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You are correct. I'll never know why they feel this is better than sending out a K-1. I ended up plugging it in. Thankfully, my client had additional informatio...
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I have had many clients with the K-3 box checked on their K-1 forms. After contacting multiple financial institutions, they stated K-3 forms would be issued by ...
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Hi, everyone. I am hoping you can help! I have an individual who received the Grantor Trust Tax Information Letter from HFR Liquidating Trust. The trust closed ...
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Hi, all.In the past we've been able to upload a pdf from financial accounts and enter a simple figure for short-term and a figure for long-term sales. I see whe...
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Crap. My client is not going to be happy at all.