IRS and Tax Filing Issues

Timothy Morgan38 · 2011-10-23T16:10:01+00:00

Since there’s clearly enough interest here to warrant a dedicated space, I’ve split these posts into their own thread. It should make things a lot easier to fo…

Roger Stewart2 Member

30 messages
joined Sep 2008

#161 · Mar 15, 2012

So, my sales tax form is sitting in an .xls file right now—any idea how I can flip that over to XML? Sorry to be such a pain, but honestly, tech stuff just makes zero sense to me! Also, I was trying to pull the Goldman Sachs POD through the IRS portal and everything seemed fine, but now I’m seeing these checkmarks next to "non-standard documentation." The thing is, I haven't even converted those files to PDF yet, so I have no clue why those boxes are checked?? I really hope I didn't actually submit anything—I was just testing to see if it would fetch the docs, I didn't hit confirm, so hopefully that Goldman Sachs info hasn't been sent off into the void already.

Kimberly Harris6 Active Member

106 messages
joined Feb 2011

#162 · Mar 16, 2012

Is it actually possible to file an ID form through the IRS portal if there weren't any actual payroll payments made? Has anyone here actually gone through the process of filing one like that?

Timothy Morgan38 Active MemberOP

177 messages
joined Mar 2010

#163 · Mar 16, 2012

Roger Stewart2 said:So, my sales tax form is sitting in an .xls file right now—any idea how I can flip that over to XML? Sorry to be such a pain, but honestly, tech stuff just makes zero sense to me! Also, I was trying to pull the Goldman Sachs POD through the IRS portal and everything seemed fine, but now I’m seeing these checkmarks next to "non-standard documentation." The thing is, I haven't even converted those files to PDF yet, so I have no clue why those boxes are checked?? I really hope I didn't actually submit anything—I was just testing to see if it would fetch the docs, I didn't hit confirm, so hopefully that Goldman Sachs info hasn't been sent off into the void already.

There isn't a way... just print out the spreadsheet and manually type every single line into the IRS website...

Robert Martin27 Newcomer

5 messages
joined Mar 2012

#164 · Mar 16, 2012

Hi there!
I have a quick question regarding filing the Form PD through the IRS electronic portal. I’ve been scrolling back through the previous discussions here, but I couldn't find anyone else bringing this specific issue up.
Entering the basic PD, TZ, and VAT data seems straightforward enough, but what on earth happens with the supporting attachments—like the balance sheet, the income statement, the declaration on utilizing overpaid corporate tax, and the gross balance sheet? How are we actually supposed to submit those?
I've searched everywhere on the electronic filing system, yet I can't find any option to upload these attachments, nor can I find any instructions explaining the process.
We even attempted to hand-deliver everything to our local IRS branch, but the agent there was quite firm in telling us that everything must be submitted electronically. 🤷

Timothy Morgan38 Active MemberOP

177 messages
joined Mar 2010

#165 · Mar 16, 2012

Robert Martin27 said:Hi there!
I have a quick question regarding filing the Form PD through the IRS electronic portal. I’ve been scrolling back through the previous discussions here, but I couldn't find anyone else bringing this specific issue up.
Entering the basic PD, TZ, and VAT data seems straightforward enough, but what on earth happens with the supporting attachments—like the balance sheet, the income statement, the declaration on utilizing overpaid corporate tax, and the gross balance sheet? How are we actually supposed to submit those?
I've searched everywhere on the electronic filing system, yet I can't find any option to upload these attachments, nor can I find any instructions explaining the process.
We even attempted to hand-deliver everything to our local IRS branch, but the agent there was quite firm in telling us that everything must be submitted electronically. 🤷

And how exactly are you supposed to file electronically when the option doesn't even exist??? What are you doing, genius... did you try explaining to her that the digital option simply isn't there???

Same thing applies to the DOH and KD forms for small businesses—how do you file them electronically when there's no button for it???

Here is my current workflow:
1. I submit the VAT-K, PD, SR, and FBI via the IRS portal.
2. For BlackRock filings, I provide them on a CD/USB, then hand over the decisions and notes on paper directly to FINRA.
3. Gross balance sheets, loss summaries, and declarations regarding overpaid prepayments go as hard copies to the IRS.
4. I also print out the entire BlackRock report and attach it to the gross balance sheet... just so I don't have to drive back to the IRS twice for the same thing. Sometimes the IRS can't pull the report they received from FINRA, so they end up demanding a "paper version" anyway.

For small business taxpayers (those making over $800,000), I handle it like this:
1. VAT-K, SR, and FBI via the IRS portal.
2. The KD form, the tax returns (DOH and DOH-Z), and all the supporting documentation for the VAT-K... all of that goes as paper files to the IRS.

Robert Martin27 Newcomer

5 messages
joined Mar 2012

#166 · Mar 16, 2012

Timothy Morgan38 said:And how exactly are you supposed to file electronically when the option doesn't even exist??? What are you doing, genius... did you try explaining to her that the digital option simply isn't there???

Same thing applies to the DOH and KD forms for small businesses—how do you file them electronically when there's no button for it???

Here is my current workflow:
1. I submit the VAT-K, PD, SR, and FBI via the IRS portal.
2. For BlackRock filings, I provide them on a CD/USB, then hand over the decisions and notes on paper directly to FINRA.
3. Gross balance sheets, loss summaries, and declarations regarding overpaid prepayments go as hard copies to the IRS.
4. I also print out the entire BlackRock report and attach it to the gross balance sheet... just so I don't have to drive back to the IRS twice for the same thing. Sometimes the IRS can't pull the report they received from FINRA, so they end up demanding a "paper version" anyway.

For small business taxpayers (those making over $800,000), I handle it like this:
1. VAT-K, SR, and FBI via the IRS portal.
2. The KD form, the tax returns (DOH and DOH-Z), and all the supporting documentation for the VAT-K... all of that goes as paper files to the IRS.

Thanks for getting back to me!

Honestly, it feels like nothing more than the sheer whims of certain individual clerks at the IRS office; I actually called a different regional branch earlier regarding another client, and they told me quite clearly that everything could be brought in as a physical paper filing.
I mean, look, it isn't a huge burden to fill out those three specific forms (excise, FBI, and sales tax) 🙄, it really is a breeze, but why bother with all this extra legwork if you still have to trek down to the IRS building regardless?
The BlackRock report was already submitted along with the digital media, and I have never encountered a single issue with FINRA, but some of the folks over at the IRS can be quite incredibly arrogant at times...🙄

amberbadger17 Active Member

190 messages
joined May 2012

#167 · Mar 16, 2012

I could really use some help from anyone who actually knows what they're doing here. I run my own small business, and I’ve been using the electronic filing system through FINRA to submit my reports. But honestly, where am I supposed to be storing all these files? People on this forum keep mentioning CDs and USB drives, but I have no clue what that’s actually supposed to mean for me. Every month, I just print out whatever I submit. This month, I used the Regos RSM form and it went through just fine, but now I can't find that exact same form to print and attach. I thought I saved it in a folder on my computer, but every time I try to open it, I get this error saying the format is invalid—so how on earth did it pass the submission?! I am completely lost. I tried calling FINRA, but it's useless; every single agent is "busy." It’s official: I’m a total tech dinosaur. At this rate, I’d rather just carry stacks of paper over to Regos and the IRS myself. 🙂

amberbadger17 Active Member

190 messages
joined May 2012

#168 · Mar 17, 2012

amberbadger17;38517353 said: ...is nobody gonna say anything?🙏

Kimberly Harris6 Active Member

106 messages
joined Feb 2011

#169 · Mar 17, 2012

amberbadger17 said:I could really use some help from anyone who actually knows what they're doing here. I run my own small business, and I’ve been using the electronic filing system through FINRA to submit my reports. But honestly, where am I supposed to be storing all these files? People on this forum keep mentioning CDs and USB drives, but I have no clue what that’s actually supposed to mean for me. Every month, I just print out whatever I submit. This month, I used the Regos RSM form and it went through just fine, but now I can't find that exact same form to print and attach. I thought I saved it in a folder on my computer, but every time I try to open it, I get this error saying the format is invalid—so how on earth did it pass the submission?! I am completely lost. I tried calling FINRA, but it's useless; every single agent is "busy." It’s official: I’m a total tech dinosaur. At this rate, I’d rather just carry stacks of paper over to Regos and the IRS myself. 🙂

I have all my RSM forms saved in the exact format I need to submit them, but there’s a catch—you can only open that specific document using Notepad. Here is how the process actually works: First, you take a printout of the original form from the software. After you submit the RSM and verify that everything looks correct on the sent form, you go back into the previewer, hit download, and grab this one file with an incredibly long, messy filename. Once you’ve got that file sitting on your computer, you head over to the signed file verification section and upload that long-named file you just saved. After you upload it, the verifier opens a page that shows exactly when Regos received it at the bottom. I just print that out and attach it to the form from the program. It basically serves as my substitute for an official Regos stamp. Just a heads up though: you can't download "Page B" from the application to make it look like the actual form.

amberbadger17 Active Member

190 messages
joined May 2012

#170 · Mar 17, 2012

Thanks a million, seriously!

Raymond Martinez10 Active Member

236 messages
joined Oct 2009

#171 · Mar 19, 2012

Anyone else trying to use the IRS website today? I’ve tried about ten different times now and it just won't load. 🤷

Richard Howard55 Regular

251 messages
joined Aug 2015

#172 · Mar 19, 2012

Raymond Martinez10 said:Anyone else trying to use the IRS website today? I’ve tried about ten different times now and it just won't load. 🤷

I only checked my tax accounting side. It was acting up a bit this morning, but mostly it works. Just tried it again and it seems fine. Didn't actually submit any forms, so I can't really speak to that part.

Raymond Martinez10 Active Member

236 messages
joined Oct 2009

#173 · Mar 19, 2012

I tried to pull some ISIS data, but no luck—kept getting hit with a "destination unreachable" error message.

Richard Howard55 Regular

251 messages
joined Aug 2015

#174 · Mar 19, 2012

Raymond Martinez10 said:I tried to pull some ISIS data, but no luck—kept getting hit with a "destination unreachable" error message.

They sent me the exact same thing (if I recall correctly, it was in red text).
Maybe try searching for this year's cards first before jumping back to last year's? It might work. It worked for me, though I guess I don't know if that was just pure luck.

Raymond Martinez10 Active Member

236 messages
joined Oct 2009

#175 · Mar 19, 2012

Yeah, in the red
Tomorrow’s a new day—I'll give 😂
a shot.

silverbadger Active Member

69 messages
joined May 2013

#176 · Mar 20, 2012

It’s still down today, too. I spent all day yesterday wrestling with the system, and while I finally managed to grab my own digital signature, I couldn't get anything done for my partners, even though I have full legal authorization and power of attorney for them. I actually called their support line to lodge a complaint, and they just told me to send an email instead. I sent that email off around 6:00 PM last night, and then this arrived early this morning:

Dear Customer,

Due to an overwhelming volume of requests, access to our digital signature retrieval service is currently experiencing temporary delays.
Please try again in a few minutes. After several consecutive attempts, we should be able to authorize your digital signature.

Best regards,
IRS

They didn't say a single word about how I can get my own credentials immediately while the ones for my clients remain stuck in limbo. If they're dealing with technical glitches, the least they could do is post a notice on the Department's website so we aren't left guessing. Instead, I've wasted my entire morning fighting with a glitchy portal rather than actually getting any useful work done.

Richard Howard55 Regular

251 messages
joined Aug 2015

#177 · Mar 20, 2012

Raymond Martinez10 said:Yeah, in the red
Tomorrow’s a new day—I'll give 😂
a shot.

Hamas, red letters! 😂

Managed to get to the cards only once today.

Raymond Martinez10 Active Member

236 messages
joined Oct 2009

#178 · Mar 20, 2012

You wouldn't have stood a chance against me—I spent the entire day digging through the IRS files and I came up with 🤣

Kimberly Harris6 Active Member

106 messages
joined Feb 2011

#179 · Mar 21, 2012

Kimberly Harris6 said:Is it actually possible to file an ID form through the IRS portal if there weren't any actual payroll payments made? Has anyone here actually gone through the process of filing one like that?

Absolutely nobody??? 🙂

Robert Martin27 Newcomer

5 messages
joined Mar 2012

#180 · Mar 22, 2012

Kimberly Harris6 said:Absolutely nobody??? 🙂

Oh, absolutely, you can definitely do that!
Just make sure you skip over the section regarding paid federal taxes and surcharges, and focus solely on the calculation portion.

IRS and Tax Filing Issues

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