abctax55
Level 15
02-07-2021
12:34 PM
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IMHO.... a client that makes enough to have part of the EIP phased out *should* be smart enough to:
1) remember the amount
2) be able to find the amount on a bank statement (if Direct Deposit)
3) have a record of depositing it themselves.
If they don't or can't, I agree with Lisa's approach. I have made a concerted effort to cease all of my 'babysitting' of clients.
Most of mine (so far) know their numbers. One (who's sharp) said she didn't put down the $ 600 as she "got it this year" and assumed it did not apply to 2020. I had to tell her what "ass-u-me" spelled 😂
HumanKind... Be Both