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After requesting the 1031 documentation, she remembered that the second house was not included in the 1031.Thanks for your advice.
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Client did 1031 in 2015. One Texas property was relinquished for one CA property. Amherst facilitated.In 2025, the CA property was sold. Large gain, large tax.A...
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Taxpayer RMD already made for 2025. She wants to make a charitable contribution and doing a transfer from an IRA is best. Is a QCD that is NOT from an RMD allow...
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Thanks.I haven't tried other compensation amounts yet. Agree that is likely a formula. If so, I think that is a no-no as compensation must have a purpose other ...
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Update: Tech support does not know. There is a video on this topic, but it doesn't shed light on my question.
