Followed the directions for amending NYS 2023 return, but keep getting a rejection. Review shows no errors. Unclicked the NYS est payments on return, but that d... read more
Client received a 1099-R with Box 1 and Box 2a filled in (both have same amount).Client says that the money was rolled over into another IRA (indirect rollover)... read more
My daughter's father was incarcerated for 8 months of 2023 and did NOT provide even half of her support for that year. He filed taxes and claimed the CTC which ... read more
I have a situation where a client invested IRA funds into a partnership which went bankrupt. The IRA custodian is now distributing the partnership interest to h... read more
Taxpayer has two business as LLCs. One is taxpayer owned it as SMLLC (this year 2023 is final year). Another business is owned joint ventureby husband and wife ... read more
In prior years, income and expenses for oil, gas, and nonferrous metallic minerals were included on Michigan Schedule 1 Lines 6 and 19. Michigan now requires Fo... read more
Hi,I have an individual taxpayer who is eligible to claim a credit on Form IT-219 - Credit for New York City UBT for NYC UBT paid by multiple NYC partnerships. ... read more
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