945 tax deposit problems

[AndrewZ]

We have been manually filling out 8109-B coupons for our clients when they have 945 tax deposits due, but the IRS will no longer provide the blank coupons. They want our clients to order the pre-printed coupons.

The problem is, if we can get our clients to request the coupons, then they eventually (if they're lucky) get what looks like payroll tax coupons addressed just to the corp., and of course they would discard them because someone else handles they payroll taxes or they transmit electronically.

We are thinking about setting up our non interest-bearing trust account, with its own EIN and processing all deposits and 1099-Rs through it, similar to what the institutional custodians do. Of course, this may raise issues with funds flowing through an account that is not part of original retirement plan trust, and being commingled with other funds. However, if this is just a conduit and there is no interest paid, the feds may not be too concerned about it.

Does anyone have any experience or advice with doing what I have described?

Thanks

[DP]

I just ordered a supply of blank 8109-B coupons and received them this week. Try sending a request to this address:

EADC

PO Box 85074

Richmond, VA 23261-5074

I have the same problem getting clients to pass on the coupon booklets to our office. We also have to withhold state tax, but at least our state allows you to print a coupon online.

I'm also curious to hear a response to the suggestion you proposed.

[AndrewZ]

Thanks, DP -

I'll try that address and see what happens.

We had been instructed to order them from Rancho Cordova CA (Sacramento), I guess that's the office that serves San Francisco.

We did receive an order a couple of weeks ago, but we knew the IRS was evaluating whether to discontinue the 8109-B program. Then they sent us a notice for our last order that they wouldn't provide any more.

[pmacduff]

I have had luck sometimes with the Client's Accountant if you have contact with or can contact them. They, at least usually have some idea what you're talking about when you refer to the coupons and the #945 tax! I too have been using the 8109-B when I'm at my wits end with a client. I know that if they are using the Employer EIN for the plan, they can call the IRS forms ordering line and order coupons, but, as you say, will end up with someone throwing them out when they arrive!