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I need to include additional information in Part IV of Schedule I Grants and other assistance for Form 990. I can't locate an input screen for this field. Can s...
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thank you for that, I had my terms mixed up.I need to look at my Lacerte inputs, I think I'm missing basis info because it wants to tax some of it which seemed ...
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I have a client that does a backdoor Roth every year.In 2021, he contributed $7k to a traditional IRA in April and designated it for 2020. He contributed to a 2...
