Multiple Years

[cathy arbogast]

Hello All,

  I have a couple of clients that I am preparing multiple prior years (like 10).   Wondering how to file them with the IRS and State.  I was going to bundle them all up and mail them to the paper filing address but I was on the TP hotline today and they said no better to send them separately as they will process faster.  

  Also I will e-file the years that can be efiled.  With one client time isn't critical but the other we need to set up a payment plan and I am sure they will want all filings up to date.  Appreciate any feedback. 

Thank you,

Cathy

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Catherine Arbogast

Enrolled Agent

5755 Valentine Rd Ste 202

Ventura, Ca  93003

805 644-1022    FAX  805 644-9022

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[Lee Reams]

I have alway understood it is NOT good practice to send multiple returns in one mailing. That can be asking for trouble at the processing center.  I can almost hear the the IRS response to your client’s need for speed when he took 10 years to file….LOL

Lee

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	Lee Reams Sr., BSME, EA Chief Content Officer CountingWorks Pro | CountingWorks | TaxBuzz | TaxCPE p: 1.800.442.2477 x240 w: www.countingworkspro.com/  e: lee....@countingworks.com
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[Diana Skocypec]

My understanding from NAEA Fellow classes is  you may only need to file 6 years.

 When I have caught clients up I do mail returns together but each in a separate envelope with year clearly marked and a letter requesting to process in chronological order. Who knows if anyone at the service currently will honor this request.

And then there's the state. 

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[RICHARD WILLIAMSEN]

I built my practice dealing with ‘non-filers’ or delinquent fillers.

I would prepare all returns put them in separate envelopes - addressed - each marked also with the year and form - AND then put them in ONE envelope and mailed them.  In twenty five years never had a problem using this process.

The process was recommended at NTPC classes I attended.

Have fun!

Richard 

Sent from my iPhone

On Jul 11, 2024, at 5:18 PM, Lee Reams <lee....@clientwhys.com> wrote:

I have alway understood it is NOT good practice to send multiple returns in one mailing. That can be asking for trouble at the processing center.  I can almost hear the the IRS response to your client’s need for speed when he took 10 years to file….LOL

<PastedGraphic-2.tiff>

	Lee Reams Sr., BSME, EA Chief Content Officer CountingWorks Pro | CountingWorks | TaxBuzz | TaxCPE p: 1.800.442.2477 x240 w: www.countingworkspro.com/  e: lee....@countingworks.com
See how CountingWorks can grow your practice.

 

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[cathy arbogast]

🤣 Yes, that is what he said.  My clients are trained and these are new (friends of friends) probably should not have accepted the headache...live and learn.  Thank you Lee.

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[cathy arbogast]

Richard, I like that idea, tell me do you e-file the ones that are open years? and if not do you just explain on the 8948 that you mailed multiple years?

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[cathy arbogast]

Thank you Diana.  The clients have had recent garnishments (one from a recent real estate sale) and it is a mess so I am filing all the unfiled and let the chips fall where they fall.  The clients have passed and I am working with the children.

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[Sylvia Stich]

I'm a former IRS Collection manager. We always advised taxpayers to send them in separate envelopes.

Sylvia

http://www.naea.org/taxpayers/what-enrolled-agent

Sylvia M. Stich, EA

39569 Sagewood Ridge

Temecula, CA  92591

Cell: (916) 316-0137

Fax: (866) 848-1168

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From: 'RICHARD WILLIAMSEN' via ClientWhysConnect <clientwh...@googlegroups.com>
Sent: Thursday, July 11, 2024 5:41 PM
To: clientwh...@googlegroups.com <clientwh...@googlegroups.com>
Subject: Re: [clientwhysconnect] Multiple Years

 

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[cathy arbogast]

Thank you Sylvia.

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