"Paul Thomas, CPA" <paulthomascpapc[at]bellsouth.net> wrote in message
news:Fyyml.4985$i9.4325[at]bignews7.bellsouth.net...
- quote -

Yes, absolutey. I saw the papers recently, but I can't find them right now.
The $3600 figure I gave was off the top of my head. Last year
our health insurance premimum was $321 a month. On our income, that's not
easy to forget.
That works out to $3821 per year. I didn't do the math for the purposes of
this post because
I wanted know if I need my question was do we need his signature and how can
we get a copy
of the return if he doesn't give it to us in response to my question.

- quote -


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I understand your inference that I meant that the return has a mistake in
it. I also should have said "we" or "our." I did not because it was not
relevant to my question.

His mistake was that he did not ask us for what I believe is pertinent
information. If I had said that, I suspect that you and I wouldn't have
this confusion. I am married and my wife and I have no dependants. We had
other expenses, mortgage interest, real estate taxes, drug costs. We gave
him that information. If the insurance expenses were taken into
consideration and the standard deduction was the better or only option is
irrelevant. He should have asked and didn't. He had two choices. The
first is to assume that the amount wouldn't have mattered. The second was
to ask and to find out what the amount was and then make the determination.

Washington state has no state income tax. I mention that here because some
poster mentioned tha we should remember to look at that as well.

He is a retired IRS agent and knew we had health insurance premiums. He
should have asked what they were and he didn't ask. I want someone who
will.

I believe his answers to my emails were insuffient. He said in his December
email that he would get back to us. He didn't. I want more clarity.


Thanks.
- quote -

--
<< ------------------------------------------------------- > << 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. > << ------------------------------------------------------- >

"Me" <me[at]acmewidgets.com> wrote
- quote -


And you know all this but don't have a copy of the return?

My intent here is not to castrate your tax preparer, nor to put him upon a
pedestal, because there is insufficient facts to make a determination.




- quote -




Medical costs you pay are deductible if they exceed 7.5% of your Adjusted
Gross Income (AGI, found at the bottom on Page 1 of the 1040). If, when
combined with all your other itemized deductions, the total exceeds your
standard deduction, then you have the ability to claim your medical
expenses.

So far the data you presented doesn't indicate that there is anything wrong
with your return.
Your standard deduction was at least $5350 for 2007, which exceeds your
medical premiums (the $3600).

Is it possible that your total medical didn't exceed 7.5% of AGI?
Is it possible that your combined deductions didn't exceed the standard
deduction?
Is it possible that your total income was less than your standard deduction
and personal exemption amounts?




--
Paul Thomas, CPA
Watkinsville, Georgia

--
<< ------------------------------------------------------- > << 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. > << ------------------------------------------------------- >

"Phil Marti" <prm20871[at]verizon.net> wrote in message
news:Xcnml.938$hm.524[at]nwrddc02.gnilink.net...
- quote -

I asked him last week to send them and I'm not complaining in the least that
he hasn't replied. It will take time. This is his busy season. I
understand that.

I'll call the IRS if he doesn't send them to me.

--
<< ------------------------------------------------------- > << 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. > << ------------------------------------------------------- >

"Paul Thomas, CPA" <paulthomascpapc[at]bellsouth.net> wrote in message
news:fInml.4794$v8.1424[at]bignews5.bellsouth.net...
- quote -

15, 2008, he included his worksheet. The line for health insurance premiums
was filled in thusly "????" Those premiums are $3600 a year. I receive
SSDI and he knows I have health insurance. I don't recall if I had given
him the information, but I know he never asked for it to prepare the return.
He could have at least given me a call. I didn't notice it April 15. Why
didn't I do something about it afterwards? I have no excuse, but I do have
a reason. I'm disabled with a ton of health problems. I had reached the
point where I just didn't care. I didn't followup until February because I
was in the hospital and got out on january 14. It's been a busy and
fatiguing year. I can't find the documents for 2008, but I know for an
absolute fact that the insurance premiums were never addressed. He should
have called or emailed at least once, but didn't.

Here's the email chain between us. I took his December email response to
mean that I would owe 1500 for the savings bond interest and that he'd get
back to me before Jan 15 on whether I'd have to make an estimated payment.

Sent: Tue, 18 Nov 2008 9:21 am


Jim,
I cashed in some Series I savings bonds last week and recognized about $10k
interest income. Will I have any estimated tax payments to make in January
or before April 15?

I cashed in my Roth Conversion IRA about three weeks ago. No money was
withheld for taxes or penalty for early withdrawal. My last contribution
was in early 2003. Is there any tax consequence to that withdrawal?
-----His response december 16:"Sorry for the delay in my reply. You should
set aside $1,500 for the Savings Bonds cashing, as you are in the 15% tax
bracket. I will look at your file to see how you came out last year. Perhaps
you may be covered without making the additional estimated tax payment. You
should have no tax consequences in cashing the Roth since it has all been
contributed at least five years ago. I'll let you know if I come up with any
other thoughts. Keep warm.....Jim, Your CPA"----I followed up Feb 9 and
asked him again & got the following on Feb 11"I sent you an e-mail in
December regarding your question. You should probably send in $1,725 (15%)
to cover the Savings Bond interest income. I'm "shooting in the dark" here,
because I do not know what you have in capital gains or losses, how much you
took out of taxable IRA funds, and how much your medical expenses are for
2008. So the $1,725 (15%) will cover the bond interest. Let me know if you
have any other questions. "

------

- quote -

--
<< ------------------------------------------------------- > << 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. > << ------------------------------------------------------- >

"Me" <me[at]acmewidgets.com> wrote
- quote -




The person who prepares the amended return signs the amended return.

Don't forget your state return. It may also need to be amended.




- quote -



Well, he's required by law to have given you one when the return was
prepared last year.

While he's not required to give you a second copy for "free", he should be
willing and able to get one to you after you pay for his copy costs.

It might be the quickest way to get a copy.






Question: If you don't have a copy of last years return, how do you know
there's a mistake on it, and how do you know it's the preparer's fault?






--
Paul Thomas, CPA
Watkinsville, Georgia

--
<< ------------------------------------------------------- > << 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. > << ------------------------------------------------------- >

"Me" <me[at]acmewidgets.com> wrote:

- quote -

Yes.

- quote -

Call the IRS and talk to them. It may be possible that a free transcript
would satisfy your needs. While you're on hold, smack yourself upside the
head frequently to remind yourself to always keep a copy of your return.

--
Phil Marti
Clarksburg, MD

--
<< ------------------------------------------------------- > << 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. > << ------------------------------------------------------- >

Can I amend a return without getting the signature of the preparer?

An accountant prepared my return last year and made a mistake. His attitude
this year is not good so I'm going elsewhere.

I do not have a copy of the return and have asked him to mail it to me. If
he doesn't, how can I get a copy? It's no big deal because I don't think
the refund will be much at all.

--
<< ------------------------------------------------------- > << 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. > << ------------------------------------------------------- >