schirallicpa

When I google for attorneys in Denver, there are a bunch. We're looking for someone who can possibly help us. Our daughter is in a hospital out there and we are not happy with the level of care. But nobody's dead - we're not catastrophic. Not looking for an ambulance chaser. But would appreciate a genuine person that may be able to give us some direction.

Thank you! Crossing my fingers............

I want to follow this to see if anyone has an answer other than override.

My federal return has to be paper filed. (This is lady with IRS PIN issue.) But she has a NYS return that I thought I could still efile without the IRS efile. I think I used to be able to. I'm just ready to scream today! grumble mumble........grumble mumble............

It is faxed to the "rejects team"............

Not that I want the IRS to go after every S-corporation that doesn't pay reasonable comp - but I feel like the IRS is missing easy catches on that topic.

We highly encourage clients to pay ACH debit with the return. If they are mailing, we give them the priory envelop and advise to pay for the tracking and to make a copy of the check before mailing. And I agree with JohnH - the rules say you have to prove that you mailed it. You don't have to prove that they got it.

My little doggers - Vinny - passed away a few weeks ago. He was with me for 14 years and was a major part of my tax practice as the social and welcoming committee. He had his own Instagram and I swear I got clients because of him. We had gotten him in January. We live in western NY and my husband is the town highway superintendent. So in January, he's pretty busy with roads. When I called him to go down to the house and check on my new puppy and he told me he was too busy, I started bringing him to work with me. He peed on lots of clients that year, and W2s and tax returns. As soon as he heard the door open, he'd be up and running to see who it was. I had a number of clients who would bring him toys and treats. I'm missing him!

Surviving spouse has filed MFS for a couple of years. Divorce never settled and then H died in April 2023. She got a request from IRS for 1310. I was kinda surprised. I am sure he never filed a return for 2022 before he died. He was self-employed and had gotten behind with taxes. The couple was separated. I did the wife's returns MFS for last 2 years. So this is only regarding her tax refund. He certainly would not have any. But I'm not understanding why we still need the 1310 when it's MFS. Oh well. Will fill out and send along......

After spending about an hour on the phone with IRS to get a damn PIN I was told that the electronic signature on the 2848 was only acceptable when uploaded thru the IRS portal. Which it was uploaded thru the portal. Which my software says it was accepted on Oct 3. But the woman at the PIN phone center didn't find it. So she asked me to fax it to her. And then she wouldn't accept it because it needs to be an original signature.

oh man.....my little town only has McD's and BK

I'm just seeing this post as I am in the middle of answering an informational questionaire that my client recieved and passed along to me. Ugh

My sister-in-law is my very worst client. I love her dearly........I'll be getting her stuff Monday if I'm lucky.

My client has losses carrying over for the last 4 years. Some of the losses included the spouse's as well. Now she has quit her SE business. Do her losses continue to carry?

well - this just got worse. There is already a transcript of my clients "tax return" with the IRS. My client has not filed yet.

I'm in the middle of divorcing couple right now. And what should be very straightforward just gets messy with people. I don't know why you are afraid to ask if they have other income they are not claiming. You should always ask that question regardless of what they have given you. It should be outlined in the engagement letter that you should always make them sign. You have to be a hard-nose with divorcing people. As a rule of thumb - divorcing people should just file MFS. Don't even entertain the idea that they should be able to get along.

Kinda pressing the deadline. I have an elderly couple that cannot find a PIN letter. I have an 8821 in place, but I don't think that will help. I am sending a 2848 and hoping IRS will give me PIN over the phone. What a PITA these things are.

Exactly.... This is where I always get hung up.

Unfortunately, I seem to have gotten older as have my clients. So - more and more I am getting questions about SS and SS planning. I was looking online to find what info I could this morning for a client, and came across some courses. So wondered if anyone else had taken courses or has a go-to resource. I ordered a book from the social security association in the spring but I haven't received it yet....imagine that.

This is more of the ill-logic of our tax system. I have advocated for single payer status for everyone. Forget all this married stuff and dependents and credits. You get a w2, the exact taxes are withheld and you don't have to file. You have a business, you figure out your income and file a return. No kids on returns. No credits. No arguing. You're liable for yourself. Would make the system easier and less abused.

Following up on this - the IRS will only give you a LTR385C which states that the IRS accepted the S status on such date. The Form 2553 is thrown out after the IRS has accepted the election. This is what I was told today when I finally got thru to someone. And I dare say, the phone lines and queues have not gotten any better. It took me 3 tries this week, the first two I was disconnected after a long hold.

"oh - I thought you knew...."

For NYS estimates I can go back into the return and create the sept and jan estimates. (I duplicated the return first.) In this case, we didn't know there was going to be a large influx of taxable income in August. I think I can go online and make the federal estimates for them, but if 1040ES was a separate efile to create in the software that would be helpful.

I raised prices last year and will raise again this year. None of my software or paper product suppliers have left their fees low. And min wage is a killer. Last year I cut hours, but that doesn't help me much. I end up working more myself and I can't do that either. I live in a small low-income town in western NY and I will lose some clients. But the population here seems to have the money to buy alcohol, drugs and cigarettes.

I started out in tax, but was able to be part of a few audits. Overall it is all boring to me. The clients make it interesting. I'm not smart enough to find something else and have done this for so long I don't think I could quit. Clients are like gum stuck to your shoe.