Tom O'Saben
π€ SpeakerAppearances Over Time
Podcast Appearances
Boy, you're right now.
I did have some unemployment benefits last year.
And, you know, another thing that the one big, beautiful bill has done besides these obvious deductions that we're talking about is the requirement to make sure that we have a Social Security number before we file.
And probably the most common area would be when there was a new child born, you know, during the year.
And do we have that social security number yet?
So in most cases, when you're electronically filing, I can't imagine the return being able to be transmitted.
In other words, good form, no diagnostics that are preventing transmission.
I can't imagine that any software will allow a return to go into the system without a social on it.
So I think it's more of the people who still may be filed by paper and
And if the Social Security number is not there at the time of filing, then many of the credits will in fact be disallowed on that filing.
So make sure we've got a Social Security number.
And I think they use the term a Social Security number that makes one eligible to work, which I think is probably 99.9% of the Social Security numbers out there that have been issued.
So make sure we have that information and double check it.
I do that with my clients.
I talk about good intake results and good output.
So I will tell people, hey, let's see those social security cards, make a copy of them for me so we can verify, you know, the kids' full names and their social.
And if someone, for example, had a marital status change, perhaps they changed their name.
I can't count on one hand the number of people who just bring in and their envelopes that haven't even been opened yet.
Oh, we just put all this stuff in a folder and we bring it to Tom, you know, and in some of this, it's your job to open those envelopes.
Exactly.