dehmig
Level 1

No kidding, probably worth responding to these notices explaining what the adjustment is and please remove the adjustment. I am still pretty old school, so I still like to put less amount rolled over to new IRA broker company when they get an IRA showing 100% taxable or less amounts paid for higher education when the parents get a 529 distribution. I don't trust putting everything on the proper form. I always have liked other income as a catch all form. Seems to still be off the IRS radar. I am talking about those last 3 lines on the form, not the lines that do come from all the other kinds of reporting income. Only got 3 notices and CA amounts are minor, but it sure ticks off a client.

Thanks for your time.

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