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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 ...
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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. ...
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There is no tax liability on the student's return.
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The student income is all from a W-2. Parents phased out due to their income is above the $180K. I guess ProSeries had the correct calculation.Thanks for the pr...
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Parents income is too high to take any college tuition credits. I am taking the student off of the parents return as a dependent so he can file and supposedly g...