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Hi Bill, thank you very much for this information and for setting me straight on my misunderstanding.
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I understand that this workaround exists, but it is ridiculously cumbersome.We send most tax returns out for review and signatures using Docusign. For me to do ...
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Thank you, Kathi.There's no need for Intuit to remote in. The worksheet is listing what I believe to be the wrong phase-in range amount. It's POSSIBLE that the ...
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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...