Activity Feed
- Posts
- Replies
-
So, taxable earnings to be reported in 2024. Thanks.
-
client has outside company prepared Form 5471. When e-file his tax return, can I just use pdf attachment to attach Form 5471? Or, do I have to re-enter all Form...
-
My client said that he contributed $6500 Roth on 1/2/2024 for tax year 2023. Then, withdrew it + earnings on 3/4/2024 when recognized that he was not qualified ...
-
Client withdrew excess 2023 Roth contribution + earnings in 2024. We had reported earnings in 2023 tax returns. But, he received 2024 1099-R with code "8J" for ...
