Lynn EA USTCP in Louisiana

The client will have to call the IRS Entity Unit to inquire as to the status of his old FEIN.

File a POA and download an account transcript if it were me I would also download the wage and income transcript .

IRS has a centralized lien unit, https://www.irs.gov/pub/irs-pdf/p1468.pdf. Their phone number and address are on page 2 . hope this helps, lynn

I follow pretty much the same system as Possi on raising prices. Several years ago one lady left over a $5 increase - oh well. But each year I increase my fees by roughly 5%, except for the simplest of returns or those who I feel have already maxed out their fee based on the return.

Is she paying into the Romanian equivalent of social security? If so she could request a certificate of such coverage and be exempted from having to pay US Social Security.

NCPE Corporation partnership seminar in the fall is an update, not the basics. You must have the basics down before taking their update seminar. . yes, they are in .zachary La, not far from Baton .rouge since 1987.

Check out NATP; I think they have webinars on those topics

I don't really know Abby Normal. I just quoted a notification from ATX. I never used a strictly 1040 package since my practice services individuals and entities, and also payroll, so I needed the full blown MAX package.

The package being discontinued is the 1040 Total Office, not Total Tax Office.

I have had clients receive similar notices when the income from the 1099 was reported but not in the spot on the tax return the IRS expected it to be. Get a wage and income transcript to see if the income is reported in a box other than Box 7.

1. Reminder: e-Services, Transcript Delivery System Unavailable Memorial Day Weekend The IRS will conduct systems maintenance beginning Friday, May 26, 2017 at 6:00 p.m. EDT and ending on Tuesday, May 30, 2017 at 5:00 a.m. EDT. During this time, e-Services Transcript Delivery System, TIN Matching, e-file and ACA applications will not be available. Mark your calendars for June: E-Services also will be unavailable from Thursday, June 15 at 6:00 p.m. through Monday, June 19 at 6:00 a.m.as it moves to a different platform as part of a technology upgrade. All applications – including the Transcript Delivery System and TIN Matching – will be offline during this timeframe

Has anyone updated their ATX program to the now latest version 16.6? If so, any issues or problems? Also, just now I tried to access the official ATX community board and basically went in circles - it doesn't come up. Shades of seasons past !!! Lynn

Tom, this was my first attempt. I joined Sherrill Trovato's year (plus) long study program, www.taxcourtexam.com , did the monthly and then weekly assignments, participated in all of the live/in-person study events, joined a 5-person study group with additional weekly assignments and weekly go-to-meeting session (every Friday afternoon). Every day I go to the tax court website and read that day's opinions and orders. The exam is 4 hours of writing, you must find a comfortable easy flowing pen and practice writing for long periods of time. The exam is four parts - tax court practice and procedure, legal ethics, federal tax and federal rules of evidence. The exam is intense and draining. Since it is hand written it takes months to get results- they were mailed out by the court in early .April. 119 people took the exam last November and 16 passed, 12 of whom were Sherrill Trovato's students. Hope this helps, Thank all of you who have expressed congratulations . Lynn

You price is more than fair, and actually undervalued IMO. I would have charged more, but I am an EA and now a USTCP. Lynn

Rollovers as business start ups. I did a google search for that.

I use Square - have a reader for my iphone and ipad. I find it works best with the ipad. Fees vary from 2.75% per transaction (card present and swiped), to 3.25% (card not present and info keyed in by me). They also have square invoicing (which I prefer to my keying in the info and incurring a higher % fee) which is sent from Square directly to the client; the invoice has a link for the client to click and enter their own credit card details. It is double work to create the invoice in square (yeah, you have to print your invoice from your tax software, open the square website and create another invoice to send to the client). They have reports which are helpful. No fees incurred if you do not use their system.

The issuer of the incorrect 1099 should prepare and file a corrected 1099; I do not hold much hope that the 'note' will be effective lynn

I have no idea. Did you ask the auditor why the return was selected for audit?

My sympathies Gail.

I have no idea. I say, try it, today, to see what happens. It it rejects, then send in a paper 4868 with a copy of the rejection notice.

I keep a primer in the folder of my only client (now ex-client) folder with RRB: blue section - box 5 - social security benefits = report on line 20 of tax return green section - box 7 = gross and taxable amount of pension (akin to boxes 1 and 2 of a regular 1099-R) Also, look to see if there is Tier II. Exclude a portion of the Tier II, using the simplified method Hope this helps, Lynn

One of my clients had several rental properties. One year her husband disappeared. When she filed for divorce, the court appointed a curator for him in absentia to deal with the property division.

Does France have a similar system into which he has paid? If yes, then he is an employee and no SE Tax is due . Unresearched

Yardley, in your example I would make three entries Building at the $4x,xxx value ; land at the $1x,xxx value , and the improvements at their $3x,xxx value.

I do the same as jasdim, separate entries for each asset.