Gail in Virginia

I e-file VA.

I think on the 1041 EF Info page, in the section under Estate/Trust, the question is asked if the IRS has the most current Responsilble party information on file, and you need to check either yes or no before you can e-file.

Even with conversion software, sometimes LTCL and installment sales have to be added manually.

If you file the extension showing the entire balance due, and they only pay part of it now, I believe it will generate a balance due on their account with IRS that they can then go in and pay online. But I am not sure.

I have always added them to the basis.

Margaret CPA in Ohio, yes I did keep the same number for my fax line. I do miss being able to use a real phone on that number sometimes, but I don't miss coming in to find printed out truck ads, etc. I have really like this service. I use RingCentral if you are interested.

I have used HP for years, but if and when I have to replace my printer it won't be with HP for the reasons given above. In fact, the last HP fax machine that we had in the office was the reason I switched to an electronic fax service.

As long as their is an estate earning income, a fiduciary return would be required. However, once all of the assets are transferred to the non-profit, there is no estate any more to earn income and therefore the fiduciary return would not be required. I am not sure how the estate could continue to exist after it is transferred to the non-profit.

I am just wondering if rather than replacing the statement for $30K this is actually an additional statement, in which case you could just add the -0- to the previous statement and basically ignore it. Although it says it replaces any previous statement, is the claim number in box 8 the same? Could they have "paid" on a different claim number in error and clawed it back before she even noticed?

Interesting article.

I think that you have to create the e-file first, then you can look at the tabs below the 1040 EF Info for the one that says e-filed forms. That should tell what forms will be e-filed.

I don't think that they were not submitted; I think they were just small companies who submitted on paper, and SSA is behind on processing those. However, I was just looking at it for a friend and not preparing the return, so my suggestion was that he take the W2s to the social security office and ask them about it. That was before almost all the offices were closed, of course.

It can still be frustrating. I have a friend that three out of four W2s they reported on their return have apparently not been processed by IRS, and perhaps not by social security. This is for a 2023 tax return. This dropped their income so low they are not getting child tax credit or EIC at the level they should. They responded to the IRS letter by sending copies of the W2s, and following up with a letter from the employers. The W2s are still not being added to their return. I realize that anymore, anyone can print a W2 to be able to send it in, but I am not sure what the taxpayer is supposed to do if the W2 either doesn't get filed by the employer or is lost in the system somewhere. i sent them to SSA to try to get it straightened out there. But I am afraid this is only going to get worse as lay offs continue.

SO what do people who do not have checking accounts do?

If the taxpayer has access to their marketplace account online, they should be able to print the 1095A for 2019. I think that it goes back forever.