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So I just treat the return as the final return even though it is not correct? I know I need a 1310 as the personal rep is her son with POA, would you suggest do...
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I have a client who passed away in Jan. 2023. How do I file her 2022 return? Do I note her date of death? This will not be her final return because we will have...
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He is in his eighties. The IRA box was checked, I just missed it. I drove myself crazy!!!
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Figured it out. Stupid mistake on my part. Forgot to check the IRA box on the 1099 R Worksheet. Think I am done for the day lol!
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My taxpayers trustee donated in directly so it qualifies as a QCD. What I dont understand is why it wont let me enter the amount. On my other return it did so o...