TPA
A customer is not "Document Ready" unless this is complete.
What is the Document Checklist?
This is the form you file with the IRS to change a tax return that's already been filed.
What is 1040-X?
(Amended U.S. Individual Income Tax Return)
These key phrases which must be stated or typed on every contact help us deliver the best possible customer experience.
What are Quality of Service phrases?
(QOS)
This Quality of Service phrase will help you "break the ice".
What is "calling from"?
(I see you're calling from...)
This form will report a repayment of a Coronavirus related distribution from a retirement account taken in 2020.
What is 8915-F?
(Qualified Disaster Retirement Plan Distributions and Repayments)
Wage earners must pay this 6.2% tax on the first $147,000 of their wages in 2022.
What is the Social Security Tax?
We need to specifically ask if a client has income from these two states.
What are New York (NY) and Connecticut (CT)?
A TurboTax Online customer can access a return they have already filed by clicking this button in the tax home.
What is "Add a State"?
(Rarely recommended because a customer can alter their IRS filing)
While this might sound like a drinking establishment that got a bad score from the health inspector, it's actually the report US taxpayers must file if they have more than $10,000 in foreign bank accounts.
What is an FBAR?
(Foreign Bank Account Report, FinCen 114)
This is the price for Full Service Complex. The highest price a client can pay for TurboTax Full Service.
What is $599?
Regardless of where they are stationed, a military member's state residence for tax purposes is this location.
What is "Home of Record"
(State of residence when they entered the military)
If you are living outside of the US and Puerto Rico and your main place of business is outside of the US and PR, you are allowed an automatic extension of this length of time to file your taxes.
What is 2 months?
(Not an extension of time to pay)
This is the maximum number of cryptocurrency transactions we can accept in Full Service.
(This limit does not apply if the client provides a completed 8949)
What is 4,000?
If your spouse understated your tax due on your joint tax return and you had no knowledge of the errors, you may be able to request this.
What is Innocent Spouse Relief?
(Form 8857 - Request for Innocent Spouse Relief)
This celebrity might be a formidable vampire slayer, but he was unable to fight off the IRS after willfully failing to file millions of dollars in back tax tax returns, and served 3 years in prison from 2010-13.
Who is Wesley Snipes?
(Blade, the Vampire Slayer)