metsfan026 Posted October 1, 2021 Posted October 1, 2021 My question is how far back do people normally go to amend forms? Taking over a case that had a mistake in the amount of loan repayments were made back in '14, so the loan balance was off (and subsequently was off every year since). The client has supplied copies of the checks, etc., so I know the mistake is accurate. Is this the type of situation where you would amend every form since 2014? I have all of the information to do it, just wanted to make sure it was necessary. Thanks in advance everyone!
BG5150 Posted October 1, 2021 Posted October 1, 2021 How much is the difference? IS this a small plan filer? If an SF, and if the amount is small, I'd just adjust the earnings for 2020 (or 2021 if '20 has already been filed), make a note in the file an move on. Bill Presson and Luke Bailey 2 QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
Bill Presson Posted October 1, 2021 Posted October 1, 2021 Agree with BG. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
BG5150 Posted October 1, 2021 Posted October 1, 2021 41 minutes ago, Bill Presson said: Agree with BG. This guy gets me. Bill Presson 1 QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
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