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Form 1040 versus Form 1040-SR
14-May-2021 5:47pm
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?
14-May-2021 6:25pm
You could communicate it in larger font and fewer words.
What's the substantive difference?
15-May-2021 9:03am
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.
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