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ProConnect TaxExperience: 45 years
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They qualify for part of the senior exemption. The qualified dividends are offest with the capital loss.
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The tax calculation is accurate, and the Federal effective tax rate is correct. However, the tax planner incorrectly indicates the federal marginal tax bracket....
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I have recently prepared two tax scinerois in witch the txpayer is in the 24% bracket by $3,900 to $13,000. In both the tax planner has said they are in the 22%...
