Rainman1966
Level 3
Activity Feed
  • Just looking for a general opinion. Client died in 2022. The surviving spouse has not changed one of the deceased husbands IRA's to her name so the 2023 1099-R ...
    Rainman1966
    5
    Apr 16, 2024
  • Client withdrew $105,000 from a traditional IRA in December, 2023. The $105,000 was put back into the IRA in January 2024, within the 60 day rollover deadline. ...
    Rainman1966
    1
    Apr 10, 2024
  • There is no tax liability on the student's return.
    Rainman1966
    1
    Mar 26, 2024
  • The student income is all from a W-2. Parents phased out due to their income is above the $180K. I guess ProSeries had the correct calculation.Thanks for the pr...
    Rainman1966
    Mar 26, 2024
  • Parents income is too high to take any college tuition credits. I am taking the student off of the parents return as a dependent so he can file and supposedly g...
    Rainman1966
    8
    Mar 26, 2024
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Member Since ‎01-23-2020
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