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The wife was the contact person and I set up a Link account with her.The Proseries tax file was set up with her in the TP position to do the Link invite.Now I w...
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Client rolled 401(k) to an IRA but failed to direct taking the 2022 RMD.Has taken a little more than the required RMD for 2023.Can they use some of the excess t...
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Thank you, I am always a little afraid of doing something that might be wrong, so I appreciate the quick response!
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I am confuse by the "freezing" of the info flowing to the form 4868.It has been awhile since I did an extension and I don't know what to do after I file the ext...
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Client has income from a trust that is getting investment income from a REIT. The code is triggering that there is a qualified business for sec 199A. Sec D2 ask...
