Joel V
Level 3
Activity Feed
  • Hello - I am working on a return for a married couple. Both had HSA contributions on their W-2. His was $3,750 and the plan was self only. Her's was $7,750 and ...
    Joel V
    2
    Jun 20, 2024
  • I do not do many CA returns so any assistance would be appreciated. My client owns two rental real estate properties, both in CA, and had loss carryforwards on ...
    Joel V
    1
    Jun 19, 2024
  • I have a client and the wife works in Ohio all year and is considered an OH resident while the husband lives in Florida all year and had retirement distribution...
    Joel V
    1
    Jun 07, 2024
  • My client is filing a nonresident PA state return. He had some capital gains income, none of which was attributable to PA. I've marked on the federal allocation...
    Joel V
    1
    May 23, 2024
  • Ok I thought you could take the standard deduction and still take a small (few hundred) dollars of charitable contributions?
    Joel V
    1
    May 14, 2024
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Member Since ‎09-18-2023
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