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AnmarieA
Level 4
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  • Thanks as the client did receive a letter from the IRS indicating that the 2nd 1099-R should be included as income on the return. I reviewed the client 403b sta...
    AnmarieA
    1
    Oct 31, 2024
  • My client who is a school teacher took a loan in the amount of $23K from their 403b plan in June 2022 and then left the company before the loan payments commenc...
    AnmarieA
    3
    Oct 31, 2024
  • IRonMaN thanks for your concise reply as always. I guess then only meals while traveling are 50% deductible for overnight stays and meeting expenses which inclu...
    AnmarieA
    1
    Jul 21, 2024
  • Hello I have several small business clients 1120S and sole proprietors that travel to their client's place of business and use their business credit card for th...
    AnmarieA
    4
    Jul 21, 2024
  • Using Proconnect and I can not find where to enter the business usage of the asset?Your assistance is greatly appreciated. Sorry I was traveling over the weeken...
    AnmarieA
    Jun 10, 2024
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Member Since ‎06-30-2020
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