TaxGuyBill
Level 15
10-31-2024
11:44 AM
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@Just-Lisa-Now- wrote:
they need to be there the full 5 years for that plan to work, so I AM giving correct advice.
If I remember correctly, the faulty Publication 523 seems to indicate that five years would do it (and I've seen a lot of tax professionals with that same idea), but as Rick said, Nonqualified Use would still apply even if they moved back in to it for five years.