BulldogTom Posted January 10, 2015 Report Share Posted January 10, 2015 Help please. I know I should know this but I am having a brain cramp. My client just got a notification from the IRS for an error on her return. I know what the problem is and can fix it easily. Problem is, the client just married a couple of months ago. How do I fill out the POA? With her name at the time of filing, which matches the IRS notice, or with her married name, which does not match the IRS notice? Or hyphenate the name? It should not be this hard....and tax season is just starting. Tom Newark, CA Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted January 10, 2015 Report Share Posted January 10, 2015 Either one is acceptable. Quote Link to comment Share on other sites More sharing options...
jklcpa Posted January 10, 2015 Report Share Posted January 10, 2015 (edited) ^ that. My preferred method is to enter the name that matches the return and notice. Then I'd mention the name change early in the correspondence or in the re: section of the letter, especially if documents are attached that were issued with the new name on them. Edited January 10, 2015 by jklcpa to show that this is MY PREFERENCE!!!!!! 1 Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted January 10, 2015 Report Share Posted January 10, 2015 You could even cover all bases, by getting one of each signed, start by filing the one with the return name, but if an issue comes up over it, you are ready to whip out the one with the new name, with no delay. 1 Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted January 10, 2015 Report Share Posted January 10, 2015 Overthinking, Overthinking, Overthinking!! The lady may use EITHER name and it is proper and legal. Overthinking, Overthinking!! Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted January 10, 2015 Report Share Posted January 10, 2015 You are correct Jack. [No surprise there.] But we also know that now and then you run into an idiot at the IRS, or maybe they are just having a bad day, so they try to get rid of you fast by demanding something they do not really need. I know I have. So while she's there signing one, it's so easy to have her sign two, just in case. I once had an agent ask me for a POA for the client's LLC, even tho it was a disregarded entity. I will always believe he was just running late and wanted an excuse to put off the appointment but put the blame on me. 1 Quote Link to comment Share on other sites More sharing options...
jklcpa Posted January 10, 2015 Report Share Posted January 10, 2015 Overthinking, Overthinking, Overthinking!! The lady may use EITHER name and it is proper and legal. Overthinking, Overthinking!! I'm not overthinking this at all, but your post with five "overthinkings", multiple explanation points, and shouting in capitals is overreacting!!!!!!!!!! Neither KC or I said you were wrong. In my post I simply stated my preference, and I'm also not going to leave anything to some agent's imagination why a document is different. One simple sentence or line takes care of it. Quote Link to comment Share on other sites More sharing options...
BulldogTom Posted January 10, 2015 Author Report Share Posted January 10, 2015 Thanks to all of you. I think I will go with the name on the return and the correspondence. I am only taking the POA to attach to the letter I will send to the IRS. Appreciate you. Tom Newark, CA 1 Quote Link to comment Share on other sites More sharing options...
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