My account is on auto renew, but my credit card had been hacked. I have changed my payment method, but can't figure out how to renew because my account is on au... read more
Have a client that paid off an IRS installment agreement for tax year 2020. Paid in full by the end of 2021. Received in December 2024 a CP 89 notice with a neg... read more
Taxpayer has inherited property from a friend's estate and wants to take advantage of the step up in basis. I need to know if this is available because she is n... read more
Hi to all.A couple divorced on 11/01/2024, and as of 01/01/2024, they ( couple and child) lived together until the divorce date. They have a child, and accordin... read more
I've been doing this person's taxes for quite a few years. He has 2 children and is disabled with a code 3 on his NYS Retirement 1099R. Every year since it's a ... read more
I have a client that has a Minnesota tax return and she has a 1099r and the program keeps wanting me to fill out info on the schedule M1QPEN. Is there a way to ... read more
Client rolled over $7,000 to a Roth from his MD 529 Plan. There were earning and basis as part of the distribution. The earnings should not be taxed or subject ... read more
I am not an expert in estate returns. This one to me seems a tad tricky to me when it comes to the correct #'s to use because of multiple owners and dates.The s... read more
Client has declined compliant health insurance from employer and purchased health insurance instead through the marketplace and received form 1095-A. Therefore ... read more
I received the following State Agency Tax rejection comment: The Primary Taxpayer (SSN) cannot match a previously accepted return unless the (Superseded Return)... read more
In 2024, a client quit claimed a rental property (that he owned for the past 5 yrs) to his parents for $10. The original cost of the property was $100,000 and a... read more