Tag Archives: AUR

IRS Efficiency and Inefficiency

Posted on October 7, 2021 by Russ

It was with fear and trepidation I logged onto IRS eServices this morning.  This is the portal that allows me to download transcripts for clients from the IRS (when I have an authorization).  On September 16th, I had electronically uploaded … Continue reading →

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More IRS Correspondence Follies

Posted on March 25, 2021 by Russ

Two more examples came in yesterday’s mail regarding the IRS’s troubles with correspondence.  First, clients received an Automated Underreporting Unit (AUR) notice in late December (2020) regarding income allegedly not included on their return.  It was included, and we faxed … Continue reading →

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The Looming AUR Disaster from Fraudulent Unemployment Insurance Claims

Posted on January 21, 2021 by Russ

A story I saw from a Sacramento television station noted that California’s Employment Development Department (EDD) processed millions of fraudulent unemployment insurance claims; indeed, EDD has no idea how many fraudulent claims were filed. EDD is now mailing out Forms … Continue reading →

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Do Not Blindly Pay IRS Notices, Reason ∞

Posted on March 20, 2017 by Russ

One of my clients angrily sent me a message today. She received an IRS Automated Underreporting Unit (AUR) notice alleging that she did not include $50,000 of W-2Gs on her 2015 tax return. She’s a professional gambler, so I looked … Continue reading →

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Another Incorrect IRS CP2000 Notice

Posted on September 28, 2016 by Russ

One of my clients received an IRS CP2000 notice today alleging he did not include $1000 of ordinary dividend income. And the IRS was correct: She forgot to provide me the 1099-DIV. Yet the IRS, in the same notice, states … Continue reading →

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The Self-Employment Tax While Employed???

Posted on June 28, 2016 by Russ

One of my clients was quite upset this morning. She had received an IRS Automated Underreporting Unit (AUR) notice alleging that she owed about $4,000 in additional tax. She sent me a copy of the notice and I looked at … Continue reading →

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Math Is Hard, IRS Addition

Posted on March 3, 2016 by Russ

This time I couldn’t resist. A client received an IRS CP2000 notice. This is an Automated Underreporting Unit (AUR) notice, designed to look for things such as matching errors. In this case, a client didn’t include his dividend income on … Continue reading →

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Reversing Two Penalties That Should Never Have Been Charged

Posted on May 6, 2013 by Russ

When are tax returns due? For most individuals, its April 15th. However, if you are outside of the United States on April 15th for purposes of employment or self-employment you get an extra two months (until June 15th) to file … Continue reading →

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When a W-2G (or Other Information Return) Is Wrong

Posted on March 20, 2013 by Russ

Let’s say you’re self-employed, and you get a 1099-MISC from a customer. He notes he paid you $1,200. However, he really paid you $900. What do you do? First, you contact the customer and attempt for him to correct the … Continue reading →

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