Activity Feed
- Posts
- Replies
-
Thank you for your response. I also have a template that I include but I do like the previous years tax documents to show up. Using my self as a test case I fou...
-
Logging into Link from ProSeries all my clients who used Link in 2023 appear. I did not think that I had to re-invite a client if they used Link in the past, in...
-
Just looking for a general opinion. Client died in 2022. The surviving spouse has not changed one of the deceased husbands IRA's to her name so the 2023 1099-R ...
-
Client withdrew $105,000 from a traditional IRA in December, 2023. The $105,000 was put back into the IRA in January 2024, within the 60 day rollover deadline. ...
-
There is no tax liability on the student's return.
