He or she worked for 7 minutes and then quit?

It was from a high school so I don't know if it was from some type of program and they paid him a buck just acknowledge that he was there ------------ or if they found a loophole in the minimum wage rules and he worked one day for their minimum wage 😜

Today one of my large investor client had moved all of his investments from 9 different investment accounts into 7 new ones and then rebalanced his portfolio.  Not a big deal to enter 16 investment 1099's, just slow.  But the investment house issues two 1099's for each account with exact same numbers. I ask the client - for joint accounts they split the 1099's into two.  So now I have 9 + 7 + 7 = 23  investment accounts. Makes you wonder.

I kinda prefer dealing with my $1 W2s instead of your ridiculousness 😀

Speaking of investment people - Client has a nice letter from their investment company listing out the QCD amounts for the year.  I'm looking at the letter and that account number doesn't agree with the account number (or the name) of the one IRA 1099R we have for the spouse.  Call the investment company up - oh no, you have everything.  But, but, but, the account number and name?  Oh, I guess you are missing one "because they don't have electronic access to that account and the 1099R is only provided electronically" 🙄🙄🙄🙄

Going back to my favorite item - energy tax credits, had one over the weekend.  No invoice.  No dollar amount.  No model number ---------- but they did include a nice official looking certification type form listing which models the company says qualifies for the credit. 🤔

Your reliance on documents and documentation will be your downfall. All you need is to take whatever the client says and go with it.

@IRonMaN  the school must need him in their payroll system for some purpose.  Possibly he is an unpaid volunteer that they want to have covered under their work comp insurance?

When you come to a fork in the road, take it.

The only justification I can come up with is they just wanted to see if they could drive me crazy.

Slightly O/T....   Parent dies, kid inherits IRA (s).   25 different Form 1099-Rs with amounts ranging from $ 350 up to  $ 8000.    

They have a class, "IronMan is going to retire by the time you finish college and we need 10 people to replace him."  One assignment was preparing a sample W-2.  

Only 25 1099Rs?  Couldn't they have stretched it to 30?

They have an IRonMaN class?  I wonder if I can still sign up for it.

@IRonMaN It's not an elective.  It's only for those who have to show up for Saturday morning detention.

I am used to reporting to the principal's office here, so I can start blocking off some Saturdays.

Have they suceeded?

favorite conversation today....   annual extension conversation w/ client....

Me;   you didn't make any of the estimates last year?  are you sure? 

TP:  no,  sorry,  I forgot

Me: no problem....  I'll take care of everything electronically

TP.: oh... great... thank you

Me:  my pleasure... just make sure you have 182K in your account before 4/15.

TP  okay

It’s hard to remember to make those small payments like that

Favorite voice mail from yesterday..... client that took his business to a younger preparer (he wanted someone that would be in business longer than me because I'm you know...old) wants me to review his return.  Didn't like the results..................hahahahahahahahaha         

You're approaching tax returns all wrong.  I think I posted this last year.  Ask them first how much of a refund they want, then work from bottom up to get the numbers to match it.  Could this be why Jim does 1500-1600 returns? Just market differently....

@dkh 👍

@dkh  - I wouldn't return the call.  When he calls back just tell him that you were going to call him back but forgot --------- that's what us old people do. 😀