ajuroff

Can we efile the 4013 Tribal form through. I don't see where we can't be just wanted to check. Thanks!

Read this in the newspaper this morning. Good to know.

And if the client had only SS and $1 in interest and I have already e-filed them through and the return has been accepted?

I'm curious about this also. I've had seniors with SS earnings and a little bit of interest income. I've e-filed them through and they have been accepted. If these returns are "ignored", do they need to send in a paper return? It seems like this would cause a huge problem.

I am the Treasurer of our County Cancer Service (501C3) and we are bonded and only require 1 signature. We do have carbon copies of checks, and any checks I write are first approved through the President. (except the monthly answering service bill..it's a given) So there is a sort of internal control going on.

If we were closer, I would send him your way...along with his referrals. :)

Just in case you didn't know, the mexican was correct. If he supports his parents and children, he can claim them if they live in Mexico or Canada. When he said that the other preparer could get a social security number, I think he meant ITIN. Also, maybe he became a permanent resident throw his wife and now his children will become permanent resident and get a social security. Yes, I did know. He said she was getting social security cards for his mother and children. They are not moving here. They will not be living with him. Am I missing something on the rules that allow you to get a social security card/number? And I understand that $200 a month may be alot in Mexico, but his w-2 was for close to $12,000. I should have explained more to make it clear. (at least in my opinion) $12,000 - $7800 (claimed paid for rent) = $4200. Now take the $4200 and subtract $2400 that he says he sent to Mexico. That leaves $1800 to live on and support his wife and her child here. $1800 for a year to pay for food, electric, heat, gas, etc. I don't think so. She did claim $1500 of child support received. But I still don't think so. The thought of him wanting to claim his children was kind of thrown in there as an after thought by him. So I don't actually believe that he sent the money to mexico. And here's my problem. Let's say client walks into your office and wants his taxes prepared. Gives you his w-2. TELLS you that the number on the w-2 is fake, just made up, shows you his social security card, and says this is my real one, use this. You look at the social number on the w-2 and discover it's your very own social security number. What would you do? I would have a problem with that.

He has been working with a fake social security number. She knows he was. My gut is she has something to do with it. But you're right, I don't know for a fact. I'm not filing returns knowing that the social security number on the w-2's are fake, made up, whatever.

Clients come in for appointment this year. She (only she) was here last year and filed, MFS. Last year she gave me husbands name and social security number and said they were filing separate. Back to this year......They come in together and the mess begins. He is mexican and was hard for me to understand, but I got the idea of what was going on after a lot of questions. He wants to file returns for 04,05,06 and file jointly with her this year. He gives me his "new" social security card. The name is sort of close to the name the wife gave me last year, but the social security number is completely different. He says it's his "new" social security number. Then goes on to explain that he was illegal before and that some tax preparer in another town was able to help him get his new number and she told him that he could now file his back taxes. His w-2's have the social security number that the wife gave me last year. After a little prodding, he told me that was a fake number. He also says he wants to claim his three children and mother who live in Mexico because he sends them $200 a month for support. I told him that he couldn't. He said this other preparer is helping him get social security numbers for his kids and mother in Mexico too and he wants to claim them because this preparer said he could. He said this other preparer is helping his other relatives get social security numbers for their family members too. And on and on and on. I asked him why he didn't go to this other "tax preparer" ...he said she charges too much. I told him I couldn't do their return and sent them on their way. I still don't know if this other preparer gave him his "fake" social security number or if he just made it up. I actually know the guy who owns the company that this "prior" client works for. I know I can't call him about it. I asked the client to go back to the company and have them issue corrected w-2's with his "new" social security number and correct name. He said he couldn't do that. I wonder why??? hahaha I know what town this "preparer" is in and it's very small. But I'm sure she is not a legit business. I would love to turn her in. Heck, I'm so mad I would love to turn this guy over to....well, I don't know, but to someone. Just needed to vent a little....

:lol: "I did it Tom's waaaaaaayyyy"

Thanks to all of you. Those were to two ways I was going back and forth with. Then I was doubting myself. (you know how that goes) I did use "Tom's way" and of course, better results when it comes to the K-1's. Thanks again. I really appreciate this board! Amy

S Corp started March 1, 2007. Put into service a Semi, with a purchase price of $13,000. (client says got a great deal, the value of the Semi at the time of purchase was $20,000 - seller needed money) On November 6, 2007, Semi was in an accident and was totaled. Insurance proceeds for loss of semi was $29,000. S Corp then purchased a replacement Semi on December 1, 2007, for $7,000. (again, another deal as value of this semi was $12,000 but seller was anxious as he was retiring) I'm having brain issues when it comes to reporting this on the 1120S. I have something in mind but am looking for opinions. (and it's only Tuesday) Thanks!

I've had that happen also. It's sort of annoying. So now, when I want to print the Return Cover Sheet, I do that first and from within the return when it's open. (I have my list of forms open on the left. I click on the Client Ltr: Fed tab on the left, then click Return Cover Sheet on the bottom and click "page" at the top to just print that page) Does that make sense? :)

I had the same errors this morning. I just sent an e-file thru and had no problem. But I have a RAL from yesterday that is still in validated state. I synchronized but still in validated state. I'm on hold with tech support now. (for the last 15 minutes I should say) I emailed support three days ago with a question and never heard back from them. Their support is nothing to smile about, that's for sure.

Client lives in Michigan but won $1000 on the Hoosier Lottery. I know about the riverboat gambling winnings, but will the lottery winnings generate me to prepare an IT-40PNR too? I'm not reading it that way....

Do any of these children qualify her for the EIC? If children lived with her more than half of '07, she may qualify. (considering all other rules are met) And if children lived with mom more than half of '07, dad cannot get the EIC.

Thanks Chad! Appreciate the quick response. Amy

I need to amend a clients Michigan return - well, only the credit forms that they file. I can amend the Property Tax Credit but how can I amend the Home Heating Credit to reflect medical insurance premiums paid in?

From the IRS Website: Also from the IRS Website:

I've had problems efiling "state only" returns because the Federal had AGI of zero. I called tech support and was told we could not efile a state only when the fed AGI is zero. Someone did mention a work-a-round (sort of)... adding a $ somewhere (other income) so the AGI is not zero. Can we efile a Federal when AGI is zero?

What about those on disability?

I'm curious about this also. I have a few of these returns.

I've prepared returns for seniors who only file the Michigan credit forms. So a "state only" efile. Does this mean I need to go back and send a "Federal only" efile for each one of them? If this is true, you can't efile a Federal return with an AGI of zero. So either add a buck (made $1 in scrap metal sales or whatever) or print each one of these off and have them mail in. I only charge these seniors for the MI credit forms. Do I tell them, "if you want the $300, you need to pay me for the Federal return now?" What to do.....

Yep JB, that was checked too. BUT, I found out the problem, and I can't believe it. I called the clients and discussed the issue with them. I asked the Dad again - what is so-and-so's birthdate? He told me what I have (and have had on file for MANY years) I heard the Mom in the background say, "no it's not, she was born in 1990"! I received these clients many years ago from another preparer. When they first came to me, they brought me a page with copies of the children's SS cards and their birthdates written next to them. As a new child was born, I would take a copy of the SS card and write the birthday next to it and put it with the others in their file. So, for close to 10 years, this return has been filed with the wrong birthdate for the child and has never been caught. (and I don't know how long they went to the prior preparer but I do know the last year they went to her/him, she/he filed it with the wrong birthdate) The parents never noticed on the paper they gave me that it had the wrong birthdate. (maybe Dad wrote it and Mom didn't notice) I never questioned it and it has always went through. Until this year, now that the child is 17. No CTC! I can't even believe that this has happened for this many years and never been caught.

Yep, checked all that. I deleted all the kids and put them back in. I rearanged the order this time. I got the rejection on the same child again. (can't claim the child tax credit - not under age 17) I don't know what to do.