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All of those conditions are met. Maybe there's a box to check that I'm missing....frustrating
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Yes, except for the earned income. I though that was done away with in 2024.
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Client is part time college student, aside from working. He transferred $7,000 from a 529 to a Roth IRA. 1099-Q distribution of $7,000, 5498 Roth IRA contributi...
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I'm mostly done with a 2024 1040, and the client gives me new info that affects 2023. If, for example, there will be an adjustment to 2023 depreciation, or a ch...
