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Yes😤 and yes new client - had them bring in old returns with last of info on Saturday, when kept pressing to bring in all 1099's - brought their books in Oct 1...
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Client just dropped off last of information Saturday
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It was setup as a SEP IRA many years ago -And there is no carry-over excess contributionThank you
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Client received a combined 1099-DIV, 1099-INT, and 1099-B on their SEP IRA account - all stock is in the SEP IRA - they are still just contributing to it and no...