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Been doing this for too many decades.
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Lacerte TaxExperience: 41 years
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Out of curiosity.... what's the cost difference between the two software packages?
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..... then thinks they can pay late. They are 'already' late. Perhaps just a conversation with your client that they have until 10.15 to FILE but that they shou...
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Susan, I forgot about grantor trusts..... *not* my area of expertise. Obviously 😉 And that missing info of "whose name, ID number is on the F 1099-Int/Div/B is...
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And if those gains are in the trust - that's one of the highest tax brackets. I'm curious if this really is a 'trust'. NMI
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1) Calling the IRS is a waste of time. Unless you can get them to "put their advice in writing" what *they* tell you is worthless. 2) Clients are often wrong wh...
