Tax Law
This 2025 law made most of the 2017 Tax Cuts and Jobs Act (TCJA) individual provisions permanent, and made extensive changes to other parts of the tax code.
What is the One Big Beautiful Bill Act (OBBBA)?
This is the tool we use to look for a client's e-filing status.
What is EFE?
True or False: It is a good idea to amend before you get your refund, so the IRS can adjust it in advance.
False! It is best to wait until refund is received to amend.
This form is a request for extension of time to file.
What is Form 4868?
The number of times you must reach out to a client before putting them On Hold/Unresponsive.
What is three times?
To claim the Child Tax Credit in 2026, the OBBBA now strictly requires that both the taxpayer and the child have this specific identification number issued by the due date.
What is a Social Security Number?
This is the first troubleshooting step you should take if something in IEP or Google Chrome is not working as expected.
What is Clear Cache and Cookies?
Generally, you have this many years from the original filing deadline to submit an amendment and still claim a refund.
What is 3 years? (Or 2 years from the date you paid the tax).
"I just got a job at a coffee shop. My boss gave me this form to fill out so they know how much tax to take out of my paycheck."
What is a W-4?
What is Out of Scope (OOS)?
The TY26 standard deduction amount for a single filer under 65 years old.
What is $16,100?
Which Slack channel would you check to see if we are in AHOD?
What is #ttl-announcements?
This IRS online tool allows customers to track the status of their 1040-X, though it can take up to 3 weeks to show up in the system.
What is "Where's My Amended Return?"
"I didn't pay enough estimated tax throughout the year, but I want to see if I can lower my penalty using the 'Annualized Income Installment Method' found on this form."
Form 2110
True or False: An individual can still be Head of Household if government assistance (like Section 8 and food stamps) pays for more than half of their household expenses.
False. The individual must have paid the expenses themselves.
This is the tool we use to see all of a customer's accounts with Intuit.
What is CSR?
If an amendment results in a higher tax liability, the IRS recommends paying the balance by this date to avoid interest and penalties.
What is the original April due date?
"I worked in Germany for half the year and paid taxes to the German government. I'm using this form to avoid being taxed twice on that same income."
What is Form 1116 (Foreign Tax Credit)?
For 2025/2026, this is the maximum "Phase-out" threshold (AGI) for the Credit for the Elderly or the Disabled before the credit is completely eliminated for a single filer.
What is $17,500?
This is the tool we use to look up a client's auto-debit and refund transfer records.
What is TPG Salesforce Community?
When a 1040-X is filed to claim a "Net Operating Loss" (NOL) carryback, it must generally be filed within this many months of the end of the year in which the loss occurred.
What is 12 months?
"I'm a high-income earner with lots of exercise of stock options. I have to use this form to see if I owe tax under a different set of rules that disallows certain deductions."
What is Form 6251 (Alternative Minimum Tax)?