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Yes, it was originally done for medicaid reasons. After the husband died, the wife decided to move in with her daughter and the trust sold the house.
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Husband & spouse put home in an irrevocable trust in 2018. Husband died in 2020. Trust sold house in 2023 while spouse still living. Section 121 exclusion shoul...
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When accessing address labels, the only option currently available is Print. I strongly recommend adding the ability to save labels as PDF files, as this will e...
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Client distributed $7,200 from his SEP IRA in 2022 of which $2,400 was return of contributions made in 2022. 1099-R doesn't reflect the return. How do I reflect...