ljsmith2
Level 4
Activity Feed
  • There is one of the clients who purchased the PTP in an IRA for his spouse.Wasn't quite sure how that would work but amounts are minimal so there should be no U...
    ljsmith2
    1
    Mar 30, 2024
  • My trend this year is Publicly Traded PartnershipsClients are coming in with their broker statements that show PTP distributions.I advise them that they need to...
    ljsmith2
    3
    Mar 30, 2024
  • I find the effective tax rate based on AGI useful for clients who are adjusting withholding. They can watch their paystubs to be sure the correct percentage of ...
    ljsmith2
    1
    Apr 02, 2024
  • Hello,My client sustained damage from a California winter storm in a Federally declared Qualified disaster area. Does California conform to the $500 haircut wit...
    ljsmith2
    1
    Mar 14, 2024
  • I was in a similar situation with schedule ELook to the very bottom of the Carryover WorksheetIt should allow you to enter the QBI carryover losses from 2022 an...
    ljsmith2
    2
    Mar 09, 2024
Community Stats
Posts 61
Solutions 4
Cheers Given 42
Cheers Received 59
Member Since ‎12-06-2019
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