kimjo Posted July 9, 2019 Report Share Posted July 9, 2019 My client was named Executor of the estate for longtime HRB customer. In reviewing several old tax returns of the deceased, a $135,000 donation was made to his church in 2014. The deduction was reported and produced a $111,000 contribution carryover( HRB carryover worksheet) Tax returns for 2015 and forward did not record any contribution carryover. It looks like the claim for refund ($4,500) on 2015 1040X is gone since that year is closed. Certainly HRB doesn't expect the old codger to bring in his prior year return each and every time to capture any carryover data. What kind of defenses, exclusions , exceptions might HRB mount when we pay them a visit? Thanks Quote Link to comment Share on other sites More sharing options...
Max W Posted July 10, 2019 Report Share Posted July 10, 2019 First off, why are you referring to the gentleman as an "old codger"? That seems pretty disrespectful of senior citizens. If you are lucky, you kight get to his age. Would you like to be referred to n such a term? If the cient had 2014 prepped at HRB, the informationshould have carried forward to 2015, but obviiously didn't happen. Before you jump into something with HRB, you should read the exrensive engagement letter that every client signs each year. It will tell what options you have, if any. If you want to contest anything, it will go to HRB headquarters where their legal team will take charge of it. From what you tell us of the dates, the refund is off the table. However, they might do something in the interest of good public relations, particularly if the person had any mental issues. That is something you would hae to take up with the CEO or a top exec of the company. Quote Link to comment Share on other sites More sharing options...
BLACK BART Posted July 10, 2019 Report Share Posted July 10, 2019 8 hours ago, Max W said: First off, why are you referring to the gentleman as an "old codger"? That seems pretty disrespectful of senior citizens. If you are lucky, you kight get to his age. Would you like to be referred to n such a term?... Ha-ha! Kudos to you, Max - you're a gentleman and a scholar. As a card-carrying codger I appreciate your spirited defense of "old folks" while still offering a clear analysis of the problem as you (in the words of you-know-who) refuse to take advantage of the original poster's youth and inexperience. 3 Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted July 10, 2019 Report Share Posted July 10, 2019 10 hours ago, Max W said: referred to n such a term? If the cient had 2014 prepped at HRB, the informationshould have carried forward to 2015, but obviiously Max was so mad he couldn't type straight! 3 Quote Link to comment Share on other sites More sharing options...
Max W Posted July 10, 2019 Report Share Posted July 10, 2019 21 minutes ago, Abby Normal said: Max was so mad he couldn't type straight! Not mad, just not a good typist and it doesn't help when several letters on the keyboard are obliterated. I never get mad at ignorance, only stupidity. 3 2 Quote Link to comment Share on other sites More sharing options...
Max W Posted July 10, 2019 Report Share Posted July 10, 2019 1 hour ago, BLACK BART said: Ha-ha! Kudos to you, Max - you're a gentleman and a scholar. As a card-carrying codger I appreciate your spirited defense of "old folks" while still offering a clear analysis of the problem as you (in the words of you-know-who) refuse to take advantage of the original poster's youth and inexperience. Thanks for the support. Haven't heard "gentleman and a scholar" in a long time. I guess that dates us. 3 1 Quote Link to comment Share on other sites More sharing options...
Elrod Posted July 10, 2019 Report Share Posted July 10, 2019 Max parking his car..... Max going to office...... Max in office working taxes...... Max at home after a hard day at office..... 7 Quote Link to comment Share on other sites More sharing options...
Max W Posted July 10, 2019 Report Share Posted July 10, 2019 It's California. I'd be wearing shades. But, you got it right on the car. It's a red, '94 Buick Regal with peeling paint. 2 4 Quote Link to comment Share on other sites More sharing options...
Elrod Posted July 11, 2019 Report Share Posted July 11, 2019 14 hours ago, Max W said: It's California. I'd be wearing shades. But, you got it right on the car. It's a red, '94 Buick Regal with peeling paint. I am so happy Max, that you have a sense of humor. I truly meant no disrespect, but what you wrote in your previous post struct me to be so funny, I wanted to return the humor to you. Your picture on here is more handsome than what I posted......Hope your computer comes back.. 3 Quote Link to comment Share on other sites More sharing options...
Max W Posted July 11, 2019 Report Share Posted July 11, 2019 If you are in this business and don't have a sense of humor, things can get pretty frustrating. 5 1 Quote Link to comment Share on other sites More sharing options...
kimjo Posted July 12, 2019 Author Report Share Posted July 12, 2019 Thanks for the opinion, humor and admonishment, Max. I will eat the humble pie,and I will Like it! No disrespect intended 4 Quote Link to comment Share on other sites More sharing options...
Max W Posted July 13, 2019 Report Share Posted July 13, 2019 Kimjo, I appreciate your response. All is forgiven. 1 Quote Link to comment Share on other sites More sharing options...
Max W Posted July 13, 2019 Report Share Posted July 13, 2019 When I saw the guy in the tub with the whiskey bottle, I though I recognized him. And now I remember. His name is Duncan Disorderly. 4 Quote Link to comment Share on other sites More sharing options...
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