1041 K1 Interest Forfeiture NYC tax on nonresident income SMLLC (with an EIN that was provided) Roth Conversion Amending only the State Return PTP form provided QBI Loss Carryover in first year Moving from any state to California 1040 X Tax Reprocity 3 states or more in one return Client sends docs as photos Thrift Savings Plan with form provided Client Provided Form 4070 Unreported income due to home sale ISO (Form 3921) Full K1 Package (State Included) Gambling in a different state with a return 2014-7 Exemption Free! Section 1256 Schedule D with code C or F Prior Years deprecation provided Federal Tax Due over 75K Railroad retirement Short Year K1 Provided Educator expense deduction over $300 Part-year income allocation EV credit (Form 8936) HSA contribution excess Form 8958 Foreign income exclusion (Form 2555) Vehicle Interest Deduction Virginia age deduction for 65+ Gambling Income Alimony paid (pre- 2019 agreements) Schedule F Installment sale reporting (Form 6252) 1041 K1 Interest Forfeiture NYC tax on nonresident income SMLLC (with an EIN that was provided) Roth Conversion Amending only the State Return PTP form provided QBI Loss Carryover in first year Moving from any state to California 1040 X Tax Reprocity 3 states or more in one return Client sends docs as photos Thrift Savings Plan with form provided Client Provided Form 4070 Unreported income due to home sale ISO (Form 3921) Full K1 Package (State Included) Gambling in a different state with a return 2014-7 Exemption Free! Section 1256 Schedule D with code C or F Prior Years deprecation provided Federal Tax Due over 75K Railroad retirement Short Year K1 Provided Educator expense deduction over $300 Part-year income allocation EV credit (Form 8936) HSA contribution excess Form 8958 Foreign income exclusion (Form 2555) Vehicle Interest Deduction Virginia age deduction for 65+ Gambling Income Alimony paid (pre- 2019 agreements) Schedule F Installment sale reporting (Form 6252)
(Print)
1041 K1
Interest Forfeiture
NYC tax on nonresident income
SMLLC (with an EIN that was provided)
Roth Conversion
Amending only the State Return
PTP form provided
QBI Loss Carryover in first year
Moving from any state to California
1040 X
Tax Reprocity
3 states or more in one return
Client sends docs as photos
Thrift Savings Plan with form provided
Client Provided Form 4070
Unreported income due to home sale
ISO (Form 3921)
Full K1 Package (State Included)
Gambling in a different state with a return
2014-7 Exemption
Free!
Section 1256
Schedule D with code C or F
Prior Years deprecation provided
Federal Tax Due over 75K
Railroad retirement
Short Year K1 Provided
Educator expense deduction over $300
Part-year income allocation
EV credit (Form 8936)
HSA contribution excess
Form 8958
Foreign income exclusion (Form 2555)
Vehicle Interest Deduction
Virginia age deduction for 65+
Gambling Income
Alimony paid (pre-2019 agreements)
Schedule F
Installment sale reporting (Form 6252)
