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