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Client Query for Unemployment Recipients

Swissandrew
Level 2

With the senate passage of the stimulus bill, and the house expected to accept the revisions, it's almost certain we'll be dealing with the unemployment exclusion of the first $10,200 for qualified taxpayers.  This will mean many, many amendments for folks who have already filed.  Will proseries kindly provide professionals with a specific client query or other identifier so we can reach out to clients who have already filed in order to prepare and process amendments?  Thank you so much for prompt attention.

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5 Replies 5
IRonMaN
Level 15

Intuit will most likely do that, but I don't think you have to worry about that since I guarantee you that all of those clients will be calling you about amending their returns.  And if you haven't received any calls yet, they will be starting today.  Everybody wants a tax break "now" for a tax bill that hasn't even been finalized yet.

231,001

Barber! Why didn't I think of this before? Getting paid to give out bad tax advice - need I say more? I've run with scissors for years so it is a natural fit.
Just-Lisa-Now-
Level 15
Level 15

The 1040X wont be ready for filing until the last week of March (it doesnt even work properly yet), should be plenty of time for them to get a Query in place.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
BobKamman
Level 13

What's the query?  They can probably look for 1099-G, but every return with a state tax refund is going to show up for that one.  

dkh
Level 11

oooohhh good point @BobKamman       

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Just-Lisa-Now-
Level 15
Level 15
they need a query that looks at Line 7 of the Sch 1, not the 1099g worksheet

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪