Hello!I have a client I do some work for but have never done the personal return. There are some other related returns I prepare but never the personal. Relatin... read more
client claims her father as a dependent, he died 8-2024, does client have to claim his 1099r-s he received on her tax return the distribution code is 4. Thank y... read more
A client presented a 1099R with the following info:1-Gross dist: $85,2002a Taxable Amount $85,2002b Taxable Amt Not Determined - checked, Total Dist checked7 Di... read more
When preparing a DE resident return for a taxpayer that has income sourced to Michigan, I'm getting a message from proseries that Delaware does not allow attach... read more
My Virginia client married in 2024. Spouse resided in SC until they married when she moved to VA. I have read that if you reside in VA for 183 days, you are con... read more
If I have a 1099R with code 7D with no taxable amount, and box 1 and box 5 employee contribution is the exact same amount. There is no taxable amount, correct? ... read more
Anyone know how to get the NJ sales tax per the chart on worksheet K to flow to the return. For years I have been overriding but either I am missing something o... read more
Hi everyone, thanks for your help.The case is about Head of Household (HOH) status.Last year, the mother lived in California with her 19-year-old child, who was... read more
