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It is fine. they still will be able to get back and make changes. They will only be charged once when they do it for the first time.
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I am using Proconnect Individuals.The client took 68K and returned 66K in less than 30 days.How do I input this in 1040?
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my client loaned 68K from the IRA, and returned 66K in 25 days. how do i report in on 1099R in proconnenct tax on 1040