Lynn EA USTCP in Louisiana

For non-taxable personal transactions I would not put any info on the tax return. However, I would include form 8275 disclosure statement explaining the facts and circumstances. Client would be advised to expect IRS correspondence.

MFJ return - both spouses must authorize consent Partnership - I don't know but wonder if consent of the 'tax matters partner' is all that is required.

Let the attorney (for whomever had the subpoena issued) know there will be a fee and present it to the attorney for payment. IMO it does not matter that your appearance is required by the court; you should be paid for your time and knowledge.

Charge out the wazoo, tracking from when you step out the door to when you get back.

I thought the number was either 5 or 10 to retain your PTIN to efile.

11/26 (11/22 for ATX) shutdown is for 1040’s only. Entity shutdown date has not been announced

IRS QuickAlerts – October 18, 2022 Subject: 1040 Modernized e-File (MeF) Production Shutdown 1040 MeF Production Shutdown Schedule Shutdown begins on Saturday, November 26, 2022, at 11:59 p.m. Eastern time, to prepare the system for the upcoming Tax Year 2022 Filing Season. Important Note: Only "Send Submissions" for 1040 (both State and Federal) will be affected by this shutdown, all other services such as "Get Acks" and all state services will not be affected by the shutdown and users should be able to continue to use those services. Shutdown Deadlines on Saturday, November 26, 2022 Transmitters: Transmitting 1040 Submissions (State & Federal) 11:59 p.m. Eastern time. Important Note: Business (BMF) returns are not impacted by this IMF Production Shutdown schedule. The BMF Production Shutdown schedule will be communicated in a QuickAlerts bulletin, outlining the exact timeframes, in early December and the times will be posted on the MeF Operational Status page. Please monitor the MeF Operational Status page for any updates. We apologize for any inconveniences and thank you fo

IRS cutoff date is 11/26 but ATX has the earlier 11/22 deadline . It is posted in the ATX newsfeed on or about 10/31

Info re the last day for efiling is included in the newsfeed, but if I remember correctly it is 11/22/2022.

Now to see when ATX decides to close MeF.

Did you look here https://www.timbertax.org/ ?

Tax tools.com offers forms too (I think). Another vendor is tenenz.com

I too am the only one responsible for tax returns in my office. My process is similar to DANRVAN’s but I do it by making use of the columns in ATX. A return is rolled over from prior year when received. There is a column for date received, one for notes, fed/state extension and efiling, as well as making use of ATX AR tab.

I have entered the start up costs as an 'other expense' and then amortized the amount that exceeds the $5,000.

Gotcha - I must have misunderstood what you wrote in the OP.

Wouldn't putting the investment in their personal name be considered a distribution?

1120S filed for full year. 2 K-1’s issued, one to deceased for the period 1/1-DOD, 2nd to estate for the rest of the year.

look at Mint Mobil.

There is a time limit for filing the 1045. If it was filed outside (beyond) that limit then the carry back must be taken via 1040X; I include the 1045 as a worksheet

Randall, so far I have had no reply from my account rep to my email requesting a larger discount. I will be sure to post to the group should a response be received.

This morning my account rep emailed with a link to the renewal; I responded asking for a greater than 12% discount, especially since the cost of the software is up 11%.

I want to clarify my post, just above Abby Normal's. Calling the IRS to cancel an electronic funds withdrawal should be done by the taxpayer, not the tax pro.

Call IRS e-file Payment Services 24/7 at 1-888-353-4537 to inquire about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling. Cancellation requests must be received no later than 11:59 p.m. ET two business days prior to the scheduled payment date. Posted on the IRS website Feb 8, 2022 https://www.irs.gov/payments/pay-taxes-by-electronic-funds-withdrawal

Hope his return is on extension

Or the excel spreadsheet saved in pdf format, without a single thing totaled !!