E-File Rejected: PIN Dependent Info included with Parents Return Information “Where’s my refund?” 1099- MISC 1099- R Roth Rollover No missing Information Included Receipts Sch E Client Phone Number Change Federal Refund “How do I pay?” 1099- SSA Paper Clips E-File Accepted Charles Schwab Statement Corrected W2 Laughing Client Sch C 2024 New Client Amended Return FSA IRS PIN Received without asking Farm Income Client Address Change Coffee Stains Estimated Tax Payments IRS PIN Missing IRA Contributions 1099- NEC Multi- State Return Didn’t sign EL Sch A Critical Diagnostics – PIN WI Sch AD W2 less than $10K Computer Share Statement Foreign Income Finalize via Pickup Child Income Tax Credit 1098- T Dependent Care Credit State Refund Prescription Drug Deductions Critical Diagnostics – Bank Information HSA 1095- C 1099- PATR Withdrawal Penalty Finalize via Mail K-1 prepared by Other Edward Jones Statement Sch F Finalize via Portal WI SB W2G Cash Contributions Did not complete the Organizer W2 +$100K Did not complete the Questionnaire Finalize via Tax Caddy E-File Rejected: Estimates State Amount Due Property Taxes Dividends Medicare Client Email Change Morgan Stanley Statement Staples Paper Check Refund Presidential Campaign Fund – Checked YES “How do I sign?” Fidelity Statement Post-It Notes Merrill Lynch Statement Social Security Happy Client “What’s the status of my return?” K-1 prepared by Sorge Non-cash Charitable Contributions Angry Client Federal Amount Due Missing Information Unemployment 1099- K Critical Diagnostics – EIN 1099- DIV Tax Year 2023 Need to Re- DV E-File Rejected: PIN Dependent Info included with Parents Return Information “Where’s my refund?” 1099- MISC 1099- R Roth Rollover No missing Information Included Receipts Sch E Client Phone Number Change Federal Refund “How do I pay?” 1099- SSA Paper Clips E-File Accepted Charles Schwab Statement Corrected W2 Laughing Client Sch C 2024 New Client Amended Return FSA IRS PIN Received without asking Farm Income Client Address Change Coffee Stains Estimated Tax Payments IRS PIN Missing IRA Contributions 1099- NEC Multi- State Return Didn’t sign EL Sch A Critical Diagnostics – PIN WI Sch AD W2 less than $10K Computer Share Statement Foreign Income Finalize via Pickup Child Income Tax Credit 1098- T Dependent Care Credit State Refund Prescription Drug Deductions Critical Diagnostics – Bank Information HSA 1095- C 1099- PATR Withdrawal Penalty Finalize via Mail K-1 prepared by Other Edward Jones Statement Sch F Finalize via Portal WI SB W2G Cash Contributions Did not complete the Organizer W2 +$100K Did not complete the Questionnaire Finalize via Tax Caddy E-File Rejected: Estimates State Amount Due Property Taxes Dividends Medicare Client Email Change Morgan Stanley Statement Staples Paper Check Refund Presidential Campaign Fund – Checked YES “How do I sign?” Fidelity Statement Post-It Notes Merrill Lynch Statement Social Security Happy Client “What’s the status of my return?” K-1 prepared by Sorge Non-cash Charitable Contributions Angry Client Federal Amount Due Missing Information Unemployment 1099- K Critical Diagnostics – EIN 1099- DIV Tax Year 2023 Need to Re- DV
(Print)
E-File Rejected: PIN
Dependent Info included with Parents Return Information
“Where’s my refund?”
1099-MISC
1099-R
Roth Rollover
No missing Information
Included Receipts
Sch E
Client Phone Number Change
Federal Refund
“How do I pay?”
1099-SSA
Paper Clips
E-File Accepted
Charles Schwab Statement
Corrected W2
Laughing Client
Sch C
2024 New Client
Amended Return
FSA
IRS PIN Received without asking
Farm Income
Client Address Change
Coffee Stains
Estimated Tax Payments
IRS PIN Missing
IRA Contributions
1099-NEC
Multi-State Return
Didn’t sign EL
Sch A
Critical Diagnostics – PIN
WI Sch AD
W2 less than $10K
Computer Share Statement
Foreign Income
Finalize via Pickup
Child Income Tax Credit
1098-T
Dependent Care Credit
State Refund
Prescription Drug Deductions
Critical Diagnostics – Bank Information
HSA
1095-C
1099-PATR
Withdrawal Penalty
Finalize via Mail
K-1 prepared by Other
Edward Jones Statement
Sch F
Finalize via Portal
WI SB
W2G
Cash Contributions
Did not complete the Organizer
W2 +$100K
Did not complete the Questionnaire
Finalize via Tax Caddy
E-File Rejected: Estimates
State Amount Due
Property Taxes
Dividends
Medicare
Client Email Change
Morgan Stanley Statement
Staples
Paper Check Refund
Presidential Campaign Fund – Checked YES
“How do I sign?”
Fidelity Statement
Post-It Notes
Merrill Lynch Statement
Social Security
Happy Client
“What’s the status of my return?”
K-1 prepared by Sorge
Non-cash Charitable Contributions
Angry Client
Federal Amount Due
Missing Information
Unemployment
1099-K
Critical Diagnostics – EIN
1099-DIV
Tax Year 2023
Need to Re-DV
