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ProConnect TaxExperience: 6 years
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Thanks for your response. I know of many "employers" who offer and pay for retiree medical and I have never seen it reported on any sort of tax document. This i...
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Hello all, I have a number of client's who did "back door" Roth contributions as their income was beyond the IRS threshold not allowing them to make such contri...
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Hello Community.My client received a 1099-NEC from their former employer for an amount equal to her Medicare Premium B withholding from her SSA. I did not think...
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Finally the plan administrator corrected the 1099-R and had no taxable income amount when corrected. It has only taken me almost 3 months to obtain a corrected ...
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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...