Yesterday one of my normal clients came to me with an od request. They have a living trust which there daughter is responsible for. She writes all the checks and pays there bills and makes sure I get payed. She apparently told her parents that she needed my SSN DOB and all that stuff for a 10-99 form for taxes. I told them I need to look into it first as I have never had a request like that. I turn my income and expenses in at the end of the year and that's it. Has anyone ever hear of this?
No announcement yet.
Od tax request from client?