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1099-Q, BOX 4b is checked for "QTP to ROTH IRA". Taxpayer transferred $7,000 to their Roth IRA
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The setup for printer options- control which forms to print, is very time consuming as it is difficult to find the form you want to suppress printing. Please ad...
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Hello, I am completing Form 1041 for a trust. The grantor died in 2022. The investments in the trust, when liquidated, resulted in a capital gain. All cash was ...
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I am doing a return for a new client who took the Am Opp Tax Credit for his son's 1st and 2nd and 3rd years of college. Year 4 he took the Lifetime Learning Cre...
