Go Back   CDN Business Directory > Main Category > Taxes

 
 
Thread Tools Display Modes
  #4  
Old 01-24-2006, 04:20 AM
Catherine White
Guest
 
Posts: n/a
Default Re: W-7 in limbo

Harlan Lunsford <hlunsford[at]bellsouth.net> wrote:

- quote -

> <snip> > Tempted to say "all of the above", but save your teeth.
> > > Since she does have an ITIN now, get a POA from her which

> > will allow you to intercede on her behalf. Then use
> > eServices to see if a return was filed. If not, call the
> > PPL and talk to a real live person.


> I simply cannot beLIEVE this. I've no recollection of the OP,
> so it must have been way back in the dark ages.
> When then, Catherine?


Believe it or not, this is still unresolved from September.
I finally got someone at the Taxpayer Advocate Office to
investigate. He found -- just a couple of weeks ago -- that
the IRS doesn't have (ie, lost) the notarized documents
substantiating the W-7's for the daughter and parents.
We're now waiting for new notarized documents. I'll then
send a whole new package to the TA guy and he will walk it
all through. I hope to get ITIN's for all dependents in
time to timely file my client's 2005 returns! And, of
course, get him his substantial refund as well.

Thanks for the inquiry. What a nightmare this has been for
the poor guy. And of course, since the return is stuck in
"No ITIN land", there is _nothing_ on e-services -- the
return hasn't gotten _to_ the IRS' regular processing system
yet!

Heaven forbid they had informed us of the problem by letter
last _June_, the way they were supposed to....

Catherine

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #3  
Old 01-22-2006, 10:35 AM
Harlan Lunsford
Guest
 
Posts: n/a
Default Re: W-7 in limbo

Harlan Lunsford wrote:
- quote -

> Catherine White wrote:

> > Trying again, as my first attempt to post here didn't go through.
> > > I have a client who is a Canadian citizen, living here in

> > the US with one child. Spouse and parents (parents are
> > dependents) still in Canada. Did out the whole 1040 with
> > foreign tax credit and foreign earned income exclusions et
> > cetera ad nauseum.
> > > Sent the whole business in to the correct processing

> > facility with W-7's attached for spouse, child, both
> > parents, in early June. In July, an ITIN was issued for the
> > spouse. We've heard nothing since. No ITIN's issued for
> > child or parents, no suspension letters, no processing of
> > the 1040 or issuing of the substantial refund.
> > > Tax practitioner line folks were no help; can't do anything

> > without the return, which they don't have. Can't get
> > through to the W-7 processing people. I've been trying for
> > three weeks now, every chance I have time to spend on hold.
> > I either get "due to high call volume, we are not taking
> > calls" - click, end. Or I get put on ignore, where I have
> > sat and waited (on my nickel) for over a half hour at a time
> > and never get through to a person.
> > > What should we do now? Re-send the whole package, including

> > the spouse's ITIN, with new W-7's as though nothing was sent
> > earlier? Re-send with explaining letter? Weep and gnash
> > teeth?
> > > My client would really like to receive the refund, and I

> > just can't get _anywhere_ with this. Any/all help
> > appreciated.


> Tempted to say "all of the above", but save your teeth.
> Since she does have an ITIN now, get a POA from her which
> will allow you to intercede on her behalf. Then use
> eServices to see if a return was filed. If not, call the
> PPL and talk to a real live person.


I simply cannot beLIEVE this. I've no recollection of the OP,
so it must have been way back in the dark ages.

When then, Catherine?

C$,
HL

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #2  
Old 01-20-2006, 09:35 PM
Harlan Lunsford
Guest
 
Posts: n/a
Default Re: W-7 in limbo

Catherine White wrote:

- quote -

> Trying again, as my first attempt to post here didn't go through.
> I have a client who is a Canadian citizen, living here in
> the US with one child. Spouse and parents (parents are
> dependents) still in Canada. Did out the whole 1040 with
> foreign tax credit and foreign earned income exclusions et
> cetera ad nauseum.
> Sent the whole business in to the correct processing
> facility with W-7's attached for spouse, child, both
> parents, in early June. In July, an ITIN was issued for the
> spouse. We've heard nothing since. No ITIN's issued for
> child or parents, no suspension letters, no processing of
> the 1040 or issuing of the substantial refund.
> Tax practitioner line folks were no help; can't do anything
> without the return, which they don't have. Can't get
> through to the W-7 processing people. I've been trying for
> three weeks now, every chance I have time to spend on hold.
> I either get "due to high call volume, we are not taking
> calls" - click, end. Or I get put on ignore, where I have
> sat and waited (on my nickel) for over a half hour at a time
> and never get through to a person.
> What should we do now? Re-send the whole package, including
> the spouse's ITIN, with new W-7's as though nothing was sent
> earlier? Re-send with explaining letter? Weep and gnash
> teeth?
> My client would really like to receive the refund, and I
> just can't get _anywhere_ with this. Any/all help
> appreciated.


Tempted to say "all of the above", but save your teeth.

Since she does have an ITIN now, get a POA from her which
will allow you to intercede on her behalf. Then use
eServices to see if a return was filed. If not, call the
PPL and talk to a real live person.

ChEAr$,
Harlan Lunsford, EA n LA

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #1  
Old 09-30-2005, 04:33 AM
Catherine White
Guest
 
Posts: n/a
Default Re: W-7 in limbo

"Stuart A. Bronstein" <spamtrap[at]lexregia.com> wrote in
- quote -

> Catherine White <cgrantNoSpam[at]alum.mit.edu> wrote:

> > <snip

> The first thing I'd do is to phone the district director's
> secretary, tell your story and ask for the best thing to do.
> I've had good luck with that kind of approach.


Thanks, Stu

Couldn't get through to a person for the district, either.
So I got a POA from my client and tried the Practitioner
Priority folks again. They recommended re-sending the
package, incorporating the one ITIN we got, and with a
letter explaining what and why and including the name and ID
number of the lady who gave me that advice. She was also
going to put all that information in the guy's file.

So we hope that this time it will all go through properly.

Catherine

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2005) - All rights reserved. > << ================================================== ===== >
 
Old 09-25-2005, 07:37 PM
Stuart A. Bronstein
Guest
 
Posts: n/a
Default Re: W-7 in limbo

Catherine White <cgrantNoSpam[at]alum.mit.edu> wrote:

- quote -

> I have a client who is a Canadian citizen, living here in
> the US with one child. Spouse and parents (parents are
> dependents) still in Canada. Did out the whole 1040 with
> foreign tax credit and foreign earned income exclusions et
> cetera ad nauseum.
> Sent the whole business in to the correct processing
> facility with W-7's attached for spouse, child, both
> parents, in early June. In July, an ITIN was issued for the
> spouse. We've heard nothing since. No ITIN's issued for
> child or parents, no suspension letters, no processing of
> the 1040 or issuing of the substantial refund.


The first thing I'd do is to phone the district director's
secretary, tell your story and ask for the best thing to do.
I've had good luck with that kind of approach.

Stu

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2005) - All rights reserved. > << ================================================== ===== >
  #-1  
Old 09-24-2005, 07:52 PM
Catherine White
Guest
 
Posts: n/a
Default W-7 in limbo

Trying again, as my first attempt to post here didn't go through.

I have a client who is a Canadian citizen, living here in
the US with one child. Spouse and parents (parents are
dependents) still in Canada. Did out the whole 1040 with
foreign tax credit and foreign earned income exclusions et
cetera ad nauseum.

Sent the whole business in to the correct processing
facility with W-7's attached for spouse, child, both
parents, in early June. In July, an ITIN was issued for the
spouse. We've heard nothing since. No ITIN's issued for
child or parents, no suspension letters, no processing of
the 1040 or issuing of the substantial refund.

Tax practitioner line folks were no help; can't do anything
without the return, which they don't have. Can't get
through to the W-7 processing people. I've been trying for
three weeks now, every chance I have time to spend on hold.
I either get "due to high call volume, we are not taking
calls" - click, end. Or I get put on ignore, where I have
sat and waited (on my nickel) for over a half hour at a time
and never get through to a person.

What should we do now? Re-send the whole package, including
the spouse's ITIN, with new W-7's as though nothing was sent
earlier? Re-send with explaining letter? Weep and gnash
teeth?

My client would really like to receive the refund, and I
just can't get _anywhere_ with this. Any/all help
appreciated.

Catherine

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2005) - All rights reserved. > << ================================================== ===== >
 

Tags
limbo


Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 02:43 PM.