NewPreparer
  • NewPreparer


  • 40

    questions

  • 1

    answer

  • 1

    helpful vote

  • N/A

    contributor rank

  • Extended travel expenses for a W2 Employee

    Client is a W2 employee. Was required to work in NY (residence is CA) from Oct 1-Dec 31, 2016. The employer...

  • Form 5329 for IRA withdrawal prior to 59 1/2

    Client is 52yrs old. She pulled 200K from an IRA to buy a house and therefore got a HUGE penalty. She...

  • 1099-S WITH MULTIPLE PARTNERS INCLUDING A SILENT PARTNER

    Client purchased a home 5/2015 with 4 partners (3 on title, 1 silent partner). Other than a simple...

  • INT/DIV INCOME AND CAPITAL GAINS/LOSS ON A MULTIPLE STATE RETURN

    Client moved from IL to CA 6/1/16. He has interest, dividend and capital loss from stock trades. I entered...

  • Recharacterization of Roth Rollovers to Traditional IRA

    Client provided a 1099-R for a rollover with a code 2. Client realized that his financial advisor rolled...

  • Traveling Nurse with CA & CO income.

    Client was a full time nurse in CA. In July he moved from CA to CO via a temp company to be a traveling...

  • W2 employee getting 1099-misc, box 7 income for spiffs

    Client is an outside sales rep ,W2 employee. In addition to her W2 income, she earns sales bonus/spiff...

  • Reporting HSA Contributions

    Client contributed $4450 through payroll deductions and employer contributed $750. The breakdown on the W2...

  • capital gains on a primary home

    Client bought a primary residence last Dec. Looking to sell it before the end of the year. They will make a...

  • SALE OF RENTAL PROPERTY

    Rental property acquired in 2006 and sold in 2016. Never owner occupied. On Sch E with depreciation. ...

View all Questions
  • NewPreparer has not answered any questions.

About User

NewPreparer has not provided any information.

Followed Tags

NewPreparer is not following any tags.