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Agreed. I had the same question. The only information I found out about separately attaching it to the 2023 return as an e-file attachment was this thread. I ca...
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Something to think about for the future...Intuit Link allows for batch "invites" to the portal but I think it would be useful to have a batch "reminder" notific...
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Yes I read them. I think I just may not be articulating where my hang up is very well. My questions are mainly surrounding what the 1099-R's look like for the f...
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Thanks for your help and info. I read those articles that you listed.I think what I'm "hung up" on is what that looks like in terms of tax forms and such for th...
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Thank you so much for the info and I'll absolutely look into signing up for that newsletter!The icky thing is that my client just received his second W-2 last F...
