For a friend.
Was Schedule A in the copy the preparer provided to the taxpayer? Because it is indeed a required form and failure to submit it will probably cause a delay.
Was Schedule A in the copy the preparer provided to the taxpayer? Because it is indeed a required form and failure to submit it will probably cause a delay.
Send a copy of the letter to the CPA and tell him to send it immediately. Office help probably neglected to enclose it and should get into trouble.
Stuff happens....Call the CPA and let them take care of it.
I dunno about tax stuff, but if the IRS asks for something, they do have a number to fax it to them which saves mail time. Should be on the request form they sent? It should only delay the return a week or two if it’s just missing attachments. They lose stuff, too.
I seldom itemize deductions, but my best guess is if tax payer chooses itemized deduction over standard deduction, IRS would need list of every deduction claimed. If Schedule A is where deductions are listed line by line, it should be filed with the return.
If your “professional” tax preparer did not file it, they goofed, in my opinion.
When there is ID theft, and a fraudulent return is filed before the real taxpayer files, then the real taxpayer must file on paper and include an ID theft affidavit with the return. I think it is form 14039.
If they itemized on the return, it is possible that the schedule A was not sent somehow( not sure how or why that would happen) but the IRS would most likely send the taxpayer a letter asking for it. Taxpayer needs to go see the person they paid to do the return and ax them if they sent it and if so, why are they getting this letter.
My initial reaction is, the paper Sch A got lost or omitted.
It’s a bit rare for itemized deductions to exceed the std deductions. Not “never”, just a tad unusual. Most people find it less advantageous to itemize.
I don’t think it (what you describe) affects anything. If you’ve paid you ppyments and sent in your forms and they are missing one form, that shouldn’t mean anything.
There’s a line on the 1040 that says to enter the itemized deduction OR the standard deduction.
So if the number there is not the standard deduction, they presume there should be a sched A apparently.
Have accountant send it.
They won’t get dinged for it.
p.s.
BTW, check the address the letter is requesting the Sched A is to be sent to and make sure it corresponds to their IRS service center as indicated in the 1040 instructions.
It could be that the ID theft folks are trying to get some info from them.
Accountant will know address to use anyway, but it would help the cops if the request is bogus and you give them the letter.
Use TurboTax
Reference.
They may get a late penalty - but with a polite letter from the CPA, it will be waived.