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Thank you for this response. A quick follow up question - if I properly inputted - in this case a '7' - to the 7.1 screen (Apply Overpayments to 2023), what mig...
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I think that's true. If commonly controlled, it appears the plan needs to take into account both businesses when calculating if under common control. What is a ...
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My client has two Schedule C businesses. One of the businesses was quite profitable last year, the other barely. He is setting up a Solo 401(k) in the name of t...
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I have worked through the relevant Line 11 worksheet in Form 8829 and wish to confirm the calculated amount should be put under Direct Expenses - line Excess Re...
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Thanks for the help and guidance - will do.