Free Trial: TheSiteFactory.com

Form 1040 versus Form 1040-SR

Software. Marketing. Training. Running your business.
#1
Posts:
57
Joined:
12-Nov-2019 10:28am
Location:
New Jersey
I prepared a 2020 Form 1040-SR for a client, and the copy of the tax return that I gave to the client shows this was the case. I just realized that when I prepared the client’s invoice on my QuickBooks, I referred to the preparation and e-filing of the return as a 2020 Form 1040 instead of a 2020 Form 1040-SR. I already e-filed the client’s 2020 Form 1040-SR today, and I have been paid for my services. Should I communicate anything to my client in relation to this issue now? Should I just ignore it?
 

#2
Taxaway  
Posts:
301
Joined:
22-Apr-2014 11:25pm
Location:
Boston, MA
You could communicate it in larger font and fewer words. :D
What's the substantive difference?
 

#3
Posts:
1722
Joined:
21-May-2018 7:50am
Location:
A Foot Shaped Island
It is not an issue in my opinion. None of my engagements or invoices ever reference a 1040-SR. It is always just 1040 and then whatever the state equivalents are called. My engagement letters do not even list states or individual returns, only that I will prepare tax returns for states and localities communicated to me by the client.
 


Return to Business Operations and Development



Who is online

Users browsing this forum: TaxMan2020 and 12 guests