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My client did not make an elective deferral yet the program is computing more than 25% of income as the max deferral
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1099R say non taxable and so does NJ guidance but no guidance as to when it stops being tax free. Client will turn 65 this year so being proactive.
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I have had the same issue multiple years and always assumed it was a NJ limitation, not the software. I just had the client file the NJ via paper. Sorry can't b...
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Client husband is a NJ police officer permanently disabled on the job. He gets a tax free pension until he is 65. He passes away and his spouse gets his benefit...
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I have a HW partnership, one partner has a $32k guaranteed payment for services, she made $19.5k and they made an $8k match based on 25% of the $32k. Let's forg...
