Re: [taxchat] Mailing tax returns

I mail separate to the client, months apart.  If IRS gets them all within a short period of time, the data entry person may do one year prior to another year and then carryforwards get all screwed up and it is a disaster.   I like to allow 3 months between old years - when I have that luxury

 

Of course if this is not a voluntary filing, but an agent has the SFR files and is hassling the taxpayer, then all returns need to be filed with him, pronto.

 

Colin Cody, CPA

 

----- Original Message -----

From: Barb Stevens

To: taxchat@yahoogroups.com

Sent: Tuesday, September 23, 2008 3:09 PM

Subject: Re: [taxchat] Mailing tax returns

I was advised by an IRS agent to mail separately. A couple of years ago I prepared 4 years of returns for a client and instructed her to mail them separately. She chose to save postage and mail them in one envelope...IRS claimed to have received only one return. Barb Stevens Barbara E. Stevens Accounting Services (216)371-8638 (216)371-8615 Fax bes49@yahoo.com --- On Tue, 9/23/08, Donna J. Perrone <donnaperrone@sbcglobal.net> wrote: From: Donna J. Perrone <donnaperrone@sbcglobal.net> Subject: [taxchat] Mailing tax returns To: taxchat@yahoogroups.com Date: Tuesday, September 23, 2008, 2:58 PM I am filing several years of back taxes for clients.  Do I need to send each year separately or can I send them together, return receipt requested?     Donna J. Perrone, EA East Haven, CT 203-469-4939 203-468-2038 fax     IRS Circular 230 Disclosure: Unless expressly stated otherwise, any tax advice contained herein, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (1) avoiding tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax-related matters addressed herein.

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IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.

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