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I HAVE A CLIENT WHO TOOK A DISTRIBUTION FROM HIS ROTH IRA. I THOUGHT THAT WITHDRAWALS OF CONTRIBUTIONS ARE ALWAYS TAX AND PENALTY FREE, HOWEVER PROSERIES PROFES...
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I am seeing conflicting information on whether or not a new roof is eligible for the Form 5695 energy credit anymore?
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Re: Form 1099-R in ProSeries Basic is now requiring the RMD amount. Why? Is this a new bug in the...
It requires it in Professional also, I was wondering the same...is it a glitch? -
I have a client whom has a SEP and traditional IRA, she made contributions to both in 2023 but due to income limitations the IRA contributions are nondeductible...
