ILLMAS Posted March 25, 2015 Report Share Posted March 25, 2015 New client of mine sent their "client copy" to the IRS and state, the return was supposed to be efile, what should I do? Wait for them to get it returned by the IRS or just efile it? Thanks MAS Quote Link to comment Share on other sites More sharing options...
RitaB Posted March 25, 2015 Report Share Posted March 25, 2015 I would send the e-files, assuming they signed the 8879, and act like you don't know a thing about the goof. And it is ok to kill that client. 8 Quote Link to comment Share on other sites More sharing options...
MsTabbyKats Posted March 25, 2015 Report Share Posted March 25, 2015 Just e-file. Assuming they just sent the paper return....e-filed return will get there soon...and the IRS will throw out the paper one. I do this with states...when I apply for ITINs. I tell the client to contact me when they get the ITIN and I'll e-file. But I always give them a paper copy...just in case they can't contact me. Quite often...they send in the paper one anyway. One state rep said if a paper return comes in after an e-filed return...it goes in the garbage. 1 Quote Link to comment Share on other sites More sharing options...
joanmcq Posted March 26, 2015 Report Share Posted March 26, 2015 I had a client mail in the 1040 client copy, and they got a letter wanting all the rest of the schedules. took awhile to get it all sorted out. Confused the crap out of me until I got a copy of what the IRS had. They had looked up all the SSNs even (I have them masked on the client copy). 2 Quote Link to comment Share on other sites More sharing options...
RitaB Posted March 26, 2015 Report Share Posted March 26, 2015 I've had a client disassemble a return, too. What is that about anyhow?? I mean, why would anybody do that? Did they think, "Oh, they don't need to know THAT..."? 4 Quote Link to comment Share on other sites More sharing options...
Catherine Posted March 26, 2015 Report Share Posted March 26, 2015 I've had a client disassemble a return, too. What is that about anyhow?? I mean, why would anybody do that? Did they think, "Oh, they don't need to know THAT..."? I had a client once say to me, "I don't think you need to know that" and I handed his papers back to him. Told him "You're right; I don't need to know that, because I am not doing this return. I do NOT ask unnecessary questions." 6 Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted March 26, 2015 Report Share Posted March 26, 2015 I had a client once say to me, "I don't think you need to know that" and I handed his papers back to him. Told him "You're right; I don't need to know that, because I am not doing this return. I do NOT ask unnecessary questions." We can tell you re feeling better!! 5 Quote Link to comment Share on other sites More sharing options...
Catherine Posted March 26, 2015 Report Share Posted March 26, 2015 We can tell you re feeling better!! Still have no desire to chew; it's all too much effort. So I had a chocolate frappe (that's milkshake to you folks outside New England) for lunch! 1 Quote Link to comment Share on other sites More sharing options...
MsTabbyKats Posted March 26, 2015 Report Share Posted March 26, 2015 I once asked a client her occupation....and she told me that she didn't want to discuss her life with me. Remember the "paper filing days"....and putting the returns in the wrong envelopes! 3 Quote Link to comment Share on other sites More sharing options...
joanmcq Posted March 26, 2015 Report Share Posted March 26, 2015 I've still had clients send the state balance due to the IRS and vice versa. Checks cashed by the agency that got it. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted March 26, 2015 Report Share Posted March 26, 2015 I've had a client disassemble a return, too. What is that about anyhow?? I mean, why would anybody do that? Did they think, "Oh, they don't need to know THAT..."? What makes you assume they "think" ? 3 Quote Link to comment Share on other sites More sharing options...
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