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Taxpayer established a 529 plan a few years ago for her young child. Taxpayer had outstanding student loans from years ago and did not pay any college tuition i...
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It appears the credit is showing up correctly, but the program then requires the completion of the Joint Occupant form, which is only to be completed if the spo...
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There is a "Form 5695 - Copy 2" for married filing jointly with separate homes, but that's not the one I am in.
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I had it come up twice so far this year and I checked the box on the NOL worksheet to not carry over the NOL to next year. It creates an NOL for this year, but ...
