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OBBBA increased the phase-in range for QBI from $100K to $150K for MFJ ($50K to $75K for single). However, the QBI Component Worksheet (line 5) is still using $...
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I face many situations where clients can convert Traditional to Roth while staying within the 12% marginal federal tax bracket. And in my primary state (NY), th...
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I hear you, but I'd rather have both. I use the "Tax Planner" feature extensively, especially toward the end of the year for Roth conversion opportunities, and ...
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Thank you for the information. In this case, then, I think I did it wrong. I had the mother list the dependent with Code Q which allowed her to claim the depend...
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Client return has savings bond interest entered on Federal Schedule B, so when I go into the NY return, line 28 on IT-201 page 2 is auto-filled with the savings...
