CAPCPA
Level 2
Activity Feed
  • I typically purchase ProSeries program with 50 returns and 2 states. Recently learned client added a rental property in Oregon - this would be a 3rd State. How ...
    CAPCPA
    1
    Mar 14, 2024
  • Yes - completely 3rd party sales, I believe higher interest rates and the fact these were rentals (not in pristine condition) has lowered their true market valu...
    CAPCPA
    1
    Feb 25, 2024
  • Recent death in family, created trust with rental properties. Completed a certified appraisal for step up, but now selling properties at much lower value. Is th...
    CAPCPA
    3
    Feb 25, 2024
  • Why is the earnings portion of a 529 distribution (1099-Q Box 2) carrying onto the parents tax return as misc. income? The Tuition and education expenses far ex...
    CAPCPA
    Mar 24, 2022
  • Thank you. I had checked the box for ROTH conversion which had blocked the disaster designation (created an error message when both are checked). Headed the rig...
    CAPCPA
    Mar 04, 2021
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Member Since ‎03-13-2020
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