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Acknowledgment of Disclosures and Authorization
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington. Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services. APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid. We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour. APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment. You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints. Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights. APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.I agree that: A.I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information"). B.APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink. C.APFM may send all communications to me electronically via e-mail or by access to an APFM web site. D.If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records. E.This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year. F.You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
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Mostly Independent
Your loved one may not require home care or assisted living services at this time. However, continue to monitor their condition for changes and consider occasional in-home care services for help as needed.
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Free tax help screwed things up because they didn't send in correct forms, now IRS telling me I owe over $11,000.00. Be careful as sometimes you get what you don't pay for!
Maccdc, if it is true they didn't send in the correct forms, this should be provable? Can you pursue a second opinion from another accountant to confirm? It will be cheaper than $11K...
This is disturbing, since AARP offers these services to help folks, not bankrupt them.
$11K is a lot to owe in taxes. I wonder if there are some miscalculations or other substantive issues beyond using the wrong forms, unless you're dealing with trusts. Even then, I still wonder about that conclusion.
I've been thinking about this and think that you really should advise AARP so it can address the issue, educate that specific worker, and ensure that it doesn't happen again.
Bringing it to AARP's attention is the only way to address this.
The IRS advised money was owed because form not completed. I reviewed tax docs myself and confirmed this. I just wish I looked sooner but I took for granted that they knew what they were doing. I also gave them the appropriate information to do my taxes. I believe I started with a complaint to AARP and I found myself in the end on the phone with IRS advising me to appeal to them which I did in Sept.. It is now February and it is still not straightened out. In fact I just got a letter from the IRS telling me to pay the $11,000+ in 15 days or else more penalties and interest. Immediately after getting that letter I get another letter telling me they are working on my review. Obviously the right hand does not know what the left hand is doing. I am having my taxes redone and hopefully can straighten this out. The tax man advised that AARP tax preparers are only equipped to do the most simple taxes. My issue is related to healthcare they the Affordable Care Program which by the way is a farce.
If the IRS continues to hassle you, contact the Ombudsperson. There's usually a paragraph about this potential issue in the first several pages of the 1040 booklet. The Ombudsperson can intervene and address the harassment.
I am so sorry. Something like this is extremely stressful. I am a cpa and I do advise that you pay someone to straighten it out if you can afford to. If not, go to the AARP free tax filing and they should be able to help you. The letters demanding money go out on a schedule until the issue is resolved so it is common to get a letter saying you owe and then a letter saying it's under review. You may continue to get the letters saying you owe every month until it's fixed. We live in a world where we can get online or on the phone and fix things quickly but the IRS does NOT work that way no matter how much or how little you paid your preparer. Be patient, it will work itself out. My inlaws used the AARP free tax filing until a few years ago when they finally asked for my help. I will say the preparer they got was excellent and left great notes for them (and what turned out to be me) for the next year. I know it's difficult because no one likes to see letters from the IRS, but be patient and hang in there.
I do my own taxes using a tax program. One year, I did not get a form 1099 for a sale of some mutual fund shares, hence I forgot about the sale. I sold because we were losing money in that fund and wanted to get out.
Anyhow, IRS sent us a letter stating that we owed $ 50,000+. ( Insult to injury, the letter was found by neighbor in their mailbox, after they returned from FL for the season!) It was a 17 page letter (whatever happened to the Paperwork Reduction Act?) IRS assumed the entire proceeds of the sale was the profit, hence all taxable.
So I wrote the IRS a nice letter (snark) telling them that I did not receive the 1099 form, hence I was filing an amended return, which included the sale of the mutual fund shares. However, using the IRS prescribed method of calculating the basis (original cost) of the shares, I calculated that I had a loss on the sale. Given that the loss was a write off against any other income, the IRS owed me money. I also questioned the IRS with regard to their unreasonable assumption that the entire proceeds of a sale was the profit, without regard to the cost (basic accounting.) And that a 17 page letter was unnecessary, since all they had to do was ask me what the cost basis was.
I got a nice letter stating the matter was closed, with a check.
BBS, there was a period of time a few if more years ago when IRS was sending out letters to us that were just ridiculous. Your post brought back a vague recollection when it wrote to my father challenging a return I had filed not using the correct forms b/c he was dead. I have no idea which moron made that conclusion or how it was made, but I had to do battle with them for awhile before I convinced that my father was alive.
I may even have called them and had Dad yell into the phone that he's still alive and don't kill him off before he's ready!
I had the impression they hired a bunch of newbies who really didn't understand what they were doing.
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington.
Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services.
APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid.
We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour.
APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment.
You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints.
Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights.
APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.
I agree that:
A.
I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information").
B.
APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink.
C.
APFM may send all communications to me electronically via e-mail or by access to an APFM web site.
D.
If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records.
E.
This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year.
F.
You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
$11K is a lot to owe in taxes. I wonder if there are some miscalculations or other substantive issues beyond using the wrong forms, unless you're dealing with trusts. Even then, I still wonder about that conclusion.
Bringing it to AARP's attention is the only way to address this.
Include information about what form was missing and you will get good, actionable advice.
Anyhow, IRS sent us a letter stating that we owed $ 50,000+. ( Insult to injury, the letter was found by neighbor in their mailbox, after they returned from FL for the season!) It was a 17 page letter (whatever happened to the Paperwork Reduction Act?) IRS assumed the entire proceeds of the sale was the profit, hence all taxable.
So I wrote the IRS a nice letter (snark) telling them that I did not receive the 1099 form, hence I was filing an amended return, which included the sale of the mutual fund shares. However, using the IRS prescribed method of calculating the basis (original cost) of the shares, I calculated that I had a loss on the sale. Given that the loss was a write off against any other income, the IRS owed me money. I also questioned the IRS with regard to their unreasonable assumption that the entire proceeds of a sale was the profit, without regard to the cost (basic accounting.) And that a 17 page letter was unnecessary, since all they had to do was ask me what the cost basis was.
I got a nice letter stating the matter was closed, with a check.
I may even have called them and had Dad yell into the phone that he's still alive and don't kill him off before he's ready!
I had the impression they hired a bunch of newbies who really didn't understand what they were doing.