I am using the desk top version of TT. So here is my issueI work full time, wife does not (no W2 or 1099-just dividends) We file married/jointly. MAGI is WELL b... read more
When trying to download credit card transactions from Bank Of America, I only seem to obtain the finance charges and payments on the account-none of the credit ... read more
I've asked Accountant Support for help on this issue and they were unable to come up with solutions - told me to ask the Pro Advisors.I'm doing current year cle... read more
(I posted these to the wrong forum earlier. I think this is where people are posting questions about ITA.)Federal pre-strategy baseline for 2024 includes "Other... read more
Client's 2023 return (MFJ, NY resident) included estimated tax payments for 2024. Client opted to stuff all the estimated tax payments into his December IRS wit... read more
I have a NY S-Corp that had some income in CA. the taxable income that passes thru to CA is 5 times what the Fed net is. First, why is that happening? I can't f... read more
Hello everyone,I am trying to figure out the following scenario for a self-employed client. A client purchased a car using finance with a trade-in. I am trying ... read more
Client's brother Jim died 2/14/2023 at age 82. No distribution from his ROTH account made prior to death.Beneficiary is brother Richard age 79.What is distribut... read more