Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Pete peeve question for 4/2/25 -

IRonMaN
Level 15

If you have a mittful of 1099Rs, why do you feel the need every year to rip apart the three part page so I have to play 52 card pickup trying to make sure that all are present and accounted for?  They get to you in one piece, why can't you just leave them that way?  Ok, for the positive side of things, at least they weren't put back in the envelopes they came in.


Slava Ukraini!
18 Comments 18
rbynaker
Level 13

Your clients open their own mail?

IRonMaN
Level 15

About 1/3 open their mail

About 1/3 open their mail and then put it back in the envelopes it came in

About 1/3 never open their mail

About 1/3 of the last one third have trouble finding their mail.


Slava Ukraini!
ElizabethLNC
Level 2

Those sound like my clients.  And I whole heartedly agree with your pet peeve of the day and any  envelopes that may be involved.

IRonMaN
Level 15

This place is a little like the old Dragnet TV show.  We all have the same clients "only their names have been changed to protect the innocent". 🚔


Slava Ukraini!
rbynaker
Level 13

Nowadays I get two of everything.  "They sent me an email so I downloaded the document and printed it for you.  Then this one came in the mail.  I figured you would want both."

IRonMaN
Level 15

Been there done that ------------------ many times.

I just worked on a return this afternoon.  I print out client organizers on colored paper.  I was working on the return and had the organizer pulled apart putting copies of the relevant stuff behind the applicable pages.  Then I see another organizer with a few sheets of paper clipped together with it in the file wondering how in the world I got another clients information in with this file.  No reason to worry, it didn't belong to another client.  He didn't return the organizer last year so obviously felt that it was really need so he brought in the 2023 and 2024 organizers this year.


Slava Ukraini!
PATAX
Level 15

 @IRonMaN 👍and then the perforated paper is not functional and we have to use scissors to separate.

PATAX
Level 15

@rbynaker 👍always a good idea to check for duplicates and/or corrected copies.

IRonMaN
Level 15

A few years back we had a client that issued W-2s on non-perforated paper.  They had an employee claiming that they broke like 629 federal laws by not providing the W-2 on perforated paper.  He was ready to call the IRS, FBI, CIA and 60 Minutes to report it.  Apparently, the employee missed out on how to use scissors day back in grade school.


Slava Ukraini!
PATAX
Level 15

@IRonMaN I wonder if maybe that employee had a lot of time on his hands?

IRonMaN
Level 15

Too much time on his hands and too few brain cells in his head.


Slava Ukraini!
Just-Lisa-Now-
Level 15
Level 15

20 years ago, we had new clients that came in, they each had over a dozen W2s (they worked in the movie industry) and they had ripped them all apart!!!


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IRonMaN
Level 15

They wanted to star in the latest drama production in your office. 🎥


Slava Ukraini!
C Goodmon
Level 1

My client's know this pet peeve of mine thus why I have the sign " I don't do envelopes!"  

I also just make a copy of the full page 1099-R, 1099-SSA and/or W-2's I am not cutting and playing stack any more.  So much happier with the full pages and much easier to check as well.

IRonMaN
Level 15

I make copies of all 1099s, W-2s, etc and I like full sheets so they can go through the copier with ease so don't staple or even paper clip things together.


Slava Ukraini!
dascpa
Level 12

Totall agree. I'm adding two more pet peeves - (1) do you remember last year I told you, or do you remember what my refund will be - - uh no, I don't remember what I had for lunch let alone a zillion tax returns ago, or last year. (2) every receipt, every prescription - why do I need to know that 81 year old lady is using a vaginal e-ring, or you're on anti-depressants. Give me friggin totals, not all the detail.

IRonMaN
Level 15

Yup.  $340 in medical bills, two dollars at a time with alll of the slips to prove it, but you have to add up the slips to find out there is $340 actually there.


Slava Ukraini!
0 Cheers
IRonMaN
Level 15

As a side note, I'm surprised I haven't taken any grief over the title of this string.  I realized after I posted, that I snuck an "e" in there on the end of pet. I was going to correct it, but then I thought my peeves are special to me so I am going to officially name my pet peeves "Pete".  They are more personal if they have a name. 😀


Slava Ukraini!
0 Cheers