding of why I detest applying refunds to the next year. One mess up (in this case, our elderly client misplaced a consolidated 1099 and since she was new - and newly widowed - we had no prior history to question her on), and now you have two years involved in the mess. I'd just have the client pay it - and watch like a hawk, next year, to be certain the IRS doesn't lower the carry-forward anyway.
  11. For just a few, yes use one of the online services. Tenenz offers one. I have used efilemyforms dot com very successfully for several years now. If memory serves, it is $2.99 per form to efile each form (you get near-immediate pdf's of payer copy, payee copy, state copy, etc), and $3.49 to add in mailing to recipients. You still get all the pdf's for your client who has to send the forms. I charge per form sent, and I'll just say that it's substantially more than $3.49 (and the bump up in price to mail is less than the cost of my stamp, let alone special paper, special envelope, toner, and time).
  12. It's an actual, honest-to-goodness, *worth* your time and effort discount, for sure!
  13. When I lived in Worcester, I had one spot out on my back porch with good cell phone reception (cell phone, not wifi - this pre-dates wifi!). It was landline phone (including cordless) unless it was nice enough outside to stay in that one spot! 'Course, that was also in the days of getting charged per minute, too.
  14. You can still get a cordless handset to go with your office phone. Mine came with a desktop phone plus a cordless handset. Local 5.8GHz communication, so it's not wifi-signal-dependent.
  15. I have had my assistant hold the phone while I duck in. Instructions to get the agent's name and ID # written down. Then I try to be REAL fast. Never yet have they come on while I'm away. Prevented a few puddles that way, though!
  16. sometimes you can still get the amount rolled forward to a new year as an estimated payment (THEN get the refund for that year)
  17. In the past, they have also given - free - prior-year full function programs in case you want to run some previously-done returns of your own. That was super-helpful to me when I switched. Plus, when I later had a new client with many years' unfiled returns, I was able to get ALL the prior year programs for those returns for free. I will note that was a few years ago; don't know if their policies have changed at all since then.
  18. Catherine

    ATX Renewal

    @BLACK BART - good thing you got that hot tip! Can't wait to hear how much it saves her!
  19. I've been sending them in, requesting multiple years, and those have been honored. Just a couple months ago I sent one in for 2013 - 2018 (long time non-filer), and was able to pull transcripts a couple weeks later for ALL the years involved. Well, except 2018, because there is nothing posted aside from the "appointed representative" notation.
  20. Four score and seven years ago our fathers brought forth on this continent, a new nation, conceived in Liberty, and dedicated to the proposition that all men are created equal. Now we are engaged in a great civil war, testing whether that nation, or any nation so conceived and so dedicated, can long endure. We are met on a great battle-field of that war. We have come to dedicate a portion of that field, as a final resting place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this. But, in a larger sense, we can not dedicate -- we can not consecrate -- we can not hallow -- this ground. The brave men, living and dead, who struggled here, have consecrated it, far above our poor power to add or detract. The world will little note, nor long remember what we say here, but it can never forget what they did here. It is for us the living, rather, to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us -- that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion -- that we here highly resolve that these dead shall not have died in vain -- that this nation, under God, shall have a new birth of freedom -- and that government of the people, by the people, for the people, shall not perish from the earth. Abraham Lincoln November 19, 1863
  21. I'm one of those. Every couple of years (and with every new client) I get a POA that goes back all open years and forward one from the current year. It's really helped on several occasions (pulling transcripts using TaxHelpSoftware, or Canopy, calling on a letter received without having to scramble for a POA on short notice). Actual representation work does not occur until a separate representation engagement letter is signed, though.
  22. Yes, I always point out the fees. Most clients can't seem to be bothered (and I don't understand why). Heck, I can't even get people to update their IRA beneficiaries! I see them year after year after year - the same accounts, showing "no beneficiary on record" or (worse yet) the name of the former spouse. People say, "Oh, yeah, I gotta fix that" and then next year.... Inertia.
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