Have a Tax Question? Ask a Tax Expert
Welcome and thank you for giving me the opportunity to assist you with your tax question.
My advice would be to go into greater detail on the statement, i.e.,
Please be advised that the IRS does not require individuals to list any assets on U.S. tax returns. U.S. tax returns are utilized ONLY to report income from whatever source, i.e., wages, interest, dividends, net proceeds from sales of stock, net rental income, and the like. With that being said, a U.S. tax return does not portray an accurate picture of the assets owned by any one individual. Therefore, I respectfully XXXXX XXXXX a U.S. tax return is not and should not be considered as an accurate listing of assets owned by an individual.
Please review the above and let me know what you think.
Thank you and best regards,
Thanks Barb, I just don't want to talk about interest, dividends etc... I prefer to keep it simple so I don't mislead them. Therefore I want to just reply their argument regarding the list of assets, without giving any more complex details. I just want them to understand that their argument is not true and definitely not a strong reason to see my returns. Anyway, would you write me such a statement, like an official one, with your signature, cpa license number and everything? You can send me by email. Thank you so much.
I apologize, but I cannot be the one to sign such a statement for you, per site rules. I am sure any CPA or Enrolled Agent in your area will sign such a statement on your behalf since it is the truth. Perhaps your attorney has a CPA acquaintance who will do so.
Please let me know if I can assist you further.
Thanks, XXXXX XXXXX
It's been my pleasure. If you have any other questions in the future, please feel free to put "for bkb1956 or Barb" in the subject line, and I will be happy to assist you.
Good luck in your lawsuit!
Also, thank you for the excellent rating. It is most appreciated.