Hi,The new client forgot to file Form 3520 for 2022 timely. After reviewing the Form 3520 instructions, I did not find common reasons for failing to file the fo... read more
Client's W-2 is listing health insurance premiums in box 14. There is nothing on the K-1. Should this be an allowable deduction for SEHI and if so, how do I ent... read more
An 18 year old left home in the beginning of June 2023 to remove themselves from an untenable home situation and has not had any contact with their parents sinc... read more
Hello,I've been reviewing IRS limits on over 5k donations of a non-cash donation to an NFP which I understand to be 50% of AGI. However, if it is a MFJ situatio... read more
Hello,I was just informed that an amended return I filed for 2022 under reported the quarterly tax paid and I need to file another amended return for the same y... read more
My client took the standard deduction in 2020 but still made some charitable deductions that I'm hoping to carry through to 1040 line 10b. I've put the contribu... read more
I have a partnership K-1 with the following reference "Schedule K-1, Line 13, Code ZZ."A brief description: "Pass-Through Entity Tax - NY; reduces Line 1, Ordin... read more
Hi, this is the first year filing form 100 for CA stock corporation. The software is calculating $800 fee for this first year. I thought based on the link below... read more