IRonMaN
Level 15
04-13-2024
02:06 PM
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You are correct about one thing, some clients feel no urgency since things just magically happen without any effort on their part. As a side note regarding the client with the contributions survey question. Last year's return had a note saying to "take the maximum that is allowed without any receipts". So there you have it. I just have to ask someone here what that maximum amount is for 2023.
Slava Ukraini!