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Importing from TD Ameritrade still doesn't work. It didn't work last year and new again this year. Ameritrade tells me it's an Intuit problem. Is there any hope...
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Yeah, I read those instructions in Proseries. However, I couldn't confirm that in the IRS instructions. Unfortunately, the CPA firm doing the father's return wo...
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This is a follow up question related to this specific shared policy allocation. My client is single and not a dependent of someone else with adjusted gross inco...
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I'm getting push back from the CPA that is preparing the father's tax return. Here is what he wrote to me:"While it stinks to have to pay back the premium credi...
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Thank you for your reply. Is it allowable to allocate 100% to my client? There were four covered individuals: the father and three children. The father is claim...