Alicyn McLeod @AtlantaTax
CPA, CFP® | Accountant, tax advisor, wealth manager | she/her linktr.ee/alicynmcleod Atlanta, GA Joined December 2014-
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Does anyone know what happens on the IRS' end when tax documents such as 1099-Rs, 1099s are issued in the SSN of a deceased individual in a post-death year? E.g., Taxpayer dies 2022. Taxpayer is issued a 2023 1099-R in their SSN. Does the IRS do some sort of matching here?
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A big Friday thank you to @DianeGilabert for her 1065 expertise this week. Diane, you are the QUEEN!
Alicyn McLeod retweeted
Twitter observations: Financial pro makes a post - #fintwitter: "awesome!" "great points!" #taxtwitter: "I have questions." "There's actually an exception..." #insurancetwitter: Check your DMs #lawtwitter: Code section §XXX(x)(x) says... 😂😂 Every perspective is needed 😊
Without doubt, this is the best email I will receive all year.
Alicyn McLeod retweeted
1.5 CLE/CPE (CPA and EA) credits AND you'll only have to hear me talk for 1/3 of it! Domicile and Tax Residency for Business Owners: Estate Planning Considerations, Tax Issues, Valuation, and More Sign up here: straffordpub.com/products/domic…
Alicyn McLeod retweeted
Return the ERC - and point out who was involved.
Hi #newmoneysummit Friends! Going to @westerncpe's New Money in just 2 weeks?! Wanna coordinate schedules? That's great, but you gotta get out of my DMs I made us a Slack at newmoneysummit2023.slack.com
From a new client's 2022 1040. Don't Do This #afirmofmyown
The "return to the office" movement would look a lot different if top brass extroverts would admit they're lonely.
Alicyn McLeod retweeted
Trusting the power of @X! Anyone on here know someone in marketing or desserts at @KraftHeinzCo? #networking
Alicyn McLeod retweeted
So the IRS is going to call us for a survey about things including our data security and you want us to answer questions to a stranger over the phone? My number one piece of advice I give clients is "the IRS won't call you and never give information over the phone!" #TaxTwitter
Alicyn McLeod retweeted
I'd like to interview 2-5 women who have either left the workforce in the last 4 years or considered doing so and chose not to. "Leaving" can be early retirement or other forms of leaving your career. #GreatResignation #GreatReshuffle
Alicyn McLeod retweeted
It's a jungle over there.
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Happy Tax Day to all who celebrate. #TaxTwitter #TaxDay
@Love2Travel @AtlantaTax @IraGilligan @matthewcpa Wait until the state unclaimed property people claim that account based on date of desth and then immediately liquidate the assets even though the spouse is still there managing the account.
@AtlantaTax Sometimes. The more common mismatch is the year of death since it takes a while for the payors to update their records. There’s also a mismatch when estates use a fiscal year. But executors should file returns as correct as they can.
@matthewcpa @AtlantaTax @IraGilligan @Love2Travel @euriya BRB, gonna fake my own death
@AtlantaTax @IraGilligan @matthewcpa I have one - the spouse died about 10 years ago. Every year, I have asked for the SSN be changed. So far, nothing. If they were matching, we should have heard something by now.
@AtlantaTax @IraGilligan IDK what the IRS does. I just know my client never received a matching letter for income to a deceased taxpayer. I don't know if they get it and do nothing, or if once they know a taxpayer is deceased they end the matching.
@AtlantaTax @IraGilligan @matthewcpa I’ve seen an IRS notice to a deceased person. The living spouse was reporting the income but the 1099 was issued to the deceased spouse.
@AtlantaTax @IraGilligan @matthewcpa My dad died in 2002 and Mom has reported something on her return in his name/SSN for 22 years and we've never heard a peep, so I'd have to say no.
@AtlantaTax @IraGilligan @AtlantaTax @IraGilligan @Love2Travel @euriya 💡Tax planning idea! Just add a date of death to 1040s and all matching will stop!
Anybody else ever create an excel spreadsheet and before you send it to someone sit and admire its beauty?
This week on the #podcast, I chat with @AtlantaTax about all the bad tax advice circulating on social media. We talk about why it is appealing and what tax professionals can do to counter it. I also get her last name wrong and yet she's still my friend. wealthandlaw.com/2024/03/07/how…
I'm just here to use up my monthly allotment of towels #iykyk
Am I diversified if I have 6 different target-date retirement funds in my 401(k)?
Alicyn is my go to referral partner for law firms looking for bookkeeping and tax help. She knows what she is doing and is a really great person too!
@AtlantaTax, a Certified Public Accountant (CPA) from Georgia, embodies the essence of Women's History Month through her career and community contributions. Graduating from Augusta University with degrees in Accounting and Business Administration, Alicyn discovered her passion…
My cat discovering for the first time that he is, in fact, A Very Handsome Boy
@AtlantaTax @scottscarano But that’s… incorrect. Your legendariness is appropriately stated.
@MyCPAAccounting @AtlantaTax I mean, what a gem @AtlantaTax is!
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