Client could not take out his retirement in 2020 because he was not vested. He had back rent to pay. He took out in 2022 when he became vested. I could not loca... read more
Hello everyone,I've been using Data To Leads recently for sourcing ERC leads and so far, the experience has been positive. However, I'm looking to ramp up the n... read more
I have a new client that received a distribution from their 401K on Oct 27 and Dec. 8 of 2021. They reported the amount on Form 8915-F for 2021 and to be taxed ... read more
I have no 2021 1099-R for the coronavirus 401(k) distribution received in 2020 where client elected to defer 1/3 income and 1/3 tax over 3 year period. But only... read more
I have a couple Federal tax clients who didn't receive their full refunds, were shorted a couple thousand. (looks like CTC) and never received an IRS letter exp... read more
I have a client has employment and self employed income - can they claim home office on their 2125 as well as the COVID work from home $2/day flat rate in the s... read more
I have a 1120-S client that failed to report PPP loan forgiveness on 2020 tax return since it was forgiven in 2020 - Is the only option to amend the 2020 return... read more
It seems totally unfair for an amount from the 8915F to affect the premium tax credit. But, I guess in the prior year it also increased the credit due to the de... read more
I had someone tell me that their cousin's tax preparer asked if they had covid in 2021 and they received a 1400 credit on their tax return. I am not finding thi... read more
I have a client who did not use my wonderful service for tax year 2020 and went elsewhere. Nevertheless, they have a 1099-R of $25,000 that was taken because of... read more