AnmarieA
Level 4
Activity Feed
  • I entered box 1 with the Gross Distribution box 2a left empty as the 1099-R was issued and there is not a box for basis but I check inherited in the ProConnect ...
    AnmarieA
    1
    Apr 11, 2024
  • I have a client you inherited a Roth Account from their deceased father. The client took a distribution from this account in 2023 and it was coded T - held less...
    AnmarieA
    3
    Apr 11, 2024
  • I have a client who lives in 2 different homes throughout the year. He did some energy efficient improvements to one of his homes in 2023 new windows and siding...
    AnmarieA
    2
    Apr 08, 2024
  • Thanks for the response....my thoughts exactly. It is a shame but the taxpayer has learned a powerful lesson to have the adequate insurance for "replacement val...
    AnmarieA
    Apr 05, 2024
  • I have a client you had his detached garage burn down which included his vehicle and 2 motorcycles. The fire was caused by a faulty timer. The insurance company...
    AnmarieA
    2
    Apr 05, 2024
Community Stats
Posts 83
Solutions 0
Cheers Given 1
Cheers Received 17
Member Since ‎06-30-2020
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