Margaret CPA in OH

KINGCHUCK1971, why would a transcript for her 2013 have her EIN on it? It has, as does her 2012 return, AN EIN but we are not certain whether it is the correct one. I have called the Specialty and Business line but now she must call. Although I have POA for her SSN, they cannot talk with me about her EIN even though it is a SMLLC, not recognized by IRS. They will, however, send out reconfirming letters to both EINs to the addresses of record. I had to convince the agent that the client would receive hers because she still lives at that same address. The client also can have it faxed to her. Of course, client has no fax so will have to come here to call and have the fax sent here. I believe she is off tomorrow so can do this. I truly understand the privacy issue about SSN's but not so much for an EIN. Hopefully it will all be resolved soon. Her letter will arrive within 10-14 business days or by fax the day she calls. Thanks for all the suggestions. Now I wonder about billing her... do I take into account the wine?

Thanks so much. I should have thought of the bank angle at least as I always advise any business client to be sure to open a separate checking account for business with the EIN. Hopefully the letter would be taken in to do that. Then again, she may not have followed advice. But I will check! Thanks again...

Former client formed LLC a couple of years ago and I did her 2012 return. She went elsewhere for 2013 but received IRS letter with underreporting of rental income. Seems the 1099 had a very similar number to what former client provided to me as EIN. A local payer also used the same number she gave to me. Issuer of 1099 for money former client did not receive (different state, different business) is trying to help out and acknowledges that an error may well have been made. Former client can't seem to put her hands on copy of IRS letter with EIN (of course she had to do it online herself as she didn't want to pay me to help her). She did not provide the letter to me, just wrote down the number. Issuer of 1099 is trying to get a copy from her accountant of the 1099 (she's apparently a major real estate something or other) to see the name and address shown on it. It isn't my former client's. Is there a way for her to get this number from IRS again? I don't want to spend time on it and she's a bit lost but facing a substantial tax bill if this isn't resolved soon. I did get a 2848 but that proved almost no help. IRS agent suggested that I file 4606 to get a copy of her tax return. Is there a way to get a copy of the 1099? Thanks - and I really don't want to be dealing with this even though former client is friendly and brought a nice bottle of red wine.

I'm about done, too. Now you can return to Cabo. Who knows? Perhaps we'll meet up as I still want to dive there...maybe after the coming season. Congrats on a big decision.

Although I am in Ohio and actually did work as a sub teacher briefly, I have never heard of this situation. I was paid as an employee. You've probably already checked this but, if not: https://www.strsoh.org/ Surely someone there will be able to help you.

Thanks for the explanation. I just may try this out on these extensions I have. I might also look at a few samples from this year and see how it might be different. With (intentional) lack of business growth as I edge into retirement, I will feel the income decline but want to know that I am still providing the value to my remaining clients while charging fairly.

I am intrigued with charging by the form except that many forms can be easy with few entries or quite complicated with many entries. How do you manage to be fair with, for example, a Schedule B with one interest and maybe one dividend, total exceeding $1500, and one with 8 interest accounts and a dozen or so div entries some with foreign tax credit and maybe municipal allocations? And then Schedule A has its own issues from top to bottom!

Well, I don't access gmail or Livemail from the internet. All my email, including from my own websites and personal domain, is downloaded into my email client on my desktop and onto my smartphone. Maybe I misunderstand the term, 'must access them from the internet.' Just in case, I changed my gmail password, too. It was about time anyway.

Thanks, Pacun, for even much more to consider. This person is actually the daughter of a client and they are currently out of state at relative's funeral. What I did was copy information from IRS.gov about Nonresident Spouse Treated as a Resident and stated that 'I very strongly suggest that you not try all this through Turbo Tax. Engage an Enrolled Agent or CPA with some experience and/or who can help you get through this first filing. It will be worth the cost.' Because I am not engaged to prepare this return, I haven't all the information and little opportunity to ask multiple questions. I was just trying to steer her in the right general direction. She/they still have some weeks to get it together by October 15th. Thanks again!

Thanks, I will do that. I do know that 'a lot' of forms were filled out but not specifics so this is good information Thanks again!

Thanks so much for all this information. I will be following other sources to confirm so that I might provide specific references but this seems the right track. Thanks again to all!

I don't understand the purpose of applying for an ITIN when the green card application is already in process and will produce a ssn. I don't have any foreign clients that have had to go through this process. All is in order by the time I get them. I welcome the education and thanks for the quick reply so far!

Client's daughter married Frenchman but lives here. His application for a green card is very slowly making its way through the bureaucracy. They thought he would receive his ssn by filing date in October but now doesn't seem likely. Do they paper file MFJ with 'applied for' in his ssn field? If so, do they attach application documentation or other? I have just begun research on this but am hoping one of you has been there, done that and are willing to chime in. Of course I feel terribly guilty now following the thread of asking for help before doing all my own homework but promise to do it, too. Thanks for any clues!

The work boots and union dues around here are good deductions on 2106 for many folks, even at $75k, who work in Cincinnati but live outside the city. At a tax rate of 2.1%, those items on 2106 are deductible for Cincinnati tax so they get a small refund. I don't usually charge anything extra for this simple additional form, the client feels good to get back a few dollars and I have a happy client.

So adorable! I think I want one!

Now THAT sounds wonderful! The Palau portion is on a live aboard boat for a week with no internet, etc. access. When in Indonesia a few years ago, we didn't know for several days about the earthquake and tsunami on the mainland. But it is so great to just unplug for a while, isn't it? We are planning a NE trek in the fall. Might be able to swing by again, will keep you informed.

Thanks, my reading, too. When I received the actual documents, it was clear that he was not an employee while on tour (guess they all do that)and was expected to pay for his own food although transportation was provided. Of course there were no receipts for meals but the tour was online so pretty easy to document the locations, days and rates. No wonder he came home with no money and declined to go with them to Europe! It would have cost him for the adventure but he's young.

Beautiful, indeed! I love the ocean and will be in it very soon. Wednesday I leave for 18 days to Truk Lagoon for wreck diving then Palau. Can hardly wait!

Son of client has toured with a band receiving 1099's not W-2. Does he qualify as performing artist for adjustments to gross income or must he file Sch. C and deduct expenses? My first reading is Sch. C but want support. Thanks!

I am now and have been for a 7 year stint earlier my church's treasurer. We use PowerChurch and have for many years. Recently they did come out with an online version as well but we do not use it as our budget isn't quite big enough. It is, in my opinion, quite good and has capabilities beyond what we can even use as our membership is not so large. The modules are membership, accounting, contributions, events, record keeping which includes equipment inventory, music library, education library and sermon filer. A big plus is an online user forum that has proved invaluable.

Tears here, too....

I, too, am sorry for the loss of your loved pet. It's so easy to love them and so hard to lose them. As for the 3 little ones, check my avatar. They can eventually be trained to be excellent paperweights, nerve soothers, watchcats, and even use the calculator! It does take time and very large desk, however, should you wish to actually accomplish work, too. Just make a tiny space and be efficient!

Thanks, KC, for this timely update. Some clients are contemplating an LLC with mother and daughter to buy foreclosures, rehab and sell or rent if a down market. Daughter's spouse is in real estate so will serve as agent and handy man. I need to revisit the relationship issue and lots more but this raises more issues. It seems to me the spouse will likely be spending more time on this than either the daughter (university professor) or mother (out of state). And how this matters whether an LLC or just individuals. My brain already hurts...

Yes, I think she is screwed now. I think she lost her best shot when she decided against innocent spouse and now sol is past. I told her my opinion was that an agent in a hearing may seem sympathetic but would lose that when told that client decided against timely filing innocent spouse on advice of CPA (me). My question was whether there was a way to find out if ex actually did have an agreement if he decided not to show her paperwork to prove it. Because he would have signed it, does that mean she was not required to also sign and/or be informed if he did?

I LOVE this! My cats would likely cower in fear but this one, give that kitty a big treat! I guess the cameras were security? How great to get that video.