itonewbie
Level 15
05-13-2022
11:06 PM
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Based on my understanding, this requirement is not time bound. How is 5 years relevant?
If it's a new client, that's one of those on-boarding questions I'd ask after reviewing their prior year returns. And if they met the thresholds in the past, the question is then whether they subsequently applied for a waiver and received the approval from FTB.
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