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I think I found the best answer -The original owner died before 1/1/2020; then the original beneficiary died on or after 1/1/2020. In this scenario, the success...
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I have a client whose spouse inherited an IRA (Before the 10-year rule). When they opened the Inherited IRA they did not name beneficiaries. The owner of the In...
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Please add a line in billing for K-3P Worksheet.While you are in there, please create a "search" tool so we don't have to scroll through all of the forms to add...
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Why hasn't a two-year comparison been implemented for state tax returns yet? Block has it, I saw it in a new client's documents.I've got to believe the coding i...