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Thank you.Client's Form 5498, 2022 IRA Contribution Information shows as below:1. IRA contribution (other than amounts in boxes 2-4,8-10,13a and 14a) $4,0005. F...
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I have client who rolled over 401k form her workplace during 2022, and form 5498 number 1 IRA contribution shows $4,000.00.Even if she has rollover IRA, is it s...
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After living trust trustor dies and home in trust sold in few months after death and proceeds has been distributed to 3 beneficiaries. Is this complex trust whi...