Margaret CPA in OH

ILLMAS, this has nothing at all to do with the browser I use. I have always used IE per IRS 'requirements' until this last attempted breach when the agent at the help desk told me to use Chrome. And this happened because of the previous attempted hack and I had to reset my password. It isn't me trying unsuccessfully to login and failing. It's someone else trying to hack in. PaulH, the help desk agent said I could not change my username but maybe I will ask again. I mean, with 4, count 'em, 4 hack attempts, it seems that I should be able to do that. Bank accounts, etc. are much easier, in my opinion, to change but it is appropriate for IRS to make it this hard. I'm just tired of being the victim of an e-services hack. I'll stop complaining now. It's 73 and sunny, a beautiful day. I just need to get this fixed soon to check on some 2848's I uploaded recently.

For the 4th time my e-services account has had attempted and failed access thus locked - again - for 24 hours. Why me? The only good thing is that it means access was denied to whoever is trying this. Just so frustrating! It's good the sun is shining today and 69 degrees plus a good workout, finally, back at the gym so my mood isn't as bad as it could be. Hope your Monday is going well!

Thanks for this information. Her visa type is on the list of questions I still have to ask. It expired last May so was likely a short term one as she was to be here for just that one semester. I have a call into the university tax compliance officer to try to find out how and why she got an SSN. Never should have happened. But fingers are pointing everywhere in the 'not my fault' vein. She definitely should have completed Form 8233 and never received a W-2 let alone contribute to a retirement plan. The person with whom I originally spoke tried to blame her for not returning it to whatever office or not understanding it. I figured I would have to file the 1040NR with her SSN as the W-2 has it in order to get her withholdings refunded. I don't believe she has any other tax records outside the W-2 and the retirement deferred comp. The only other time she was in the US was for a lecture and her travel was reimbursed. I suspect the ITIN was to enable a reimbursement payment. And I would be surprised if she still has a copy, if ever received, of a CP 565. I will ask. On Schedule OI I am wondering what to put regarding her 'immigration' status at year end and whether she changed her visa type. She didn't. It expired. At least I have the treaty and the correct Tax treaty article to claim the benefit. Thanks for the guidance. It has helped.

When I e-filed the amended 2019 returns, on the Form e-filed, 1040X showed up but when creating the e-file only 1040 showed as an option. Perhaps that has changed since January. I just know it worked fine.

Just make sure you open the original return (or the return that you did not prepare but enter the data as originally e-filed) then choose Amend. I believe that is the preferred way rather than duplicating though not sure why. Also note that when ready to e-file, 1040X will not show up as an option: it will show 1040. After submitting, you will see in the documents filed that the 1040 AND the 1040X will have been sent. Went very easily with mine once I realized no 1040X will show to e-file. Good luck, let us know when to celebrate your success - we need every celebration we can get!

Another German client, yes, I keep getting them. This one gave a lecture in 2017 and was reimbursed $500 travel expenses but had to get an ITIN then, I don't have complete history yet. In 2020, she was the visiting professor for 10 weeks or so on a Max Kade grant. The university did not have her complete Form 8233 (trying to blame her now) and had her get an SSN. So she received a W-2 and was automatically enrolled in State Teachers Retirement System with contribution deferral. With that and significant taxes withheld, she has a lot that needs to be returned. None of this should have happened, she should have had a 1042S, no withholdings, no deferrals. I am trying to complete 1040NR but unsure of which identifying number to use where. Her W-2 has the SSN so am leaning that direction but her visa had ITIN. Schedule OI also wants identifying number which would have been ITIN had this been done correctly. She opened a bank account while here and the bank now wants a W8BEN but it really should be 8233. Maybe she should provide both one with ITIN and one with SSN? My brain is getting too mushy for these continuing complications. At least I managed to hold off my UI clients and APTC client. This poor woman is just bewildered with our tax system - me, too!

Do you have MAX or just 1040? If 1040, what 3 states did you choose? If you have not chosen these for your states, you have to pay extra for other states. What message are you getting? I've efiled at least 2 returns with part-year 2 states already.

Judy, another and another deep breath. Family first so hoping your husband's recovery is back on track now. And good riddance to bad rubbish. When I think of all the super nice clients I am lucky to have, I know that having clients that lie simply is not worth the money or mental energy it takes to even try to keep them in compliance. They don't want to so I don't want them. If needed, keep venting here. It's a safe place and we all so appreciate all you do.

Yes, the browser issue is getting annoying. For ages we've been told to use only IE then IE 11+. I otherwise use Firefox. During my trials getting back to e-services, the help desk had me use Chrome because it seems IE sometimes causes problems. She said they weren't supposed to deviate from IE but have found that sometimes only Chrome will work. So for IRS e-services, I now use Chrome. Clearly Lion's mileage has varied from mine!

Thanks and ugh! I was hoping for sooner. Oh well. Did you check every few days or find out otherwise when good to go?

I am so happy to be back in the good graces of e-services once again and have successfully uploaded 3 Forms 2848 online. The page says process in order of receipt but has anyone here done this? If so, how long did it take for processing? Thanks

Found online: What is the Occupational License Fee? The Occupational License Fee is a one and seventy-eight hundredths (1.78)** percent privilege license fee levied and imposed on the earnings of a person, association, corporation or other entity engaged in any occupation, trade, profession or other activity conducted or performed in the corporate city limits of Owensboro. The fee is assessed equally on both residents and non-residents of the city. For an employee, the license fee is withheld by the employer at the rate of one and seventy-eight hundredths (1.78)** percent of the salaries, wages, commissions and other compensation earned for work done or services performed or rendered in the city.

You think I can do it? I sent her that link and she doesn't seem to be able to get through it. I always get concerned in trying to do things for clients when I have to input the information which, of course, I know, but am not that person. I haven't gone through the whole process myself. I will at least ask her if she would like for me to try. I am a bit suspicious that she received the letter with the PIN and didn't read down to the bottom to see it. I have asked her to fax it to me because she actually never told me how she knew she was getting a PIN. Other clients have just received the letter and provided it. Sigh...it's always something...

A client was notified some while ago that she was to receive a PIN. She says she never received it and cannot get through by phone and seems to not be able to manage the website link having tried repeatedly. She is giving up and wants to mail in the return although it will take months for her to get her refund badly needed. I've held her off for one month and encouraged her to keep trying but now feel a bit guilty that it is one month after we could have mailed it. Suggestions?

Hmmm, mine had a will. That is likely the difference. Without a will I am guessing a spouse or a court appointed rep must be involved so that there is an identified person responsible. The one I filed had a person in the will as executor.

I submitted a return with a 1310 with C, Person other than surviving spouse or court-appointed rep.. It went through just fine, refund deposited. This was in February.

Hmmm, no wonder things didn't smell right.

I wonder how he knows that he spent $71k and how he knows what he sold to bring in $50k. How does he advertise what he has to sell if he doesn't know what he had/has now? How does he know whether or if it is worth the price he is asking for, say, a given trading card if he doesn't know what he paid for it? If the hired professional appraised the cards, wouldn' the have that appraisal for each card he sold? If not, how or why would he sell it? So many questions...

I, too, have gone mostly paperless a few years ago. When clients bring or mail documents, I scan and return but have been fortunate that perhaps 60% have been able to navigate the portal and upload at least everything they have in pdf. And I upload the client copies of the returns and encourage them to print or save. But, with several folks of a certain age in years or technology education or equipment, I do still have some number that want that printed copy. Just so glad to have a lot less nowadays!

In my opinion, since this was a new purchase and had to have significant 'things' done to prepare to place into service, the expenses should be capitalized. I look to the Tangible Property Regulations Reg. section 1.263(a)-3. The AICPA put out a Quick Summary of Final Tangible Property Regulations a few years ago and RSM Consulting has some nice decision trees to help. https://rsmus.com/what-we-do/services/tax/new-flowcharts-provide-clarity-on-the-final-tangible-property-re.html When I look at both of these given the OP's description, I come down on capitalization. YMMV. I did not look at the definition of Leasehold Improvements because the description did not say the property was leased, rather a purchase.

I wonder if you need to wait for a form undate. Maybe check the form number. Perhaps you may have to wait until the next update which includes the UI information. Or maybe check under the letter options. I just noticed that you can change the Federal return due date but that may be only for the letter. I don't have anyone now that owes to try this.

I vote for whimpering under the desk. Holding head with aching brain.

Missing something here - with only $1 of interest, how does that overcome the standard deduction?

Yup, fire away. It isn't worth it. I've never been audited but want absolutely clean records, to the best of my ability. And you are correct, how can you trust anything going forward?

i just went through a like situation and looked at the dependency criteria. The first question is whether the taxpayer (student) could be claimed on someone else's return. Then I looked at support. The student in my case still lives with parents and parents actually paid for all education having exhausted 529 plan as well as insurance, etc. Although the student earned about the same as your student, there was no way he was providing over half his own support. So I decided no. In my opinion if the student had scholarships or grants or student loans plus job, yes, probably provided in some way more than 50% of support but not in my case. Your mileage may vary, as they say.