10SorTAX

I buy 100 Forever stamps for $45.75 at Costco whenever I'm there.

Mine hasn't arrived either.

The executor is a family attorney, out of state. I have talked with him but he knows law, not tax law. I have 2848s on file with IRS, one for tp and one for spouse, but I believe the one with him expired upon his death, correct? Thanks for your responses. The refund check is more than spouse's annual income so it's important that I not flub anything up. I don't feel comfortable relying on my muddled, fried brain alone at this point.

I hope my crazy topic title caught your attention. Single taxpayer filed 2008 tax returns on 10/17/2012, and died 11/10/12. He (his estate) received federal and state refund checks 12/2012. Large refunds; $16350 from IRS and $6575 from state. He married in 2009, so spouse has possession of uncashed checks made out in husband's name and is trying to get current with taxes. IRS has instructed to write "void" on the check, enclose it with tax return and a note to have the refund amount applied to 2009 taxes which are $12675. Normally that is what I would do but do any of these other extenuating circumstances - death of taxpayer whose name is on the check and who filed single before but is married in 2009 - change how you would handle this? If voiding etc is the way to go, should I have spouse deliver paperwork and check to the local (90 minutes away) office? Interesting note; deceased taxpayer was an investment advisor who did tax returns for others but just procrastinated when it came to getting his own filed. And of course he handled all financial matters so wife, who has been a waitress at Marriott for many years, knows nothing about taxes other than filing with her one w2. I would appreciate any advice. Thanks!

I charge $25 for one 1099 and the accompanying 1096, and $10 for each additional 1099. That's what I billed back when I did them by paper, when a 1096 and 1099s had to be mailed in. Now I do it much more quickly and easily by e-filing (no additional 1096 to prepare) and I just continued with the old rate.

I think the IRS alert said that form 4562 would be available 2/10, but form 8863 would be available 2/14. Your Valentine's Day gift.

Yes, please, enough already!!

For me, it was one of my most complex returns. One night I left the return open overnight to see if the "processing" would ever complete, but it was stil in the processing state in the morning. Finally just had to bite the bullet and start from scratch and so far it's fine.

Just an update...I tried e-filing a 2010 return today that would qualify for MEF, but I'm getting the error message saying it's too late to e-file so I guess it's still not working.

With the federal penalties per shareholder per month for late filing of forms 1120S, I feel better e-filing and getting that acknowledgement. I've had IRS claim they didn't receive paper filed 1120S's that I know were mailed. I'd rather e-file than mail certified. Colorado doesn't accept e-filing of corps or partnerships yet, so they have to be mailed, but they also don't incur penalties for late filing, so I don't mind the risk of mailing those.

Did you include a phone number for the taxpayer? I think that's required.

I keep the link to the chart on my desktop so I can always find it quickly: http://www.irs.gov/p...s-pdf/p2043.pdf

Yes, I will leave it to the experts. Thank you so much for your quick response, Jainen.

TP recently divorced, and she and ex will be selling real estate they held in a 1031 Like Kind Exchange. Can she take her half of this deferred gain and do another 1031 exchange, even though the original documentation was done in both of their names?

I don't know about the form 1041 but I have had 7004s reject for forms 1120S and 1065, and I corrected the error, re-efiled within the five days, and it was accepted.