schirallicpa

thank you Judy - I kinda thought not, but just trying to plan ahead if we can get these out or not. (Yes - the tax return was filed, with the promise that the 1099's would be issued, rather late than never.)

I have client that filed tax return in October, and is just now getting 1099 info to me for 2016. Can we still efile those???

Filed the 2015 1040X in August. Received CP21 Oct 16 telling him should receive check in 2-3 weeks. Still hasn't received check. He and I both have tried to call. I cannot believe how many times I have been disconnected from priority line! Anyway - wondered what people thought - or if people had any other means of contacting IRS!!

ok - that was hiding! thank you!!!!!!!!!!!!!!!!!!!!!!

I just upgraded my computer. Downloaded 2016 a few days ago. Need 2015 as well. Not available. 2017 is. Really? Why can't that just leave that stuff out there for a few years for us. Now I gotta find my disk. Or call them. Which I'd rather dig thru the dust and find my disk. Not in the mood for a sales pitch today. grumble mumble.....grumble mumble....

Thank you for this rant! I have taken the advise of another tax attorney/EA who has raised his fee significantly for EIC and 8867 based on the number of hours the IRS says it takes to prepare. I placed a large notice out front that your return fees are going up if you have EIC. I lost a couple clients and I have steered a few away just because I know what kind of people they are. EIC is a game that the welfare have mastered in my area.

I read that fast and thought you had been using Xerox for 152 years! And thinking - is Xerox that old? And assuming tax preparers never die.....

Taxpayer and wife have a farm. (and losses for the first 3 years, as any good farmer shall have....) Taxpayer claims farm. Taxpayer and wife get loan from the FSA and FSA says they are a partnership since the land is owned jointly and the barns are owned jointly. (Yeah - the FSA wanted the second signature.) But now the Taxpayer is wondering if we should amend past 3 years since their farm is now declared by a federal agency a partnership. In looking at the return, they would get a refund having the farm offset the wife's self-employed income. Is this a 3115 or just amended returns? (remember the good old days when you could just mark the "joint" box on the top of a Schedule F or Schedule C instead of creating 2 and splitting in half.)

well - within the year - at least. Come on.......a little credit

assuming you checked the statutes and he is still in time frame to make payment. I'm kinda new in representation work. But I can give you a great reference to a guy in Buffalo NY who really knows his stuff: Lawrence Lawler. Address: 2250 Wehrle Dr, Williamsville, NY 14221 Phone: (716) 631-5111

I'm blaming the weather. My clients have been the worst this year. I think it's been too nice out here in western NY and they still think it's summer. They have been slow, and lazy. I think when it's cold out, people around here are more likely to tend to their paperwork. Or maybe I'm just a little more grumbly-mumbly lately......

It worked today with today's date. I had not come across that before. Thank you!!

I think my problem is I HATE QUICKBOOKS and try to avoid it at all costs.....

I have a client that is owing money with his return and he's actually paying it on time. Which is awesome. And they gave me the bank details today and I input to take money tomorrow. And I am getting rejected with a message that the pay date cannot be later than the tax return due date. (yes - we filed ext) Can I not pay with a return now?

Let me pick everyone's brain again. We have forever used the invoicing/billing in the ATX software. And any services outside of ATX are billed manually on a word document. And all our billing is kept track of in an excel spreadsheet (and not a fancy one either.) Wondering what software suggestions my fellow ATXers have. My problem lately is that we have grown enough that tracking billing is getting cumbersome. Especially for non-tax return work. When it is a tax return, it doesn't get efiled til I get paid. But some of my other IRS rep work and compliance work is harder to keep track of.

I guess if I felt it would totally fly, I wouldn't have posted the question. My gut feeling is "no". I will see what the legal documents state, but I have a feeling they did not reimburse the medical ins just because it seemed like a nice thing to do. thanks all.

Taxpayer was in an accident a few years ago while on the job. His medical insurance company paid his medical bills. Then he received a large settlement in 2016 (tax free) and out of the settlement, he had to pay back the medical insurance company. So, effectively, he took ownership of the money via the attorney, and the attorney wrote checks to med ins company from escrow. Is there a deduction for him for medical expense?

I think they should just turn over the IRS to us and we'll handle it for them.

I which the fax machine would just disappear and the IRS would be forced to do everything via internet. We get 8821's and then look online to see where client stands with IRS before going any further in creating the engagement letter. It would be really neat if they didn't take 2 weeks.

I've faxed plenty of these, but usually I have some built in time that I'm not trying to get an answer for someone in a matter of hours. So I'm wondering if any one kinda knows how fast these actually get processed that I would have any luck accessing accounts within a day or 2. You'd think we could submit these electronically by now.

ok - just wondering. It seemed a little too grey. thanks!

I understand that the corporation continues on and the S status would remain, but how do we tell the IRS that Sue and Sally are not longer getting the K-1s, and that Sammy is. Or does it just get pushed thru in the year-end filing?

I worked in corporate for 2 (very long) years when I was young and dumb. I remember there was a girl in our accounting dept that every single night went to the bathroom before heading home. Only after I worked there for some time did I realize she was taking a roll of toilet paper home with her every night. I couldn't believe it.

My Sec179 is not available in my fixed assets any more. I have a little blurb at the side of my screen that says I need to upgrade to the fixed asset package. Once again CCH strikes the wallet. That's just cheap.

For argument's sake - why wouldn't he set up corporations. Then off personal return. Then liability limits are established. I'm a grumbler mumbler when it comes to LLC's. I tell most of my client's to create the corporation. Seems a little more cut and dried. Just want opinions on why choose an LLC.