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  #11  
Old 10-24-2003, 05:51 AM
Ed Zollars, CPA
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Default Re: To get IRS information?

Michael T Wing CPA wrote:

- quote -

> Question: Will transcripts be available on ALL returns that
> the preparer files? Or only those that were efiled?


As I understand it, all returns would be available in that
system. My guess is that the IRS wouldn't be able
internally to separate out the efiled from the non-efiled
returns in that system, so even if they wanted to limit the
access, I suspect they couldn't do it.

--
Ed Zollars, CPA
Phoenix, Arizona

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #10  
Old 10-24-2003, 05:51 AM
Helen P. OPlanick EA
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Default Re: To get IRS information?

- quote -

> Question: Will transcripts be available on ALL returns that
> the preparer files? Or only those that were efiled?


ANY return, e-filed or not, prepared by you or not. This
will circumvent the PPS and the 15 day wait. You just need
the POA.

Helen, EA in PA
Member of The Tax Gang
President, PA Society of Enrolled Agents
Campaigning for NAEA Board of Directors - Looking for YOUR vote

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #9  
Old 10-22-2003, 03:17 AM
Michael T Wing CPA
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Default Re: To get IRS information?

Helen P. OPlanick EA <heljangal[at]aol.comnojunk> wrote:

- quote -

> And in about a month or so, if you efile 100 or more
> individual returns, you can sign up to receive your
> transcripts on-line and you will get them back in about as
> long as it took me to type this.


Question: Will transcripts be available on ALL returns that
the preparer files? Or only those that were efiled?

MTW

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #8  
Old 10-20-2003, 12:33 AM
Barney Bird
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Default Re: To get IRS information?

- quote -

> > or
> > you can visit your local IRS walk-in office with your
> > Form 2848 or 8821 in hand and ask the customer
> > service reps to print them out for you.


> Hasn't this practice been discontinued as of 10/01/03?


IRS discontinued providing transcripts of account at walk-in
offices but they still provide other types of account
information, such as copies of information returns.

Barney Byrd

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #7  
Old 10-20-2003, 12:14 AM
Helen P. OPlanick EA
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Default Re: To get IRS information?

- quote -

> > or
> > you can visit your local IRS walk-in office with your Form
> > 2848 or 8821 in hand and ask the customer service reps to
> > print them out for you.


> Hasn't this practice been discontinued as of 10/01/03?


Yes, it has.

Same vein - E-services registration is open for all to sign
up for - just go to the e-services area of IRS.GOV (tax pros
area). And in about a month or so, if you efile 100 or more
individual returns, you can sign up to receive your
transcripts on-line and you will get them back in about as
long as it took me to type this.

Helen, EA in PA
Member of The Tax Gang
President, PA Society of Enrolled Agents
Campaigning for NAEA Board of Directors - Looking for YOUR vote

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #6  
Old 10-18-2003, 02:10 AM
Lin706
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Default Re: To get IRS information?

- quote -

> or
> you can visit your local IRS walk-in office with your Form
> 2848 or 8821 in hand and ask the customer service reps to
> print them out for you.


Hasn't this practice been discontinued as of 10/01/03?

Linda

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #5  
Old 10-05-2003, 10:31 AM
Nan Eklund
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Default Re: To get IRS information?

To whomever answered by email, thank you so much. This lady
has been a client since 1982 and I've watched her deal
gallantly with life and pain for over 20 years. Some
clients reach the heart.

Thank you Barney.

Nan, EA in LA

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #4  
Old 10-05-2003, 10:31 AM
Barney Bird
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Default Re: To get IRS information?

"Nan Eklund" <naneklund[at]aol.com> wrote:

- quote -

> Can I apply somewhere in the IRS to get a list of what
> has been reported? If there is a form or web site I've
> lost the information myself.


Yes, you can obtain copies of the client''s 2001 and 2002
information returns from IRS. There is no charge for the
copies.

IRS maintains six years of Forms W-2 / 1099, etc., returns
in its information returns database at any given time.
Currently, years 1997 through 2002 are available. In July
of each year, the oldest year is purged and the newest one
gets added. This past July, 1996 was dropped while 2002 was
added. The process of adding the most recent year takes
place incrementally between July and October. By the end of
October, all 2002 information returns should have been
posted.

In order to get the copies yourself, you will need a power
of attorney (Form 2848) or a tax information authorization
(Form 8821) on file with IRS. You can contact the
Practitioner Priority Hotline (PPHL) to have them mailed or
you can visit your local IRS walk-in office with your Form
2848 or 8821 in hand and ask the customer service reps to
print them out for you.

Barney Byrd

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #3  
Old 10-05-2003, 10:12 AM
Dave Woods, EA
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Default Re: To get IRS information?

"Nan Eklund" <naneklund[at]aol.com> wrote:

- quote -

> I have an 82 year old client who has been a packrat for
> years. She always has trouble finding 1099s and other
> records and currently hasn't filed 2001 nor 2002.
> Her son and daughter-in-law descended on her last month and
> seem to have cleared out all the clutter - including her
> records. And are not accounting for them.
> Can I apply somewhere in the IRS to get a list of what has
> been reported? IF there is a form or web site I've lost the
> information myself.


With a signed Form 8221 or 2848 you can get a transcript
printout of all submitted tax documents. This runs from W-2
to 1099 to 1098, and even K-1s.

--
David M. Woods, EA
Boston, MA 02109

Postings here are general information only and not to be
relied upon as advice.

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #2  
Old 10-05-2003, 09:53 AM
Bill Brock
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Default Re: To get IRS information?

Get a POA & call 866.860.4259. IRS will be happy to send
you a copy of taxpayer's transcript.

The Practitioner Priority Service is simply great!

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #1  
Old 10-05-2003, 09:34 AM
Harlan Lunsford
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Posts: n/a
Default Re: To get IRS information?

Nan Eklund wrote:

- quote -

> I have an 82 year old client who has been a packrat for
> years. She always has trouble finding 1099s and other
> records and currently hasn't filed 2001 nor 2002.
> Her son and daughter-in-law descended on her last month and
> seem to have cleared out all the clutter - including her
> records. And are not accounting for them.
> Can I apply somewhere in the IRS to get a list of what has
> been reported? IF there is a form or web site I've lost the
> information myself.


But of course! Call your practitioners' hotline and ask
for (PRP?) information. They have it and for a price (like
a properly executed POA) will send it to you.

Cheer$,
HL, EA in LA

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
 
Old 10-05-2003, 08:56 AM
Helen P. OPlanick EA
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Default Re: To get IRS information?

- quote -

> Can I apply somewhere in the IRS to get a list of what has
> been reported? IF there is a form or web site I've lost the
> information myself.


Get a POA from your client (2848) and IRS will give you
all the info.

Helen, EA in PA
Member of The Tax Gang
President, PA Society of Enrolled Agents
Campaigning for NAEA Board of Directors - Looking for YOUR vote

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #-1  
Old 10-03-2003, 06:14 AM
Nan Eklund
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Posts: n/a
Default To get IRS information?

I have an 82 year old client who has been a packrat for
years. She always has trouble finding 1099s and other
records and currently hasn't filed 2001 nor 2002.

Her son and daughter-in-law descended on her last month and
seem to have cleared out all the clutter - including her
records. And are not accounting for them.

Can I apply somewhere in the IRS to get a list of what has
been reported? IF there is a form or web site I've lost the
information myself.

Nan, EA in LA

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
 

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