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K1 reporting

I’ve received K1s in the past. Since there were no distributions I didn’t report them on my tax return. I’m...
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60 day rollover IRA to IRA

Taxpayer took $55,000 distribution from their IRA  and within 60 days replaced the funds in the entirety. Custodian issued one...
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Roth In the GAP

Client made a $6,500 contribution but joint return reflected around 224,00 in income, therefore  in the phase out range. Around...
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Tax Time Tips for IRAs

IRAs are an important, but often overlooked, part of your overall tax planning. As the deadline for filing 2023 tax returns approaches, it is a good time to incorporate your IRA plan strategies with your overall tax plan.
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