About Karl - Intuit Accountants Community

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Level 8

About

CPA in Fresno, CA. D&T audit 5yrs, private industry controller 5yrs, and now solo practitioner tax since 2015. Trying to be a lifelong learner.

Link to Website

Products

Lacerte Tax

Experience: 7 years
ProConnect Tax

Experience: 2 years

Details

3

Expertise

Equity comp, HSA's, Tax/Financial Planning

1

State proficiencies

California

1

Language

English

Activity Feed

Posts
Replies

Re: Resident State (Scrn 1) for U.S. Citizen Temporarily Living Abroad

Yes, I have the partial-year returns dialed in. Lacerte has a "resident state as of 12/31" input field on the client info section and I'm stuck for what to inpu...

Karl

1

Oct 02, 2024
Re: Resident State (Scrn 1) for U.S. Citizen Temporarily Living Abroad

Great additional considerations on domicile, thank you, I will revisit with my client. What would you input as resident state on Screen 1? Would it match domici...

Karl

3

Oct 02, 2024
Resident State (Scrn 1) for U.S. Citizen Temporarily Living Abroad

Client has been a CA resident for years. Moved to HI for work 4/19/23. Then moved to New Zealand 12/1/23. She is maintaining a residence in HI currently but is ...

Karl

6

Oct 02, 2024
Re: Text Code

Just today yes, to open current year and prior years. Annoying but I'm hopeful it'll get cleared out soon.

Karl

Oct 03, 2024
Re: S Corp Debt Basis Restoration

I would expect that it would happen automatically when the corporation has profits. Debt basis gets restored first, before stock basis. Did your client have a p...

Karl

Oct 01, 2024

Community Stats

Posts	355
Solutions	36
Cheers Given	260
Cheers Received	264
Member Since	‎12-23-2019

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