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#11
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Ticked off, but should I be? (OT)
Jofirey wrote:
The so called 'preparer' should only have signed the return if she was paid to prepare the return (for 2007). If you didn't pay her, and I wouldn't have, she could not and should not have signed it as 'paid preparer'. Jo She *was* going to get paid. I gather from the tone of my letter (which wasn't rude but was rather why haven't you returned my calls? Where's Mom's paperwork?!) she figured out she wasn't going to get paid. Trust me, she won't get a dime now. All she did was cause my mother unnecessary aggravation and worry. Jill |
#12
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Ticked off, but should I be? (OT)
I would certainly be ****ed off! With all that you and your family have
been through recently, you sure don't need this kind of crap to deal with. It doesn't really matter what kind of personal stuff she was going through at home; if she was unable to process the tax stuff in a timely fashion she owed you at the very least a courtesy call asking to come pick up the papers, or informing you that she was sending everything back to you. Best of luck in dealing with the IRS. Though Matthew's advice sounds like it ought to get you through the mess pretty painlessly. Dan |
#13
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Ticked off, but should I be? (OT)
Matthew is right, I have seen people try and struggle with this sort of
thing by themselves. The two best points he made are, get someone assigned to your case, and take all the stuff to a professional. "Daniel Mahoney" wrote in message ... I would certainly be ****ed off! With all that you and your family have been through recently, you sure don't need this kind of crap to deal with. It doesn't really matter what kind of personal stuff she was going through at home; if she was unable to process the tax stuff in a timely fashion she owed you at the very least a courtesy call asking to come pick up the papers, or informing you that she was sending everything back to you. Best of luck in dealing with the IRS. Though Matthew's advice sounds like it ought to get you through the mess pretty painlessly. Dan |
#14
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Ticked off, but should I be? (OT)
I learned the hard way I am a business I filed my 941 correctly in 2003
now for you who don't know what that is it is Employer's Quarterly Federal Tax Return. Well you can't be charged more than $7000.00 for the year in this for my income level. For some odd reason the person entering this said I made 150,000.00 in my third quarter; way off it was 2000.00. Well I only owed 283.00 for that quarter they said I owed $1500.50. After dealing with multiple people and having multiple people, paperwork done saying it was taken care of. 8 months later I had 1535.50 seized from my account no notice. After 2 months of being jerked around I got an attorney who in 10 minutes got some one assigned to my case. 24 hours had it resolved and in 30 days I had a check for the amount they seized, my bank charges, my attorney fees and interest they would charge. She was good. She told me when there is a problem they are required to assign a case worker or manager( not sure of the term) to your case and what they were doing was illegal which is why I got everything I requested. 95% of the time you don't get attorney fees back and only get bare interest about 2% The irs is just a bunch of thieving monkeys humping a football with one hand in the cookie jar the other trying to pull it out and a third hand reaching in your pocket while you are watching wonder what the heck is going on. I just received a noticed about my 2006 saying I didn't file either my personal or business. I called them and asked if I did not file how did I get a return. They have it but just in case I sent a copy in. The irs still screws my account up they changed from me filing 944 which is filed quarterly and paid quarterly to a 940 which is filed once a year but still paid quarterly. I get a noticed everytime I file saying I paid the wrong one than get another notice usually the next day telling me I am supposed to pay the other and the money is going to this account "Granby" wrote in message ... Matthew is right, I have seen people try and struggle with this sort of thing by themselves. The two best points he made are, get someone assigned to your case, and take all the stuff to a professional. "Daniel Mahoney" wrote in message ... I would certainly be ****ed off! With all that you and your family have been through recently, you sure don't need this kind of crap to deal with. It doesn't really matter what kind of personal stuff she was going through at home; if she was unable to process the tax stuff in a timely fashion she owed you at the very least a courtesy call asking to come pick up the papers, or informing you that she was sending everything back to you. Best of luck in dealing with the IRS. Though Matthew's advice sounds like it ought to get you through the mess pretty painlessly. Dan |
#15
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Ticked off, but should I be? (OT)
On Jul 11, 10:29*pm, hopitus wrote:
On Jul 11, 7:11*pm, "Matthew" wrote: I learned the hard way I am a business I filed my 941 correctly in 2003 now for you who don't know what that is it is Employer's Quarterly Federal Tax Return. *Well you can't be charged more than $7000.00 for the year in this for my income level. *For some odd reason the person entering this said I made 150,000.00 in my third quarter; way off it was 2000.00. * Well I only owed 283.00 for that quarter they said I owed $1500.50. * *After dealing with multiple people and having multiple people, paperwork done saying it was taken care of. * 8 months later I had 1535.50 seized from my account no notice. *After 2 months of being jerked around I got an attorney who in 10 minutes got some one assigned to my case. *24 hours had it resolved and in 30 days I had a check for the amount they seized, my bank charges, my attorney fees and interest they would charge. *She was good. *She told me when there is a problem they are required to assign a case worker or manager( not sure of the term) *to your case and what they were doing was illegal which is why I got everything I requested. *95% of the time you don't get attorney fees back and only get bare interest about 2% * *The irs is just a bunch of thieving monkeys humping a football with one hand in the cookie jar the other trying to pull it out and a third hand reaching in your pocket while you are watching wonder what the heck is going on. I just received a noticed about my *2006 saying I didn't file either my personal or business. *I called them and asked if I did not file how did I get a return. *They have it but just in case I sent a copy in. The irs still screws my account up *they changed from me filing 944 which is filed quarterly and paid quarterly *to a 940 which is filed once a year but still paid quarterly. *I get a noticed everytime I file saying I paid the wrong one than get another notice usually the next day *telling me I am supposed to pay the other and the money is going to this account "Granby" wrote in message ... Matthew is right, I have seen people try and struggle with this sort of thing by themselves. *The two best points he made are, get someone assigned to your case, and take all the stuff to a professional. "Daniel Mahoney" wrote in message ... I would certainly be ****ed off! With all that you and your family have been through recently, you sure don't need this kind of crap to deal with. It doesn't really matter what kind of personal stuff she was going through at home; if she was unable to process the tax stuff in a timely fashion she owed you at the very least a courtesy call asking to come pick up the papers, or informing you that she was sending everything back to you. you Best of luck in dealing with the IRS. Though Matthew's advice sounds like it ought to get you through the mess pretty painlessly. Dan- Hide quoted text - - Show quoted text - Since you asked....yes, I believe you have a perfect right to be annoyed by the behavior of your mother's longtime tax preparer (whatever her qualifications are) but have no advice re dealing with IRS re the issues she caused with them, or those your mother caused with them. As previously stated, people in my family do not live long enough to - as the saying goes - be a problem to their family. Unless you enjoy traveling to and from this military island in SC, if I were in your shoes your mother wiould be brought to *your* choice of living area so she will not be the prey of locals there like the one you describe here. In my home state there are infinite numbers of vultures like this taking advantage of old people left alone by fate and their only younger survivors live far, far away, unable or unwilling to make the trips like you have, over and over, to rescue the elders from those who prey on them financially.....I realize you are tired of me saying this, but frankly I can't see things getting any better from your description of happenings regarding her.- Hide quoted text - - Show quoted text - It is hard, any way you look at it, to care for an elderly parent. And the hardest part is getting them to let go, so to speak, and turn all their business/banking interests/decisions over to their children. Moms may be easier than Dads, I don't know. My mom died very young. We tried it all; keeping Dad at his house and "checking" on him upteen times a day, until we practically were living with him; tried bringing him here. Both times were a miserable failure. We tried putting him in the nursing home with the closest proximity to us so that it was easier on US to visit often. The level of care at the nursing home wasn't good. We ended up putting him in the one with the best reputation, but it's a 40-mile round trip to visit. And my sister or I have to make the trip every day to keep him grounded. If we don't, he gets disoriented. It's the nightmare of the baby boomers, I'm afraid. $4300 per month goes to the nursing home; approx. $1100 per month to the pharmacy. At this rate I'm not sure how many years the $$$$ is going to hold out. Frankly, I haven't done the math because it scares me. And again, if it were my mom, I think my sister & I could be keeping her at home for this particular level of care. She would have been a more cooperative patient, Dad we just couldn't handle. His most oft- repeated phrase was "You're not the boss of me." He defers to anyone in the medical profession; nurses, doctors, even aides. But not us. Sherry |
#16
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Ticked off, but should I be? (OT)
hopitus wrote:
Since you asked....yes, I believe you have a perfect right to be annoyed by the behavior of your mother's longtime tax preparer (whatever her qualifications are) but have no advice re dealing with IRS re the issues she caused with them, or those your mother caused with them. As previously stated, people in my family do not live long enough to - as the saying goes - be a problem to their family. Unless you enjoy traveling to and from this military island in SC, if I were in your shoes your mother wiould be brought to *your* choice of living area so she will not be the prey of locals there. Actually, she's not on a military island I wouldn't be concerned if she was. She and Dad built a house on one of the islands near where he retired, 21 years ago. I've got no room in my apartment for her back home. She doesn't need to be in a nursing home. And I can't see having her move into 1 bedroom with a shared guest bath in my brother's house. He travels a lot but even when he doesn't he works about 60 hours a week. She might as well be by herself here rather than move into that scenario. It's no skin off my nose to be here taking care of her. Got nothing better to do since I haven't had any luck finding a job back there. like the one you describe here. In my home state there are infinite numbers of vultures like this taking advantage of old people left alone by fate and their only younger survivors live far, far away, unable or unwilling to make the trips like you have, over and over, to rescue the elders from those who prey on them financially.....I realize you are tired of me saying this, but frankly I can't see things getting any better from your description of happenings regarding her. That's why I'm planning to stay here. I have to work out the logistics, but that's what's going to happen. She's turned over all the financial stuff to me; I make sure her bills are paid. I make sure she eats. I make sure she takes her prescriptions. I cook, I clean, I do the laundry and the shopping and keep her company. I'm her caregiver and I have no problem with that. What I'm going to do with this particular situation is (1) photocopy and mail the 2006 return with the cancelled check and (2) find a reputable, qualified tax firm to deal with the 2007 stuff. So far, the IRS hasn't mentioned 2007 so maybe this woman did file for an extension. But it's been my experience, even if she didn't, the IRS is generally a year behind anyway. LOL To add insult to injury, a big storm blew through last evening and the power flashed off and on, briefly, twice. The circuit breaker for part of the master bathroom blew and I can't get it to reset; it keeps tripping. Now I have to find an electrician. sigh When it rains, it pours! Jill |
#17
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Ticked off, but should I be? (OT)
Sherry wrote:
It is hard, any way you look at it, to care for an elderly parent. And the hardest part is getting them to let go, so to speak, and turn all their business/banking interests/decisions over to their children. Moms may be easier than Dads, I don't know. My mom died very young. We tried it all; keeping Dad at his house and "checking" on him upteen times a day, until we practically were living with him; tried bringing him here. Both times were a miserable failure. We tried putting him in the nursing home with the closest proximity to us so that it was easier on US to visit often. The level of care at the nursing home wasn't good. We ended up putting him in the one with the best reputation, but it's a 40-mile round trip to visit. And my sister or I have to make the trip every day to keep him grounded. If we don't, he gets disoriented. It's the nightmare of the baby boomers, I'm afraid. $4300 per month goes to the nursing home; approx. $1100 per month to the pharmacy. At this rate I'm not sure how many years the $$$$ is going to hold out. Frankly, I haven't done the math because it scares me. And again, if it were my mom, I think my sister & I could be keeping her at home for this particular level of care. She would have been a more cooperative patient, Dad we just couldn't handle. His most oft- repeated phrase was "You're not the boss of me." He defers to anyone in the medical profession; nurses, doctors, even aides. But not us. Sherry She's already got me handling all her financial stuff. I've got Durable Power of Attorney (and Health Care POA). I'm a co-signator on her accounts so I write the checks to pay her bills. She's actually relieved at not having to deal with it anymore. I don't mind. But yeah, Dad wouldn't have allowed it, no way, no how, even if he hadn't sunk into dementia. He had that military "I'm in charge" mindset right up to the end. The best thing right now is for her to stay in her home of 21 years. She knows the area, she has friends here. Okay, so what if they're all as old as dirt, too? LOL They're still friends. I can't see uprooting her. And she certainly doesn't require nursing home level of care. She does have good insurance so her prescriptions are $3 and her hospitalization in January and subsequent doctor care was paid 100%. One less thing to worry about. Jill |
#18
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Ticked off, but should I be? (OT)
On Jul 12, 3:48*am, "jmcquown" wrote:
hopitus wrote: Since you asked....yes, I believe you have a perfect right to be annoyed by the behavior of your mother's longtime tax preparer (whatever her qualifications are) but have no advice re dealing with IRS re the issues she caused with them, or those your mother caused with them. As previously stated, people in my family do not live long enough to - as the saying goes - be a problem to their family. Unless you enjoy traveling to and from this military island in SC, if I were in your shoes your mother wiould be brought to *your* choice of living area so she will not be the prey of locals there. Actually, she's not on a military island *I wouldn't be concerned if she was. *She and Dad built a house on one of the islands near where he retired, 21 years ago. *I've got no room in my apartment for her back home. *She doesn't need to be in a nursing home. *And I can't see having her move into 1 bedroom with a shared guest bath in my brother's house. *He travels a lot but even when he doesn't he works about 60 hours a week. *She might as well be by herself here rather than move into that scenario. It's no skin off my nose to be here taking care of her. *Got nothing better to do since I haven't had any luck finding a job back there. You've got a great attitude, then. Your mom is very fortunate that she is able to stay at home, and you're the one making that possible. Dad is not ambulatory, and is not lucid much of the time. He is still a big guy, 6 foot 4 and over 200 lbs. It just takes nursing professionals to care for him. I am grateful that we finally found a nursing home that's actually a "place to live." The other two we tried were "a place to die", and that was so obvious. Some others we looked at were so awful I can't even describe. He has medicare, and a good supplement. All the hospital bills were paid at 100%, plus 100 days of long-term nursing care. AFter that, you're on your own, unless you have an individual, private "long term care" policy. Anyway, I'm glad you and Persia have settled in. This could really be a precious time for you and your mom to spend together., too. Sherry |
#19
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Ticked off, but should I be? (OT)
"jmcquown" wrote in message . .. hopitus wrote: That's why I'm planning to stay here. I have to work out the logistics, but that's what's going to happen. She's turned over all the financial stuff to me; I make sure her bills are paid. I make sure she eats. I make sure she takes her prescriptions. I cook, I clean, I do the laundry and the shopping and keep her company. I'm her caregiver and I have no problem with that. What I'm going to do with this particular situation is (1) photocopy and mail the 2006 return with the cancelled check and (2) find a reputable, qualified tax firm to deal with the 2007 stuff. So far, the IRS hasn't mentioned 2007 so maybe this woman did file for an extension. But it's been my experience, even if she didn't, the IRS is generally a year behind anyway. LOL To add insult to injury, a big storm blew through last evening and the power flashed off and on, briefly, twice. The circuit breaker for part of the master bathroom blew and I can't get it to reset; it keeps tripping. Now I have to find an electrician. sigh When it rains, it pours! Jill Make sure the 2006 return you mail is signed. I suspect there will be few or no problems with the 2007 return. I believe you mentioned they paid estimates. If she doesn't owe anything there is nothing to base a penalty on. Make sure somewhere on the 2007 return it says deceased for your father. That can take care of penalty problems as well. Are there any outlets in the master bath with little red buttons in the middle? Don't know what they are called but sometimes you have to press them before you reset the breaker. I'm glad you and Persia are settling in. And hope the summer isn't terrible hot. Jo |
#20
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Ticked off, but should I be? (OT)
jmcquown wrote:
snip I'm ticked off but I don't know if I should be. Mostly I'm just blowing off steam, I guess. I can tell you this, she won't be doing the 2008 taxes. I still don't know what her qualifications are. I do know she's inexpensive which is surely why Dad chose her in the first place over a CPA or a known tax firm. But hell, anyone can buy a copy of TurboTax. Dunno why you can't be both ticked off and understanding at the same time. Anyway, not being familiar with the IRS and the US tax system, all I can suggest is to keep everything well documented (your calls to her, you registered letter, her response etc etc) and try to keep the IRS well informed of what is going on - hopefully by talking to 1 paricular person (a 'caseworker'?). Our equivalent to the IRS is actually pretty reasonable, providing it knows what is going on and that you aren't just trying to dodge taxes. Hence, document, document, document, and keep them up to date. Yowie |
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