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LEVA4657
Level 2
Activity Feed
  • Thanks for the note as I am pretty much in a similar position. With that said, I have also taken steps to ensure that I have it secured and in a safe place off-...
    LEVA4657
    Sep 27, 2024
  • How long should I keep electronic client records? Also, within ProSeries, a number of prior 1099 & W-2 prepared form(s) from prior years remain on the record ev...
    LEVA4657
    5
    Sep 27, 2024
  • The issue is irrelevant to 2023 as the supporting information is listed on the IRS website as:"Section 117(h) of the SECURE 2.0 Act provides that the amendments...
    LEVA4657
    Jan 31, 2024
  • The issue is irrelevant to 2023 as the supporting information is listed on the IRS website as:"Section 117(h) of the SECURE 2.0 Act provides that the amendments...
    LEVA4657
    Jan 31, 2024
  • The issue can be addressed within the programming of the software. For example, the birthdate should be 110+ years in arrears when a birthdate is entered on the...
    LEVA4657
    Nov 28, 2023
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Posts 11
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Member Since ‎02-05-2020
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