schirallicpa

He doesn't live near the church, and he usually is not the Sunday morning guy. But will do other pastorial duties for the church. So I have never had a probelm with him being a 1099. No housing allowance and all that. We're not talking much money here - barely 4 digits.

I've got a taxpayer thats a church that I have always issued a 1099 for the pastor. This year there was a payment made to HSA and a letter showing where to report on W2. Treasurer tells me she has been filing 941 for several years but no withholding and no tax. Has not ever filed state forms. I don't even know which direction to go with this. The pastor really isn't acting as an employee and travels in and out of the community setting his own schedule. And if 941s have been filed, someone will be looking for w2. No notice. If they have file Federal, won't the state want something - but again no withholding and no tax. This makes my head hurt.

I have always used a generic eng letter in the past but Ins wants the clients name and signature on the eng letter as a result of inclusion of BOI statements that it is not my responsibility to file for you. So I have revised the template and can obviously add it each time. Didn't know if I could make that an automatic - because we know in the heat of the March rush, it will get forgotten and I don't want to forget it.

ID me works fine for regular IRS stuff for me, although I lost all of my previous years info on the 990N website. But I went round after round with SS trying to submit my payroll info. Nope -I don't exist with SS. I mailed the w3 and w2 for first time in at least 15 years. I knew it couldn't work so well when another arm of the gov't stepped in. IRS barely knows how to make it work.

Honest to God I swear "LLC" creation has become an industry of its own.

You can efile three years - current and 2 previous.

Max has played this game before!

And no transcript alert on my software for him. Wouldn't this normally show? It would have generated a code.

checked already. also double checked it was the correct year. and one is a pension and one is an IRA and they are coded correctly.

This is an older client. We efiled his return in March of last year. He had 2 1099Rs last year for 30K and 40K. IRS sent him letter CP2057 "you may need to amend your return" letter. IRS says they are missing. They clearly show up on front page of 1040 on lines 4a and b and 5a and b. I don't even know how to respond to this. "Dear IRS - did you look at the return? Please see lines 4 and 5." Good grief. What a PITA.

Oh - sorry to hear this Bonnie. Laptops stink. And bad knees stink more. I have a little Dell that does okay with QB and ATX on it. I only have the 2 years of ATX on it. And QB is always used with a thumb drive so I'm not using up space on the laptop. I don't use it for anything else. It is definitely worth the extra few bucks to get a keypad - make sure you have USB ports. My daughter got a new Mac and no USB ports. Which, btw, if you aren't used to Mac, don't get a Mac. It's also worth it to get a bigger one so the screen is bigger. I hope everything works out for you

I generally like the way ATX works. But we all know that the customer support is terrible. This year I open my software to start my first return and apparently I'm now on the PPR system. Nope - that ain't right. It takes a few minutes to find a phone number and then 20 minutes waiting for an answer. Once again - answering my own question - I had put in the 3 concurrent user code, instead of my Max code. Grumble Mumble......grumble mumble..........

I think efiling for Fed tax returns was Jan 23. But I wasn't sure if that meant the states were out til then too? Edit: Answered my own question. - Nope -Can't efile state.

I have used an amortization schedule online for monthly payments forever. And - out of the blue - I have 2 clients that need weekly amortization. I have poked around looking for one that I like but I'm looking to see what anyone might recommend. TIA

This is a fairly large NP that must file a 990. They didn't file 2020 due in 2021. Ok- you can probably blame covid. Then they didn't file 2021 due in 2022. Well - shouldn't they have gotten a notice by then? So then they didn't file 2022 in 2023. Hmmm. No notice? No "hey you gotta file?" They claim not. Regardless, as of May 15, 2023 they lost their status. I did not have that notice. Tried to file 2020 and 2021 and 2022 in Oct. Nope - all rejected. Oh - we got this notice of revocation - do you think that's why? UGH! Now - who gets a handful of crap when I tell them we have to re-apply for status? And they don't know where to find articles of incorp. or bylaws. or any originating paperwork. Sorry - I can't make up this stuff for you. What is with these small NPs! I get so aggravated. It's a boys club and they don't want to pay for a bookkeeper and they don't want to take the return to someone to do right. So here we are with them calling me up saying they can't sit around and wait for their exempt status to be re-approved. Well - file as a c-corp. Grumble mumble.......grumble mumble.....

The case was a sole proprietorship and the total money was around $25000 -Sales tax and I&P. I don't remember the actual tax amount now, but I think around 14K. It took several months but finally got a settlement for $5000 in the fall of this year. About 15 month process. I had to fill out paperwork under the EIN number as all zeros and then paperwork under individuals SS# providing her personal assets and income.

I just don't see where I can put in anyone else's information. Mine is in there and I can click in and out of "make a payment" all day and it still has my info in there. If I log out and try to log in with another EIN, it wants a PIN and password. My clients are not likely to have a PIN, This is way too complicated - I'm trying to give you money, IRS.

Yes - the changes to EFTPS IDme stuff has been beaten to death here. But, let me just bring it up one more time. Because I cannot figure out how to make a payment for a client that is a business. When I log in it only shows my EIN and my name. How do I add more businesses to my account?

Auxiliary of the church. It's actually for the cemetery maintenance. A man donated land and money to our local RC church in the 1930's and the investment has always paid for the maintenance. In fact the formal name is St. Mary's Auxiliary Association of Bolivar New York, Inc. And everything has run along all nice and smoothly until someone at the investment firm wanted all the i's dotted.

This organization is an auxiliary. So maybe they were excepted. Only now - we're in a situation where an investment firm has held funds for years and years and in order to get that money, the investment firm wants proof of exemption. That's why we are on this road. So - I'm kinda not sure which direction to go. Also - don't ask me what I'm doing with all the quote things.

Actually I had tried the TEO search and found nothing. I only found on NYS DOS.

Margaret - thanks for your input. I will note though - churches themselves do not have to file 990s. So would a church get a TE letter from the IRS? Or would they just have the state level registration and possibly an EIN. I haven't dealt with any churches. (Although the way this year has gone, someone will come knocking tomorrow)

This is truly the year of new problems for me. I have been given an organization that's been around since 1937. No 990 of any sort ever filed. They have even had a payroll at one point, and they have their EIN, organizing documents,, etc. They are on the NYS DOS listed as a domestic not-for-profit. But no letter from the IRS saying they are exempt. I attempted to put them in the 990N system and got an error message. Am I going to have to apply for exempt status?

Thank you - I was googling, and you know how that goes. You get HRblock level info. So I saw this morning that 2553 has to be wet. I'm thinking the 2848 has continued being ok as electronic- originally e signature was supposed to be a covid thing, but I believe they extended that indefinitely.

Can we still fly 2848 with a docusign, or are we back to wet signature? And if anyone knows - are 2553s wet signatures regardless? Or has the IRS stepped up?