tmike

I have a tax client that has disposed of all of his units in a ptp. He also received a K-1 for his proportional share of losses for TY 2007. Do I need to adjust his cost basis in any way for Sch. D? He had a $1030 section 1256 loss that is reported on form 6781. Thanks for any help. -Mike in MN-

Thank you for the help. -Mike in MN-

Can any WI preparer fill me in on HSA for a WI return. Was this teporarily disallowed because the WI legilature did not adopt federal policy or is it not allowed on WI return permanently. Thaks for the help. -Mike in MN-

I entered on 1099R and got no flow to 1040. I seem to recall having to amend a previous year as opposed mto including it in current income. Or can it just be added on line 21 as other income?

I have a client that received a 1099R showing excess contributions to a 401K. Code P. I had one of these many years ago but can't remember what to do with it. Any help would be appreciated. -Mike-

I have a client that I would like to use the fee collect service for but he does not have a checking account. Can this service only be used in conjuntion with a personal checking account or can it be set up so SBBT will send a check to the client. Thanks in advance for any help.

Has anyone received acks for e-filed 1099's. I have been sitting on mine for a long time.

you can e-mail e at [email protected]. I am in Prior Lake and would be willing to take her on as a client. -Mike-

I am in Prior Lake, MN and might be interested. What kind of "help" is needed? -Mike-