RE: [clientwhysconnect] Paper Filing Signing Options

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Kimberly A. Somers, EA, Inc.

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May 16, 2024, 11:56:10 AMMay 16
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I have a 2020 return with a refund that must be postmarked by tomorrow.  Can I send it to the client for ELECTRONIC signature, then print the return with the electronic signature and mail it?

scott jessup

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May 16, 2024, 12:09:52 PMMay 16
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You have until 5/17/24 to efile a 2030 return with refund. See IRS bulletin IR-2024-133 dated May 6, 2024. 

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On May 16, 2024, at 8:56 AM, Kimberly A. Somers, EA, Inc. <Kimb...@ksomersea.com> wrote:



I have a 2020 return with a refund that must be postmarked by tomorrow.  Can I send it to the client for ELECTRONIC signature, then print the return with the electronic signature and mail it?

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Kimberly A. Somers, EA, Inc.

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May 16, 2024, 12:19:04 PMMay 16
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2020 can no longer be eFiled.  Tomorrow is 5/17/24!  My issue is the signature options - so I can print and mail the return by tomorrow - so the refund is not lost.

 

If electronic signature is not allowed, maybe if I send the return to the client, they print (if they can) and ORIGINAL sign, then scan (if they can) back to me?  Then I can use that signature page to get it mailed?

Matthew Bigelow

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May 16, 2024, 12:22:37 PMMay 16
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I’m not sure about the e-signature thing but in any case, why not place responsibility on the client to get it in the mail on time? Since you’re emailing them a signature doc, I don’t see why you can’t just email the return with clear instructions on where to sign, where to send, how to send (certified/registered), etc. Unless you’re the one at fault for this last minute filing, put the responsibility where it belongs- on the client.

 

Matthew Bigelow, E.A.

JLZ Business Services, Inc.

Ph. (805) 643-3295, Fax: (805) 643-3297

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Kimberly A. Somers, EA, Inc.

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May 16, 2024, 12:26:08 PMMay 16
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I would normally agree, but this is a “died suddenly” situation with the widow left with four children.  It’s been a nightmare for her – so I’m trying to do whatever I can to help her.

larry gurewitz

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May 16, 2024, 12:41:25 PMMay 16
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Can we sign for our clients with a POA?

Larry L. Gurewitz, EA


Kimberly A. Somers, EA, Inc.

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May 16, 2024, 12:44:50 PMMay 16
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I don’t think so….and besides, due to the husband being deceased, getting a POA takes time – too much time.

scott jessup

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May 16, 2024, 12:51:24 PMMay 16
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Kim, We tried sending a signed 8879 with return but the IRS sent it back for a signature.  If you have something like DocuSign you can efile tomorrow 
Scott 

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On May 16, 2024, at 9:26 AM, Kimberly A. Somers, EA, Inc. <Kimb...@ksomersea.com> wrote:



Ray Kong

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May 16, 2024, 12:54:15 PMMay 16
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For the non-computer savvy clients, nearly all have email and a nearby Fedex or UPS store.  They can go into the store, forward your email to them, they will print it out, your client signs, store will scan and email back to client.  IRS does not accept electronic signatures on the 1040.

Ray Kong, EA


Kimberly A. Somers, EA, Inc.

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May 16, 2024, 12:57:56 PMMay 16
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OK!  So….the IRS WILL accept an ‘original’ signature – mailed – even if it is actually a scanned copy of the signature page?!

Kimberly A. Somers, EA, Inc.

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May 16, 2024, 5:57:27 PMMay 16
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To finish this up…..and educate everybody, as I got today…..  I finally called the IRS Practitioner line and the answer is: paper filed = WET signature only

 

From: Kimberly A. Somers, EA, Inc. <Kimb...@KSomersEA.com>
Sent: Thursday, May 16, 2024 11:58 AM
To: 'clientwh...@googlegroups.com' <clientwh...@googlegroups.com>
Subject: RE: [clientwhysconnect] Paper Filing Signing Options

 

OK!  So….the IRS WILL accept an ‘original’ signature – mailed – even if it is actually a scanned copy of the signature page?!

 

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