New at this and have a couple of Questions before I meet a client

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    KATHLEEN DYE
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    Hello,
    (I posted under someone elses so I am thinking I did that wrong.)
    I am new to this area… I have handle simpled tax matters and exams but have not felt comfortable getting into deliquent accounts.

    Currently, I have a client that I feel may qualify as CNC.. I have a couple of questions..
    1. The client is recently divorced… Has 50/50 custody of the children.. Would he get 3 for calculation of National Standards or does it have to be prorated? Or does if have to claim the children?

    2. Currently, has a payment plan but unable to pay current estimated taxes each year and is always redoing the payment agreement when taxes are filed. If the CNC is appropriate, when 2018 is filed should the payments for the plan just be stopped? File the 433 and get the 2019 sent in early Feb to include?

    Thank you for any help you can provide. I have enjoyed the deepp dive videos. I have learned things but would like to see more on the forms that are prepared and more explanation of the pre-letter clearance. I am still looking at the videos… it may be I just haven’t watched a more in depth section. If you could refer me to videos that would be great!

    Kathi

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