Amendments, Paper RT's, 1095's

Post date: Feb 26, 2016 5:8:22 AM

We are getting a number of requests rerarding the 1095A forms that were not submitted with the original return. This is a very specific procedure which does not require a 1040X. However we must add the 1095A into the return, generate the 8962, add page 2 of the 1040 and fax these forms to the IRS. The fax number is located on the back of the letter they receive with a request for additional personal information. WE NEED THAT PAGE TO FAX IN WITH THE PAPERS! We will need to send the revised 1040 back to the offices for original signature. We are now charging $50 for this process from this date forward.

Amendments for clients who have filed with one of our offices will start at $125. Amendments for those who did not file with one of our offices will start at $150. Additional fees will be added for Schedule C’s, D’s and E’s.

When you send over a request for an amendment be specific as to why they want to amend the return. Take the time to make sure they have a valid reason to amend. Some 1098T’s have been sent over with more scholarship money than Tuition Billed L.

If they have not filed with Liberty we need the original return in order to amend.

Paper RT’s are still coming over with no signed 1040’s. We cannot mail 1040’s with “Do Not File” across the front. You must first close the return then go to File-Print and print IRS Copy to be filed, in order to get a clean copy of the Federal 1040. If the rejection code is R0000-902-01, that and only that is Identity theft and require a signed 14039 along with a social and picture id.

Please take the time to read the notes on the envelopes sent over, ask questions about anything you are not sure about and make specific, clear notes for what you are asking the main office to do

Thank You!