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Unfortunately the dollars are pretty significant. And yes, the investment was against my recommendation. The taxpayer has since passed away and his widow is stu...
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Thanks for the insight and the article. We have four other years at issue, but thankfully they are all pre 2018.
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My client received a Form 8986 Partner's Share of Adjustments to Partnership-Related Items for an old conservation easement investment. It is for the tax year e...
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I don't see how that would be the case, as this is just a document collection tool. It should also automatically convert jpeg's to pdf's, so we're not fighitng ...
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We're looking at it as possibly a way to save the wasted time going back and forth trying to get the needed documents from the client and reminding them what is...
