Client sold several batches of restricted stock units that were vested in prior years. On the broker's Supplemental Information page, most of the transactions l... read more
Taxpayer received a K1 form showing income loss. This is the only documents received on behalf of the taxpayer. States this is his only income. Does he have to ... read more
What special filing do I need to do in this situation? Does the client need to pay FICA at filing? Is there a form I need to fill out?F1 Visa in 2019F1 CPT in 2... read more
Client over-contributed Roth 401k and Roth IRA in 2023 . He withdrew them before filing 2023 tax returns. In 2024, he received 2 form1099-R with code "8J" and "... read more
A client presented a 1099R with the following info:1-Gross dist: $85,2002a Taxable Amount $85,2002b Taxable Amt Not Determined - checked, Total Dist checked7 Di... read more
Hello All!Is anyone else having an issue transmitting their e-files?I have been receiving an error all day saying "unable to successfully transmit the efile pay... read more
