BTS Posted March 2 Report Share Posted March 2 Ours is the 1099-SA and 1099-INT's. With the 1099-SA being number one. Close third is the year end investment forms (1099-DIV, 1099B's). With those, clients seem to forget to bring us "ALL" pages of those statements. Always just the page showing showing interest and dividends. Always missing the 1099B part. And its always the same clients no matter how many times you remind them. But the 1099-SA and INT are our most. 5 Quote Link to comment Share on other sites More sharing options...
BulldogTom Posted March 2 Report Share Posted March 2 5498 - then you ask if they want to make an IRA contribution and they ask if they can put in more than they already have...arghh! Tom Longview, TX 1 Quote Link to comment Share on other sites More sharing options...
ILLMAS Posted March 2 Report Share Posted March 2 A check 3 7 Quote Link to comment Share on other sites More sharing options...
Lee B Posted March 2 Report Share Posted March 2 Charitable Contribution Acknowledgement Letters 2 Quote Link to comment Share on other sites More sharing options...
BTS Posted March 2 Author Report Share Posted March 2 7 minutes ago, ILLMAS said: A check We quit taking checks. Had more bounced checks during the covid shut down then 30+ years before that. 1 Quote Link to comment Share on other sites More sharing options...
Lee B Posted March 2 Report Share Posted March 2 19 minutes ago, BTS said: We quit taking checks. Had more bounced checks during the covid shut down then 30+ years before that. I haven't had a bounced check in many years 4 Quote Link to comment Share on other sites More sharing options...
Catherine Posted March 2 Report Share Posted March 2 Detail pages for dividends - the crucial bits, that show the foreign amount (for foreign tax credit), the federal percentage of dividends, the state breakdowns for tax-exempt interest or dividends, etc. No, I don't need or want the "preliminary" or "summary" statement that's 6 pages. I want the 28-page extravaganza that looks like boilerplate mixed with gobbledygook to the client. And the 5498s. Not exactly a form, but the bursar's office printout for all college costs. 6 1 Quote Link to comment Share on other sites More sharing options...
Yvonne Posted March 2 Report Share Posted March 2 This year everything! If the clients head wasn't attached we would have to ask for that also! LOLOL! 4 Quote Link to comment Share on other sites More sharing options...
JimTaxes Posted March 2 Report Share Posted March 2 1098-T 3 Quote Link to comment Share on other sites More sharing options...
Gail in Virginia Posted March 2 Report Share Posted March 2 1095-A. Whether they have a subsidy on their insurance or not, I have got to have that form or the return will not go through on e-file. Year after year, they "forget". 6 Quote Link to comment Share on other sites More sharing options...
Corduroy Frog Posted March 3 Report Share Posted March 3 1098-T. Many of the forms are scarce because the issuers want to bail out of printing them and paying postage. When you ask the client, either he doesn't know he has them, or else you get: "Oh yeah, I've got that right here on my phone!!" [Scroll...Scroll...Scroll...Scroll 95 more times] 20 minutes later they hand you the phone which you can barely read. "Can you print this out?" "Oh no we don't have a printer anymore. We keep everything on our phone!!!" 2 1 1 2 Quote Link to comment Share on other sites More sharing options...
GLJEANNE Posted March 3 Report Share Posted March 3 I'd go with 1099-SA, but also yes, those dividend pages. Amazes me that the same people who will upload both sides of W2s and every other form that jst has garbage on the back, but don't upload the rest of the 1099-DIV pages. Everything with numbers please! And of course, that "proof" that the kids live with them. 4 Quote Link to comment Share on other sites More sharing options...
mcbreck Posted March 4 Report Share Posted March 4 While the PIN isn't overly common, 90% of people who got the protection pin lose the letter from the IRS and we have to paper file. 4 Quote Link to comment Share on other sites More sharing options...
joanmcq Posted March 7 Report Share Posted March 7 I've had a lot less of forgetting all the dividend pages since I've had my portal and more clients are getting their 1099s in PDF form. They just upload the PDF and voila! I've got it all. 6 Quote Link to comment Share on other sites More sharing options...
jasdlm Posted March 8 Report Share Posted March 8 Clients always think they're doing me a 'favor' by only giving me the 'important pages'. ***SIgh*** 5 Quote Link to comment Share on other sites More sharing options...
joanmcq Posted March 9 Report Share Posted March 9 I've been getting back only one or two signature forms this year. Just got an AZ-8879 but no federal or CA. A few days ago got NY & PA but no federal. Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.