OTR Culture
ACS department has 3 specialty divisions and those are
Audit
RO
OIC
What is the standard deduction amounts for 2021 are: Married Filing Jointly or Qualifying Widow(er)
A client submits an already filed return for a specific year, what document does the TP need to have client sign to confirm this filing?
8821
This special program is offered to Optima client's once they have reached full resolution. It offers tax preparation at a monthly price, what is this program called?
OPP
Optima Protection Plan
What is a 1098 Form used for
If you receive mortgage interest of $600 or more in the course of your trade or business, you are subject to the requirement to file Form 1098, even if you are not in the business of lending money
If a return needs to be revised while in this stage what substage is the case than sent to?
Preparer Modification
She is the tax prep fulfillment manager, first & last
Betty Castro
What is the section referenced to when a client shows they will be receiving their stimulus on their returns?
Recovery Rebate
How many times can efile be rejected?
However, we recommend that after three unsuccessful attempts (with the same e-file error), you print, sign, and mail your return. Some e-file issues cannot be resolved except by the IRS.
Name Optima's 6 core Values
Uplift
Nurture
Inclusion
Trailblazer
Ethical
Driven
This form is used to report gains or losses from such transactions in the preceding year.
1099B
When graduating an OPP Case with a balance what is the next step for TPSS to do?
Create a ticket for the Protection Specialist to add on this service.
Name Optima's six culture circles
Let's Break the Stigma
Lift Every Voice
Let's Honor the Sacrifice
Let's stand Unidos
Let's Make HERstory
Let's celebrate Differences
Who Gets an IRS Schedule K-1?
S corporation shareholders. Partners in limited liability corporations (LLCs), limited liability partnerships (LLPs), or other business partnerships.
A client is currently in ACS with open tax prep services pending a POA, who is the designated person to contact to fulfill this request to client?
ACS case manager assigned to the case