About Kathy1225 - Intuit Accountants Community

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Re: Does anyone know how to correct on schedule D, I input data, but basis changes when I have finis...

Check if there are any capital gains on a 1099-Div or 1099-R. Even wash transactions.

Kathy1225

Mar 19, 2023
enter information onto a 1040 form directly

New client and I want to input their 1040 for 2021 prepared by former tax preparer so that they can compare with the 2022 1040 I will prepare for them. Is there...

Kathy1225

2

Mar 19, 2023
Re: How do I enter I Bond interest used for higher education expense as tax exempt?

Thanks I did look up 8815 and realized his AGI was too high.

Kathy1225

Apr 10, 2022
Re: How do I enter I Bond interest used for higher education expense as tax exempt?

That was the problem with my situation. I ended up on the IRS website and saw that the AGI for my client was too high. You know it's time to call it a day when ...

Kathy1225

Apr 10, 2022
How do I enter I Bond interest used for higher education expense as tax exempt?

redeemed 2 bonds for dependent's college expenses. Supposed to be Federal

Kathy1225

4

Apr 10, 2022

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Member Since	‎04-10-2022

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