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ProSeries TaxExperience: 22 years
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Thank you. I'll read and see if it applies.
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Thank you everyone.I've always applied the Bailey rules to the federal retirement if it was one of the plans listed in the instructions.The client is asserting ...
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Maybe I need to add the "I don't do envelopes" to my signage for next year.An envelope story I still shake my head over:Several years ago, a client brings all h...
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I have a new client that I'm trying to determine the taxability of her non-military federal retirement income on a CSA 1099R.She has an NC state retirement that...
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Those sound like my clients. And I whole heartedly agree with your pet peeve of the day and any envelopes that may be involved.