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Ask the community...

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  • DO NOT post call problems here - there is a support tab at the top for that :)

Zoe Stavros

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Tax preparer here (but not yours!) - one thing no one has mentioned yet is that you might want to look into filing amended returns BEFORE the IRS comes after you. If you voluntarily correct errors before being audited, it can sometimes reduce penalties. This does mean you'll need to figure out what's wrong with your returns though. Common issues with fraudulent preparers include fake Schedule C businesses, inflated charitable donations, and bogus education credits. The preparer was probably getting you larger refunds by making up these deductions.

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Jamal Harris

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How would you even know what's wrong with your return if you trusted your preparer? I mean, I wouldn't even know where to start looking for problems on my tax forms.

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Ethan Wilson

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@Jamal Harris That s'exactly the problem most people face! A good starting point would be to request your IRS transcripts you (can get them free from the IRS website and) compare them to what you remember telling your preparer about your actual financial situation. Look for things like: business income/expenses you never had, charitable donations way higher than what you actually gave, education expenses if you weren t'in school, or any income sources that don t'match your W-2s and 1099s. Also check if there are any Schedule C forms business (income attached) to your return - if you never operated a business, that s'a huge red flag. Many fraudulent preparers create fake businesses to justify large expense deductions. If you re'overwhelmed, it might be worth paying a legitimate CPA for a consultation to review your returns before the IRS interview. They can quickly spot the red flags that would be hard for you to identify.

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I'm going through something very similar right now and wanted to share what I've learned so far. Got the same type of letter about my preparer being under investigation about 3 weeks ago. The first thing I did was immediately request my IRS account transcripts online (irs.gov/individuals/get-transcript) to see exactly what was filed under my SSN. What I found was shocking - there were business expenses totaling over $8,000 that I never discussed with the preparer, plus charitable donations I never made. I've already contacted the IRS agent mentioned in the letter and scheduled my interview. She was actually pretty helpful and explained that they're mainly trying to build a case against the preparer, not go after us individually (unless there's evidence we knowingly participated in fraud). My advice: Don't wait. Get your transcripts now, document any discrepancies between what was filed and your actual financial situation, and be proactive about contacting the IRS. The agent told me that cooperation and transparency usually work in your favor when it comes to penalty assessments. Also, keep records of any communications you had with this preparer - texts, emails, receipts for their services, etc. This can help show your good faith efforts and lack of knowledge about any fraudulent activity. The stress is real, but from what I've been told, most people in our situation end up having to pay back taxes and interest but avoid the worst penalties if they cooperate fully.

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Eli Wang

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Thank you so much for sharing your experience - this is exactly the kind of practical advice I needed to hear! I'm going to request my transcripts right away. Did you find the IRS transcript website easy to navigate? I'm worried I won't be able to figure out how to interpret what I'm looking at once I get the documents. Also, when you contacted the IRS agent, were they responsive? I've been putting off making that call because I'm honestly terrified, but it sounds like being proactive is the way to go. How long did it take to get your interview scheduled?

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Olivia Clark

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Has anyone experienced any audit issues by NOT filing the 1023-EZ? Like if you stay under $5k for a few years but then grow, does the IRS ever come back and question your earlier years?

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I volunteer with a community garden that relied on the $5k exception for 4 years. When we finally filed 1023-EZ after getting a $7,500 grant, the IRS requested additional information about our previous years' activities and financials. They ultimately approved us, but there was definitely extra scrutiny compared to organizations that file from the beginning.

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Olivia Clark

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Thanks for sharing that experience - that's exactly the kind of situation I'm worried about. The extra scrutiny sounds stressful. Did they question any specific activities from the previous years or just want to verify you were actually operating as a nonprofit?

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I'm dealing with this exact situation right now! I'm forming a small educational nonprofit focused on financial literacy workshops in underserved communities. Expected annual budget is around $3,000, so we'd definitely fall under the $5,000 threshold. After reading through all these responses, it sounds like the consensus is pretty clear - even though we technically don't need to file 1023-EZ, the practical benefits far outweigh the $275 cost. The points about donor tax deductions, bank account requirements, and state-level exemptions are really compelling. One question I haven't seen addressed: if we file the 1023-EZ now while under $5k, does that help establish our credibility with potential funders? I'm wondering if having that determination letter from day one makes us look more legitimate when applying for small grants, even if the grants themselves don't explicitly require 501c3 status. Also, for those who used the document analysis services mentioned here - did they help with the actual 1023-EZ application process, or just with the formation documents like bylaws and articles of incorporation?

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Is egg freezing tax deductible as a medical expense?

I've been looking into egg freezing for myself and trying to understand the tax implications. I noticed that the IRS allows fertility enhancement to be deducted as a medical expense, but it doesn't specifically mention egg freezing anywhere in the guidelines. From what I understand, egg freezing is basically the first half of IVF (which is explicitly covered), since it involves the stimulation, monitoring, and egg retrieval process. And the IRS guidelines do mention "temporary storage of eggs or sperm" under the fertility enhancement section. Here's the exact text from the IRS about what's deductible under Fertility Enhancement: "You can include in medical expenses the cost of the following procedures performed on yourself, your spouse, or your dependent to overcome an inability to have children. • Procedures such as in vitro fertilization (including temporary storage of eggs or sperm). • Surgery, including an operation to reverse prior surgery that prevented the person operated on from having children." The guidelines also state: "Medical care expenses include payments for the diagnosis, cure, mitigation, treatment, or prevention of disease, or payments for treatments affecting any structure or function of the body." Has anyone gone through this process and successfully claimed it? What kind of documentation did you need to provide to the IRS? Did you need any special letters from your doctor about medical necessity? Any advice would be really helpful! Thanks!

Has anyone successfully deducted the costs of medications for egg freezing? The hormones alone cost me almost $4,000 and I'm not sure if I need special documentation for those or if regular receipts are enough?

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Yep! I deducted all my fertility medication costs last year. Just keep the receipts from the pharmacy showing the medication names and prices. I also had my doctor write a letter stating these medications were prescribed for egg retrieval/freezing procedure. The IRS never questioned it.

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Thank you! That's really helpful. I'll make sure to get all my pharmacy receipts organized and ask my doctor for a letter specifically mentioning the medications were for the egg freezing procedure.

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One thing to keep in mind that I don't see mentioned yet - if you're planning to use the frozen eggs in the future, you'll want to keep all your documentation from the freezing procedure for when you eventually do IVF or other fertility treatments. The IRS allows you to deduct the costs when you incur them, but having that paper trail will be important if you ever get audited. Also, make sure you're tracking mileage to and from all your appointments (monitoring visits, retrieval procedure, etc.). Medical travel is deductible at the standard mileage rate, and with all the monitoring required for egg freezing, those miles can really add up. I probably had 15+ appointments during my cycle and didn't think to track the mileage until it was too late. The consultation fees with the reproductive endocrinologist are also fully deductible, even if you decide not to proceed with the procedure after the consultation.

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This is such great advice about tracking mileage! I wish I had known this before my procedure. I had so many monitoring appointments and the clinic was 45 minutes away each time. That would have been a significant deduction I missed out on. Do you know if parking fees at the medical facility are also deductible? I paid for parking at the hospital for each of my appointments and never thought to save those receipts.

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Anyone else just keep everything forever because they're paranoid? Lol. I have tax records going back to my first job in 2002 šŸ˜‚ My spouse thinks I'm crazy but I've seen too many horror stories of people getting randomly audited for stuff from 6+ years ago!

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Ravi Sharma

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The IRS generally can't audit you beyond 3 years unless there's suspected fraud or substantial underreporting. You're definitely keeping way more than needed! But I get it - tax anxiety is real. Maybe compromise and just keep the last 7 years? That covers even the extended scenarios.

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I've been dealing with this exact same situation! After years of hoarding every piece of tax-related paper, I finally developed a system that works. Here's what I learned from my CPA and some trial and error: **Basic rule**: 3 years for most stuff, but keep these longer: - Investment records (stocks, bonds, crypto): Until 7 years after you sell - Property records: Forever (or until 7 years after you sell) - Business/self-employment records: 7 years - Records supporting permanent disabilities or retirement contributions: Forever **My purging strategy**: I go through my files every January and create three piles: 1. "Safe to shred" (older than 3-7 years depending on type) 2. "Scan and shred" (stuff I want digital copies of) 3. "Keep physical" (property deeds, some investment docs) The key is being systematic about it. I was amazed how much space I freed up once I actually followed the IRS guidelines instead of just keeping everything "just in case." You'll probably find that 80% of what you're keeping can safely go! Pro tip: Before you toss anything, take a photo with your phone of documents you're unsure about. That way you at least have something if you realize later you needed it.

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Mei Liu

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This is such a helpful breakdown! I'm definitely one of those people who keeps everything "just in case" and my filing cabinet is bursting at the seams. The three-pile system sounds like a really practical approach. Quick question - when you say "scan and shred," do you organize your digital files by tax year or by document type? I'm trying to figure out the best folder structure before I start this process. Also, that phone photo tip is genius for those borderline documents!

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Has anyone tried calling the IRS Identity Protection Specialized Unit at 800-908-4490? I had to do this last year when I lost my PIN and they were able to help me verify my identity to efile.

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I tried calling that number last month and was on hold for over 2 hours before giving up. their hold system is the worst.

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StarStrider

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I went through this exact same frustration last year! Here's what worked for me without having to wait on hold with the IRS: First, try the AGI method that others mentioned - it's definitely the easiest if you can find your 2023 tax return. But if you're like me and had moved/lost everything, here's a backup plan: You can create an account on IRS.gov and use their "Get Transcript Online" tool. They'll ask you some identity verification questions (like previous addresses, loan amounts, etc.) and if you pass, you can immediately see your prior year AGI. I was able to do this at 11 PM when I was panicking about my deadline. If the online verification doesn't work, you still have options before resorting to paper filing. Some tax software will let you print and mail just the signature pages while still preparing everything electronically, which can speed up processing compared to a fully paper return. The key thing is don't stress too much - you have multiple paths to get this resolved and it shouldn't significantly delay your refund as long as you can verify your identity one way or another. Good luck getting it sorted this weekend!

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Omar Fawaz

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This is really helpful advice! I'm actually dealing with a similar situation right now where I moved states and can't find my old tax documents. The IRS.gov transcript tool sounds like exactly what I need - I didn't even know that existed. Quick question though - when you say they ask identity verification questions, are these the same types of questions credit monitoring services ask? Like previous addresses and loan information? I'm wondering if I'll be able to answer them since I've had a pretty complicated financial situation the past few years with multiple moves and job changes. Also, did you end up getting your refund on the normal timeline even though you had to go through all this extra verification stuff?

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