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ProSeries TaxExperience: 3 years
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TAX Guy...yes, what you stated is exactly what happened. Theretirements accounts (assets) were split, and the IRA and 401k were divided between them equally. Th...
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Thanks for chiming in, Jim. That's exactly what I would have expected. He is addiment that both Fidelity and NY Life said it is "all his".
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New client. First time I will prepare return is for 2024. He was referred to me through a professional relationship. Info:- Divorce finalized in July 2024- I as...
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Even the smallest Schedule C needs to complete this? Someone who does not have a true business but is required to complete a Schedule C.
