jhbvtacpa
Level 5
04-05-2024
10:42 AM
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Had a client drop off their tax info:
$365k 401k withdrawal ($73k Federal w/h and $1300 in CA FTB w/h)
W-2 for $122k (went exempt for the year)
Anyone ever have anything like this happen to them? Once a year client, so I had no idea this was coming.
Obvious answer is that they need to pay. File extension and/or any other thoughts?
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