Estimated Tax Forms

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Subject Author Date Estimated Tax Forms jack 10-12-2008  Re: Estimated Tax Forms ed 10-12-2008  Re: Estimated Tax Forms Bill 10-13-2008  Re: Estimated Tax Forms Paul Thomas, CPA 10-13-2008  Re: Estimated Tax Forms Bill 10-13-2008  Re: Estimated Tax Forms Harlan Lunsford 10-26-2008  Re: Estimated Tax Forms jack 10-13-2008  Re: Estimated Tax Forms Bill 10-13-2008  Re: Estimated Tax Forms Mark Bole 10-13-2008  Re: Estimated Tax Forms Dan Lanciani 10-13-2008  Re: Estimated Tax Forms Harlan Lunsford 10-26-2008  Re: Estimated Tax Forms Dan Lanciani 10-26-2008  Re: Estimated Tax Forms scott s. 10-14-2008  Re: Estimated Tax Forms Harlan Lunsford 10-26-2008  Re: Estimated Tax Forms Arthur Kamlet 10-26-2008  Re: Estimated Tax Forms Don Priebe 10-26-2008  Re: Estimated Tax Forms Dick Adams 10-26-2008  Re: Estimated Tax Forms Don Priebe 10-27-2008  Re: Estimated Tax Forms Dick Adams 10-27-2008  Re: Estimated Tax Forms Katie 10-29-2008  Re: Estimated Tax Forms parrisbraeside@yahoo.ca 10-30-2008  Re: Estimated Tax Forms Katie 10-30-2008  Re: Estimated Tax Forms Harlan Lunsford 10-31-2008  Re: Estimated Tax Forms Seth 11-01-2008  Re: Estimated Tax Forms Katie 11-01-2008  Re: Estimated Tax Forms Harlan Lunsford 11-01-2008  Re: Estimated Tax Forms Bill Brown 11-01-2008  Re: Estimated Tax Forms Harlan Lunsford 11-01-2008  Re: Estimated Tax Forms Condor 10-13-2008
Posted by Harlan Lunsford on October 26, 2008, 5:44 pm Please log in for more thread options Bill wrote: > paulthomascpapc@bellsouth.net (Paul Thomas, CPA) posted: > >> wrote > >>> (In a sense, it can be seen as professional >>> courtesy: i.e., the IRS doesn't want to seem >>> to be "poaching" by suggesting you could >>> have a direct relationship with them, since >>> you have already demonstrated you have a >>> business arrangement with someone else -- >>> and especially since that someone is >>> generally acting as an _agent_ in support of >>> the IRS.) > >> Wait a minute. I surely don't consider myself >> "an _agent_ in support of the IRS". > >> I am an advocate for my client, within the >> boundaries of the law. My client pays me, not >> the IRS. My client expects me to do what's >> right by them, meaning that they expect me to >> keep their tax bill as low as possible given the >> law and the information they provide to me. > > Indeed, I agree as to your function and your allegiance. But (and maybe > I should have added this) _in the mind of the IRS_, you are "generally" > acting as an _agent_, since you assist taxpayers in complying with > filing requirements. > > FWIW, I'm a volunteer preparer with TaxAide, and I certainly feel my > commitment is to assist the folks who come to me for help, but I also > know the IRS considers all TaxAide people as "instruments of their > purpose" to ensure full and faithful compliance with their regulations. > > I know that, because IRS instructors have stated as much. That's why > they support us with training and materials. > > Bill > Okay, I think you saved the day, Bill. But we Enrolled Agents, EA's, want to make darn sure the public knows the difference, as I'm sure you do. So for any laymen reading this, there are "agents", and then there are "Enrolled Agents" (EA's). Any one can be an agent for another, whether serving under a power of attorney or in other cases. In this respect, volunteers for AARP, TaxAide, etc etc serve as "agents" of the IRS to insure compliance. As an EA however, I am ONLY an agent of the taxpayer/client and licensed as such by the IRS with conduct governed by the U S Treasury under certain regulations known as Circular 230. Hope this helps to keep things straight. Actually we EA's have been batting this gamecock around for years now, arguing time to time for other possible designations that would make sure the public doesn't somehow mistake us for "agents" OF the IRS. But no one can come up with a generally accepted agent position (GAAP!) or definition. ChEAr$, Harlan Lunsford, EA n LA But an Enrolled Agent -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by jack on October 13, 2008, 12:30 pm Please log in for more thread options > The specific answer to your last question, "if you used a professional > who filed paper ..." is that the very fact you've used a professional > suggests you will do so again for your next return. Since the > professional has access to all necessary forms, the IRS saves money by > not bothering to send you _anything_ which you might need to file. > Thank you for reading my question! So, if you used a professional who filed paper, you DO NOT get an estimated form from the IRS. I have searched dozens of sites, and cannot find that documented anywhere. Can you give me a reference? Thanks. -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Bill on October 13, 2008, 3:13 pm Please log in for more thread options jack@yahoo.org (jack) posted: >>The specific answer to your last question, "if >>you used a professional who filed paper ..." is >>that the very fact you've used a professional >>suggests you will do so again for your next >>return. Since the professional has access to >>all necessary forms, the IRS saves money by >>not bothering to send you _anything_ which >>you might need to file. >Thank you for reading my question! >So, if you used a professional who filed paper, >you DO NOT get an estimated form from the >IRS. >I have searched dozens of sites, and cannot >find that documented anywhere. Can you give >me a reference? My source was my state coordinator for TaxAide. We were receiving complaints from taxpayers, that they were not receiving their forms any more. I posed the question to him, and he checked with his liaison at IRS, who explained it was a simple expense-reduction decision, based on the calculation that the odds favor a TP who seeks professional aid, will return to the same source in the future. They have apparently also done studies that show that once someone has discovered TaxAide, they'll continue to use it. And incidentally, once the TP goes back to filing their own return, they will start receiving forms again. (And my source for that is my own experience. I was using TaxAide forms to make sure my site received credit for filing my personal Form. Once I discovered the policy, I just used a plain form, and the next year I received the normal package.) Bill -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Mark Bole on October 13, 2008, 9:27 pm Please log in for more thread options Bill wrote: > jack@yahoo.org (jack) posted: > >>> The specific answer to your last question, "if >>> you used a professional who filed paper ..." [...] >> So, if you used a professional who filed paper, >> you DO NOT get an estimated form from the >> IRS. I still don't see where use of a paid preparer (one who has to sign the return) is of any relevance. It's paper vs. e-filing, AFAIK. And incidentally, the major commercial players for individual tax prep have all decided to no longer charge extra e-filing fees. If you use software for your return prep, whether self-prepared or by a volunteer or a paid preparer, the last major excuse for not e-filing has now been eliminated. >> I have searched dozens of sites, and cannot >> find that documented anywhere. Can you give >> me a reference? What exactly is the problem you are trying to solve? What do you want to know beyond what is clearly stated on page 1 of the 2008 Form 1040-ES instructions? > And incidentally, once the TP goes back to filing their own return, they > will start receiving forms again. (And my source for that is my own > experience. The past is no guarantee of the future. -Mark Bole -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Dan Lanciani on October 13, 2008, 10:33 pm Please log in for more thread options Bole) writes: | Bill wrote: | > jack@yahoo.org (jack) posted: | > | >>> The specific answer to your last question, "if | >>> you used a professional who filed paper ..." | | [...] | | >> So, if you used a professional who filed paper, | >> you DO NOT get an estimated form from the | >> IRS. | | I still don't see where use of a paid preparer (one who has to sign the | return) is of any relevance. It's paper vs. e-filing, AFAIK. I've never e-filed or used a preparer and they still stopped sending me estimated tax forms...                                 Dan Lanciani                                 ddl@danlan.*com -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Similar Threads Posted W-2 Forms forms from Employers January 31, 2007, 5:31 pm Two W2 forms February 25, 2007, 12:40 am What forms do I need ? 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