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  #6  
Old 03-02-2004, 05:07 AM
Harlan Lunsford
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Default Re: Can tax preparer efile their own return?

D. Stussy wrote:

(snipped a bit )

- quote -

> ....Until they audit you to see if you've reported all the
> income from all your returns - and if they have returns left
> over (from the PIL - preparer inventory list) after
> accounting for all the income you did report, .... Letting
> them figure out that the leftover returns were all "free"
> because they were your family members might be beyond the
> intelligence of some of the people I saw working in the
> lesser positions (back when I worked for them)....


Good point there.

I was basing my advice to remove all vestiges of being one's
own paid preparer thinking about a fellow down here who back
years ago used one of his pre printed forms to do his own
return. He signed it of course, but didn't bother to sign
the paid preparer section which clearly had his name and
company name and number thereon. Yep, he got the penalty
notice.

So then, Jennifer, keep GOOD records. My tax software uses
subdirectoies for different types of returns, so my main sd
is for paid returns, another for individuals for whom I
efile their self prepared returns, another for another
preparer who sends clients to me with form 8453 on top, and
of course a personal sd for mine, relatives, and my "sample"
return for a fellow name of Junior and Sue Samples.
Remember him? BR-579. His "wife" was the name of
someone at Doraville service center who always signed
letters going out to taxpayers. I always thought her's was
a cover name, but couldn't prove it. I don't think IRS
people use cover names these days, or do they?

Cheer$,
Harlan Lunsford

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #5  
Old 03-01-2004, 05:48 PM
D. Stussy
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Default Re: Can tax preparer efile their own return?

shagnasty wrote:
- quote -

> "Harlan Lunsford" <lunstax[at]bellsouth.net> wrote:
> > Jennifer Mc wrote:


> > > Hopefully, this isn't too silly of a question! I'm a first
> > > year tax preparer employed with an independent firm. Am I
> > > allowed to efile my own return using my EFIN and PTIN
> > > number? I have my own professional software at home which I
> > > plan on using; not my employer's software.


> > I just efiled my yesterday!
> > > HOWEVER....... no need to use your PTIN you know. After

> > all, you didn't charge yorself for your own work, did you?
> > > If you haven't yet, go back and remove all reference to a

> > paid preparer in your software from your own return.


> You are right, but I don't bother removing my PTIN or
> deleting that I am the paid preparer. I prepare my
> children's returns with no charge either, but still show it
> as if I am a paid preparer.
> It is not worth the trouble of deleting it. The IRS isn't
> going to hassle me about it and I've done it that way for
> several years.


.....Until they audit you to see if you've reported all the
income from all your returns - and if they have returns left
over (from the PIL - preparer inventory list) after
accounting for all the income you did report, .... Letting
them figure out that the leftover returns were all "free"
because they were your family members might be beyond the
intelligence of some of the people I saw working in the
lesser positions (back when I worked for them)....

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #4  
Old 02-26-2004, 05:12 PM
shagnasty
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Default Re: Can tax preparer efile their own return?

"Harlan Lunsford" <lunstax[at]bellsouth.net> wrote:
- quote -

> Jennifer Mc wrote:

> > Hopefully, this isn't too silly of a question! I'm a first
> > year tax preparer employed with an independent firm. Am I
> > allowed to efile my own return using my EFIN and PTIN
> > number? I have my own professional software at home which I
> > plan on using; not my employer's software.


> I just efiled my yesterday!
> HOWEVER....... no need to use your PTIN you know. After
> all, you didn't charge yorself for your own work, did you?
> If you haven't yet, go back and remove all reference to a
> paid preparer in your software from your own return.


You are right, but I don't bother removing my PTIN or
deleting that I am the paid preparer. I prepare my
children's returns with no charge either, but still show it
as if I am a paid preparer.

It is not worth the trouble of deleting it. The IRS isn't
going to hassle me about it and I've done it that way for
several years.

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #3  
Old 02-25-2004, 01:48 PM
Vernon V Chatman III
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Default Re: Can tax preparer efile their own return?

"Jennifer Mc" <murrieta[at]comcast.net> wrote:

- quote -

> Hopefully, this isn't too silly of a question! I'm a first
> year tax preparer employed with an independent firm. Am I
> allowed to efile my own return using my EFIN and PTIN
> number? I have my own professional software at home which I
> plan on using; not my employer's software.
> Any help would be greatly appreciated.
> Thanks! Jennifer


Yes.

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #2  
Old 02-25-2004, 01:47 PM
Missy Doyle
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Default Re: Can tax preparer efile their own return?

murrieta[at]comcast.net (Jennifer Mc) wrote:

- quote -

> Hopefully, this isn't too silly of a question! I'm a first
> year tax preparer employed with an independent firm. Am I
> allowed to efile my own return using my EFIN and PTIN
> number? I have my own professional software at home which I
> plan on using; not my employer's software.


I have been doing this for years.

Missy

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #1  
Old 02-24-2004, 08:33 AM
Harlan Lunsford
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Default Re: Can tax preparer efile their own return?

Jennifer Mc wrote:

- quote -

> Hopefully, this isn't too silly of a question! I'm a first
> year tax preparer employed with an independent firm. Am I
> allowed to efile my own return using my EFIN and PTIN
> number? I have my own professional software at home which I
> plan on using; not my employer's software.


I just efiled my yesterday!

HOWEVER....... no need to use your PTIN you know. After
all, you didn't charge yorself for your own work, did you?

If you haven't yet, go back and remove all reference to a
paid preparer in your software from your own return.

Cheer$,
Harlan Lunsford

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
 
Old 02-24-2004, 08:14 AM
MTW
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Default Re: Can tax preparer efile their own return?

Jennifer Mc <murrieta[at]comcast.net> wrote:

- quote -

> Hopefully, this isn't too silly of a question! I'm a first
> year tax preparer employed with an independent firm. Am I
> allowed to efile my own return using my EFIN and PTIN
> number? I have my own professional software at home which I
> plan on using; not my employer's software.


I have efiled my own return that way for several years and
have never had a problem.

MTW

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #-1  
Old 02-23-2004, 05:20 PM
Jennifer Mc
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Posts: n/a
Default Can tax preparer efile their own return?

Hopefully, this isn't too silly of a question! I'm a first
year tax preparer employed with an independent firm. Am I
allowed to efile my own return using my EFIN and PTIN
number? I have my own professional software at home which I
plan on using; not my employer's software.

Any help would be greatly appreciated.
Thanks! Jennifer

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

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