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I have a new client that owes a bunch of bucks. When filling out the 2210 for whether they owe underpayment of estimated tax penalty for prior year withholding, do I put in the TOTAL TAX on line 24 or one of the other lines? They had a solar credit last year which took their tax way down. I think its the total tax on line 24, but am kinda fried.

Not only that, they only check the date when meaningful... for example, when the child becomes 14 and no longer qualifies for daycare expenses, or when they turn 17 and they no longer qualify for $2,000 child tax credit.

One spouseon Medicare. Other spouse has health ins thru market place with 1095-A. Joint filing, Form 8962 results in paying back $1989 in PTC. Instructions say if married filing separately, PTC cannot be taken. But ATX Form 8962 shows spouse with 1095-A getting another $522 in PTC. Is this correct? Am I doing something incorrectly on the input?

Oh, I use Verifyle and love it as do many of my clients. But a surprising number of them still want a printed client copy of their returns. When I began my own practice I used and still do use twin pocket folders with the year label on the outside, my card inside and copies on the right with acknowledgements and my invoice on the left. So many long time folks still want those folders because that's how they keep their records. Of course, most of my clients are 'of a certain age' and the younger ones (most, but not all) just retain digital copies. One year I tried gray folders. Didn't go over well. My business cards and stationary are light gray and wine. My office is about 99% digital. I never keep paper copies of client data either downloading the pdf copies from Verifyle and/or scanning provided records with my trusty ScanSnap 1500!

If I may recommend try going digital, I say 95% of my clients get digital copies and the other 5% get a print out. Someone here recommend Verifyle secure portal and I've been happy with it.

Decades ago when I was at Block, they told us the SSN + 1st 4 letters of last name -- and for CHILDREN (dependents?), birthdates. The only reject I ever had for birthdates was for children: new client with 2 kids, and I switched the birthdates. Reject. Made the correction and e-filed.

In addition to the depreciation report for the current year, it also gives you the depreciation for next tax year.

I miss my Brother printer. When it died I replaced it with an HP, which works well enough but can be very annoying as well. Checking in with the mothership to make sure I'm using "real" HP cartridges, deciding to stop and recalibrate halfway through a print job, waiting up to a minute before printing in case I decide to override which paper feed to use (when only one has any paper in it). They are "improving the user experience" to the point of wanting to take a sledgehammer to the thing on occasion. But the print quality - once it deigns to start - is terrific, as is the speed, and the ease of duplex printing.

Would be helpful for taxpayers if the employees who would be staffing the phones or otherwise interacting with TPs had an option to return before the 14th. Too late to help anyone with questions on filing. But yes, at least they're complying somewhat.

My understanding is that the IRS uses the DOB information in the SSA Database?

Back when DOB was required for efiling, in the 90s, the IRS had a birth date that was one day off from what the client said their birthday was. After it rejected I tried one day before and it went through. Perhaps this is why they IRS stopped verifying birth dates for efiling.

Seeing is Believing.......

Perhaps they are watching children closer than adults because of the credits. Any time we have had a rejection because of a DOB, it has been a child.

I had my sister in law's birthday off by one day and by one year too! For almost 50 years I thought she and my brother were born the same year but is actually a year younger. Their return has never rejected since e-filing began.

"Acting IRS Commissioner Melanie Krause said in a call Wednesday that the agency will give these employees the option to return to their jobs by April 14 — the day before the tax filing season deadline — according to IRS employees familiar with the call. The IRS also sent an email Wednesday afternoon, notifying the approximately 7,000 probationary employees it recently fired. “You are receiving this email as one of approximately 7,000 probationary employees who were separated from service and have been reinstated in compliance with recent court orders,” the email states. “At this time, while you remain on administrative leave, you will soon receive instructions for how to return on full-time duty by April 14." It will be interesting to see how many actually return to work? I am somewhat encouraged that they are following the court orders.

Not always, I was reviewing past three returns for new clients. Prior preparer had been using 12/31/xx for husband and 12/31/yy for wife which is carried to front page of the Oregon returns. Years of birth were correct but not dates, and they were accepted for e-file by fed and state. Also had another case where dates and year of birth were off for both spouses, but had been accepted in the past by fed and state.

I had one rejected already this year because the birthdate was wrong. We had entered a 3 instead of a 5 so the efile grabs that right away.

It only matches when needed or maybe it doesn't match it at all against your efile. I believe the IRS has the birthdate from SS administration and the software has a flag when client turns 13, 17, 50, 55, 55.5, 62... and 70 or 72. The reason I say that it is because a client had a 12 years old son and for some reason believe the child was born a year later. So when I entered his date of birth was one year off. When the client turn 16, I requested full child tax credit (I forget what was at that time), the IRS say... no credit because child was 17 years during tax year. All years prior the IRS had not mention that the date was wrong. I have never had an efile rejected because someone's date has been entered wrong, have you?

I will check the forms again, but I did not see one. I have some CA returns too, so I have seen that before.

I like my Canon ImageClass D1620, but it may not be available anymore. Copy feeder, scan, 500 page paper drawer. I don't do color printing, so I like a b/w only printer. It was about $300 when I got it 3-4 years ago. I get aftermarket toner cartridges on Amazon fairly cheap. Tom Longview, TX

Not sure about GA, but for CA you have a separate entry worksheet you need to add to the return. It populates the federal and you enter the state amounts. Look in the forms and see if there is a GA state K-1 entry form. Tom Longview, TX

The IRS does match birthdates, if the return is e-filed.

Fixed Assets: Asset Global settings State Calc

My first printer when I was on my own in 1998, was a Brothers HL1040. When i saw the model number, I knew that was the one. I am now up to an HL6200. I've had this one about 5 years. I always buy Brother. and use LD toner

When you enter the items on the 4562 input , the program creates the depreciation report. You can see the report when you view the return.