Level 15
02-11-2021
08:40 AM
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There is none, they didnt make us a lookup tool for this, its up to the client to find the amounts.
You, as the preparer, could get a signed 8821 from the client and call into PPS and request a transcript to get the amounts. Or the client can create their own IRS account login and get a transcript.
Those are our only options.
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