abctax55
Level 15
12-07-2019
07:09 AM
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Be prepared (& inform your client...) for the possibility that the IRS will question it tho as it seems to happen often.
I usually footnote the distribution as "used for qualified educational" (not that the IRS reads those...) so I can print it out quickly to send if/when the IRS notice arrives.
"*******Tax software is no substitute for a professional tax preparer*******
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