Slippery Pencil

Of course you can do a summary. Even though the instructions say to attach, no one at the irs ever looks at those attachments so you don't even have to bother attaching anything.

Suggesting to efile on 1/24 is definitely not a suggestion to efile a complete return.

That won't tell what the irs has on file, it just confirms that a return was filed. If the return isn't completed, it's idiotic to efile a fake or incomplete return just to see if one has already been filed.

Every computer and every paper file is a possible source, placing unfounded blame on the graddaughter seems premature if not ridiculous. Two friends have had the ID stolen. Both were from a breach at a large medical facility. Last week I had fraudulent charges on a credit card. The only activity on that card for the past year has been ATT's monthly phone bill and Consumers Energy's monthly gas bill.

As others have stated, it's probably a scam and not a fraudulent return.

Obviously the tax forms. The previous year comparison and the tax summary page. Few if any of the thousands of worthless worksheets and statements ATX will print if you let it. There's no reason to print all those input worksheets and option pages ATX wants to print or idiotic statements like the dependents statement. The dependents are listed on the front of the 1040, there's no reason to print a statement listing the same info. Or the capital loss carryover is easily determined looking at the Sch D, thus I'm not going to print out the carryover summary. I do print worksheets like the student loan interest calculation so that I can look at the return and see that I didn't forget about it but the client is over the income threshold. Also print anything a future preparer would want to see like a depreciation schedule. I like to be stingy with the paper and toner but print enough that if I die, the next preparer can look at the printout and have a good idea what took place. On your new client w/ 1 W2 & 1 1099, I wouldn't print anything other than the tax forms. I'm guessing it'd be about 10 pages if I included the prior year comparison and the Sch B.

I have a Canon Imageclass. Stopped working after a 1000 pages or so. Won't buy another Canon again.

Here's the list I give clients http://davidweigelcpa.com/IdentityTheftProcedures.pdf

Put in the fed id and it will efile. I think you could put in all 9s or all 0s and it will also efile.

no

He thinks the opposite about it being obvious. Have you read the instructions? After reading the definition of qualifying child on irs.gov, it seems obvious but I'm not sure how trustworthy constantly changing irs webpages are. https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit/qualifying-child-rules#Tests for a Qualifying Child Age To be a qualifying child for the EITC, your child must be: Any age and permanently and totally disabled at any time during the year. For more information, see Disability and Earned Income Tax Credit. or Under age 19 at the end of the year and younger than you (or your spouse, if you file a joint return) or Under age 24 at the end of the year and a full-time student for at least 5 months of the year and younger than you (or your spouse, if you file a joint return) Relationship To be a qualifying child for the EITC, your child must be your: Son, daughter, stepchild, adopted child or foster child Brother, sister, half-brother, half-sister, stepsister or stepbrother Grandchild, niece or nephew

https://tscpafederal.typepad.com/blog/2022/03/will-the-irs-destroy-30-million-unprocessed-tax-returns-again-this-filing-season.html https://www.treasury.gov/tigta/auditreports/2021reports/202146064fr.pdf p8-9 of the report (p12-13 of the pdf)

About half the time I try to link fields, the program won't allow me.

Kind of surprising since so many people seem hellbent on returning it, but no one mentioned returning it.

No reason if the kid is their dependent

You get the same suggestions by checking the return. With the number of "I accidentally efiled a return" posts on these bulletin boards, I wouldn't suggest anyone create an efile they don't have authorization to send.

Is it one building? Is he able to split and sell all 5 separately or can he only sell as one unit?

If you don't have a signed 8879, you don't have authorization to efile, thus you shouldn't create the efile.

On the "Students" tab enter "2" for the number of schools. Then enter the 1098s on the "Input" tab for each school. The program adds it together.

Add the two schools together and take one credit or the other.

What did you switch from and why? The help desk has always been useless.

If you use code "M" in column (f), leave the dates blank. Otherwise, "various" should work.

No it doesn't.

Yes, the conversion rule. Forgot about that.

There's an exception for 1st time home buyer up to 10K. Withdraws up to basis are tax free. If they had another ROTH opened more than 5 years ago, they meet the 5 year rule.