Senior Services 2017-07-26T19:17:17+00:00

Make a Difference for Generations to Come

Make a Difference for Generations to Come

Ways You Can Give to Make a Difference

Planned Giving

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

Learn More

IRA Charitable Rollover

An IRA rollover allows people age 70 1/2 and older to reduce their taxable income by making a gift directly from their IRA.

Learn More

Beneficiary Designations

A beneficiary designation gift is a simple and affordable way to make a gift to support our cause. You can designate our organization as a beneficiary of a retirement, investment or bank account or your life insurance policy.

Learn More

Charitable Gift Annuities

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.

Learn More

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

Learn More

Gift Options

SeniorServ Volunteer

Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.

Learn More
Text Resize
Print
Email
Subsribe to RSS Feed

Friday February 15, 2019

Washington News

Washington Hotline

IRS Cautions - Avoid "Ghost" Tax Preparers

As taxpayers gather their W-2s, Forms 1099, charitable gift receipts and other financial information, tax filing season is now in full gear. In IR-2019-9, the IRS cautioned taxpayers not to use tax preparers who refuse to sign the taxpayer's return. These individuals are called "ghost" preparers, because their names are not on the tax returns.

The IRS requires each paid preparer to have a 2019 Preparer Tax Identification Number (PTIN). The paid preparer includes his or her PTIN and signs the tax return. For e-filed returns, the paid preparer may use a digital signature.

Ghost preparers often violate many rules and ethical practices. Preparers may promise an oversized refund or charge a fee based on a percentage of the refund. Some will increase a taxpayer's income in order to qualify for the earned income tax credit (EITC) or create false deductions to lower taxes.

The IRS urges taxpayers to be certain the refund is directed to the taxpayer's bank account and not to the preparer's account. If the refund is sent to the tax preparer's account, both the preparer and the refund may disappear.

The "Choosing a Tax Professional" page on www.IRS.gov explains the proper tax preparer credentials and qualifications. Many tax preparers are also listed on the IRS' "Directory of Federal Tax Return Preparers with Credentials and Select Qualifications."


Published February 8, 2019
Print
Email
Subsribe to RSS Feed

Previous Articles

IRS Faces Five Million Unopened Letters

Top Five TCJA Changes that Impact Taxpayers

IRS Free File Now Available

IRS Will Pay Tax Refunds During Shutdown

IRS Top Tax Scams

scriptsknown