Hi, is there a limit to contributing after-tax 401K when switching employers? Client maxed out on previous employer with the pre-tax 401K and made after-tax con... read more
Hi, this is the first year filing form 100 for CA stock corporation. The software is calculating $800 fee for this first year. I thought based on the link below... read more
An 18 year old left home in the beginning of June 2023 to remove themselves from an untenable home situation and has not had any contact with their parents sinc... read more
the parents received a 1095A with their child on it but they did not claim her as a dependentthe IRS has rejected the childs return asking for a 1095A she doesn... read more
Louisville Metro Revenue Commission mandated e-file and e-pay for all returns if a tax preparer submits more than 10 returns per year. Failure to do so will res... read more
Hello,I've been reviewing IRS limits on over 5k donations of a non-cash donation to an NFP which I understand to be 50% of AGI. However, if it is a MFJ situatio... read more
Hi,I am getting a "Server Busy" message (see attached) when I try to e-file a 2022 individual federal return. A few minutes after the "Server Busy" message pops... read more
I am preparing a 1040-NR for a dual-status alien who left the US during the tax year after one year temp working transfer in US on L-1 Visa (late 2022 to late 2... read more
Updated 05/06/24 "Accept as solution" has been changed to "Mark as Best Answer". Thanks to all who have provided feedback.Here's how you can let everyone know w... read more
What is the tax effect on someone gifting a non qualified annuity to child? gifter is 70+ years old and child is 50+ years old. Can this be done by adding a rid... read more
