My client tragically passed 2-25-24 with no will and very few assets. He is due a federal refund and since there is no executor for his estate his sister will c... read more
Found some old paper clips and they were much stronger than the ones they sell now. I have at least a half dozen mechanical pencils here on my desk that don't w... read more
Tax payer owed over 25,000 to the irs with 2 $7500 ira deposits included. Found out after the fact that the IRA's were applied to the year we are in and not to ... read more
Need to amend a 2022 return to return income not originally reported.Do I need to go back to 2022 software or can it be done in 2023 software?Does proseries cal... read more
Taxpayer invested in a partnership that sold in 2022 and recorded gain on the 2022 K-1 to taxpayer but held back certain funds to cover final expenses. The part... read more
HelloMy client had intended on transferring an IRA distribution from trustee to trustee. However, this did not happen. Rather, a check was issued to the client,... read more
This is a reoccurring theme with this specific client in particular because the previous year in 2022, the same thing happened, it caused us alot of headache an... read more
This is freaking me out. I have had files that I e filed in March, then today after deadline, they appeared as "marked for E file" when they were previously E f... read more
Hello,Have a deceased taxpayer, surviving spouse, trying to send the spouse an electronic 8879 however the Docusign info is requiring a signature from the decea... read more
I have to file corrected form 1040 because client received brokerage statement, 1099 int div b,, after original return was filed and didn't know it was coming. ... read more