EMAIL DETAILS

Below is from Bill.

1. Can you please give him permission to share your 2017 returns per the divorce agreement?

2. Can you please send me the Quit Claim for lake house?

3. Can you update me on status of tax lien?

4. You owe me a little over $5,000 for my taxes withheld.


Sent from my iPhone

Begin forwarded message:

> From: Bill Morgan <BMorgan@morganwingate.com>
> Date: December 28, 2018 at 12:29:37 PM CST
> To: Kathleen Biden <kathleenbiden@mac.com>
> Subject: RE: Tax returns for 2015 and 2016
>
> Kathleen
>
> I will tell you what I know about 2015 and 2016. I did not get any notification of the 2015 tax lien. I don't get any notices from IRS. All I know is what I learn from you or Hunter. IRS does not sent notices to a tax return preparer.
>
> I have a copy of the 2015 lien notice which I think I got from you. The lien is for $112,805.09. This is the remaining balance owed on 2005 as of November 13, 2018.
>
> When the 2016 return was prepared it showed a balance owed of $15,520. If you are not getting any notices on that year then the balance has probably been paid.
>
> I am not sure how much help this information is to you. I am not trying to be vague or difficult, but I simply don't know any more. Since both of these years were joint returns I am required to tell you what I know.
>
> Hunter has not yet given me permission to send you a copy of his 2017 tax return.
>
> Bill
>
>
>
>
> -----Original Message-----
> From: Kathleen Biden [mailto:kathleenbiden@mac.com]
> Sent: Friday, December 21, 2018 10:25 AM
> To: Bill Morgan <BMorgan@morganwingate.com>
> Subject: Tax returns for 2015 and 2016
>
> Hi Bill. Can you please share the status of mine and Hunter’s tax status for 2015 and 2016? While I am now aware that the IRS has a tax lien on us, I wasn’t notified. Can you tell me how you were notified of it?
>
> Did Hunter give you permission yet to share 2017? Can you tell me if he filed?
>
> Thank you.
>
> Kathlee