abctax55
Level 15

@MikeB_CPA 

Make sure (and get it in writing) your client understands that recapture possibility.   I've explained it to clients, then when it IS time for recapture - they get upset.  And they often take the return somewhere else.

(Hmmm - Maybe that's a good way to weed out some clients 🙂 

HumanKind... Be Both