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Title: Is it possible for a tax preparer to have a PTIN but be denied an EFIN? What would prevent this? 1 I've noticed something odd with a tax preparer in my area. She's been operating her own tax preparation business for about 3 years - has her own rented office space and promotes her services all over Facebook and Instagram as her independent business. However, I recently found out she's actually using her niece's EFIN (Electronic Filing Identification Number) to submit returns. The niece works at a completely different tax office across town with a different business address. Out of curiosity, I looked up public records and couldn't find any felony convictions for this preparer in the last 10 years. I know tax preparers need a PTIN (Preparer Tax Identification Number) which seems relatively easy to get, but I'm wondering what would prevent someone from obtaining their own EFIN if they already have a PTIN? Is this a common practice or is there something sketchy going on here? Just seems weird to operate your own tax business but file through someone else's credentials.
Title: Why am I getting little to no Federal withholding on my paychecks from multiple jobs? 1 Hi everyone, I'm trying to figure out what's going on with my tax withholdings as someone with dependents. I'm pretty confused about why so little is being withheld from my paychecks. Last year I made around $105k combined from two different jobs, and I noticed that there was barely any federal tax being taken out of my checks. This year I'm working two full-time positions: Job 1 pays me $1,775 gross bi-weekly - and there are ZERO federal taxes being withheld. Job 2 pays me $2,150 gross bi-weekly - again, NO federal taxes being withheld, although I did request an additional $65 withholding for each pay period. On my W4 forms, I've listed 2 dependents. I'm filing as either Single or Head of Household. I honestly can't remember if I filled out the multiple jobs worksheet section properly. Can anyone explain why I'm not seeing any federal withholdings from my paychecks? I'm worried I'll end up with a huge tax bill next April. Thanks for any help!
19 Surprised no one mentioned this, but double check that you put the correct filing status on your W-4. If you accidentally selected "Married filing jointly" instead of "Single or Head of Household," that could explain the zero withholding. The tax brackets for MFJ are much wider, so it would assume you need less withholding. This happened to me last year!
This is a classic multiple jobs withholding issue that catches a lot of people off guard! Each employer's payroll system calculates your withholding as if that's your only job, which means they're using the standard deduction and tax brackets for a much lower income level than what you're actually earning combined. With $102,000+ total income, you're definitely in a tax bracket where federal taxes should be withheld. The fact that you're seeing zero withholding from both jobs strongly suggests the W-4 forms weren't filled out correctly for multiple job situations. Here's what I'd recommend doing immediately: 1. Use the IRS Tax Withholding Estimator online - it's free and accounts for multiple jobs 2. Update both W-4 forms, making sure to check the box in Step 2(c) for multiple jobs 3. Consider adding a substantial additional withholding amount in Step 4(c) to catch up on what you've missed this year Don't wait on this - the longer you go without proper withholding, the bigger your tax bill will be next April. You might also want to look into making estimated quarterly payments if you're already significantly behind for this year.
I need some tax help for my upcoming filing and wanted to get a jumpstart on planning. This year's been crazy complicated - got a legal name change halfway through, worked two different jobs (so I'll have W2s with different names), and might have a 1099 from some freelance work under my old name too. Usually I just use TurboTax and it's pretty straightforward, but I'm not sure if the name change requires something special. Also, we welcomed a baby this year! So I need to figure out how to claim my little one as a dependent. And while I'm at it - my partner has been staying home to care for our baby while I'm the sole income provider for our household. Can I also claim her as a dependent along with the baby? I'm supporting them both financially right now. Any advice would be super helpful, even if it's just pointing me in the right direction! Thanks!
Anyone know if it matters which tax filing status to pick with a partner who isnt a spouse? Like should OP file as Head of Household since they're supporting the partner and baby, or just Single? Seems like it would make a big difference for tax brackets.
Head of Household is definitely the way to go if possible. You need a qualifying person though - the baby counts for sure, but not necessarily the partner. To file HOH, you need to: 1) Be unmarried at end of year, 2) Paid more than half the cost of keeping up a home, and 3) Have a qualifying person live with you for more than half the year. Your child is automatically a qualifying person. Partner might not qualify unless they're your dependent under certain circumstances. But with the baby, you should be able to file HOH regardless of whether you can claim partner as dependent.
Great question about filing status! You'll definitely want to file as Head of Household rather than Single since you have a qualifying child (your baby). Head of Household has better tax brackets and a higher standard deduction than Single status. The requirements are pretty straightforward in your case: you're unmarried, you're paying more than half the household expenses, and your baby lived with you for more than half the year (even if born late in the year, newborns count). Your partner's dependency status doesn't affect your ability to file HOH - having the baby as a qualifying person is enough. The tax savings from HOH vs Single filing status can be substantial, especially combined with the Child Tax Credit. Just make sure when you're using TurboTax that you select Head of Household and not Single - it'll walk you through confirming you meet the requirements but sounds like you clearly do!
I'm at my wits end with H&R Block this year. I've been trying to file both my federal and state returns using their free software, and while my federal went through without a hitch, my stupid state return keeps getting rejected over and over. I've tried submitting it 3 times now! When I check the rejection reason, it just cuts off mid-sentence and doesn't show the full error message. It literally just says "Your state return was rejected because" and then nothing. Like, thanks for the helpful info H&R Block! Has anyone else dealt with this? I worked two jobs this year - one full-time position making about $46,000 and some weekend bartending where I made another $14,000. All my W-2s are entered correctly as far as I can tell. I'm filing as single, no dependents. I double-checked all my personal info and everything matches what I've used in previous years. I've already spent like 6 hours on this and I'm getting super frustrated. Any ideas what could be causing the state rejection while federal went through fine?
Have you tried using a different tax software? Sometimes the issue is with how one particular tax program formats the submission. I switched from H&R Block to FreeTaxUSA after having similar problems and my return went through fine. Most tax programs will let you import your info from a PDF of your H&R Block return, so you don't have to start completely from scratch. Might be worth trying if nothing else works!
I've been dealing with tax issues for years and one thing that often gets overlooked is checking if your state requires additional forms for multiple employers. Since you mentioned having two jobs ($46k + $14k), some states have specific requirements when you have multiple W-2s that can cause automatic rejections. Here's what I'd suggest trying first: Log back into H&R Block and look for a section called "State Requirements" or "Additional State Forms" - it's usually buried in the state portion after you enter all your income. Sometimes the software doesn't automatically prompt you for these forms even when they're required. Also, double-check that your bartending income is correctly categorized. If any of your tips were reported differently between your W-2 and what you reported throughout the year, that can trigger state rejections even when federal accepts it. If you're still stuck after checking those items, you might want to call your state's taxpayer assistance line directly. I know it's a pain to wait on hold, but they can often tell you exactly what field is causing the rejection in a way that H&R Block's error messages can't.
Got my return accepted about 5 days ago with FreeTaxUSA. Got texts for both federal and state saying accepted. Anyone know if this means I'm in the test batch? Really need this refund asap and trying to figure out my timeline.
The IRS is so behind rn its not even funny. My brother filed in February last year and didnt see his $ until September smh
this is why im using taxr.ai this year. no more guessing games
I'm in a similar situation - filed with TurboTax about a week ago and got the acceptance notification. From what I've read, the test batch thing is mostly for early filers in December/January before the season officially opens. Since we're filing now during regular season, we're definitely in the normal processing queue. The 21-day timeline is pretty standard for simple returns, but it can vary. I've been checking WMR obsessively too ๐ Hang in there!
Mason Lopez
20 Does anyone know if you can look up whether someone has a valid PTIN or EFIN? I'm now wondering about my own tax preparer and whether I should be checking their credentials before letting them file my taxes.
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Mason Lopez
Author17 You can verify a tax preparer's PTIN through the IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications on the IRS website. However, there isn't a public database to verify EFINs. At minimum, you should ensure your preparer signs your return and includes their PTIN (required by law). Also, legitimate preparers will have you sign Form 8879 (e-file authorization) before submitting your return electronically. If they don't do these things, that's a red flag.
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Mason Lopez
Author20 Thanks for the info! I didn't know about the IRS directory. Just checked and my preparer is listed with valid credentials. Will definitely make sure they're having me sign the right forms this year.
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NebulaNova
Based on what you've described, this situation raises several red flags. While it's technically possible to have a PTIN but be denied an EFIN, the reasons usually involve more than just criminal history. Common reasons for EFIN denial include: - Outstanding tax debts to the IRS - Previous violations of e-file regulations - Failing the suitability check (which includes credit history, tax compliance, and background verification) - Providing false information on the EFIN application - Association with previously sanctioned preparers What's particularly concerning is that using someone else's EFIN is a serious violation of IRS regulations. Each EFIN is tied to a specific business location and preparer. The niece is putting her own credentials at significant risk - if discovered, both she and the aunt could face penalties, EFIN revocation, and potential prohibition from the e-file program. If you're considering reporting this, you should know that the IRS takes credential sharing very seriously. This isn't just a technicality - it's a fundamental violation of tax preparer oversight designed to protect taxpayers.
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Paolo Marino
You can report this through the IRS Return Preparer Office by calling 1-877-330-2772 or by submitting Form 14157 (Return Preparer Complaint). You can also report online through the IRS website under "Report Return Preparer Fraud." When reporting, include as much detail as possible - the preparer's business name, address, the fact that they're using someone else's EFIN from a different location, and any other concerning practices you've observed. The IRS investigates these complaints seriously since credential sharing undermines the entire oversight system. You're absolutely right about the tax debt issue - it's one of the most common reasons for EFIN denial. The IRS figures if someone can't manage their own tax obligations, they shouldn't be trusted with electronic filing privileges for clients.
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NeonNebula
Yes, there's a specific process for reporting tax preparer violations. You can report suspected violations through several channels: 1. **IRS Lead Development Center** - Call 1-866-860-4259 specifically for reporting tax preparer misconduct 2. **Form 14157** (Return Preparer Complaint) - Available on IRS.gov for documenting specific violations 3. **Online reporting** through the IRS website's "Report Suspected Tax Law Violations" page For EFIN sharing violations specifically, you'll want to provide: - Both preparers' names and business addresses - Evidence of the credential sharing (if you have documentation) - Location details showing they're operating from different addresses The IRS Office of Professional Responsibility handles these cases and takes them seriously. They have the authority to impose penalties, revoke credentials, and ban preparers from the program. Your report could help protect other taxpayers who might unknowingly use preparers with improper arrangements. Just be prepared that investigations can take time, and the IRS may not update you on the outcome due to privacy laws.
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