East Bay EAs NEWS List

East Bay Enrolled Agents Breaking News and Chapter Information List. EBAEA uses this list solely to communicate late-breaking tax news, Chapter information and other relevant items to its members. This list is not available for any commercial purpose. This list will only publish significant information which does not come from any of the standard (IRS, FTB, NAEA, CSEA) sources.

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EBAEA uses this list solely to communicate late-breaking tax news, Chapter information and other relevant items to its members. This list is not available for any commercial purpose. This list will only publish significant information which does not come from any of the standard (IRS, FTB, NAEA, CSEA) sources.

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Useful IRS Resources
Sent January 12th 2009

Here's most of the links etc you'll need from IRS, in one handy-dandy clickable document. Save this where you can get to it quickly. -- To unsubscribe from: East Bay EAs NEWS List, just follow this link: http://www.ebaea.org/cgi-bin/dada/mail.cgi/u/ebaea...
Lacerte Error on Form 5329
Sent February 8th 2007

This is from a Lacerte user: I discovered an error in the Lacerte program regarding the computation of the form 5329 10% Penalty on a early distribution of an IRA. No penalty was computed. I have talked with Lacerte and they confirm the error when there ...
Tons of goodies from IRS
Sent February 5th 2007

Here's a 775kB zip file of many goodies from IRS. If your email system strips off attachments, please contact another Chapter member and ask them to send you the relevant file(s). If you do not know how to unzip a file, please go to Google and search on Wi...
Is AUR ignoring your POA?
Sent February 5th 2007

Back in November, I sent a message regarding IRS's new Issue Management Resolution System, including summaries of recent activity (this message is available through the list archive). This is a pretty cool system, which is essentially a suggestion/complain...
Useful site from IRS
Sent November 21st 2006

If you have not recently checked out the Issue Management Resolution System from IRS, you might want to spend a few minutes and give it a look. As an outgrowth of grass-roots efforts like our own local Practitioner Panel, IRS has created a systemic approa...
IRS Erroneously Denies Form 4868 Extensions
Sent June 2nd 2006

The following information is being provided by the IRS Fresno Campus Submission Processing Unit regarding the denied Forms 4868 that were timely filed: The Service recently became aware that some taxpayers may have been erroneously denied an extension of ...
New TIPRA legal summary
Sent May 23rd 2006

Here's a good capsule summary of some of what's in TIPRA, or the Tax Increase Prevention and Reconciliation Act of 2005 (carries a 2005 designation because it's a carryover from last year's budget) which was signed into law last week. This is from CCH (wh...
New IRS Telephone Directory!!!
Sent May 20th 2006

Hot off the presses from our good friend Gerry Kelly-Brenner at local IRS is the updated IRS California telephone directory for practitioners. This is a four page .pdf file. Enjoy! -- To unsubscribe from: East Bay EAs NEWS List, just follow this link: h...
Followup to IRS Panel Trust question
Sent March 31st 2006

An insightful followup was received from Peter Lingane for one of the Panel's answers. The issues raised were of sufficient import as to merit rebroadcast. The complete question and commentary are included below. You may cut-and-paste this into your fil...
IRS Tax Panel Answers - Complete text (revised 3/31/06)
Sent March 23rd 2006

Here is the complete list of questions and answers from the March 15 EBAEA Dinner meeting IRS Tax Panel. WARNING: THIS RUNS TO NINE PAGES IN MICROSOFT WORD. Because some members can't get long emails, and others can't get attachments, I am sending this ...
CA LLC Fee Refunds?
Sent March 23rd 2006

The following blurb came from Spidell. Yes, it's a blatant advertisement, but it's also the only mention I've seen of what could be a VITAL issue for any California LLCs. If you have any in your practice, please consider reading on to get this time-criti...
NorCal Disaster Tax Relief and EFTPS
Sent March 8th 2006

This just in from local IRS, and I haven't seen it published elsewhere, so I hope this may be of use to you: Additional clarification was requested for how the tax relief noted in the California Disaster News Release issued on February 14, 2006 affects ta...
EBAEA FTB Panel answers
Sent February 26th 2006

Sorry for the delay in sending this out. Tax season, ya know... Anyhow, the attached document is a three page Microsoft Word document which contains the text of these answers in a much prettier and more useful format than this email will allow. Notes fr...
Casualty Losses for California's Presidentially Declared Disaster Areas
Sent February 6th 2006

Local IRS gets credit for this one: As many of you have heard, several counties in California were identified as Presidentially declared disaster areas. The following link to the FEMA web site specifies the designated counties, the incident types, and in...
IRS e-Services Hints
Sent February 2nd 2006

If you are on the IRS subscription list, you already received this. If not, this is a .pdf (Adobe Acrobat) file with 5 pages of Q&A/hints about how to use the e-services program. Most of us should find at least one or two useful things in here. Note tha...
State income vs. sales tax deduction
Sent February 2nd 2006

This came in a few days ago from CFS, the makers of the wonderful TaxTools and other utility software. I have not yet seen this information broadcast by any other source, and it was news to me, so here it is (hopefully) for your benefit and the benefit of...
Misc IRS items - Charity and Efiling
Sent January 22nd 2006

Here are a few potentially useful bits that I have yet to see come down from any of the usual channels. Hope at least one of them does you some good: VEHICLE DONATIONS: The new form 1098-C must be attached to 2005 tax returns. Paper Form 1040 - Attach fo...
Schedule D Clarification
Sent January 15th 2006

Two weeks ago, ever-vigilant Chapter member Peter Lingane brought this issue to my attention (thank you Peter). In the last few days, IRS has publicly addressed the issue and several sources, including NAEA, have reported the news. However, I do not thin...
IRS Website Guide
Sent December 30th 2005

This is too cool for words. Just got this from Gerry Kelly-Brenner at IRS and I'll let her do the talking: "I received the following document from our Northwest Stakeholder Liaison Area Manager. It is a one-page sheet of the most relevant e-file, e-Serv...
IRS Intake sheet
Sent December 16th 2005

As promised, here is the fill-and-print IRS Form 13614 Intake and Interview Sheet. I am also including a link to the VITA portion of Golden Gate chapter's website: http://www.goldengate-ea.org/vita/ If you scroll down to the third resource link (Earn It...
REVISED IRS Efile and Goodies seminars
Sent December 5th 2005

NOTE: The previous message on this topic had an incorrect email reply address. The address has been corrected below and all the information has been updated. Please delete the previous message to avoid any possible confusion. If you are already an e-Fi...
IRS Announces 2006 Standard Mileage Rates
Sent December 2nd 2005

IRS Announces 2006 Standard Mileage Rates IR-2005-138, Dec. 2, 2005 WASHINGTON � The Internal Revenue Service today issued the 2006 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable,...
Tax Help Wanted/Help Available list
Sent November 17th 2005

Each year, we get calls from Members who needed tax staff and who are available to staff, and we attempt to help match up those needs. This year, we'd like to get a jump-start on that, so there is more time for interviews and training. If you or anyone you...
Service Center Stat Notices
Sent August 26th 2005

You may remember attorney Bill Taggart from his enlightening talk on Qualified Offers a few years ago. I have had the privilege of serving with him on the IRS Practitioner Panel for several years, and he is constantly working on ways to make IRS more resp...
Tax Court secrecy
Sent August 2nd 2005

This article comes courtesy of Bob McKenzie. It provides an interesting discussion of the strange secrecy rules surrounding some Tax Court decisions. Draw your own conclusions... Remember to click on the file name to download it (it's a standard .pdf fi...

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