Keogh/SEP/Worksheet does not allow for the simultaneous contributions of these two DC-type plans.My client maxes out his combined (50+ years) DC limit every yea... read more
I need to amend a 2023 tax return, which has already been amended and accepted.Is it possible to e-file. I was told that the IRS accepts up to three e-filings f... read more
I have a taxpayer that would benefit from MFJ for federal. The taxpayer and spouse married during the year and the spouse needs to file half year with OH (needs... read more
The Schedule 1 opening instructions in the program say if under age 62 "You do not qualify." This is wrong according to the GA Dept of Revenue (2022 change).
S Corporation shareholders who get insurance through an exchange such as Covered California and get reimbursed by the corporation will not be eligible for insur... read more
Many if not all CA counties require a Business Property Statement to be filed each year. It's a simple report and a small tax. Do you require a client engagemen... read more
When I create a filter to sort the individual clients by whether or not they have a single member LLC, it does not give me all theSMLLC clients. For the SMLLC c... read more
Client qualifies to treat rental losses as non-passive and offset the loss against regular income. The rental is a short term rental & the client actively & mat... read more
Good Afternoon Community,I have a question about selling the asset Construction in Progress. I have a client that is in the process of selling an uncompleted sh... read more
