Catherine

But what is the USE of registered or certified if the little green card never gets stamped or returned? At least with PM tracking, you know the day it was delivered. Mostly/more often than the others.

We have, in the past, issued a 1099-NEC for the "draw" amounts for S-Corp owners - and then made sure payroll was put in place, pronto.

One of those days!

You would prepare 1099MISC, marked "Corrected" in the checkbox, with $0 in Box 3. Then issue new 1099-NEC with the amount in the correct box on that form.

If you're going to send a check near a deadline, shell out for Priority Mail and get a receipt from the Post Office that you handed it in directly to them. I push people towards Direct Pay, too - and then find that instead of following my instructions, they pick estimated taxes or payment for notice or something else wrong. Then I tell them they have to call and get it moved. Not dummies, either; just sloppy or rushing or both.

My sympathies; Vinny sounds like he was a real sweetie.

Bump again. Got the first draft of my WISP plan today and it is thorough, and specific to my needs. The few tweaks that are needed are all items that I left out or did not explain properly to him. I highly recommend this gentleman. PM me for contact info.

Bump for those who haven't seen this.

Very useful word, and yes it can be trained. I've trained myself to only remember tax info when a file is open in front of me. Once it's put away, I'm clueless. Stops people from asking me questions about their returns at church, in the grocery store, etc. "Sorry; can't remember outside my office!"

We had one "partnership" that put partners on payroll. Made the election to be treated as a C Corporation, and that ( a ) worked and ( b ) saved their bacon including late filing penalties, since C-corps don't send K-1s and get the individual deadline. (This may have been an April filing - long ago, don't recall, and don't recall off-hand if C-corps get extended to 10/16, either.)

Sounds like you will need to call the IP PIN help desk, with the client with you. At that time (once you have the PIN) you can ask how a return could have been filed for them without it. OTOH, if they can't find it - did a family member steal their info? Try to "help" by filing a return for them? A filed return with an IP PIN required is doubly suspicious.

I have paid for a customized WISP plan with someone who is also going to do IT support for me (which I've needed for a while). We just had a big long discussion about it all and I'm waiting for the plan to be sent to me. The discussion was very detailed and he brought up many items I would never have thought of. If anyone is interested, I've stated before I'll pass on his contact information. Send me a PM or an email. I have had one query from one of our colleagues here.

Send the documents back to the person whose documents they are, with a "can't help, there is a conflict of interest" letter to each. If someone kvetches about it being last minute, you could probably say that "working together" has fallen apart and you cannot be in the middle. Nothing else; let the lawyers gripe at each other! If you really want to keep one of the two, tell that person you can complete their return as MFS but cannot discuss anything about the other spouse's situation, at all. If you don't have a well-enough-trained forgettery (opposite of memory) and recall info for the other spouse that will negatively impact your retained client, tell them you can only work for them as of next year. And make sure you get an engagement letter signed from whoever you do a return for. Always, always, always. There are specialty engagement letters available online just for divorce situations. Drake has a standard Eng Ltr as part of the program. The Tax Book has an Eng Ltr and also a Conflict of Interest Waiver, too, if you have a subscription to their book or online resources.

I have found an excellent IT support person who works remotely and is customizing a WISP plan for me, along with ongoing IT support. If anyone here is interested in talking to him, send me a message and I'll pass along his contact information.

Any ATX Forum member who wants Gala apples from my tree, let me know. I'm bringing some for @Lion EA but could certainly bring more!

The only thing I know about ERC is all the calls and emails I've gotten telling me I'm eligible or offering to "help" my clients. I know all my clients; anyone eligible got sent in ages ago.

OK, guys - it's this Wednesday, for anyone who wants to join in at the last minute. I'm spending tomorrow making sure I'm ready for the drive.

"Uhhh, that would be a great big negatory, good buddy." (Don't even recall where that silly quote comes from!)

Did you ever hear of "The Nigerian Spam Scam Scam" by Dean Cameron? My husband & I saw a performance of it (based on a true series of interchanges) in Scotland in 2004. My husband nearly fell out of his seat, from laughing so hard. It was wonderful. Here's a link to a YT teaser/promo video of it. Dean Cameron's Nigerian Spam Scam Scam I thought at one point DC had written it all out, but now I can't find it.

Hi folks, For the first time in I don't know how long I have an estate electing to be treated as part of a trust under section 645. Form 8855 transmits with the return, but my software (Drake) says it must also be paper-filed (like the 3115, I guess). The filled out form only has entries in Part I, and has a place under that for the Executor/Trustee (same person) to sign and date. On page 2 there is a Part III, Qualified Revocable Trust information, that is blank. That is also fine, since there is no QRT. The question is about "signature of trustee" in Part III because there are two signature places - in the middle of the page and at the bottom of the page - and I'm over-thinking but want to make sure I do not need to tell the Exec/Trtee to sign there, as well. Anyone here know enough about these to tell me yes or no?

They are getting more creative, I'll say that. English okay but not great, reasonable scenario of illness and death of prior (nonexistent) preparer - if I got an email like that, that also referenced a known good client's referral, I would not instantly flag it as spam. (I'd contact the known good client and ask "did you give my name to Mr. X" and see what they said.) Way better than the "click here to receive $6M in Nigerian lotto winnings" type spam of a few years ago.

I've done the discount thing for years. Builds in extra where the clients are a PITA (although a few have gotten surcharges - one guy got a $50 "staple removal" charge after I spent a half and hour (and several fingertips) removing so. many. staples. it wasn't funny - after having warned him the year before not to staple stuff! following year there were paperclips - he learned). And allows you to reward the best clients with a discount. I've gotten a few thank-you notes for the discounts! Real-life 'thank you' pretty cards mailed to the office. Those get put in the client's file.

Charge them the new price, then give them a discount for superb organization.

There's the $64,000 question. Client traveled from South American domicile to California, to do research for a MA university as the MA-university employee, from mid-Jan to mid-May. Returned to South America in May. No US domicile for the year. Expenses were on a per diem; not taxable, has receipts that meet-or-exceed 100% of living expenses. Client has worked for same uni in prior years, for the same 5 month stints, as part-time MA resident living/working (teaching) in MA. This year's twist was research in CA instead of teaching in MA.

T/p is a dual citizen who, in 2022, was employed for five months by a MA university to conduct research. The uni paid salary and withheld MA income tax on the MA source income. (T/p was 5 months in the US, back home to South America where additional-but-foreign income was earned, then back again in the last few days of 2022 to move in to a more-permanent situation in a west coast non-CA state, but earned no money in those last couple of days.) Per requirements of the contract with the university, t/p did the research in California, and stayed in CA to do that work (mid-Jan to mid-May, 2022). No CA tax was withheld. T/p stayed in a short-term rental (AirBNB-esque, possibly actual AirBNB; I'd have to ask). Is this taxpayer considered to have CA-taxable income? Is this taxpayer considered to be a part-year resident of CA? And I thought the complications of the weird South American CDs the t/p holds were the worst of this return. At least for 2023 this person will be a full-time US resident in ONE state.