TaxGuyBill
Level 15
11-23-2021
05:16 PM
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@Christine Rep wrote:
But getting the CTC amount right on the tax return will be a bigger deal than the EIPs
If the client says they received less than the 'full' amount, tell the client they either provide the letter showing the amount or have them get a 2021 Account Transcript that shows that amount. Tell the client you will not prepare their tax return until you get that.
I am going to include that information in my letter that I mail out in January to my clients (including directions on how to get an Account Transcript). If they don't provide that information with the rest of their stuff (including if they did not read the letter I mailed), they will be charged an additional fee for me to repeat it to them