Lion EA

Merry Christmas!

Your clients can fill out FAFSA with estimated information.

Probably someone else can do a better job of directions, but here goes! Log in. You'll be asked for your info, think you can have it pre-fill your info. I got a transcript for my husband and myself one year, so I remember putting a POA/disclosure authorization in on my hubby. Then I asked for transcripts, which appear in moments. I don't have a huge number of clients so don't use it often so am always puzzling over their jargon, trying to figure out which one of the items listed I need. But, the speed of delivery is worth struggling through their input screens. Good luck.

Have a very

In spite of any problems, I still love e-services. I can get transcripts in seconds!

You're welcome. I stole it from a post on the NY/CT-ATP bulletin board. :ninja:

The IRS is changing some procedures that will affect the filing and processing of certain taxpayers' federal tax returns for the 2011 filing season. In January 2011, the IRS will send a new notice to some taxpayers identified as being victims of an identity theft that has affected the filing or processing of their federal tax returns in one or more prior tax years. These taxpayers have previously contacted the IRS concerning the identify theft and the IRS has validated their identity, verified that they were victims and adjusted their accounts. The new notice (CP01A Notice) will provide the taxpayer with a 6-digit identity protection PIN (IP PIN), valid for a single use only when filing their 2010 federal tax return. To be effective, all six digits of the 6-digit IP PIN must be input, even if the first digit is zero. The IP PIN avoids delays in processing victims' federal tax returns by helping the IRS distinguish between the genuine taxpayer, who has been issued the IP PIN, and a possible identity thief. If the taxpayer misplaces or loses the CP01A Notice, they will not be able to obtain a new IP PIN. Federal tax returns may be filed without using the IP PIN. However, if the return is filed without the IP PIN, or if the IP PIN is input incorrectly, there may be a delay in processing the return while the IRS validates the identity of the taxpayer. The IP PIN is valid for a single tax return and only for the 2010 tax year's federal tax return. A new CP01A Notice and IP PIN will be issued each subsequent year in January for the new filing season for as long as the taxpayer's tax account remains at risk for identity theft. When preparing a federal tax return, practitioners should ask the taxpayer, as part of the interview process, if they have ever contacted the IRS regarding identity theft and, if so, if they have received a notice from the IRS containing a 6-digit identity protection PIN. If the taxpayer indicates that they did receive a CP01A Notice, you should input the six-digit IP PIN in the proper area on the tax return. For electronic returns, the tax software program should contain a prompt asking if the taxpayer received a notice from the IRS containing a special 6-digit processing code. You can check with the tax software provider for information on the placement of the PIN prompt. Acceptance of the electronic return is subject to e-file acceptance standards without regard to the IP PIN. The space designated for inputting the IP PIN is located in the grey area to the immediate right of the spouse's occupation on the printed Form 1040 (some software providers may not print the IP PIN as a security measure). For paper returns, the CP01A Notice instructs the taxpayer to write the 6-digit identity protection PIN in the grey shaded area just to the right of the spouse's occupation. Acceptance of the paper return is subject to IRS acceptance standards without regard to the IP PIN. If you have any questions regarding the Identity Protection PIN, please submit them to [email protected]. Please do not include sensitive, personally identifiable information in your e-mail. Remember, the IRS does not initiate taxpayer communications through e-mail. Note: The identity protection PIN should not be confused with the electronic signature self-select PIN or be used for any other purpose.

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I usually use Firefox on my desktop, but am on my netbook using IE. I got the warning and told it to continue. It sits on the warning until I request a second time. Then I get in, but have a pink warning stripe at the top of the screen. I was able to submit a POA. And, I can get in by just requesting it to continue twice. Hope to be on my brand new desktop soon and back to Firefox, so don't think I'll try retrieving the certificates unless I have further problems.

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It sounds like your anti-virus software or firewall or other security doesn't recognize the site. Can you lower your security settings? Someone more computer literate will jump in with specifics soon. I have NEVER gotten that promised email and sometimes get locked out and am on the telephone with the e-Services help desk. In fact, I changed it early this fall so it wouldn't land during tax season.

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I don't think the IRS has released it yet.

Update on Processing of Forms W-12 The IRS has informed NATP that there are currently about 27,000 Forms W-12 still waiting to be processed. The majority of applications are being processed within four to six weeks. Approximately 1,700 forms are over six weeks old. Processing has been attempted but not completed on these forms because the information submitted does not match IRS records. Before rejecting any applications, the IRS is making a careful comparison of the information to ensure rejection is valid. Applicants are encouraged to carefully check information when applying for PTINs online or on paper. IRS analysis indicates many of the applications they have been unable to process have included incorrect SSNs and dates of birth. In addition, even after the IRS corrected a programming problem involving spouses on joint returns with different last names, the largest percentage of mismatches continues to be related to the last name. Applicants should review their last income tax return and enter their name exactly as it appeared. Payments with paper PTIN applications are not cashed until processing is completed. Any preparer who has a paper Form W-12 pending may still opt to register online at any time. If a preparer does this, when his or her paper application is processed, the system will determine that a PTIN has already been issued online, and the paper form and voided payment will be returned. The IRS has also updated its FAQ page with the following: I sent in a paper Form W-12 and my check has not been cashed. What should I do? (updated 12/10/10) Unlike tax returns, we will not process your payment until a PTIN has been issued. You will receive a letter in the mail when your application is processed. If you included an email address on your W-12, you will be notified via email when your application is processed. If you have a paper Form W-12 pending, you may still opt to go ahead and register online at any time. Your paper form and payment will be returned to you.

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I buy the expensive ProSystem fx. I called my rep and told him I want a mouse pad with the Refund Cycle Chart on it. He tried to get one from CCH marketing, and they told him to send me a lens cleaner! Marketing didn't understand that I wanted the Chart and not just a pad or any other promo item; the chart/pad is a way to save desk real estate by combining two functions that I use anyone into one piece.

Technically, you get the W-9 before you ever make a payment, anytime, so you know what the entity is. And, you can always send Forms 1099-MISC, no penalty for sending them when not required. Now, the new dates for the new requirements have me confused, too! Wouldn't it be nice if the IRS had a chart to sum up the new and continuing requirements? Has any one seen one, from the IRS or a third party?

Pub. 2043

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