Possi Posted February 1, 2021 Report Share Posted February 1, 2021 My 90 yr old client's daughter did her taxes for 2018. In 2019, she THOUGHT she did her mother's taxes. When daughter's husband was diagnosed with cancer and soon after died, she didn't realize her mother's taxes were prepared online, but not filed and certainly not paid. I don't believe this is "reasonable cause" to abate the penalty that will come. Am I right? By the way, she didn't take a little known VA state deduction for Long Term Care Insurance which sparked a savings over the years that practically paid my very reasonable fee.... that just went up.... Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted February 1, 2021 Report Share Posted February 1, 2021 I think it's worth trying to abate. Cancer and subsequent death of a spouse could, I think, put just about everything else on the back burner. Worst case is denial and penalty maybe covered by that state deduction not previously taken. 2 Quote Link to comment Share on other sites More sharing options...
Lion EA Posted February 1, 2021 Report Share Posted February 1, 2021 Agree. Give it a try. It was your clients (unpaid) preparer who had an illness/death in the family that didn't e-file a completed return plus your client's advanced age/any health issues/any cognitive issues preventing your client from checking on e-filing. 2 Quote Link to comment Share on other sites More sharing options...
schirallicpa Posted February 3, 2021 Report Share Posted February 3, 2021 I have requests rejected the first time and second time and accepted the third time. Try, Try and Try Again. 1 Quote Link to comment Share on other sites More sharing options...
Max W Posted February 3, 2021 Report Share Posted February 3, 2021 If there were no prior penalty issues in the last 3 years, then on the 843, write in at the top "First Time Abate", or just simply FTA. It can also be requested by phone calling the PPL. Quote Link to comment Share on other sites More sharing options...
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