Products
-
ProSeries TaxExperience: 30 years
Details
1
State proficiencies
New York
Activity Feed
- Posts
- Replies
-
I've downloaded but have not yet transferred files. I will soon ONLY because I use the client checklists to send to clients (half my clients love it and use the...
-
not sure by what you mean creates an inherited IRA - but in NY after 59 1/2 (on the first day of the year)NY has a pension/IRA exclusion of $20,000 per taxpayer...
-
You have to select the files to transfer either by selecting all or picking the ones you want to transfer. I would run a list of the files I don't want to trans...
-
I find this works when I amend a return I did not do originally. (as a side note I charge a full return fee not my amended fee as you are actually doing 2 retur...
-
I have 1 question - why would you?Why can't they go on IRS.gov and make their own payment?I would not be comfortable (nor would my insurance company I suppose) ...
