I have an odd scenario where a client contributed to their HSA based on the last-month rule. They did not remain eligible for the entire testing period and were... read more
I tried to open my 2023 basic tax file and It tells me that this file is corrupt and to reinstall the programs and I do not know how to accomplish that
The client's tax return was rejected because it’s missing a 1095-A form. It turns out he's listed on his parents' 1095-A, but they already filed their taxes wit... read more
Taxpayer owns a storage unit (sch C)He added a new building to it to hold more unitsThe cost of the building was $46,671. Taxpayer put down a deposit of in Marc... read more
NY C Corporation received a Delaware 1065 K-1. The C corp is not registered in DelawareThe K-1 was at a loss.I know they would have to pay the Delaware annual t... read more
So, I somehow through word of mouth, landed a new client this year...and a very wealthy one at that. the client's 2022 tax liability was $3.2mm, and they made, ... read more
I always have a problem knowing what boxes to check. Code is either B or H? Is it an IRA box (it glowed red for me) And in the Rollover section, how do I get a ... read more
I have a client that lives in MD and has a S Corporation in MD. In 2024, he started a new business in DE that is also an S Corporation. I prepared both S Corpor... read more
