Margaret CPA in OH Posted May 3, 2021 Report Share Posted May 3, 2021 I've forgotten the form to include. This client has 3 foster children and, no surprise, SSN's of two already used. So they want to paper file knowing the time delay. But I seem to recall I have to add some form to explain. Or not? Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted May 3, 2021 Author Report Share Posted May 3, 2021 Never mind, I was using the wrong search terms. Found it, 8948. 2 Quote Link to comment Share on other sites More sharing options...
Lion EA Posted May 3, 2021 Report Share Posted May 3, 2021 Include the reject... 1 Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted May 3, 2021 Author Report Share Posted May 3, 2021 Do you mean a print of the reject? I have listed on the form the code R0000-507-01 and have advised the clients to include documentation from the agency substantiating foster position. I also will advise to mark each page "ATTACHMENT TO 2020 FORM 1040" and list taxpayer's SSN. I have a stamp I could use but they are distanced clients and have the documentation. Quote Link to comment Share on other sites More sharing options...
Lion EA Posted May 3, 2021 Report Share Posted May 3, 2021 Yes 1 Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted May 3, 2021 Author Report Share Posted May 3, 2021 Did that, good idea. Quote Link to comment Share on other sites More sharing options...
Slippery Pencil Posted May 4, 2021 Report Share Posted May 4, 2021 I wouldn't waste the time printing out the reject and attaching it. Half the time I don't even remember to attach 8948 and I've never heard back on it. Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted May 4, 2021 Author Report Share Posted May 4, 2021 I had the time, belt and suspenders, figured it wouldn't hurt, etc. I just hope it doesn't take years for this to be resolved but now out of my hands. Quote Link to comment Share on other sites More sharing options...
Matthew in the PNW Posted May 4, 2021 Report Share Posted May 4, 2021 I've never included a code. Just written something along the lines of "The taxpayer is ineligible for efile due to...". Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted May 4, 2021 Author Report Share Posted May 4, 2021 As the form specifically addressed this situation and had a space for the code, it was easy enough to type it in. All good. 3 Quote Link to comment Share on other sites More sharing options...
Catherine Posted May 4, 2021 Report Share Posted May 4, 2021 4 hours ago, Margaret CPA in OH said: belt and suspenders and duct tape and staples. While Slippery Pencil may never have had an issue, I prefer to give whoever at the IRS sees the paperwork first absolutely no reason or excuse on God's green earth to take any action other than the one I want them to take. And I always assume that the person opening the envelope is the newest hire with a forged GED, and word everything so that s/he cannot help but understand exactly what I want done. 3 Quote Link to comment Share on other sites More sharing options...
Matthew in the PNW Posted May 4, 2021 Report Share Posted May 4, 2021 7 minutes ago, Catherine said: ...forged GED... That's funny right there... and too true. 2 Quote Link to comment Share on other sites More sharing options...
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